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Become a Successful Copycat Value Investor
with Copycat Wealth Max
We combine value investing education, in-depth research on super investors, and a copycat model portfolio to give you the knowledge and strategy to build a high-performing portfolio. We believe our timeless, fundamentals-based approach helps you beat the market and compound wealth for the long term.
Value Investing Course
The Value Investing Course is a comprehensive, step-by-step program designed to give you a strong foundation in value investing. Whether you're a beginner or looking to refine your strategy, this course will teach you timeless investing principles with an owner’s mindset, the power of compounding, and how to navigate the stock market with confidence.
You’ll learn how to apply value investing effectively, understand how markets work, and recognize common pitfalls to avoid. Through expert insights, structured instruction, and real-world case studies, you'll gain the skills to analyze stocks, make informed decisions, and invest like the world’s top super investors.
Course Curriculum
Phase 1: The Mindset of a Super Investor
Module 1 - Intro to Super Investors
Module 2 - Investor-Owner Mindset
Phase 2: The Foundation of Wealth Building
Module 1 - The Magic of Compounding
Module 2 - Stock Market Investing
Phase 3: The Core Principles of Value Investing
Module 1 - Value Investing Essentials
Module 2 - Understanding Intrinsic Value
Phase 4: Mastering Financial Statements
Module 1 - Introduction to Financial Statements
Module 2 - Balance Sheet Breakdown
Module 3 - Income Statement Analysis
Module 4 - Cash Flow Statement Insights
Phase 5: Evaluating Companies
Module 1 - Assessing Company Management
Module 2 - Identifying Economic Moats
Phase 6: Real-World Case Studies
Module 1 - Apple Inc. Case Study
Module 2 - Meta Platforms, Inc. Case Study
Module 3 - Chipotle Mexican Grill, Inc. Case Study
Transforming Copycat Value Investing Through Data and Research
We apply a quantitative, research-driven approach to identifying and copying the investments of the world’s best value investors. By analyzing over a decade of financial data, investor portfolios, and investor performance, our model portfolios have delivered 20%+ annual returns—with a simple to implement strategy.
Our research removes guesswork, using a data-driven approach to identify the best investors, their top stocks to copy, and the smartest way to build a winning portfolio.
The Competitive Advantage of Quantitative Copycat Value Investing
Our portfolio performance metrics reflect a decade of rigorous quantitative copycat investing, consistently outperforming the market while managing risk.
We apply quantitative analysis, financial modeling, and historical performance data to give everyday investors an edge. Our research identifies winning copycat strategies, helping subscribers invest with confidence instead of guesswork.
Data-Driven Investor Selection
We identify elite value investors with a demonstrated track record of outperforming the market, filtering out noise and underperformers.
Data-Driven Stock Selection
Not every stock pick from a great investor is a winner. Our quantitative approach filters the best picks from top investors, helping you focus only on high-probability outperformers.
Balanced Portfolio Construction
Investors looking to avoid the high fees of traditional wealth managers and financial advisors.
Ongoing Portfolio Analysis
Investors who don’t have time for deep stock research but want a simple to implement and effective investing strategy.
The Measurable Advantage of Copycat Wealth Max Portfolios
Our portfolio performance metrics reflect a decade of rigorous quantitative copycat investing, consistently outperforming the market while managing risk.
Copycat Wealth Max Has 30 2014-2023 Portfolios in Total
Rate of Return
Annual Rate of Return
From 14.39% to 24.50%
S&P 500 Rate of Return
11.83%
Portfolios Outperformed
the S&P 500 Index
Batting Average
Winning Percentage
From 62% to 100%
"Golden" Winning Standard 60%
Portfolios Outperformed
the S&P 500 Index
Risk & Reward
Balance
Average Gain per Stock
From 78.09% to 166.18%
Average Loss per Stock
From -1.57% to -31.06%
Positive-Negative
Asymmetry Ratio
From 3.09 and 88.02
Long-Term Focus
& Portfolio Size
Average Holding Period
From 2.35 to 4.52 Years
Average Portfolio Size
From 4.97 to 26.26 Stocks
The Super Value Investors Philosophy:
Quantitative Copycat Value Investing
At Super Value Investors, our philosophy is simple: copy the best value investors intelligently. We are long-term focused value investors that use a data-driven approach to track, analyze, and filter the best ideas from the world’s top-performing value investors and copy the investments we believe are most probable to deliver high returns.
Our Strategy Is Built on Three Core Principles
Copying Super
Investors Works
Our proprietary research shows that copying great investors can dramatically outperform the market over time. We focus on copying, high-performing value investors with a track record of success.
Not Every Stock
Is Worth Copying
Even the best investors make mistakes. We use quantitative modeling, financial analysis, and historical performance tracking to filter out weak investment picks and focus only on high-probability winners.
Portfolio Strategy
Is Essential
Copying great investors is more than just stock selection; it’s about building a winning portfolio. We focus on building a portfolio with positive asymmetry, minimal downside and high upside, in order to build long-term wealth.
Copycat Wealth Max
$4,997
Value Investing Course
10 In-depth modules
Cutting-Edge Research
14 Super Investors
30 Copycat Portfolios (2014–2023)
Annual Returns: 16.60% to 24.50%
Annual Membership to Max Model Portfolio
One Year Access
3 Portfolios: Allocation Percentages
$447 Annual Renewal
How the Max Model Portfolio Works
The Max Model Portfolio is designed for investors who want a simple, data-driven way to copy the best value investors. It gives you access to a carefully selected copycat stock list, built using our quantitative filtering process to identify the highest-probability winning investments from top-performing super investors.
What You Get with an Annual Membership
A Ready-to-Use Copycat Portfolio
The Max Model Portfolios use a weighted approach, giving greater allocation to stocks with higher conviction and return potential. Each portfolio is built around a clear investment thesis, with a detailed explanation of why each stock was selected. The Max Model portfolios currently have a 12, 15, and 19 stock portfolio.
Data-Backed Stock Selection
Every stock is chosen using our quantitative research process, filtering only the strongest ideas from top super investors.
One Year of Access
Get full access to the Max Model Portfolios for 12 months.
Annual Renewal
After your first year, you can continue access for $447 per year if you choose to renew.
This portfolio removes the guesswork, helping you invest with confidence using a proven, systematic approach to copying the world’s best value investors.
10 Day Money-Back Guarantee: 100% Risk-Free
We’re confident in the value of Copycatting Super Value Investors, which is why we offer a 10-day money-back guarantee.
Here’s how it works:
When you enroll, you’ll get full access to the course and research immediately.
If, within the first 10 days, you feel the product isn’t right for you, simply request a refund—no questions asked.
If you’re happy with the course and research, on day 10, the Copycat Model Portfolio unlocks. This portfolio is built 100% from super value investors stock picks.
Get Started Today With Copycat Wealth Max
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