BeyondETFs

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Sun, 07 Jun 2026 00:00:00 +0000

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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.

Building a Disciplined Investment Process

Wed, 03 Sep 2025 14:59:00 +0000

Knowledge without implementation is worthless. Understanding why systematic approaches work is only valuable if you can actually follow them consistently.

Building investment discipline requires more than good intentions—it requires process.

The Math Behind Systematic Investing

Tue, 02 Sep 2025 14:57:12 +0000

Numbers don't lie. While investment philosophies and market theories can be debated endlessly, mathematical evidence provides objective insights into what actually works.

The data consistently supports systematic approaches over discretionary investing.

How Emotions Destroy Investment Returns

Mon, 01 Sep 2025 14:55:54 +0000

The average investor consistently underperforms the market. According to Dalbar's Quantitative Analysis of Investor Behavior, the average equity investor returned 7.13% annually over the past 20 years while the S&P 500 returned 10.5%.

The Hidden Costs of Following Financial Media

Sun, 31 Aug 2025 14:52:35 +0000

Financial media creates the illusion that investing success comes from having the latest information. Turn on any business channel and you'll see urgent market updates, breaking news alerts, and expert opinions delivered with the authority of fact.

Why Stock Picking Doesn't Work (And What Does)

Sat, 30 Aug 2025 14:49:57 +0000

Every year, millions of investors try to pick winning stocks. They research companies, analyze earnings reports, follow analyst recommendations, and make careful selections for their portfolios.

Most of them lose to the market.

BeyondETFs Pro v5.1.0 is Here! 🎉

Wed, 30 Jul 2025 11:11:02 +0000

We’re excited to announce the release of BeyondETFs Pro v5.1.0, now available for download on the App Store and Google Play. This update builds on the foundation of version 5 and brings powerful enhancements, smarter insights, and a more intuitive experience for self-directed investors like you.

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.

Why We Update Every Day — But Don’t Chase Every Tick

Tue, 10 Jun 2025 01:57:48 +0000

🔄 The market moves every day — and so do we

At BeyondETFs, we update our rankings every single day. That’s right — every day, we evaluate all 100 stocks in the S&P 100 and recalculate their standing in the Brockmann Method.

Announcing BeyondETFs Pro v5.0.0

Wed, 04 Jun 2025 18:08:31 +0000

Great news!

Stability improvements. Faster and more reliable functions.

New 'Chat with the Founders' feature. Creating an account as a Basic or Pro subscribers generates an entirely new chat experience, where subscribers can text the founders, Wilf and Peter Brockmann for suggestions, to answer questions, product support or just to say hi (something our non-founder brother does).

Why Not Sell When A Stock Falls Out of the Buy Zone?

Wed, 04 Jun 2025 00:37:08 +0000

The Brockmann Method states that you should buy the stocks in the Buy Zone (top 10 ranked stocks) and then sell only when the stock passes into the Avoid Zone (26+ ranked stocks). Between the Buy Zone and the Avoid Zone is the Don't Buy More Zone. This is a kind of buffer or damper on the natural volatility in the changes in Zones from one day to the next.

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.

Why Did My Gap Change Jump So Much?

Mon, 23 Dec 2024 21:27:18 +0000

As shown in the image on the right, an activity caused the Index value to jump a lot in a single day. Almost $200k. What would cause that gap reduction?

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.

How Scalable is This Approach?

Sun, 29 Sep 2024 20:57:44 +0000

It might seem that the Brockmann Method is for big investors only. Not true.

Our research is available for any subscriber, with any amount to invest, that they can use to earn better returns than most. It's actually very simple to follow and not particularly demanding to administer. In fact, we've designed this app and the tools inside it to boil it down to a simple set of instructions:

What is Price Momentum?

Sun, 29 Sep 2024 20:45:31 +0000

You've heard it all. There are lots of ways to analyze a stock and decide how it might fit into your portfolio. Well, from our humble experience, there's really only one property of a stock that accurately assesses the instantaneous value of it - the price.

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.

Why is BeyondETFs called BeyondETFs Pro?

Sun, 29 Sep 2024 19:56:13 +0000

It refers to the evolution of investing.

Some 200 years ago, the Dutch invented the mutual fund as a practical mechanism for small investors to participate in diversification benefits. Units of a mutual fund can only be purchased from the fund and redeemed at the fund, typically after the market closes.

How Could I Liquidate Some of My Self-Directed Fund

Sun, 29 Sep 2024 19:41:12 +0000

There are only two ways to extract cash from your Self-Directed Fund because most SDF are fully-vested in stocks. Cash maybe safe, but it doesn't grow very quickly.

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.

The Gap

Sat, 28 Sep 2024 14:12:43 +0000

On the Scorecard view of the BeyondETFs Pro default view, is a little label 'Gap' with some % and $ value next to it.

At the moment of recorded purchase, an equivalent $ value and quantity of Index was also noted.

No FOMO Here

Sat, 28 Sep 2024 13:55:23 +0000

... some publishers depend on it.

I had a big laugh yesterday. You see, FOMO is the "Fear Of Missing Out," which is a common ploy for many marketers attempting to prey on their potential customers' fear of not having the latest, the coolest or the home run investment idea. And, as I witnessed yesterday, financial newsletter publishers are not exempt from playing the FOMO card.

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.

End User License Agreement and Privacy Policy Are Instantly Accessible in the App

Wed, 25 Sep 2024 01:55:01 +0000

Our EULA and Privacy Policy are available in the app. Subscribers agreed to these provisions prior to subscribing to the product.

To see them, tap the Navigation Bar side menu (3 horizontal lines) and then tap the EULA link. This brings up the End User License Agreement. Tapping the Privacy button in the top right substitutes the Privacy Policy for the EULA.

The Avoid Zone

Wed, 25 Sep 2024 01:45:06 +0000

Of the three Zones of the Brockmann Method, the Avoid Zone is the one that we think the least often about. Stocks, formerly in the Buy Zone, that had been purchased often move into the Avoid Zone which triggers the notification processes for subscribers to sell the stock. Then we sell that stock, purchasing the next highest ranked stock that we don't already own.

The Don't Buy More Zone

Wed, 25 Sep 2024 01:39:25 +0000

One of the three Zones describing the relative positions of the stocks of the S&P 100, the Don't Buy More Zone is, as the name suggests, several stocks that subscribers should not purchase more of.

The Buy Zone

Wed, 25 Sep 2024 01:35:21 +0000

We've structured the stocks in the S&P 100 into three zones. The Buy Zone represents the top 10 stocks, with the highest price momentum scores, at a moment in time. Tomorrow, they are likely to change.

Curated Stock News by Yahoo! Finance

Wed, 25 Sep 2024 01:29:20 +0000

Subscribers wanting to read some recent news about any stock in the S&P 100, can visit the Navigation Drawer menu (top left, 3 horizontal lines) and tap the News option.

How To Delete Your Account

Wed, 25 Sep 2024 01:18:40 +0000

To comply with the California Consumer Privacy Act 2020, and as a best practice for online service providers like Brockmann & Company, we have enabled a capability to delete all of your data stored on our servers.

The Brockmann Method

Mon, 23 Sep 2024 00:11:36 +0000

Academic research shows whenever a stock's price has been increasing over the past six to twelve months, it is likely to continue to increase over the next six to twelve months. Similarly, whenever a stock's price has been declining over the past six to twelve months, it is likely to continue to decline over the next six to twelve months.

Why the S&P 100?

Sun, 22 Sep 2024 23:50:03 +0000

These are the largest and most successful companies in America. They are name brands. You know just about all of them. They are not going to go away quickly. They are the leaders in the their categories. There are no small banks. No small tech companies. Just the biggest and highest performing companies in America.

BeyondETFs in Operation

Sun, 22 Sep 2024 23:33:13 +0000

User downloads the app.
User subscribes (7-day free trial).
User creates an account with Sign in with Apple, Sign in with Google or email and password.
User purchases the stocks in the Buy Zone.
User records the purchase detail (in BeyondETFs Basic, just tap the stock).
User visits the Scorecard tab (BeyondETFs Pro) to see your score vs Index.
Every evening, Brockmann & Company calculates the Zone Changes Report and update each users' daily score (for the Charts feature, accessible after 2 days in the BeyondETFs Pro Scorecard).
Most evenings, users can only see that the timestamp of the Last Zones Changes report has changed. Whenever a stock enters the Avoid Zone, it appears in the main Scorecard view suggesting that it needs special treatment.
Brockmann & Company sends push notifications to users (who allow notifications) that own a stock that is in the Avoid Zone.
Usually, a push notification is also sent the next trading day during trading hours to the same notified users, reminding them to sell that particular stock.
Users sell the stock and then purchase the next highest ranked stock that they don't already own.
steps 7, 8 and 9 are repeated at the end of the next trading day.

BeyondETFs for iPad

Sun, 22 Sep 2024 20:55:53 +0000

The BeyondETFs for iPad app is a complementary capability to the BeyondETFs Pro and BeyondETFs app. While the BeyondETFs Pro and BeyondETFs apps offer control of information, the BeyondETFs for iPad offers a specialized and synchronized presentation. Users log into their account and the users' portfolio is visually presented.

BeyondETFs for Android

Sun, 22 Sep 2024 20:21:46 +0000

For Android users, the BeyondETFs is a particular subscription available in monthly or annual renewals that unlocks the basic features of the BeyondETFs experience:

What to buy
When to sell

The main view tells subscribers what the stocks of the S&P100 are in the Buy Zone, Don't Buy More Zone and Avoid Zone. The BuyZone are those stocks are the top ten, having the greatest relative strength, and are therefore the most appropriate stocks to invest in at the time they’re in the Zone.

BeyondETFs for iPhone

Sun, 22 Sep 2024 20:01:54 +0000

For iPhone users, the BeyondETFs is a particular subscription available in monthly or annual renewals that unlocks the basic features of the BeyondETFs experience:

What to buy
When to sell

BeyondETFs Pro for Android

Sun, 22 Sep 2024 19:54:51 +0000

For Android users, the BeyondETFs Pro is a particular subscription available in monthly or annual renewals that unlocks the key features of the BeyondETFs experience:

What to buy
When to sell
Scorecard

The Buy tab tells subscribers what the stocks of the S&P100 are in the Buy Zone, meaning which stocks are the top ten, having the greatest relative strength, and are therefore the most appropriate stocks to invest in at the time they’re in the Zone.

BeyondETFs Pro for iPhone

Sun, 22 Sep 2024 19:52:14 +0000

For iPhone users, the BeyondETFs Pro is a particular subscription available in monthly or annual renewals that unlocks the key features of the BeyondETFs experience:

What to buy
When to sell
Scorecard

Our Products

Thu, 19 Sep 2024 01:33:58 +0000

With the v4.0 release, we've introduced five specific BeyondETFs products to address a range of devices, use cases and investing styles.

BeyondETFs Pro for iPhone - this app package, downloaded from the Apple App store incorporates the necessary functionality for BeyondETFs Pro - Scorecard, Buy, Sell.

About us

Fri, 13 Sep 2024 23:52:32 +0000

Brockmann & Company is my brother Wilfred and I (and a cheerful band of coworkers) striving to make the experience of investing easier and more profitable for you.

Privacy Policy

Fri, 13 Sep 2024 23:52:32 +0000

Information we collect.

The information we collect when you use Brockmann & Company products and services falls into three categories.

Information you provide us.

To use some of our products and services you need to have an account, and to create an account, you need to provide us certain information. Your payment information is necessary if you want to use many of our products and services.

Archive

Mon, 01 Jan 0001 00:00:00 +0000