I want to tell you something that might sound counterintuitive: The moment you feel most compelled to do something with your portfolio is usually the exact moment you should do nothing at all.
Last week, we stuck to our process. As always, we ran our rankings at the regular time in the regular way. No drama, no deviation. Then, a few hours later, the world shook—Israel attacked Iran’s nuclear infrastructure. Headlines screamed. Markets looked jumpy. And I did what many might do: I picked up the phone and called Wilf.
What’s happening with tariffs isn’t just economic policy—it’s strategy by pressure. Over the past several weeks, we haven’t seen one consistent direction. Instead, we’ve seen volatility by design—tariffs rising, falling, then rising again. Call it the “Tariff Discipline.”
The past six weeks have tested even the most seasoned investors. With trade policy flipping like a coin and tariff announcements landing without warning, many portfolios got whiplash. Welcome to the era of Tariff Discipline—where unpredictability reigns, and reactivity can cost you.
Here's a few ideas on how to use BeyondETFs Pro and the Brockmann Method on BOTH sides of the taxable and tax-free divide.
I had my entire Investment Retirement Account (IRA) portfolio, which compounds tax-free until distribution. Distribution, you might recall, is the act of removing assets from a tax sheltered account and then attracting the income tax burden associated with the value. If the owner of the IRA performs a distribution before 59 1/2 years of age they may attract a 10% penalty tax (no penalty if funds are for education or medical expenses, or if you put the assets' value back within 60 days).
Don't just take our word for it. Try it yourself. Download the app from your favorite smartphone App Store. We'll show you a few things and then you can subscribe (7-day free trial) and create an account.
This guest post is by Wilfred Brockmann.
Fear. Greed. Perfectionism. Pride. Anger. Impatience. Recklessness.
These are cited as the 7 Deadly Sins of Trading by Ruth Barrons Roosevelt in her book of the same name. As someone who has traded long enough to be an expert on all of these mistakes, let me assure you that overcoming these emotional breakdowns is more important that understanding any technical indicator, fundamental ratio, news release or trading strategy.
Investing doesn't have to be an emotional rollercoaster...
Shocking. Just plain shocking.
The Model told me to sell my AAPL stock and I did. I've held the stock for a long time. I've owned them even before I worked for them.
Bitcoin is cool, but not cool to own.
Bitcoin and its brethren of ‘crypto-currencies’ may seem to be cool. But they're not cool enough to actually own. That's because they fail to pass the "Brockmann Test of Common Sense". Here are five compelling reasons to stay away. Stay. Far. Far. Away.
Hang in there, especially when things are down.
Ruth Barrons Roosevelt described it first as Sin # 6 - Impatience. I see it as something closer to a feeling of ‘underwhelm’ - almost disappointment. Case in point: