CPA-Verified 2025: +52.46% on $10M+ AUM

See how a real 8-figure growth investor handles volatility.

No hindsight screenshots. No hedging theater. Just every position, every weight, every trade, every model, and daily commentary — live.

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Verified 2025 return · $10M+ AUM · 75-member survey: 4.6/5 · Real-time trades and models

2025 Return

+52.46% (Verified)

Portfolio AUM

$10M+ USD (Verified)

CPA Verified Audit completed Jan 2026 by Alpha Performance Verification Services. Full report available in member area.

Why serious investors join during drawdowns

Re-underwrite positions live instead of reacting to headlines
See adds, trims, exits, and updated guardrails in real time
Compare market price vs. my valuation model, not just sentiment
Follow calm commentary through earnings, volatility, and multiple compression

Who this is for

Self-directed investors managing their own money
Long-term growth investors comfortable with volatility
People who want process, sizing, models, and conviction updates
Investors who prefer transparency over signals

Who this is not for

Day traders
People looking for daily hedges or macro cosplay
People who want 20 tickers a day
People who cannot emotionally handle drawdowns

"Real-time buys/sells plus the community chatter help me learn the language of portfolio management."

— Member survey, March 2026

"The main thing I love is the transparency... honest and trustworthy."

— Member survey, March 2026

"The advice about dealing with market volatility is therapeutic."

— Member survey, March 2026

Where The Serious Money Moved.

Rated 4.6/5 by serious investors.

Rated 4.6/5 by members who stopped guessing.

Choose Your Plan

This is an educational portfolio transparency platform for self-directed investors. Not a signal service.

Quarterly

$7 for 7 days

then $149/quarter

Billed every 3 months (Save 50%)

7-Day Trial for $7
Full 8-Figure Portfolio Access
Real-Time Trades and Models

Start 7-Day Trial ($7)

Cancel anytime during trial period.

Best Value · VIP

Annual VIP

For serious, long-term investors

$7 for 7 days

then $499/year

Billed yearly (Save 58%)

All Quarterly Benefits + 2 Months Free
30-Minute Private Onboarding (1-on-1)
A personal strategy session to align Foliotrail with how you invest
Direct Access to Julian
Priority chat & email support
VIP onboarding scheduled after trial ends and payment is confirmed

Unlock VIP Access ($7)

Cancel anytime during trial period.

Most members join after reviewing a specific stock decision.

The "Better Than Your Ex" Guarantee

If in 30 days you don't think my research is superior to your previous subscription, I will not only refund you 100%, I will pay you an extra month's worth for wasting your time. That is how confident I am.

*Guarantee applies to the depth and quality of research reports and models compared to competitors. Does not cover market P&L or trading losses.

Common Questions

Your trial will automatically convert to the selected membership price. You can cancel anytime before the 7 days are up if you don't find it valuable.

You see everything. My live positions, my trade log, my research models, my price targets, my daily commentary. It is full, transparent access.

My edge comes from my career as a founder, not a trader. I analyze public companies with the same M&A-level diligence used for a private acquisition, focusing on deep business fundamentals instead of trading charts. It's an operator's playbook for the public markets.

This subscription doesn't fund my lifestyle, it funds the platform. The fee creates a community of serious members and covers operating costs. It's a small price for direct access to the strategies of an 8-figure portfolio.

No. Foliotrail is an educational and entertainment service that shows my portfolio and decision-making process. It does not provide personalised recommendations, and past performance is not a guarantee of future results.

This is an educational platform, not a signal service. I provide my research and trades for transparency, so you can see how I build my own conviction. You are responsible for your own decisions.

Doesn't matter. The playbook is about process and discipline, not portfolio size. Whether you manage $50k, $500K or $50M, the framework applies.

A minimum base helps. Nothing advanced, but if you're already managing a $10k+ portfolio on your own, you likely have enough. From there, the playbook shows you how to level up.

For all new subscriptions, we offer a straightforward 30-day money-back guarantee. If you're not satisfied within the first 30 days, simply contact us for a full refund—no questions asked. We also offer a conditional Double Refund Guarantee regarding the quality of our research. For full details and conditions, please refer to our Terms & Conditions.

Trades and portfolio changes hit the platform in real time. Julian commentary, earnings reactions, conviction updates, and model changes are posted throughout the day. AI notes are supplemental, not the core product.

No. You're subscribing to view my portfolio, not to link yours. All data is one-way, from my broker accounts to Foliotrail dashboard.

All payments go through Stripe. Foliotrail never sees or stores your card, everything's encrypted and handled securely.