Investing Experts It all starts with risk management
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Jun 19, 2025 Rob Isbitts, the founder of Sungarden Investment Publishing and a risk management expert, dives into the essentials of investing. He emphasizes that successful strategies begin with proper risk management to navigate today's complex markets. He explains his 'dog collar' strategy for Disney stock and discusses the ROAR score for investment decisions. Isbitts also shares insights on technical analysis, the importance of adaptability, and offers techniques for managing risk effectively in evolving market conditions.
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Market Changes Demand New Risk Views
- Modern markets are heavily influenced by algorithms and indexation that don't consider fundamentals.
- This creates unusual risks that require fresh approaches to risk management.
Use Technicals with Clear Philosophy
- Develop a clear investment philosophy with reliable technical tools such as the ROAR score.
- Use charts and momentum indicators to balance offense and defense in your portfolio.
Disney Option Collar Example
- Rob used an option collar strategy on Disney to limit losses and lock gains as the stock moved.
- This approach protected his investment during volatility and allowed him to adjust risk dynamically.