Rehabilitating Your Investment Portfolio

Each month we recap what our proprietary risk management investing algorithms were and are signaling about each of the 5 important equity indexes that paint the complete picture of broad market risk vs reward direction:  S&P500 (SPY) Dow Jones 30 (DIA) NASD 100 (QQQ) Small Cap 600 (IWM) Mid Cap 300 (MDY) Bonus: This month we will also cover key group ETFs and individual stocks that we believe demand attention. You have heard the terms “Risk On” or “Risk Off” but what does that mean and how does it effect your investing portfolio?  The ARMR Report has the answers and will help you manage risk to improve your investment results no matter what strategy you employ. The rise of Exchange Traded Funds (ETFs) and other forms of passive investing over the last decade have made it increasingly difficult to create Alpha (the ability to outperform the market averages). The management of risk is the new battleground of edge generation in your investment portfolio. Algorithms are required to effectively manage

Today's Focus: Action Alert Risk Off Everywhere. We will discuss our Risk Off calls from last week for S&P500 (SPY) & Dow30 (DIA) and share information from our algorihms right now regarding NASD100 (QQQ), S&P Mid-Cap (MDY) and Russel Small-Cap (IWM). Bonus: Long Utilities from Risk On day 6/14 for XLU and how we are trading this successful call from here. Each month we recap what our proprietary risk management investing algorithms were and are signaling about each of the 5 important equity indexes that paint the complete picture of broad market risk vs reward direction:  S&P500 (SPY) Dow Jones 30 (DIA) NASD 100 (QQQ) Small Cap 600 (IWM) Mid Cap 300 (MDY) You have heard the terms “Risk On” or “Risk Off” but what does that mean and how does it effect your investing portfolio?  The ARMR Report has the answers and will help you manage risk to improve your investment results no matter what strategy you employ. The rise of Exchange Traded Funds (ETFs) and other forms of passive investing

Today's Focus: Algorithms and fundamental equity analysis working together can lead to powerful investment results. Case Study: Twitter (TWTR), I will discuss the 8/16/17 & 5/3/18  Algo Risk-On entry signal in relation to the Twitter investment thesis.  Bonus: IBM a developing opportunity Each month we recap what our proprietary risk management investing algorithms were and are signaling about each of the 5 important equity indexes that paint the complete picture of broad market risk vs reward direction:  S&P500 (SPY) Dow Jones 30 (DIA) NASD 100 (QQQ) Small Cap 600 (IWM) Mid Cap 300 (MDY) You have heard the terms “Risk On” or “Risk Off” but what does that mean and how does it effect your investing portfolio?  The ARMR Report has the answers and will help you manage risk to improve your investment results no matter what strategy you employ. The rise of Exchange Traded Funds (ETFs) and other forms of passive investing over the last decade have made it increasingly difficult to create Alpha (th

Today's Focus: Group ETFs in the Technology space (ARKW, SOCL, IGV, XLK, IBB) Each month we recap what our proprietary risk management investing algorithms were and are signaling about each of the 5 important equity indexes that paint the complete picture of broad market risk vs reward direction:  S&P500 (SPY) Dow Jones 30 (DIA) NASD 100 (QQQ) Small Cap 600 (IWM) Mid Cap 300 (MDY) You have heard the terms “Risk On” or “Risk Off” but what does that mean and how does it effect your investing portfolio?  The ARMR Report has the answers and will help you manage risk to improve your investment results no matter what strategy you employ. The rise of Exchange Traded Funds (ETFs) and other forms of passive investing over the last decade have made it increasingly difficult to create Alpha (the ability to outperform the market averages). The management of risk is the new battleground of edge generation in your investment portfolio. Algorithms are required to effectively manage investment risk and the ARMR

Each month we recap what our proprietary risk management investing algorithms were and are signaling about each of the 5 important equity indexes that paint the complete picture of broad market risk vs reward direction:  S&P500 (SPY) Dow Jones 30 (DIA) NASD 100 (QQQ) Small Cap 600 (IWM) Mid Cap 300 (MDY) You have heard the terms “Risk On” or “Risk Off” but what does that mean and how does it effect your investing portfolio?  The ARMR Report has the answers and will help you manage risk to improve your investment results no matter what strategy you employ. The rise of Exchange Traded Funds (ETFs) and other forms of passive investing over the last decade have made it increasingly difficult to create Alpha (the ability to outperform the market averages). The management of risk is the new battleground of edge generation in your investment portfolio. Algorithms are required to effectively manage investment risk and the ARMR Report is your all access pass into the realm of high speed computer modeling a

Bonus Day Trade Wrap Up During the Month we will highlight some of the investment opportunities generated by the ARMR report algorithms. Today we will be discussing the classic Mean Reversion Day Trade opportunity highlighted in our Twitter feed throughout the day Each month we recap what our proprietary risk management investing algorithms were and are signaling about each of the 5 important equity indexes that paint the complete picture of broad market risk vs reward direction:  S&P500 (SPY) Dow Jones 30 (DIA) NASD 100 (QQQ) Small Cap 600 (IWM) Mid Cap 300 (MDY) You have heard the terms “Risk On” or “Risk Off” but what does that mean and how does it effect your investing portfolio?  The ARMR Report has the answers and will help you manage risk to improve your investment results no matter what strategy you employ. The rise of Exchange Traded Funds (ETFs) and other forms of passive investing over the last decade have made it increasingly difficult to create Alpha (the ability to outperform the m

Bonus Investment Action Alert: Biotechnology  During the Month we will highlight some of the investment opportunities generated by the ARMR report algorithms. Today we will be discussing the recent 5/9/18 Risk-On entry oportunity in the Biotechnology Sector via the ETFs IBB & BIB Each month we recap what our proprietary risk management investing algorithms were and are signaling about each of the 5 important equity indexes that paint the complete picture of broad market risk vs reward direction:  S&P500 (SPY) Dow Jones 30 (DIA) NASD 100 (QQQ) Small Cap 600 (IWM) Mid Cap 300 (MDY) You have heard the terms “Risk On” or “Risk Off” but what does that mean and how does it effect your investing portfolio?  The ARMR Report has the answers and will help you manage risk to improve your investment results no matter what strategy you employ. The rise of Exchange Traded Funds (ETFs) and other forms of passive investing over the last decade have made it increasingly difficult to create Alpha (the ability

Bonus Investment Action Alert: During the Month we will highlight some of the investment opportunities generated by the ARMR report algorithms. Today's Podcast will cover an update of our recent ARMR report Risk On assesment as of 5/7/18. We will also cover the Precious Metals sector and select Technology groups. Each month we recap what our proprietary risk management investing algorithms were and are signaling about each of the 5 important equity indexes that paint the complete picture of broad market risk vs reward direction:  S&P500 (SPY) Dow Jones 30 (DIA) NASD 100 (QQQ) Small Cap 600 (IWM) Mid Cap 300 (MDY) You have heard the terms “Risk On” or “Risk Off” but what does that mean and how does it effect your investing portfolio?  The ARMR Report has the answers and will help you manage risk to improve your investment results no matter what strategy you employ. The rise of Exchange Traded Funds (ETFs) and other forms of passive investing over the last decade have made it increasingly diffic

Each month we recap what our proprietary risk management investing algorithms were and are signaling about each of the 5 important equity indexes that paint the complete picture of broad market risk vs reward direction:  S&P500 (SPY) Dow Jones 30 (DIA) NASD 100 (QQQ) Small Cap 600 (IWM) Mid Cap 300 (MDY) You have heard the terms “Risk On” or “Risk Off” but what does that mean and how does it effect your investing portfolio?  The ARMR Report has the answers and will help you manage risk to improve your investment results no matter what strategy you employ. The rise of Exchange Traded Funds (ETFs) and other forms of passive investing over the last decade have made it increasingly difficult to create Alpha (the ability to outperform the market averages). The management of risk is the new battleground of edge generation in your investment portfolio. Algorithms are required to effectively manage investment risk and the ARMR Report is your all access pass into the realm of high speed computer modeling a

We have never been able to spend time discussing investment philosophy. Please allow me to share some thoughts that you may find relevant when making your investment decision: Your great aunt Millie began an investment relationship with me a little over a decade ago with $125,000. Over our time together her investment portfolio increased to over $750,000.  The roughly 6 fold increase in Millie's investment portfolio can be traced back to the cornerstone of our investment approach at Rosenthal Capital Management: Protect capital first; capture upside when possible Our emphasis of capital preservation allowed us to weather one of the worst bear markets / financial collapses in history (2008). We carried large cash positions and other defense assets during this tumultuous time.  Then, while most of the investment community was reeling from the devastation, we acted decisively in 2009 to deploy capital on the extreme weakness. I highlight this action because we believe markets are on the cusp of another histo

Markets are selling off across the board. When all markets Stock, Bond, Commodity etc., sell off in unison warning signals are flashing. Or a new major entry point is rapidly approaching. We will illustrate what our proprietary algorithms are telling us. We will also share how the combination of fundamental analysis and algorithmic execution can help you meaningfully increase your network while simultaneously protect capital. Ready to learn more about how to rehabilitate your investment portfolio? Subscribe to the Rosenthal Capital Blog.  For real-time updates on investment actions follow Bret on Twitter: @BretRosenthal.

Markets are selling off across the board. When all markets Stock, Bond, Commodity etc., sell off in unison warning signals are flashing. Or a new major entry point is rapidly approaching. We will illustrate what our proprietary algorithms are telling us. We will also share how the combination of fundamental analysis and algorithmic execution can help you meaningfully increase your network while simultaneously protect capital. Ready to learn more about how to rehabilitate your investment portfolio? Subscribe to the Rosenthal Capital Blog.  For real-time updates on investment actions follow Bret on Twitter: @BretRosenthal.

  Investment Portfolio Rehabilitation Specialist, Bret Rosenthal, updates algorithmic signals on The Big Four Indexes plus discusses why the risk vs. reward assessment of IBM currently looks positive. Ready to learn more about how to rehabilitate your investment portfolio? Subscribe to the Rosenthal Capital Blog.  For real-time updates on investment actions follow Bret on Twitter: @BretRosenthal.  

Investment Portfolio Rehabilitation Specialist, Bret Rosenthal, updates algorithmic signals on the Big Four Indexes plus discusses: trading and key points of control strategies with dividends (in trending groups) VWAP trading trading example of how to use mean reversion as a day trading technique Ready to learn more about how to rehabilitate your investment portfolio? Subscribe to the Rosenthal Capital Blog.  For real-time updates on investment actions follow Bret on Twitter: @BretRosenthal.

Investment Portfolio Rehabilitation Specialist, Bret Rosenthal, goes in-depth for an update of the algorithmic signals (and subsequent trading actions) of the Big Four Indexes (SPY, QQQ, IWM, TLT). And then discusses how to use multi-day and intra-day trading to capture upside without carrying risk overnight. Podcast referenced during this show: 3 Basic Tenets for Rehabilitating Your Investment Portfolio Ready to learn more about how to rehabilitate your investment portfolio? Subscribe to the Rosenthal Capital Blog.  For real-time updates on investment actions follow Bret on Twitter: @BretRosenthal.

After updating the algorithmic signals for the Big Four Indexes (plus outlining current market conditions and an approach to trading the indexes, groups and individual stocks), Investment Portfolio Rehabilitation Specialist, Bret Rosenthal, walks through a 3-point plan for creating a fundamental process for rehabilitating your investment portfolio. Ready to learn more about how to rehabilitate your investment portfolio? Subscribe to the Rosenthal Capital Blog.  For real-time updates on investment actions follow Bret on Twitter: @BretRosenthal.  

  Investment Portfolio Rehabilitation Specialist, Bret Rosenthal, goes through a step-by-step analysis of The Big Four Indexes and their current fundamental drivers, plus: statistically significant algorithm signalsanalysis of the relief rallieshow to manage the process of booking profits and raising stopsa simple approach to buying weakness and selling strength For more discussion on buying weakness and selling strenght listen to Bret's earlier podcast: Be A Disciplined Investor: How to Buy Weakness and Sell Strength Ready to learn more about how to rehabilitate your investment portfolio? Subscribe to the Rosenthal Capital Blog.  For real-time updates on investment actions follow Bret on Twitter: @BretRosenthal.  

After evacuating for Hurricane Irma Investment Portfolio Rehabilitation Specialist, Bret Rosenthal, settles back into the cockpit with: Algorithm update on the major indexesTips for risk management and the tools most useful for itA tribute to the legendary Hugh Hendry in the wake of his announcement that he will be closing his hedge fund Ready to learn more about how to rehabilitate your investment portfolio? Subscribe to the Rosenthal Capital Blog.  For real-time updates on investment actions follow Bret on Twitter: @BretRosenthal.  

Investment Portfolio Rehabilitation Specialist, Bret Rosenthal, updates on market algorithmic signals plus discusses: how to trade the openwhat to do with a gap downhow to apply strategy to your individual risk tolerancean outline for how to develop a solid discipline for investing Ready to learn more about how to rehabilitate your investment portfolio? Subscribe to the Rosenthal Capital Blog.  For real-time updates on investment actions follow Bret on Twitter: @BretRosenthal.

After giving an update on the algorithmic signals for SPY, IWM and QQQ Investment Portfolio Rehabilitation Specialist, Bret Rosenthal, offers key insights related to developing your skills as a disciplined investor: the Triptych Strategy for investinghow to develop an investment strategy to maximize profitswhy valuations no longer matter in today's market -- and how that affects investment decisions Links referenced in this podcast: Understanding Stoplosses: Major Tool For Managing Capital Ready to learn more about how to rehabilitate your investment portfolio? Subscribe to the Rosenthal Capital Blog.  For real-time updates on investment actions follow Bret on Twitter: @BretRosenthal.