ETFyourself.com: Sunday Edition
A weekly summary of impactful content, from us and others
ASK ME ANYTHING: “Chart Me Up!”
Charts, charts, charts
Subscribers tell us what they want to see more than anything are specifics on how Rob Isbitts analyzes an ETF or stock chart. So
This Wednesday at 4:30 PM ET, that’s what we’re doing!
Sign up HERE
ETFYourself.com Founder Rob Isbitts has charted stocks and funds for 44 years
In this fast-moving live session, he shares his bottom-line approach to technical analysis, focusing on the current market and what he sees through the eyes of the charts
This starts as a presentation, and then becomes an interactive discussion, where Rob answers your questions about the current market and chart patterns
If you would like to have Rob discuss a particular ticker (ETF or stock), just send that ticker and name of the security to info@sungardeninvestment.com any time prior to the start of the presentation.
And hey, tell a friend to join us!
NEW: SIRG Institutional model signal service
A NEW publishing subscription service offering direct access to a set of institutional-level investment portfolios. What I’m doing across nearly all of my own semi-retirement portfolio.
How this service came to be
Based on many conversations with subscribers and industry friends about what “gaps” we can fill in today’s manic and confusing investment publishing industry, here’s our summary of the type of sentiments and concerns we’ve heard:
“I’m a do-it-myself investor…but I can’t do what someone with 30+ years of professional investing acumen can do. And even if what I do works for a while, I want more than one model portfolio. I want to see the whole portfolio picture, then decide for myself what to mimic and what to use as research. Otherwise, I might only be as good as a strong market allows me to be.”
What this service provides
Direct access to a portfolio separated into 6 “buckets” which, combined, account for what I do with the vast majority of my liquid assets.
This is a research or “model signal” service, NOT personalized advice, so subscribers can customize it themselves, deciding what to use and how, or just “steal” my fully-allocated portfolio (I don’t mind!).
This is totally focused on practicing solid investment “hygiene” to try to avoid major losses, earn competitive portfolio income, and grow capital patiently.
This includes the 6 separate portfolio “buckets” shown below, including the YARP dividend portfolio, ETF Arbitrage, a pair of “ETF rotation” buckets, and selective use of put/call option purchases to protect/enhance potential returns.
Here’s a “mockup” of what this more comprehensive portfolio looks like:
The fully-invested total portfolio typically owns about 40 stocks and 20 ETFs, with specific objectives for each bucket.
Together they represent my “very best thinking” across global markets.
Rob Isbitts on etf.com
I write multiple articles each week for this great site. This week I covered topics related to:
ETF Arbitrage: sounds complicated, but isn't. Must-read for ETFYourself.com subscribers, I think.
LeBron James versus the Japanese stock market (nothing to do with Godzilla)
Who won earnings season? Bitcoin ETFs.
You can see my full history of articles for etf.com on my author page here.
Quick takes from elsewhere
If you can get through the detail on this, it is excellent!
Head & Shoulder technical pattern in the S&P 500? Will discuss this on Wednesday's live Zoom event.
XLK: slightly down past 1 month while SPY up 2%. Not much, but also not common lately.
Our favorite podcasts
Visit our Learning Center tab at ETFYourself.com, where we have links to our favorite podcasts. We’ll keep building the list as we find and like them!
ROB ISBITTS TO SPEAK AT March 20 MONEY SHOW VIRTUAL EXPO
I am part of the Money Show’s investment education crew, and I’m looking forward to making my next appearance for them at the Money Show Virtual Expo.
The event runs from March 19-21, so I’ll be speaking during the “cream in the Oreo” day (the second day of the three day online event)
Click the link HERE to register for my talk, and to learn more about the broader event. Money Show has been doing live events for “only” 40 years so I’m glad to be part of their selected group of investment pros.
Here’s a description of my session:
Thanks for saying so. We have it all set up, just slow-walking the "publicity" of it, as is our nature. I'd say 3 ways:
1. We are creating a site that will be associated with ETFYourself.com, but be more of our Sungarden "online headquarters" if you will. That's where much of the information will be housed. But we have started taking on subscribers for that Institutional level and my own portfolios are being adjusted to serve as the "baseline" model for it, starting this week.
2. We have spoken to some subscribers about it 1:1, not to provide any personalized advice, but because sometimes that's just the best way to get questions answered and display what's "behind the curtain." So if that's a good format for you, email us at info@sungardeninvestment.com to schedule a time to talk with us.
3. I will schedule a live Zoom event for next week (which we will also record) which will run through the new subscription level in a bit more detail.
Thanks for your interest!
Best regards,
Rob
Hi Rob -- Your new service sounds very intriguing. When will we hear more about how to be part of it? Thank you!