Hey there, hope you’re having a great day. I’m Jim Munchbach with a 15 minute video to introduce a new investment strategy: The BayRock Bull Bear Portfolio. It’s designed to do what all good and effective investment strategies are designed to do…
Maximize Returns
Minimize Risk
For the record, I’m a and . I’m an Independent Fiduciary Investment Advisor and I’m making this video to announce some big changes I’ve made in my own investment portfolio.
When I started BayRock, I thought it made sense to manage clients’ investments the same way I manage my investments.
Over the last few years, we’ve been in a nice Bull Market. In 2020, we had a nasty Bear Market that lasted about 5 minutes and then we quickly shot up to all time highs. In 2021 the S&P 500 jumped to a fresh new highs 68 times. That is a Bull Market.
Unlike Houston, Texas “The Market” has four different seasons.
-
Bull Market = Uptrend
-
Bear Market = Downtrend
-
Consolidation = Sideways
-
Uncertainty = Volatility
Tis the Season of Uncertainty
Volatility creates big swings in the market in both directions; when the stock market rises and falls more than one percent over a sustained period of time, we call that a “volatile” market. Lately we’ve had a couple of times when the market rose and fell more than one percent in a single day.
Investor Training
Clients
My first and most important priority is to BayRock clients. As your Fidcuciary Investment Advisor, its important to me that you understand the risk related to any investment I recommend. The Bull Bear Strategy involves a few elements that are different and unique so I’ll be providing additional training to help you decide if this strategy is for you.
DIY Investors
Over the years I’ve had the privelege of helping a number of DIY investors; this training is available for all of the DIY investors I already know. If you don’t already know me, you’re welcome, too. Just enroll in our free online course:
LinkedIn Learn
BayRock is hiring and I’ll be posting my training videos to LinkedIn where I have over 10,000 connections. Most of my LInkedIn connections are Financial Advisors and Certified Financial Planner™ professionals. Before interviewing for a financial planning or a portfolio manager position at BayRock, I’m going to encourage any prospective candidates to complete the online training.
The Bull Bear Strategy is relatively simple to run but it is a lot of work. It takes time, focus, and a certain level of skills training to make it work. While I like my job, I don’t particularly love looking at charts everyday and for that reason, I’m eager to hire my replacement in the portfolio management department.
The Market
What’s in Your Portfolio!?
-
SPY = S&P 500, a Proxy for The Market
-
DIA = The Dow Industrial, top 30
-
QQQ = NASDAQ, technology, growth
Asset Allocation & Sectors
-
IWM = Small Cap
-
MDY = Mid Cap
-
SMH = Chip Makers (Semi Conductors)
-
ARKK = Innovation
-
XBI = Biotechnology
-
TLT = Bond Proxy
-
EFA = International and Emerging Markets
Trends and Charts
The Trend is Your Friend – Until the End!
6 Month Daily Chart
Support and Resistance
Simple Moving Averages
-
8 Days
-
50 Days
-
200 Days
Bull Bear Strategy
-
Bullish Trend = Long the Market
-
Sideways Trend = Half Cash
-
Bearish Trend = Short the Market
Risk Analysis
-
BayRock Bull = Long
-
BayRock Half Cash = 50% Cash
-
Inverse ETF List
ETF Pros and Cons
-
Leveraged ETF = Risk!
-
Inverse ETF = Double Risk!
Call to Action
BayRock Clients
-
Email Yes, I like the Bull Bear Strategy
-
Email NO, I want to stick with my Old Strategy
-
Book a One-On-One
DIY Investors
Prospective Team Members
