Intellectual Property

Sungarden Core

Our flagship, tactical portfolio model that combines 2 proprietary strategies, YARP and ABS

YARP Focused 25

A model portfolio built for modern dividend investors

Investment Climate Indicator (ICI)

Our time-tested measure of current reward/risk tradeoff for investors

ABS Portfolio

Innovative, flexible, tactical ETF portfolio that provides tail risk and return enhancement potential to equity portfolios

Isbitts Ratio

Dividend stock statistic at the core of the YARP investing

SIP Technical Score

Rob Isbitts' 40 years of chart work, applied to evaluate stocks and ETFs

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