Investing on BeyondETFs

Yikes! Market Volatility - Now What?

Tue, 03 Mar 2026 17:25:03 +0000

This guest post is by Wilfred Brockmann, our Chief Investment Officer.

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.

Discipline is the Edge

Fri, 20 Jun 2025 14:43:51 +0000

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.

Tariff Discipline: The Muscle Behind the Market Shake-Up

Tue, 29 Apr 2025 23:48:14 +0000

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.”

Riding Out the Tariff Discipline: How the Brockmann Method Stayed Adaptive

Tue, 29 Apr 2025 23:42:16 +0000

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.

Win Big with IRA Distributions and BeyondETFs Pro

Tue, 05 Nov 2024 12:45:28 +0000

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.

Situation:

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).

The Future of Investing is here...

Sat, 05 Oct 2024 11:31:54 +0000

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.

Avoiding the Seven Sins of Trading

Sun, 29 Sep 2024 21:00:02 +0000

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.

I Sold My AAPL...

Sun, 29 Sep 2024 20:36:46 +0000

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.

5 Compelling Reasons To Stay Away from Cryptocurrency

Sun, 29 Sep 2024 19:20:18 +0000

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.

Trials and Tribulations of a Self-Directed Investor

Sun, 29 Sep 2024 19:02:13 +0000

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:

A Little Bad Weather Shouldn't Change Your Summer Vacation Plans or Your Investment Strategy

Sun, 29 Sep 2024 16:36:57 +0000

Have you ever noticed how investing is a little like vacation planning?

Each year, when you’re deciding how you want to spend your summer holidays, you think about how much time you have, how much you can afford, and what you can do to have a fun and memorable summer. Then, you call your travel agent and start packing.

What's Wrong With Investing Today?

Sat, 28 Sep 2024 13:50:50 +0000

Three issues in a complicated world.

No doubt there are many things both wrong and right with investing today. That being said, there will be millions of folks who end up with mediocre results for any number of reasons. Our goal in looking at this question is to develop a sense of what's going on at the 'macro' level to disadvantage the retail investor.

The Index is Not Forever

Sat, 28 Sep 2024 13:44:04 +0000

Change is a good thing.

Ch.. ch.. changes.

From time to time the fine folks at Standard and Poors, who created the S&P 100 Index, tune their results to account for acquisitions, spinouts and the other typical stock organizational changes. The FOX-Disney acquisition/spinout of 2019 was a recent and complicated such a case. For Beyond ETFs users FOX and FOXA had been in the Buy* Zone for the better part of the year prior to March 2019.

The Case for PG - Proctor & Gamble Company

Sat, 28 Sep 2024 13:23:05 +0000

Modern Day Lessons in Investing

Here’s a short story about PG’s entry into and departure from my stock trading/retirement-investment account from 2018. Lessons still hold true - very true.

Comparing Investment Categories: Fees

Sat, 28 Sep 2024 12:55:13 +0000

Years ago, in business school, my professor talked about an important marketing principle: Worth What Paid For. The idea is to question 'is that product or service worth what the customer paid for it?'

Professional Money Managers Make Mistakes?

Sat, 28 Sep 2024 12:39:19 +0000

Really?

This post was originally presented in BeyondETFs Pro in August 2019.

Further to our series of Tips on avoiding common mistakes in investing, here are three surprisingly common mistakes that professional portfolio managers make and how Beyond ETFs subscribers avoid them. In The Only Thing the Smart Money is Smart About, a July 12, 2019 article by Jason Zweig of the Wall Street Journal, timely research flags the most frequent mistakes that professional portfolio managers make.

It's Never a Bad Time to Own Quality

Sat, 28 Sep 2024 12:28:59 +0000

Recent events remind me of the fundamentals of why we created this app

This article was originally posted in November of 2020, but fundamentally still holds true.