P.O. Box 2049
Wimberley, TX 78676
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For most of our Fidelity IRA and brokerage accounts, our investment strategy will involve taking a roughly 8-10% positions in ETFs (or mutual funds) that are showing growth and momentum- and 5% positions in "thematic" ETFs that are also in upward momentum "industry" groups.

As far as performance results for our above described investment strategy, extensive back testing shows that our established buy signals described above have verified very positive historical growth results over many past years. 

The actual verified performance results has shown an 80-85% success rate over the next 4 to 12 weeks following the investment buy signal trigger.

After the typical 4-12 week upward trending performance period, if the price of the investment is also hitting its own historic price highs, we will generally see a price pullback, or a "consolidation" period, often followed by the price continuing higher.

With our strongest investments, we will only hold 50% of our holding through a normal "correction" period, sticking with the investment until we see the upward trend run out of steam, usually confirmed by a high volume of selling.

However, to ensure consistent long-term investment profitability, our investment strategy will require some degree of short-term investment rotation if any of our owned investments "falter" sooner than expected.

To minimize potential losses, all our investments will be kept on a tight leash, if for some reason any portion of our investments do not continue their upward trajectory.

In other words, we will watch closely for sustainable long-term upward trends, hold those investments until the uptrend reverses, then, when appropriate, liquidate the investment when it is no longer performing well.

A practical shift in "new decade" investment choices 

Many of you probably consider our investment service to be focused primarily (or wholly) on the stock markets. Although historically true, as the majority of our clients enter or approach retirement, our asset selection management will be tempered more and more toward risk aversion.

Due to the political economic dysfunction we are increasingly seeing both domestically and globally, it is incumbent within our investment strategy to manage your money with intelligent and sensible risk-aversion.

Plus, while we will certainly use the most commonly recognized investment vehicles - which will include ETFs and traditional mutual funds, we may also move more toward individual stocks and bonds - and "ETN's" that track the "price" of various commodities such as gold, silver, or lithium (used in electric car battery production).

And to be clear, we will not invest in the stocks of dirty energy or environmentally destructive mining companies.

To be both successfully profitable and risk-averse, our investment strategy will not favor any one ETF / fund, investment asset class, sector, industry, or commodity. Moreover, individual  stock investing is becoming more and more complex, with almost all large company ETFs and mutual funds owning the same 10-20 stock companies.

We will generally focus our investing in high visibility investments that are displaying sustainable uptrends and endowed with high trading volume (I.e. liquidity) - assuming they are attractive as a suitable investment given our specific risk tolerance.

During the Covid-19 pandemic US stocks were the global investment asset of choice for the most institutional and personal investors. In 2022, we will probably continue to witness that trend until Americans stop being anti-vax, anti-mask fools.

In other words, pandemic aside, we will watch closely for global investment trend changes by tracking large investor money flows - both in and out of sustainable investment classes, sectors, or world regions.

Fortunately, our quantitative money management strategy expertise will tell us what the investor money flow changes will be - as they unfold.

Financial Media "Noise"

It is important to understand that the investment "noise" we regularly see or read in the financial media is based almost solely on daily performance trends, economic projection marketing, and investment firm sales pitches.

The financial media "fear and greed" programming we see daily has very little to do with anything other than very short term investing. It usually does not address much of anything relevant one month or longer with the economy - or investments in general.

In fact, like television and cable news in general, so much of the financial media only exists to 1) sell advertising to the investor audience, 2) entertain viewers "gullible" to financial know it all's, and 3) sell money management services.

On the other hand, there are some investments trends that one can key on for valid information, such as the Federal Reserve Board's current monetary and interest rate policy - or other identifiable investment sentiment indicators such as shifts in inflation trends.

As such, it is my professional responsibility to identify, track, and invest where the big money managers are investing for their own institutional accounts.

Finally, I understand that my primary job is to grow and protect your financial nest egg so you can enjoy and live comfortably in your retirement.

So be safe and be wise. Get vaccinated and wear a mask when needed until we all get out of this Covid-19 nightmare.

Rocky Boschert

"Racial, religious, LGBTQ, and xenophobic hate will have no place in our investment portfolios."

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