Newsletter

Rudi Wealth strategy is based on fundamental and technical indicators that pick up on the forces driving price before they happen. Our investment system is trend following, meaning that we capture major moves within the prevailing direction. Our strategy is delivered in the form of a weekly email newsletter sent to subscribers. These are the trades we ourselves take, and we share these exact trades with you. All you need is a brokerage account. With clear buy and sell signals, making money in the stock market and other assets couldn’t be easier. Sign up, receive your trade alerts and take the same positions as expert stock market traders. Best of all? As a result, you can trade like the pros with just 15 minutes a week.

Portfolio Diversification

The strength of our trading approach lies in investment diversification. This means we trade a diverse basket of instruments covering stocks, bonds, commodities, precious metals and real estate. This gives you long term protection and a greater chance of stable returns.

Skip Market Declines

Our trading strategy means we trade when markets rise and stay in cash when markets decline. This allows you to avoid several years of market downturn in any given asset, and preserve your capital. With our newsletter, you will participate in market growth as soon as the first signs of recovery begin to appear.

Investment Protection

The markets in recent months have been volatile with sudden downside moves becoming part of normal trading. This creates great investment opportunities, but it also makes hedging more important than ever. For every long position, we are hedged with protective puts to protect us from any sharp moves. This not only preserves your capital and ensures long term success, but also gives you peace of mind. Know what positions to take and exactly how to hedge them – just like the big boys on Wall Street. Sounds complicated? Don’t worry, our instructions are easy to follow with entry prices and options strike prices clearly detailed for your portfolio management.

Starting with Newsletter

Below are the three steps to start using the newsletter:

  • Sign up to the investment newsletter
  • Open a brokerage margin account with option approval level 3 or higher. This is required since the strategy involves writing covered CALLs, buying PUTs and trading spreads.
  • The investment newsletter is using diversified portfolio of ETFs in batches of 100 shares. As of today, the minimum portfolio dollar amount to utilize the newsletter is $60,000.
  • After subscription, along with the stock investment newsletter, you will get a trading wizard specially designed for you.

What to Expect

In the portfolio management newsletter email you should expect trade actions for six historically uncorrelated assets. For each of those assets you will receive trade actions. Below is an example of the email. Those actions are provided as an example. Do not try to execute those with your trading account. Refer to newsletter instructions for details and reasons for trades.

SPY – US Large Cap Equity

  • Dedicate PortfolioDollarAmount / 655 units. Round to 100s.
  • If you have short SPY options, then: Close the ones that are worth less than $0.05.
  • If you have short SPY PUTs, then: Close all SPY and SPY options positions.
  • If you don’t have SPY stock, then: Submit following order. Symbol: SPY, Order Type: Buy to Open
  • If you have SPY stocks and don’t have SPY long PUTs, then: Submit following order. Symbol: SPY, Order Type: Buy to Open, Type: PUT, Expiration: Mar 17, 2017, Strike: $224.00, Contracts: number of SPY stocks / 100.
  • If you have SPY stock and don’t have SPY short CALLs, then: Submit following order. Symbol: SPY, Action: Sell to Open, Type: CALL, Expiration: Mar 17, 2017, Strike: $236.00, Contracts: number of SPY stocks / 100.

EFA – International Equity

  • Dedicate PortfolioDollarAmount / 608 units. Round to 100s.
  • If you have short EFA options, then: Close the ones that are worth less than $0.05.
  • If you have EFA stocks and don’t have EFA long PUTs, then: Submit following order. Symbol: EFA, Action: Buy to Open, Type: PUT, Expiration: Mar 17, 2017, Strike: $59.00, Contracts: number of EFA stocks / 100.
  • If you have EFA stock and don’t have EFA short CALLs, then: Submit following order. Symbol: EFA, Action: Sell to Open, Type: CALL, Expiration: Mar 17, 2017, Strike: $61.00, Contracts: number of EFA stocks / 100.
  • If you don’t have EFA stock and don’t have short EFA PUTs, then:
    • Submit following order. Symbol: EFA, Order Type: Sell to Open, Type: PUT, Expiration: Mar 17, 2017, Strike: $57.00, Contracts: EFA dedicated units / 100.
    • Submit following order. Symbol: SPY, Order Type: Buy to Open, Type: PUT, Expiration: Mar 17, 2017, Strike: $55.00, Contracts: EFA dedicated units / 100.

GLD – Precious Metals

  • Close all GLD and GLD options positions.

Also, includes similar signals for:

  • XOP – Commodity
  • TLT – Bonds
  • IYR – Real Estate