This is what all money managers do, and it isn't that every position ratchets up that month, or does so as much as you would like. Depending on the size of your portfolio you might have hundreds or thousands of different positions which are each their own little bet that this stock at this time is going to make this move. When you combine all of those various moves over time you can plot your rate of return on a global scale. Money markets or other mutual funds to the same thing only its not as visible, it rounds out to a number that appears once a month on your balance statement.
So... um... what did you say your adviser's name was again?