To watch a recorded video by Joseph Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM, where he gives a comprehensive Q3 stock market review and Q4 outlook, click on the following:
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Indicators for the Q4 (sneak peek):
48 Bullish indicators (75% bullish)
16 Bearish indicators (25% bearish)
https://advisorstamp.com/q3-2025
Roccy’s Top 17 IUL List (Hot off the Presses—2025 Year-End Update)
If you missed last week’s newsletter, click on the following to download this report:
Joe’s Risk On/Risk Off Model (RORO)
Available on our Anti-TAMP platform!
Joe runs a RORO model that any advisor can use on our Anti-TAMP platform(the anti-Asset Mark, SEI, Envestnet, Orion, etc.):
https://advisorshare.com/top-17-iul-list
Here is how the RORO strategy compares to the S&P 500 year-to-date net of fees:
-Joe’s RORO model CAGR = 20.15%
-S&P 500 CAGR = 14.66%
So, the RORO model is doing 37.45% better than the S&P 500 this year (not bad!).
Max drawdown year-to-date:
-Joe’s RORO model = -2%
-S&P 500 = -7.85%
*Numbers are monthly valued, not daily valued, and are through the end of September 2025.
What is the current makeup of the portfolio?
What was the makeup of the portfolio in July?
What will the RORO mix be in November?
I’ll find out in a few days, but this portfolio can change its mix monthly(although generally the assets it holds change slowly, even if the mix can vary quite a bit). I don’t expect it to change a lot, but the percentages may. Also, it’s important to understand that this strategy can also rotate into 100% cash if the market dictates.
You may be wondering what BLOK is? It’s the Amplify Blockchain Technology ETF.
BLOK was added to the portfolio in June of this year and has had a 48.98% increase since it was added to the portfolio.
Gold has been in the portfolio most of the year, and silver was added a few months ago (how long they will remain is tough to say, but they’ve both done well since being added).
The idea with this RORO portfolio is to pick sectors that are in favor.
While not all of the sectors have been winners (oil and gas was not a winner when used this year), more often they have been, which is why it’s beating the S&P 500 by 37.45%!
Want to learn about our Anti-TAMP platform and how you can use Joe as a 3rd party manager as well as other 3rd party managers he’s personally vetted? Click on the following image:
