ROAR Flex, the new model portfolio combining my actionable research under “one roof,” has started trading.
My portfolio currently contains an allocation to all ROAR 10 ETFs (which may be the same or different from the ROAR 10 ETF model), plus additional ETF and stock positions. The portfolio currently contains 20 securities (12 ETFs and 8 stocks).
For questions on how to access ROAR Flex, or any of my other model portfolio, email Support@PiTrade.com to reach PiTrade, a Registered Investment Advisor (RIA).
I created ROAR Flex specifically to respond to subscriber feedback here at ETFYourself.com, and in the live group sessions we’ve run the past few years. Many asked for an easier way to present and access the main portfolio (sans my bond ladder) that I run for myself, in a single account, without having to execute the trades themselves. And speaking of my bond portfolio…
Coming Soon: Dedicated, Hedged Bond Portfolio Using ETFs
ROAR Flex is just step one in taking my model portfolio framework beyond my core macro-market and swing trading ideas. I am working on an ETF-based bond ladder strategy to give subscribers a simple, automated way to generate income, but go a big step further by hedging against the risk of rising interest rates.
I am also developing a set of simple, self-guided DIY investor tools. Collectively, the goal is to help investors understand themselves as investors, focus on their own objectives, and decide for themselves how to allocate their assets. For instance, among strategies like ROAR Flex, the new bond model, other model portfolios, and their own trading efforts.
We are taking this one step at a time, as we try to build a better, simpler way to invest. As always, the goal is to share what I’m doing, so you can decide which parts of my approach make sense for you.
Rob Isbitts
Now, to today’s Fresh Charts. A summary of the ETFs and stocks which have the best setups, based on the chartwork I’ve done for decades. The overriding theme this week