Normally, I don’t write a lot of newsletters on investment strategies. However, it’s been a tough market YTD, and the RORO (Risk On/Risk Off) strategy has killed it. So, I decided to discuss this strategy again, along with portfolio construction using 3rd party strategies.
On-Demand Webinar & Download the Fact Sheet on RORO!
Joseph Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM, designed and manages this strategy. To view a video on how it works and to download the fact sheet, click on the following:
www.advisorstamp.com/roro-webinar
Let’s look at the gross returns of the S&P 500 (SPY) vs. the RORO strategy:
March 2026
-4.94% S&P 500
3.79% RORO
Year-to-Date (YTD) returns through the end of March:
-4.37% S&P 500
17.86% RORO
How did RORO do so well YTD? One reason is that it bought two oil/gas stocks in Feb. that were up over 50% and 60% the last two months (FYI, RORO dropped both for the April mix).
Last 12 months ending in March 2026
17.58% S&P 500 (max drawdown = -5.76%)
46.96% RORO (max drawdown = -0.92%)
3 Ways Advisors Get Access to the RORO Strategy
1) Our “Anti-TAMP”—if you are using Asset Mark, SEI, Envestnet, Orion’s TAMP, etc., you can do better for your clients. That’s why Advisor Share Wealth Management (ASWM) created a TAMP with real vetting of managers. To learn about the “Anti-TAMP,” click on the following:
2) OnPointe Signals—I’ve not even done a newsletter on this, but Joe Maas and I started a signal company. Advisors who do their own trading and who want access to RORO and select other strategies (like a Share Buyback strategy that is up 7.14% YTD and 59.65% the last twelve months) can simply buy the monthly/quarterly signals. To learn more, go to:
3) Join our ASWM as an IAR—our RIA is one of the fastest growing RIAs in the industry under 1 billion dollars (we are almost to $400,000 in just over two years). If you are an IAR at Brookstone, Foundations, Redhawk, and any RIA started by an IMO, you definitely can do better for your clients. To learn about our “advisor-owned” RIA, click on the following:
Fulfilling Your Fiduciary Duty Through Diversified Portfolio Construction
I talk with RIAs and IARs all the time, and I’m amazed at the hubris of many I talk with (ironic, I know, since many think I’m full of hubris).
When advisors sign up for items from my newsletters, sometimes I ask a simple question:
Would you like to learn about high-quality 3rd party investment managers/strategies?
I’d say more than 50% typically say NO!
I think it’s outrageous when advisors say no to this question. It’s our duty to continually look for the best resources to help our clients achieve their investment goals.
It costs nothing but time to learn about a 3rd party manager and their strategies.
But…”We don’t use 3rd party managers and do all the money management in-house.”
My question would be why? Why not incorporate high-quality 3rd party strategies?
Do you have a strategy that is up 17.58% YTD and 46.96% over the last 12 months?
Or one that is up 7.14% YTD and 59.65% over the last 12 months?
If not, wouldn’t your clients like you to learn about these strategies and, frankly, any strategies you can learn about to get them better risk-adjusted returns?
Of course they would. Well…these strategies and more are out there, and you can choose to learn about them RIGHT now by using the links in this newsletter.
TacticalMind AI™
Tentative Launch Date May 1, 2026 (The countdown is on!)
Sign up for info before the official launch!
What is it? It’s an AI-powered portfolio analysis platform built for financial advisors, portfolio managers, and investment committees.
It examines every holding across multiple analytical dimensions — fundamentals, technicals, sentiment, macro context, and news — then generates clear buy, sell, or hold signals with full reasoning and confidence scores.
Tactical Mind AI™ will offer investment research; portfolio assessments; portfolio recommendations, and portfolio creation. All recommendations and supporting research can be put in a written report for your records or to provide to clients.
The question isn’t if advisors will embrace AI; it’s when (and what AI will they trust?).
