Private Roots Portfolio

Live

Last refresh 5 Oct 2026, 22:46:02 UTC · Data as of Oct 5, 2026 · Launch 2026-04-07 · 181 days live

HTML Markdown JSONCompare this recordAutopilot client composite since launch

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

Published Pilot: Private Roots. Marketplace attribution only. Legal management classification: Autopilot Advisers, LLC.

About this Portfolio

This strategy operates as a high-conviction thematic portfolio organized around three structural dislocations: the infrastructure deficit in AI compute, the secular re-commoditization of industrial metals driven by electrification, and valuation discounts in non-US growth markets. Asset selection follows a two-stage filter. The first stage is thematic eligibility — a position must represent a direct, first-order beneficiary of one of these tailwinds rather than a diversified conglomerate with incidental exposure. The second stage is entry discipline: positions are initiated only when a catalyst-driven or macro-induced dislocation creates a margin of safety relative to intrinsic value.

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 Private Roots

20+ year professional sharing their insights from research and diligence. Follow along!

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.

1-year net

n/a

gross n/a

Sharpe

n/a

Sharpe is annualised from 182 daily observations over 181 days. Ratios from short samples are unstable and should not be compared to ratios from multi-year histories.

Sortino

n/a

Max drawdown

-20.2%

Ann. volatility

30.5%

Days live

181

AUM

$473

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. Private Roots Portfolio: past week +2.6%; since inception (4/07/26) +28.2%. 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.
Period	Net	Gross
1 year: n/a — launched 2026-04-07	n/a	n/a
5 year: n/a — launched 2026-04-07	n/a	n/a
10 year: n/a — launched 2026-04-07	n/a	n/a
Since Autopilot inception (2026-04-07)	28.2%	28.2%

No benchmark comparison is published for this Portfolio.

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

Risk

CAGR net

n/a

CAGR gross

n/a

30.5%

n/a

37.9%

n/a

n/a

Equity curve

Downsampled published curve, not the daily-return tape. 151 points from 182 daily observations. Official max drawdown is the daily-series field, not this chart. Worst month and recovery are withheld because this curve does not reproduce the official max drawdown.

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.
Date	Cumulative return
2026-04-07	0
2026-04-08	0.04849
2026-04-09	0.04792
2026-04-10	0.05799
2026-04-11	0.05798
2026-04-13	0.07076
2026-04-14	0.10204
2026-04-15	0.11633
2026-04-16	0.1146
2026-04-17	0.12749
2026-04-19	0.12748
2026-04-20	0.12134
2026-04-21	0.10338
2026-04-22	0.12773
2026-04-23	0.11086
2026-04-25	0.12484
2026-04-26	0.12483
2026-04-27	0.12388
2026-04-28	0.11086
2026-04-30	0.13486
2026-05-01	0.14699
2026-05-02	0.14699
2026-05-03	0.14698
2026-05-04	0.14922
2026-05-06	0.20167
2026-05-07	0.1794
2026-05-08	0.21795
2026-05-09	0.21795
2026-05-10	0.21794
2026-05-12	0.22559
2026-05-13	0.25627
2026-05-14	0.24734
2026-05-15	0.20264
2026-05-17	0.20263
2026-05-18	0.18242
2026-05-19	0.17691
2026-05-20	0.19873
2026-05-21	0.20803
2026-05-23	0.19975
2026-05-24	0.19974
2026-05-25	0.19974
2026-05-26	0.25706
2026-05-27	0.25563
2026-05-29	0.27553
2026-05-30	0.27552
2026-05-31	0.27552
2026-06-01	0.2874
2026-06-03	0.32628
2026-06-04	0.3096
2026-06-05	0.19542
2026-06-06	0.19542
2026-06-07	0.19541
2026-06-09	0.20713
2026-06-10	0.17638
2026-06-11	0.23641
2026-06-12	0.24047
2026-06-13	0.24046
2026-06-15	0.30994
2026-06-16	0.27376
2026-06-17	0.28256
2026-06-18	0.32271
2026-06-20	0.3227
2026-06-21	0.32269
2026-06-22	0.3342
2026-06-23	0.25847
2026-06-24	0.23618
2026-06-26	0.24437
2026-06-27	0.24437
2026-06-28	0.24436
2026-06-29	0.26568
2026-06-30	0.28551
2026-07-02	0.21856
2026-07-03	0.21855
2026-07-04	0.21854
2026-07-05	0.21854
2026-07-07	0.20645
2026-07-08	0.20614
2026-07-09	0.22955
2026-07-10	0.21732
2026-07-11	0.21731
2026-07-13	0.18075
2026-07-14	0.21542
2026-07-15	0.20625
2026-07-16	0.15289
2026-07-17	0.14197
2026-07-19	0.14195
2026-07-20	0.15691
2026-07-21	0.20637
2026-07-22	0.19923
2026-07-23	0.19124
2026-07-25	0.14121
2026-07-26	0.1412
2026-07-27	0.14783
2026-07-28	0.11213
2026-07-30	0.13998
2026-07-31	0.12883
2026-08-01	0.12883
2026-08-02	0.12882
2026-08-03	0.15416
2026-08-05	0.19109
2026-08-06	0.1758
2026-08-07	0.19069
2026-08-08	0.19068
2026-08-09	0.19068
2026-08-11	0.18318
2026-08-12	0.20221
2026-08-13	0.2086
2026-08-14	0.2099
2026-08-16	0.20989
2026-08-17	0.22688
2026-08-18	0.17839
2026-08-19	0.20127
2026-08-20	0.22374
2026-08-22	0.2388
2026-08-23	0.2388
2026-08-24	0.21384
2026-08-25	0.23478
2026-08-26	0.22836
2026-08-28	0.20961
2026-08-29	0.20961
2026-08-30	0.2096
2026-08-31	0.2116
2026-09-02	0.19402
2026-09-03	0.21928
2026-09-04	0.23803
2026-09-05	0.23802
2026-09-06	0.23802
2026-09-08	0.24526
2026-09-09	0.24727
2026-09-10	0.22078
2026-09-11	0.23064
2026-09-12	0.23064
2026-09-14	0.20482
2026-09-15	0.19004
2026-09-16	0.18993
2026-09-17	0.2242
2026-09-19	0.2544
2026-09-20	0.2544
2026-09-21	0.28885
2026-09-22	0.30215
2026-09-23	0.27394
2026-09-25	0.27593
2026-09-26	0.27593
2026-09-27	0.27592
2026-09-28	0.2505
2026-09-29	0.2657
2026-10-01	0.27313
2026-10-02	0.27735
2026-10-03	0.27734
2026-10-04	0.27733
2026-10-05	0.28245

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.
Ticker	Company	Weight
MU	Micron Technology, Inc.	35.7%
MRVL	Marvell Technology, Inc. Common Stock	21.9%
META	Meta Platforms, Inc. Class A Common Stock	14.9%
GOOGL	Alphabet Inc. Class A Common Stock	14.4%
ZETA	Zeta Global Holdings Corp.	13.1%

Concentration partial. HHI n/a.

Fees

Current subscription

Current Kristopher Musselman's Team - 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.
Plan	Amount	Billed
Quarterly	$29.99	every 3 months
Yearly	$99.99	every year

The current subscription for this Pilot, Private Roots, is $99.99 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. Private Roots 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.

181 days live; 28.2% 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.
Period	Net	Gross
past week	2.6%	2.6%
ytd	n/a	n/a
three month	5.2%	5.2%
one month	3.6%	3.6%

Published values

Same decimals as JSON / Markdown
Field	Value	Status
sharpe	n/a	insufficient_history (insufficient_history_annualised_ratio)
sortino	n/a	insufficient_history (insufficient_history_annualised_ratio)
one_year_net	n/a	n/a (launched_after_period_start)
one_year_gross	n/a	n/a (launched_after_period_start)
one_week_net	0.02561	ok
one_week_gross	0.02561	ok
all_time_net	0.282455	ok
all_time_gross	0.282455	ok
cagr_net	n/a	insufficient_history (INSUFFICIENT_HISTORY)
cagr_gross	n/a	insufficient_history (INSUFFICIENT_HISTORY)
max_drawdown	-0.202367	ok
ann_vol	0.304699	ok

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.

Options trading entails significant risk and is not suitable for all investors. Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk and costs. Investors must read and understand the Characteristics and Risks of Standardized Options before considering any options transaction.

Private Roots uses an AI tool as part of their own stock-selection process for this Portfolio. The AI 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.

Disclaimer Form ADV Public brokerage disclosure

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

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