Note: as we announced recently, the 3s Report has a new name: the Weekly ROAR. Why bother?
Because 5 years into my “semi-retired life” as investment researcher, coach and writer, our audience has told us a lot about what they value most. And that’s what we are focusing on from here forward. What is that?
Risk Management
The ROAR Score
ETFs: using them to their potential
Building portfolios based on the realities of the 2020s, not the 1980s.
Helping DIY investors “do it themselves,” by transferring insights gained over decades in the trenches.
In this issue:
Macro: Outside of the slow drip that is the equity market, there are some early signs of rallies in other market segments. I name names.
ETFs: I unveil the new ETF Yourself Model Portfolio. It has something for everyone. Unless they are allergic to investing with ETFs.
Stocks: How difficult is it to find a stock I feel can be a high-probability winner over the next 3 years? Not impossible, but in that neighborhood. I explain why, including a summary of my latest soon-to-be published equity research.
Other timely stuff: Fintech is in its golden age. Not the stocks, as that ship has sailed. But I am working with a few emerging companies in that space, and the excitement and growth potential is palpable. I’ll continue to introduce our audience to what I learn, and how it might make them more productive and profitable in the years ahead. What a time to be a DIY investor!
Plus, my latest market thoughts and the latest update to the ROAR Score. Here’s this week’s Weekly ROAR!

