THIS WEEK’S FOCUS

Why Every Investor Needs an Exit Plan: Protecting Your Wealth in Volatile Markets

Investing is about more than just picking stocks and watching them grow—it’s about knowing when to lock in your gains or cut your losses. Enter the exit plan, your roadmap for navigating both calm and turbulent waters in the financial markets. Today, we’re breaking down why a strong exit strategy is non-negotiable, how to create one, and what it means for your long-term financial success.

INVESTMENT OPPORTUNITY

Feeless Automotive ETF: A Smarter Way to Ride the Market’s Winners

If you’ve ever wanted to invest in the automotive giants shaping the world’s electric and sustainable future—but without the hassle of managing it yourself—our Feeless Automotive ETF strategy is here to change the game.

This isn’t your average “buy and hold” approach. It’s smarter, sharper, and designed to maximize your returns with minimal effort. Let’s break down what makes this strategy a standout choice for investors.

What’s the Strategy?

The Feeless Automotive ETF invests in a curated mix of automotive leaders like Tesla ($TSLA), Toyota ($TM), Ford ($F), and General Motors ($GM). These companies represent both legacy innovation and cutting-edge advancements in electric and autonomous vehicles. But it’s not just what we invest in—it’s how we do it.

• Proportional Weighting Based on RSI: The strategy dynamically allocates investments based on Relative Strength Index (RSI), a proven indicator that helps identify which stocks are on a winning streak and which might be losing momentum. This means we ride winners and trim losers—a hallmark of successful investing.

• Daily Rebalancing for Precision: If allocations shift by more than 3%, we make smart, small adjustments daily. This ensures your portfolio remains optimized without overtrading.

In short? This strategy is built for balance, adaptability, and growth.

Performance That Speaks for Itself

Since its inception, the Feeless Automotive ETF has outpaced benchmarks like the S&P 500, delivering a 238.68% all-time return, compared to the S&P’s 95.10% over the same period. That’s real, tangible growth, not just market averages.

Here’s the breakdown:

• Annual Return: 27.96%

• Trades Per Day: 0.45 (so you’re not losing gains to excessive trading fees)

• Risk Score: Moderate (2.27 out of 5)

This strategy is engineered to prioritize sustainable growth while managing risk effectively. It’s like having a financial analyst on autopilot.

Why It Works: A Winning Formula

The Feeless Automotive ETF isn’t just about investing in great companies—it’s about using data-driven strategies to maximize their potential. By combining RSI-based allocation with frequent rebalancing, this approach ensures you’re always positioned to capitalize on market trends.

This strategy also leverages the power of alpha capacity—meaning it can scale efficiently to accommodate more investors without diluting its performance. With an alpha capacity of over $52M, this strategy is designed to grow alongside you.

Why Choose This Strategy?

1. No Hidden Fees: True to its name, this is a feeless strategy, so you keep more of your hard-earned returns.

2. Tailored for the Future: The automotive sector is at the forefront of innovation. This ETF-style strategy positions you to benefit from both legacy automakers and EV disruptors.

3. Hassle-Free Investing: You don’t need to monitor the markets or rebalance on your own—we do the work for you.

4. Proven Results: With consistent outperformance and optimized risk, this strategy is built to deliver.

SURVIVE THE DIPS, THRIVE IN THE PEAKS

🎢 Volatility: The Stock Market’s Wild Roller Coaster Ride

The stock market can be a whirlwind of emotions. One day, you’re celebrating record highs, and the next, your portfolio feels like it’s in freefall. That’s just the nature of the beast. But instead of letting volatility dictate your moves, use it as an opportunity to make smarter decisions.

Here’s the thing: markets react to everything—earnings reports, interest rate changes, global news, and even tweets. While you can’t predict the next big swing, you can decide how to respond. A solid exit plan ensures you’re not panic-selling during the dips or overstaying your welcome at the peaks.

Think of it like this: volatility isn’t your enemy if you’ve planned ahead. It’s a chance to protect your gains and avoid unnecessary losses.

EVERY INVESTMENT NEEDS A DESTINATION

📈 Goals Aren’t Just for New Year’s Resolutions

Before you even think about creating an exit plan, ask yourself: Why am I investing in the first place? Whether you’re saving for retirement, a dream house, or simply building wealth, your goals should guide every decision.

If you’re investing for the long haul, you might be able to ride out temporary market downturns. But if you’re saving for something in the next five years, like a down payment on a home, your strategy will need to be more cautious. Knowing what you’re working toward helps you define the point where it’s time to sell and enjoy the rewards.

Pro tip: Write down your goals. Seeing them on paper (or your notes app) keeps you focused and prevents you from making impulsive moves when the market gets rocky.

SELL WITH CONFIDENCE, NOT GUESSWORK

⏰ Timing Isn’t Everything (But It’s Close)

Let’s bust a myth: no one, not even the pros, can time the market perfectly. Waiting for the absolute peak price to sell is a pipe dream. But that doesn’t mean timing doesn’t matter—it just has to be realistic.

Instead of guessing when to sell, create rules that make the decision for you. For example, use a stop-loss order to automatically sell a stock if it drops below a certain price. This protects your portfolio from bigger losses while taking emotions out of the equation. Trailing stops are another great tool—they let you lock in gains as the price rises but sell if the stock starts falling.

The goal isn’t to sell at the very top but to walk away with your gains intact. Remember: leaving some money on the table is better than losing it all in a downturn.

DON’T PUT ALL YOUR EGGS (OR $) IN ONE BASKET

⚖️ Risky Business: Managing Risk Like a Pro

If there’s one rule every investor learns, it’s this: diversify, diversify, diversify. Spreading your investments across different industries and asset types minimizes the damage if one area underperforms. Think of it as insurance for your portfolio.

But managing risk isn’t just about diversification. It’s also about knowing your limits. Ask yourself how much loss you’re willing to tolerate before pulling the plug on an investment. If losing 10% of your portfolio feels unbearable, don’t wait until it’s down 50% to act.

Here’s where your exit plan shines: it gives you clear boundaries. It’s not about being pessimistic; it’s about being prepared.

STAY COOL, EVEN WHEN THE MARKET ISN’T

🧠 The Psychology of Selling: Why We’re Our Own Worst Enemy

One of the hardest parts of investing is overcoming your own instincts. When a stock is soaring, it’s tempting to hold on forever, thinking it’ll climb even higher. And when it’s dropping, you might convince yourself it’ll bounce back if you just wait a little longer. Sound familiar?

This is where an exit plan saves the day. By setting predefined rules for selling, you remove emotions from the equation. No more second-guessing or regretting missed opportunities—you simply follow your plan.

Remember, investing isn’t about winning every trade. It’s about making consistent, smart decisions that protect your wealth over the long term.

ANY PLAN IS BETTER THAN NO PLAN

💡 Keep It Simple: Your One-Page Exit Plan

Creating an exit plan doesn’t have to be complicated. In fact, the simpler, the better. Here’s what to include:

1. Your goals: What are you investing for, and what’s your timeline?

2. When to sell: Define specific price targets, stop-loss thresholds, or market conditions that will trigger a sale.

3. Risk limits: Decide how much of your portfolio you’re willing to risk on a single investment.

4. Review schedule: Revisit your plan every few months to make sure it still aligns with your goals.

Write it all down, and you’re good to go. A little effort now will save you from costly mistakes down the road.