Tag Archives: Brockmann Method

Beyond ETFs is Here!

Well, actually, it’s in the Apple App Store for iPhone.

Click or tap on the Available on App Store image on the right and you’ll be directed right to our latest version.

Beyond ETFs is born out of frustration with professional financial advisor ‘help’ that really didn’t help. It’s born from years of disappointment with poor performance. It’s born out of a willingness to try something new, but with an fresh understanding that owning a stock is nothing like owning any other product known to man. Unlike a smartphone, it doesn’t respond to its masters’ voice. Unlike a lamp, it doesn’t do something specifically useful. Unlike a toy, there’s no thrill of motion or a sound or an imaginary battle. It just appreciates. Or. It. Doesn’t.

There are two amazing things about this app:

The Brockmann Method beats the Index by a factor of 3 X over the past ten years. Of course, past performance is no guarantee of future success, but it sure is impressive!

  • One is that it works. And works. And works, really well. The Brockmann Method, diligently applied has been shown to generate a return nearly 3X greater than then S&P 100 index.
  • Two is that it is so simple that we are truly surprised that nobody thought of this before. Beyond ETFs is designed to exploit one, simple, economic principal in combination with the insight of an academic researcher. It is a rules-based, proven and elegant methodology to beat the Index. I use it every day, and have since I started working on this project in early 2017. You see, I fired my financial advisor and with the help of my brother, Wilf Brockmann, decided that creating my own Self Directed Fund was not only possible, but wonderful (and high performance).

You can get more details on the background of Brockmann Method in the Brockmann Analytics and Trading white paper here. You can download the app for free and subscribe using your iTunes app account. For a limited time, subscribers get a 7-day FREE trial period.

Can You Earn This Kind of Return for Yourself?

Brockmann Method outperforms S&P100 since 2007

YES! You Can.

Be aware that 7/8 active fund managers can’t beat the Index. But you can. We can show you how.

Consider the picture on the right. Clearly, we want to be the owner of the green curve, not the blue curve. Here’s what that means:

  • If an investor had invested in a S&P 100 Index-tracking fund, such as OEF, their money would have grown to $1.72 for every $1 invested in January 2007. That’s the blue curve.
  • As a comparison, if the investor had applied the ‘Brockmann Method’ over the past ten years, their $1 investment would have grown to $4.99 by October 2017. That’s 2.9 times better than the Index!

We’ve imbedded the Brockmann Method into the Beyond ETFs app so subscribers can learn the details of the two most important pieces of investment information they need to be effective: When to SELL* and what to BUY*.

Beyond ETFs – The S&P 100 Subscription

The subscription service presents information to subscribers that is only visible in the app. This information is not financial advice. Subscribers acknowledge this in their agreement of the Terms of Service and End User License Agreement at the commencement of the service.

After the close of the markets, pretty much every weekday, Brockmann Analytics and Trading, a research firm founded by Wilf Brockmann, analyzes the S&P 100 stocks and rank orders them based on their price momentum. This information is automatically passed into Beyond ETFs app where the Brockmann Method is applied.

The Brockmann Method is based on economics research by Tobias Moskowicz, which holds:

  • “Stocks that have increased over the past 6-12 months are LIKELY to continue increasing for the next 6-12 months
  • Stocks that have decreased over the past 6-12 months are LIKELY to continue decreasing for the next 6-12 months”

The top 10 stocks form the BUY* zone, the positions 11-25 form the DON’T BUY MORE zone and those stocks in the 26+ positions are in the AVOID zone. A stock, formerly in the BUY* zone might fall below the 25th position passes the SELL* Threshold, signaling that it ought to be sold. Proceeds are used to purchase the member of the BUY zone not already owned.

Colors are used in the Scorecard section to indicate stocks to be sold (red), stocks in the Don’t Buy More zone (yellow) and stocks in the Buy zone (white cells). In fact, the app presents the owned stocks that are below the SELL* Threshold at the top of the My Scorecard section, with the red background so subscribers know something is to be done.

The subscription service provides the information. Together with the app, the retail investor has the tools to bring Knowledge and Discipline together to beat the index with their Self-Directed Fund.

ABOUT APPLE AUTO RENEW SUBSCRIPTIONS:

Some of the content in Beyond ETFs is free and available to all users.

The best experience is through the subscription service. Beyond ETFs enables the In-App Purchase of ‘auto renewable subscription services’:
• S&P 100 Monthly renew
• S&P 100 Quarterly renew
• S&P 100 Annual renew

Note that subscription prices may vary by country and renewal period. All come with a 7-day FREE trial period. Check the App Store for your local price. Subscribers gain access to exclusive content such as daily updates to the BUY* zone, insights from frequent Zone Changes, details of the SELL* Threshold, personalized Scorecard.

Subscriptions automatically renew unless ‘auto-renew’ is turned off in iTunes account at least 24-hours before the end of the current subscription period. The payment method of your iTunes account will be charged the renewal fee 24 hours prior to the end of the current period at the price and frequency that you select. Confirming the subscription will cause your iTunes account to be charged.

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