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Oakshire Capital

Institutional‑grade analysis for a subscription price.

Know why each stock is there. A model picks 20 companies, buys them in your own brokerage account, and explains every one, every quarter.

One email when subscriptions open. Unsubscribe any time.

Your portfolio

Rebalanced January 6

20 companies

Chosen for you. Managed for you. Explained to you.

  • OAKXHalvorsen Industrial9.6%
  • QNTAQuintarra Software8.2%
  • SHREShorewell Consumer7.4%
  • LDGRLedgerline Financial6.8%
  • TLLWTallowfield Energy6.3%
  • It places the trades, manages the book, and shows you what it did
  • Learn investing hands-on, with your own money
  • Your account stays in your name, at a SIPC‑member brokerage

It invests for you and teaches as it goes.

Each rebalance day, a letter lands in your dashboard. For every name that left or arrived, it shows which inputs moved its score, and which way. Say one company’s profitability slipped and its price momentum faded. Another got cheaper against its peers while profitability held. Just the inputs, no news stories. Quarter by quarter, you learn what moves a stock’s rank.

Your Q1 2027 letter

Sample

Two names changed this quarter.

  • OutHRBRHarborline IndustrialProfitability slipped · Momentum faded
  • OutSLTCSolterric ChemicalsShare issuance up · Accruals rising
  • InMERDMeridian FabricationProfitability up · Price trend stronger
  • InGRVLGravelport MaterialsCheaper than peers · Profitability steady

18 names stay. Next letter April 5, 2027.

What you get, every quarter.

  1. The model ranks every company.

    Every listed US company is scored against the others in its peer group: similar size, valuation and recent price trend.

  2. It keeps 20.

    From the top tenth it holds the 20 largest companies, one per peer group, weighted by size, none above 10%.

  3. Your account is rebalanced.

    Trades are placed at the custodian to move your account from last quarter's list to this one.

  4. You read the letter.

    Every sale and purchase, explained. Then nothing happens until the next quarter.

Every input the model uses comes from academic research on what predicts stock returns.

Research from 1973 to 2025 studied every one of these 124 inputs as a predictor of stock returns: more than 80 papers, most of them in the Journal of Finance, the Journal of Financial Economics, the Review of Financial Studies and the accounting journals. Oakshire wrote none of those papers and chose none of the inputs. You don’t have to trust us. Trust the people who came before us.

Where the idea comes from

$10a month

Billed yearly, $120. Or $15 month to month. No percentage of your assets, no performance fee, cancel any time.

See pricing

Included

  • The model running on your own brokerage account
  • Four rebalances a year, placed for you
  • A letter each quarter explaining every change
  • The dashboard, with every trade and document
  • Email support for the service (not individual advice)

Four things to know before you join.

Oakshire is not yet registered.
Registration as an investment adviser is in progress. Until it is effective there is no advisory service and nothing is charged. The founding list reserves launch pricing and nothing else.
The model can lose money.
Any stock portfolio can fall, and a portfolio that follows one method can fall further than the market in a given year.
20 stocks, not the whole market.
The portfolio is more concentrated than an index fund, by design, and will not move like one.
The first deposit is $100.
So every position clears the broker's minimum order. After that, add any amount from $10.
All questions

Get the launch date first.

One email when subscriptions open, and the launch price for as long as you stay subscribed.

One email when subscriptions open. Unsubscribe any time.