Here’s how Sungarden Investment Publishing works:
You ask for it.
We see if we can provide it.
When we can, we do!
That just happened again. So we’d like to tell you about it.
For a while now, many subscribers have asked us to bridge a gap. You read my articles, attend our live weekly group coaching sessions, and hear directly from the horse’s mouth (I would be the horse in that scenario). For $200 a year, you get my blog posts here at ETFYourself.com, and live or recorded access to the weekly live show.
And for $800 a year, you get that plus access to what I think is the best investment and portfolio management creation site I’ve seen in my 40-year career. Not because it is based on my Intellectual Property (ROAR Score, etc.), but because my friends at PiTrade took that IP and turned it into the foundation for what I think can be the most differentiated investment research portal around. ROAR.PiTrade.com.
We built that portal earlier this year, and asked our most engaged subscribers, the ones who have followed my work the longest, to give it a try. And just as importantly, to let us know what we could do to improve on that initial build. The response:
Give direct access to the live trades I do for my own portfolio
Provide commentary (“trade notes”) to rationalize the ongoing portfolio moves.
Provide a choice as to how to access that information (traded for you or not).
As the old Burger King commercials said, you wanted to “have it YOUR way.” And after a lot of feedback from many of you, and our own internal planning and hard work, I am thrilled to announce that we have delivered what our audience asked for!
The New ROAR.PiTrade.com: Rob Isbitts’ trades, as he makes them.
As you may know, PiTrade.com, a Registered Investment Advisor (RIA), recently offered an opportunity to open an account at Interactive Brokers and invest in my two main models (ROAR Flex and the new Hedged Bond model).
However, we have heard that some people prefer to stick to their current custodian. That’s why we are also pleased to announce that through our collaborative research site, ROAR.PiTrade.com, investors will soon be able access the ROAR Flex model portfolio through a new Model Signal service.
But wait, there’s more!
Hedged Bond model portfolio is here! (Maybe just in time)
As our long-term subscribers know, ROAR Flex is the second largest part of my family’s personal portfolio. The largest part is a bond ladder. And now, I’m bringing a version of that approach to our subscribers, through ROAR.PiTrade.com, and through PiTrade.com.
What is the Hedged Bond model portfolio?
My original bond ladder required owning individual bonds, which can be more cumbersome than exchange-traded ETFs and stocks. But I don’t just buy the bond positions and hold them. I also hedge that core portfolio versus rising interest rates and inflation. And, I try to capitalize when rates fall hard.
In other words, interest rates and bond prices are cyclical, just like any other asset class. So while I’m collecting close to 5% interest over the next couple of decades, I manage around that main “ladder” to try to add return, regardless of what rates do. That combination: a “fixed” part of the portfolio, plus a “tactical” complement, is something most investors do not realize is even “a thing.” That’s because most of Wall Street would not bother with this. It isn’t “scalable” enough, or they think their clients won’t understand it.
Bridging the gap for DIY investors, with interest rates at 18-year highs
I truly think I’ve bridged the gap with Hedged Bond. Not everyones want to build their own bond ladder. But many want a bond strategy that won’t easily break down when rates go up. I think I’ve created a solution. And I’m very excited about it.
I’ll be presenting it in detail this Tuesday, on our the weekly live Zoom session. And right after that, we’ll be including Hedged Bond alongside ROAR Flex, in our new Model Signal service.
For $2,000 a year, you get access to both. As well as other strategies we’ll add soon. It’s the total package:
My models, with trade actions communicated via email/direct message, and also updated in the research portal the moment I make a trade in my account.
I’ll also start supplying “trade notes” which will provide an ongoing commentary on what I’m doing and why I’m doing it.
That’s not only so you are kept up to speed on the buy and sell activity you see. But also so you can learn from what I do, and how I think. Our goal over time: make you a better portfolio manager.
Over time, I think that risk-managed investing makes a big difference for investors, both to reach retirement, and to stay retired. Now, with ROAR Flex and Hedged Bond, we’re able to provide subscribers with timely access to what I’m doing with my own money, and giving you the play-by-play as I do it.
Your Move
Click HERE to learn more about ROAR Flex
Click HERE to learn more about Hedged Bond
Click HERE to access either or both portfolios via our Model Signal service, where we send the trades, and you do the trading at your custodian of choice.,
Click HERE to be redirected to PiTrade.com, a Robo Registered Investment Advisor (RIA), to access either or both portfolios with the trading done for you at Interactive Brokers, billed on an Assets Under Management (AUM) basis.