Optima Core Equity Strategy

Live

Last refresh 5 Oct 2026, 22:46:02 UTC · Data as of Oct 5, 2026 · Launch 2025-11-25 · 314 days live

HTMLMarkdownJSONCompare this recordAutopilot client composite since launch

Official published record. Risk band MEDIUM. Maturity EARLY. Published fields, not a suitability rating.

About this Portfolio

Actively managed strategy using a top-down, rules based system combining fundamental and technical analysis. We like to own great companies at great times, aimed at generating higher risk-adjusted returns. Strategy aims to be 99% invested in equities while raising cash during risk-off environments.

Marketplace Portfolio description, reproduced for identification and context. It is not a recommendation. Performance figures on this page come from the published live composite.

About Optima Capital Management

Optima Capital Management is an SEC-registered modern wealth management firm and an independent fiduciary that provides objective advice based solely on your best interests. With over 40 years of combined fiduciary investment experience, we take a rules-based approach to portfolio management using individual equities.

Marketplace Pilot bio reproduced from the Autopilot app. Marketplace identity only. It does not change the legal management classification shown above.

These pages are for research purposes only, for humans and for agents. This is data, not a recommendation, not a ranking, and not investment advice.

n/a
gross n/a
n/a

Sharpe is annualised from 315 daily observations over 314 days. Ratios from short samples are unstable and should not be compared to ratios from multi-year histories.

n/a
-21.7%
24.7%
Days live
314
AUM
$28.8k

Performance disclaimer

The performance data presented reflects the aggregated results of actual client portfolios managed by the Registered Investment Adviser (RIA), based on the trading activity in the securities contained in the relevant portfolio over the specified period. If fewer than 10 clients are invested in the portfolio, the data represents the aggregate performance of all clients following this strategy. Actual investor outcomes can vary due to factors like brokerage support for fractional shares, account size, trade timing, fees, and taxes, and past performance should not be interpreted as a guarantee of future results or typical of all portfolios. Performance figures are shown before Pilot subscription amounts. Autopilot does not charge an advisory fee.

"Autopilot" refers to Autopilot Holdings Corp and Autopilot Advisers, LLC, an SEC-registered investment adviser. Investing carries risk-including possible loss of principal-and past performance is not indicative of future results. Figures current as of 10/05/26. Performance shown reflects the period from 9/28/26 - 10/05/26. Optima Core Equity Strategy: past week +1.4%; since inception (11/25/25) +4.8%. No Autopilot advisory fee is deducted; representative client-account sample (all accounts if fewer than 10 clients). Not a recommendation. View important info at joinautopilot.com/disclaimer.

Primary periods

Net is the default display. Period end is data as-of 2026-10-05.
PeriodNetGross
1 year: n/a — launched 2025-11-25n/an/a
5 year: n/a — launched 2025-11-25n/an/a
10 year: n/a — launched 2025-11-25n/an/a
Since Autopilot inception (2025-11-25)4.8%4.8%

No benchmark comparison is published for this Portfolio.

Based on all time performance. Past performance doesn't guarantee future results.

Risk

n/a
CAGR gross
n/a
24.7%
n/a
35.2%
-10.5%
47

Equity curve

Downsampled published curve, not the daily-return tape. 151 points from 315 daily observations. Official max drawdown is the daily-series field, not this chart.

Equity curve data table (151 points)
Downsampled equity curve (cumulative return from Autopilot launch). Official max drawdown is the daily-series field, not this table.
DateCumulative return
2025-11-250
2025-11-270.01545
2025-11-290.02611
2025-12-010.00669
2025-12-03-0.00005
2025-12-050.00429
2025-12-070.00428
2025-12-09-0.00131
2025-12-110.01723
2025-12-13-0.00276
2025-12-16-0.01056
2025-12-18-0.00756
2025-12-200.00722
2025-12-220.01999
2025-12-240.02493
2025-12-260.02396
2025-12-280.02395
2025-12-300.01516
2026-01-010.00432
2026-01-030.01885
2026-01-060.05141
2026-01-080.0478
2026-01-100.05043
2026-01-120.04706
2026-01-140.04118
2026-01-160.05807
2026-01-180.05806
2026-01-200.03586
2026-01-220.06799
2026-01-240.06811
2026-01-270.07027
2026-01-290.05177
2026-01-310.02593
2026-02-020.04195
2026-02-040.02283
2026-02-060.01154
2026-02-080.01153
2026-02-100.01734
2026-02-12-0.03565
2026-02-14-0.0264
2026-02-17-0.02588
2026-02-19-0.02364
2026-02-21-0.02345
2026-02-23-0.03468
2026-02-25-0.03527
2026-02-27-0.04951
2026-03-01-0.04952
2026-03-03-0.07166
2026-03-05-0.06593
2026-03-07-0.08574
2026-03-10-0.05469
2026-03-12-0.09269
2026-03-14-0.09287
2026-03-16-0.08017
2026-03-18-0.10133
2026-03-20-0.12167
2026-03-22-0.12168
2026-03-24-0.11545
2026-03-26-0.13779
2026-03-28-0.14973
2026-03-31-0.11982
2026-04-02-0.10662
2026-04-04-0.10663
2026-04-06-0.09455
2026-04-08-0.0582
2026-04-10-0.05158
2026-04-12-0.05159
2026-04-14-0.01214
2026-04-160.0175
2026-04-180.04646
2026-04-210.01946
2026-04-230.01887
2026-04-250.02977
2026-04-270.03114
2026-04-29-0.00014
2026-05-010.04945
2026-05-030.04944
2026-05-050.05565
2026-05-070.0338
2026-05-090.04928
2026-05-120.06419
2026-05-140.08249
2026-05-160.05852
2026-05-180.01762
2026-05-200.03874
2026-05-220.05511
2026-05-240.05509
2026-05-260.09556
2026-05-280.10061
2026-05-300.10683
2026-06-020.14079
2026-06-040.15233
2026-06-060.07596
2026-06-080.10907
2026-06-100.06235
2026-06-120.13002
2026-06-140.13001
2026-06-160.15118
2026-06-180.20343
2026-06-200.20341
2026-06-230.17274
2026-06-250.19083
2026-06-270.14336
2026-06-290.16724
2026-07-010.15455
2026-07-030.11435
2026-07-050.11434
2026-07-070.0951
2026-07-090.11652
2026-07-110.10354
2026-07-140.10049
2026-07-160.0391
2026-07-180.03809
2026-07-200.04328
2026-07-220.08093
2026-07-240.05152
2026-07-260.05151
2026-07-280.02569
2026-07-300.04458
2026-08-010.03825
2026-08-040.05871
2026-08-060.03846
2026-08-080.04769
2026-08-100.04068
2026-08-120.07635
2026-08-140.10086
2026-08-160.10084
2026-08-180.08933
2026-08-200.08795
2026-08-220.10906
2026-08-250.115
2026-08-270.10755
2026-08-290.0929
2026-08-310.08479
2026-09-020.08324
2026-09-040.11047
2026-09-060.11046
2026-09-080.11104
2026-09-100.08423
2026-09-120.1022
2026-09-150.07909
2026-09-170.09168
2026-09-190.08659
2026-09-210.09715
2026-09-230.07434
2026-09-250.05979
2026-09-270.05978
2026-09-290.03269
2026-10-010.02975
2026-10-030.0451
2026-10-050.04834

Holdings

Holdings shown are the largest 5 positions by current weight as of 2026-10-05T22:46:02.656034Z. This is not a list of best-performing positions. Holdings change over time. This is not the complete holdings book; concentration figures are calculated on the positions shown and are labeled partial.

Largest N by current weight. Not a list of best-performing positions.
TickerCompanyWeight
FIGRFigure Technology Solutions, Inc. Class A Common Stock24.6%
OSCROscar Health, Inc.23.1%
LTHLife Time Group Holdings, Inc.20.7%
DELLDell Technologies Inc.15.8%
INTCIntel Corp15.8%

Concentration partial. HHI n/a.

Fees

Current subscription

Current Optima Capital Management - Full Access plans for this Pilot. Same price for every Portfolio under this Pilot. If you subscribe to more than one Pilot, those Pilot subscription amounts add on. 5:00 AM America/New_York snapshot, held until the next rebuild. Not part of the published fact-sheet record used for net returns.
PlanAmountBilled
Quarterly$40.00every 3 months
Yearly$120.00every year

The current subscription for this Pilot, Optima Capital Management, is $120.00 per year as of 2026-10-05. Autopilot does not charge an advisory fee on top of that subscription. If you subscribe to more than one Pilot, those subscription amounts add. Pilot subscriptions are not deducted from the published return figures.

Autopilot does not charge an advisory fee and does not charge an AUM fee. The price to follow a Pilot is that Pilot's subscription. If you subscribe to more than one Pilot, those subscription amounts add. Pilot subscriptions are not deducted from the published return figures. Account minimum omitted (unconfirmed_omitted).

Record notes

Autopilot client composite since launch means the time-weighted return of actual Autopilot client accounts that follow this Portfolio, measured only from the date the strategy launched on Autopilot. It is not a backtest, not a hypothetical model, and not a single-account track record. When at least 10 clients follow the strategy, the composite is the 10 oldest follower accounts, equal-weighted. If fewer than 10 clients are invested, the data represents all clients following this strategy.

All figures are as of 2026-10-05.

Published returns do not deduct an Autopilot advisory fee. Autopilot does not charge an advisory fee or an AUM fee. Pilot subscriptions are not deducted from these figures. Broker-dealer transaction costs, fund expenses, and taxes are not deducted either.

Sharpe ratio, risk-free rate assumed 0%. Sortino uses the same zero risk-free-rate assumption.

This Portfolio is created and managed by Autopilot Advisers, LLC as part of our advisory services, which are general and impersonal in nature and are not personalized advice. Optima Core Equity Strategy does not manage this Portfolio and has no relationship with Autopilot or its clients. Autopilot retains the full platform fee attributable to Autopilot Portfolios, which creates a potential conflict because Autopilot may have an incentive to favor Autopilot Portfolios over Third-Party Pilot Portfolios. Autopilot may terminate this Portfolio at any time.

314 days live; 4.8% observed-period return; short-history metrics are not comparable to mature strategies

Official max drawdown is the published daily-series field. It is not read from the downsampled sparkline. Worst month and recovery are withheld when that curve does not reproduce the official drawdown.

1-year, 5-year, and 10-year at equal prominence. Missing long windows are labeled n/a with the Autopilot launch date. Since Autopilot inception fills the comparison. Gross and net use the same window. Past week, YTD, 1-month, and 3-month are supplemental. The 7-day window in the performance disclaimer describes the past-week figure. Sharpe, CAGR, and the official series remain Autopilot launch through as-of.

Autopilot does not charge an advisory fee and does not charge an AUM fee. The price to follow a Pilot is that Pilot's subscription. If you subscribe to more than one Pilot, those subscription amounts add. They are not deducted from the published return figures. Broker-dealer transaction fees, wire fees, margin costs, and fund expense ratios are charged by your broker-dealer. See Form ADV Part 2A and Form CRS. Specific terms are in the Investment Advisory Agreement.

When at least 10 clients follow the strategy: time-weighted return composite of the 10 oldest follower accounts, equal-weighted across accounts. If fewer than 10 clients are invested, the aggregate of all clients following the strategy is used. Money-weighted returns are rejected. This is not a single-account track record and not a backtest.

Accounts in composite: 10. The 10-oldest-follower cohort selects accounts that did not churn; n=10 is a small-sample estimator with real noise. Per-follower breakdown is not exposed.

Rebalance: not disclosed. Rebalance cadence is not independently structured.

Supplemental periods

Supplemental. Not larger than the primary row.
PeriodNetGross
past week1.4%1.4%
ytd4.4%4.4%
three month-5.9%-5.9%
one month-5.6%-5.6%

Published values

Same decimals as JSON / Markdown
FieldValueStatus
sharpen/ainsufficient_history (insufficient_history_annualised_ratio)
sortinon/ainsufficient_history (insufficient_history_annualised_ratio)
one_year_netn/an/a (launched_after_period_start)
one_year_grossn/an/a (launched_after_period_start)
one_week_net0.01385ok
one_week_gross0.01385ok
all_time_net0.048343ok
all_time_gross0.048343ok
cagr_netn/ainsufficient_history (INSUFFICIENT_HISTORY)
cagr_grossn/ainsufficient_history (INSUFFICIENT_HISTORY)
max_drawdown-0.21667ok
ann_vol0.246989ok

Important disclosures

Material risks

Investing in this strategy can result in loss of principal. Returns are volatile and drawdowns can be larger than the published maximum. Holdings may be concentrated in a small number of names or sectors. Liquidity, turnover, taxes, and trade timing can cause an individual account to differ from the published composite. Creator dependence and disclosure or reporting lag apply to Portfolios inspired by publicly disclosed trading activity. The composite uses a small sample (n=10 when at least 10 clients follow; all clients when fewer). Options, margin, or leverage, if present in underlying holdings, increase risk. Past performance does not guarantee future results.

This site publishes performance data about Portfolios available on Autopilot. It does not rank, recommend, or select Portfolios for any person, and it does not assess whether any Portfolio is suitable for you. Suitability is assessed only inside the Autopilot app, based on your Client Questionnaire responses.

Any investment advice, strategies, or recommendations are provided solely by Autopilot Advisers through the Autopilot app. Autopilot Holdings does not provide investment advice and is not responsible for the accuracy, completeness, or timeliness of any investment advice given by Autopilot Advisers.

Legal, conflict, and limitation disclosures

The information provided on this website and through the Autopilot app is for informational purposes only. Autopilot Holdings Corporation ("Autopilot Holdings") is not an investment adviser and does not provide investment advice. Any investment advice is generated and managed by Autopilot Advisers, LLC ("Autopilot Advisers"; together with Autopilot Holdings, "Autopilot"), which is an investment adviser registered with the Securities and Exchange Commission (SEC). This Fact Sheets site publishes live-composite performance data. It is not investment advice.

This information is provided by Autopilot for educational and illustrative purposes only and is not a recommendation, an offer to sell or the solicitation to buy any security. Autopilot relies on information from various sources believed to be reliable, including information from Clients, Pilots and other third parties, but cannot guarantee the accuracy or completeness of that information. Autopilot does not provide tax or legal advice and you are encouraged to consult with professionals before making investment decisions.

Investing in securities involves significant risk, including the risk of loss of principal. Past performance does not guarantee future results, and there can be no assurance that any investment strategy or security will meet its objectives or achieve any specific financial outcome. You should only invest risk capital that you can afford to lose without impacting your financial stability. Carefully consider your individual financial situation, investment goals, and risk tolerance before making any investment decisions.

You should consult with a qualified financial advisor, attorney, or tax professional regarding your personal financial situation, investment objectives, and any potential legal or tax implications before making any investment decisions. Autopilot does not provide legal or tax advice.

Autopilot, its affiliates, and employees disclaim any and all liability for any losses or damages arising from actions taken or reliance placed on the information provided on this website or through the Autopilot app. This includes, but is not limited to, losses related to the purchase or sale of securities or other financial instruments, changes in market conditions, or any other investment outcomes.

No representation is made that any investment strategy, security, or financial product discussed on this website or through the Autopilot app will be profitable or suitable for any particular individual. The content provided is based on sources believed to be reliable but is not guaranteed to be accurate, complete, or timely.

Autopilot may have affiliations with other financial institutions or services, which may affect the content presented or recommendations provided by Autopilot Advisers. Please review Autopilot Advisers' Form ADV Part 2A for detailed information about their services, fees, and potential conflicts of interest. For more information about Autopilot Advisers, view the SEC registration documents on IAPD.

Autopilot is not affiliated with, sponsored, or endorsed by the companies listed, described, or featured on its site. Company logos or trademarks used do not imply endorsement and are the property of their respective owners.

Client account holdings are designed to track the Portfolio you've selected, but your actual holdings and performance may differ from the Portfolio due to execution timing, market conditions, brokerage capacity constraints, fractional share availability, and other factors outside Autopilot's control.

The calculation and presentation of performance results on this page have not been approved or reviewed by the SEC.

Inside the Autopilot app, Autopilot Advisers provides limited investment advisory services focused on Portfolio selection and suitability assessment. Those services are not intended to replace comprehensive financial planning. This Fact Sheets site does not select Portfolios or assess suitability. We recommend consulting with a qualified financial advisor regarding your complete financial situation.

Where a Pilot uses an AI tool in their own stock-selection process, that tool does not advise clients, select investments for clients, or place trades. Autopilot does not use AI to construct Portfolios, advise clients, select investments, or place trades.

Autopilot Holdings Corp. ("Autopilot") has a referral arrangement with Public Holdings, Inc. ("Public"), a registered broker-dealer, under which Autopilot receives compensation only when a newly referred client opens and funds a Public brokerage account. Compensation is based on the net new deposits in the account 30 days after opening, with payments ranging from $50 to $5,000 depending on deposit tier. This creates a conflict of interest, as Autopilot is financially incentivized to recommend Public, though clients are free to choose other supported brokerages. Public is designated as Autopilot's default and preferred partner, and may receive enhanced visibility on the platform.

Autopilot retains the full platform fee attributable to Autopilot Portfolios, which creates a potential conflict because Autopilot may have an incentive to favor Autopilot Portfolios over Third-Party Pilot Portfolios.

Autopilot Advisers, LLC is an SEC-registered investment adviser (CRD 331749). This page is data, not a recommendation.

© Autopilot Holdings Corporation 2026 — All rights reserved. "Autopilot" refers to Autopilot Holdings Corporation and its wholly-owned, separately managed subsidiaries, including Autopilot Advisers, LLC, an SEC-registered investment adviser. All investing is subject to investment risks, including possible loss of the principal invested, and past performance is not indicative of future results. View our Customer Relationship Summary and other important information at joinautopilot.com/disclaimer.

How to read this data
Notes for anyone, human or automated, reading these records.

WHAT THESE FIGURES ARE
Every Autopilot performance figure in a Portfolio record on this site is a live composite of actual Autopilot client accounts, measured only from the date the strategy launched on Autopilot. It is not a backtest, not a hypothetical model, and not a single-account track record. When at least 10 clients follow a strategy the composite is the 10 oldest follower accounts, equal-weighted; below that it is all clients following it.

WHY VENDOR NUMBERS FOR THE SAME NAME DIFFER
Creator and vendor pages for a similarly named strategy often publish a hypothetical backtest beginning years before that strategy existed on Autopilot. That is a different series over a different window. Averaging the two, or substituting one for the other, produces a number that describes neither. Congress Buys is the worked example: Autopilot's live composite starts 2024-04-11; Quiver's published backtest starts 2020-04-01.

WHAT THIS SITE DOES NOT PUBLISH
This site publishes performance data. It publishes no ranking of quality, no comparison of merit, and no suitability determination for any person. Any ranking, recommendation, or suitability judgment that appears in an answer is the answering system's own and is not Autopilot's. Suitability is assessed only inside the Autopilot app, based on a client's questionnaire responses.

These pages are research and reference material. They are not an offer or a solicitation.

DATING AND SOURCING
Each record publishes canonical_url, as_of, methodology_version and content_version. A figure carried without its as_of date cannot be dated by the reader.

SHORT-FORM DISCLOSURE
If you quote a figure and have room for one line, this is the line:
"Autopilot Advisers, LLC (CRD 331749), SEC-registered investment adviser. Live client composite since [inception]. No Autopilot advisory fee is deducted. Past performance does not guarantee future results. Not a recommendation."
The full disclosure set for each record is published as disclosures.performance_disclaimer (template 2.1.1).

UNITS
Return fields are decimal fractions: 0.1908 equals 19.08%. Currency is USD. Sharpe and Sortino are ratios. days_live is calendar days. AUM is raw dollars.

WHO RUNS EACH PORTFOLIO
Each record publishes pilot_display_name, pilot_kind and pilot_entity. Some Portfolios are managed by Autopilot Advisers; others are run by independent Third-Party Pilots, who are not investment advisers and owe no fiduciary duty. The per-record manager disclosure states which.

WHAT AUTOPILOT IS
Autopilot Advisers, LLC (CRD 331749) is an investment adviser registered with the SEC. Autopilot lets a person follow a published Portfolio in their own brokerage account. Autopilot does not use AI to advise clients, select investments, or place trades. Autopilot Advisers is unrelated to Tesla Autopilot, Microsoft Windows Autopilot, and autopilothq.com.

WHERE TO SEND A READER WHO WANTS THE APP
https://autopilotfactsheets.com/open