The Weekly ROAR: Markets Waver. But Our New AUTOMATED ROAR Scores Help Investors Manage Risk.
Before I discuss this week’s waffling but intriguing markets, I wanted our subscribers (paid and free) to be the first to know:
After 6 years of research, 40 years of technical analysis and a few months working with our friends at PiTrade.com, automated ROAR Scores to manage investment risk are here!
You can now visit our beta test site at ROAR.PiTrade.com, enter most ETF or stock tickers, and see the current ROAR Score as well as a graph going back years. showing the ROAR Score and the price.
This is the first publicly-available site that offers direct access to ROAR Scores at your fingertips. And, access to the set of model portfolios I create, which have now converted to automated investing, now that we’ve concluded the research, back-testing, etc.
We are still 1-2 weeks from what we’d call a 100% finished product. And the debut of ROAR Scores at ROAR.PiTrade.com will be joined soon by full copy-trade or DIY portfolio management through the main PiTrade.com site and app. More on that very soon.
For now, ROAR.PiTrade.com has its main features. And as we always do here, we want to give our existing followers the first opportunity to try it out for free before we put it behind a paywall.
And before we present the second phase: building portfolios on your own, using ROAR Scores and my broad strategic thinking to pursue return AND manage risk, side by side. That’s always been the goal at ETFYourself.com:
Manage Portfolios...Using ETFs...By Yourself!
PiTrade.com is a new “copy-trading” platform, and an RIA firm using Interactive Brokers to hold client accounts. During this early phase of the ROAR Score and ROAR Score-driven automated portfolios, the minimum account size is tiny ($100). The goal is that whether it is my portfolios or others on their platform, investors can try out copying them in what will really feel more like a research system. Just with the system doing the trading for you.
ROAR Scores: automated...but I’m not going anywhere!
In the past, subscribers and readers of my work knew that I’ve translated more than 130,000 of investing experience into a single number, for any ETF or stock. So at any point in time, I can look at a chart and within 1-2 seconds, call out a number between 20 and 80.
Not like a magician's card trick. But as a RISK MANAGER. That's a ROAR (Return Opportunity And Risk) Score. And my publishing on it during the past year has produced nearly all of the most popular articles I write at Barchart.com, Seeking Alpha and here at ETFYourself.com.
But in the age of AI, and with my age increasing every day (lol), I wanted to create something that my father, Carl Isbitts, who taught me to chart when I was 16 years old, was not able to do: pass on how he analyzes investments so that others could consider it as part of their own process. He was not a pro investor, he was a DIY like many who read my work here and elsewhere.
Actually, Dad had one mentee...me. Unlike him, I was fortunate enough to survive 30+ years in the arena, managing other people’s money before I semi-retired to a life of research, trading my own portfolio, and mentoring people through my writing, podcast appearances, and live sessions with subscribers.
So when we sold our advisory practice in 2020, I turned my attention to creating a legacy of sorts. Something that could be my own eyes and ears, without me looking at every chart and trying to get the message out.
Automated ROAR Scores are here to help investors.
ROAR Scores are not like any other “rating” or “grade” system I’ve seen. Otherwise I would not have bothered taking what I’ve done for decades, and still do every day, looking at charts to analyze investment risk, and making decisions, both for trading and investing. And to construct, allocate and rotate among securities, as we do through this service in the form of 2-ETF and 10-ETF portfolios.
When you look at the ROAR.PiTrade.com and pull up ROAR Scores, try to do what I do: remove the traditional questions from your mind. Don’t ask, “is this a buy, hold or sell?” WRONG QUESTION, at least in a public space where this is not personalized advice or research.
Instead, tell yourself “I know that any ETF or stock can go up in price at any time, and for any reason. But how can I attempt to measure the RISK I’m taking to pursue that return, at any point in time?”
ROAR Scores don’t say buy or sell. They help investors determine if and how they want to own something. It is not timing, it is risk management.
The next step as an empowered DIY investor is to take ROAR Scores, add them to your existing process, belief system and objectives, and create portfolios. By yourself, but with ongoing research from your chosen sources. We aim to be one of those. More on the portfolio aspect of this coming very soon.
I’ll be demonstrating these new tools at our live subscriber session at 4PM ET today (recording available after the session to all paid subscribers), and likely during the next several sessions.