9 pickers · every call on the record
None of these pickers reliably beat the market. The overlap of their conviction does.
Consensus Alpha tracks 9 YouTube stock pickers, logs every explicit buy and sell they make on camera, and prices each call at that day's close. Individually they're noisy — but when 4 independent books land on the same stock, that overlap becomes the Consensus Portfolio.
Consensus right now
full book →-
AMZN-2.2%
-
GOOGL+2.5%
-
META-1.4%
-
MSFT-3.0%
-
NVDA+4.7%
Return since each name entered the consensus. Not advice.
Every call, on the record
Each video is transcribed and every explicit "I'm buying / I'm out" is logged to that picker's book — faithfully, with no cherry-picking and no hindsight edits.
Priced at the moment
Entries fill at the closing price on the day the call was made and mark to live quotes — so returns and hit rates are honest, not vibes.
The Consensus Portfolio (paper)
A name enters when two pickers independently hold it and exits when the overlap breaks — equal-weighted, tracked against the S&P 500.
The Sunday brief
Once a week we synthesize everything the pickers said — where they agree, where they split, and what changed — into one readable memo for subscribers.
The leaderboard
all pickers →| # | Picker | Return | Hit rate | Open |
|---|---|---|---|---|
| 1 |  |
+8.7% | 59% | 33 |
| 2 |  |
+6.3% | 52% | 88 |
| 3 |  |
+6.2% | 50% | 28 |
| 4 |  |
+2.3% | 50% | 33 |
| 5 |  |
+1.9% | 46% | 40 |
This week's brief
Jul 19 — Jul 26, 2026
Tracked pickers split on mega-cap AI capex burn while semis-equipment and energy names draw fresh buys
Read the brief →Get the weekly synthesis of everything the pickers said — free.
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