This is newsletter #3 in a series of newsletters on a handful of unique investment strategies run by Joe Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM.
Webinar on Demand
To watch a video of Joe explaining the All-Cap Share Buyback Strategy, click on the following:
https://advisorstamp.com/all-cap-share-buyback-model
If you sign up for the on-demand webinar, you will also be able to download the fact sheet.
How can advisors use this strategy with clients? It’s available on the following platforms:
1) Our “anti-TAMP” platform https://advisorstamp.com
2) Our OnPointe Signal Company https://onpointesignals.com
3) Our “advisor-owned” RIA platform https://advisorsharewm.com
Past webinars on unique strategies—if you missed the last two newsletters where Joe explained how he runs these strategies, click on their names below to watch the webinars.
–Risk On/Risk Off (RORO) Strategy (up 23.02% YTD and 45.69% the last 12-months)
–High Income Strategy (designed to generate 8%-12% annual income)
The numbers quoted in this newsletter are gross returns using month end valuation.
All-Cap Share Buyback Construction Methodology
The process combines quantitative rigor with tactical discipline. By selecting a focused set of high conviction companies, the portfolio maintains a balance between offensive opportunity and defensive prudence. It is fully rules-based, replicable, and transparent, providing objective guidance for portfolio positioning while adapting to evolving market conditions.
Portfolios are built through a systematic multi-step process:
1. Initial Screening – identify companies demonstrating strong capital return practices and healthy financial profiles.
2. Risk-Adjusted Selection – evaluate candidates based on performance metrics and risk considerations.
3. Momentum and Earnings Integration – combine quantitative measures of earnings momentum with capital return strength to select the top ten highest-conviction positions.
Rebalancing – the portfolio is reviewed and rebalanced quarterly to ensure allocations remain aligned with current performance trends and capital return opportunities.
Why Wouldn’t an Advisor Want to Learn About this Strategy?
How many investment strategies are you using that have similar YTD numbers as well as 12-month numbers? For 99% of those reading this newsletter, the answer is ZERO.
Are you a true “fiduciary”?
I get pretty frustrated when advisors give me speeches about how they are fiduciaries, and then when I ask them if they want to learn about strategies like those I cover in my newsletter, the majority of advisors say, nah, that’s ok, I don’t need to learn about them.
Is that right answer for a fiduciary? Objectively, it is not!
The Future of AI Investing is NOW!
What are you doing to integrate AI into portfolio review, design, and creation? If you are using ChatGPT, Claude, and Gronk, you should immediately stop! Unlike TacticalMind AI™, these AI engines were NOT designed to provide high-quality help to those running investment strategies for clients.
2-3 Weeks from Our Official Launch
This unique AI tool will launch in the next 2-3 weeks and it is going to blow your mind.
Sign up for TacticalMind AI’s Monthly Stock Market Outlook Report
Before launch, if you want to get a sense of the quality of TacticalMind AI™, I recommend you sign up for this FREE monthly Stock Market Outlook 14-page report, click on the following:
https://onpointesoftware.com/tacticalmind-ai-market-outlook
What’s in the Monthly Stock Market Outlook Report?
A 7-, 30-, 90-day, and 12-month bull or bear trend.
Investment opportunity map (strong, moderate, weak) for 20 different stock market sectors.
Status of key market drivers like equity momentum, bond yields, credit conditions, the US dollar, commodities, and volatility.
Drawdown monitor (worst 1-year drawdown of various sectors).
Sector relative strength breakdown (30-day momentum rank).
Cross-asset correlation matrix (90-day rolling correlation of 8 major classes).
Quantitative scorecard—all assets (sorted by 30-day Sharpe ratio (best risk-adjusted returns)).
Tactical playbook—suggestions for tactical traders (7-30 days), strategic traders (90 days), and passive/long-term traders.
Bull vs. bear analysis—the tool has a bull and bear analyst, and it debates with specificity each other’s position. This month, the bull won out 65% conviction vs. 35% conviction for the bear.
Sentiment & market microstructure for the fear level, vol term structure, hedging demand, retail mood, and news tone.
Market outlook conclusion for 7 to 30 days, 90 days, and 12 months.
Sector positioning heat map —the following is the TacticalMind AI™ belief of which sectors have a positive outlook, a neutral outlook, and a negative outlook.
