FREE INVESTOR GUIDE 

Tired of Guessing What the Market Will Do Next?

This guide shows you how. 

          

Most investors know they should stay disciplined when markets get rough. Few have a system that makes it easy to do that.

FREE INVESTOR GUIDE 

Tired of Guessing What the Market Will Do Next?

This guide shows you how. 

          

Most investors know they should stay disciplined. Few have a system that makes it easy.

 

 

WHAT'S INSIDE

Here’s What the Guide Covers:

 

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How Momentum Investing Actually Works

It’s not about chasing hot stocks. It’s about owning what the market is already rewarding; systematically, not emotionally.

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Why the Portfolio Stays Current

A weekly ranking system replaces positions as market leadership shifts. The fund reflects what’s leading now, not what led six months ago.

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What Happens When Markets Break Down

When broad conditions deteriorate, the strategy moves to T-Bills and cash. No gut calls. The rules decide when, and when not, to be invested.

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How to Stay Disciplined Without Watching Every Move

Self-directed investors use rules-based ETFs to stay on track when markets get loud. The system handles the decisions so you don’t have to.


WHAT'S INSIDE

Here’s What the Guide Covers:

 

ChatGPT Image Jan 8, 2026, 12_51_33 PM

What Happens When Markets Break Down

When broad conditions deteriorate, the strategy moves to T-Bills and cash. No gut calls. The rules decide when to step aside.

ChatGPT Image Jan 8, 2026, 01_10_16 PM

How to Stay Disciplined Without Watching Every Move

The system handles the decisions so you don’t have to make them in the moment. 

Questions We Hear From Investors Like You

 

 Isn’t this just market timing? 

It’s a fair question, and the short answer is no. Market timing means trying to predict where prices are going. This strategy doesn’t do that. It responds to what’s already happening: observable price trends, applied through consistent rules. There’s no forecast involved. The rules either signal “stay invested” or “step aside,” based on what the market is doing right now, not what anyone thinks it’ll do next.

 

What if the market bounces back quickly after the fund steps aside? 

That can happen, and it’s a real trade-off worth understanding. The strategy is built to manage sustained downturns, not to catch every short-term recovery. In a sharp V-shaped rebound, the fund may miss some of the early upside. The goal isn’t to be perfect, it’s to avoid the kind of extended drawdowns that derail long-term plans. Whether that trade-off makes sense depends on your own situation.

 

Why does this ETF cost more than a basic index fund? 

A passive index fund charges less because it doesn’t do much; it just holds the market. This strategy actively ranks securities, manages a cash trigger, and reconstitutes the portfolio as market conditions change. That process costs more to run. Whether the added cost is worth it depends on how you value having a rules-based risk management layer built in. The guide explains the full process so you can evaluate it yourself.

Twenty-five stocks feels concentrated. Am I taking on too much risk?

Concentration is intentional here. Rather than spreading capital thinly across hundreds of holdings, the strategy focuses on the highest-ranked stocks based on momentum signals. Risk is managed through ongoing reconstitution and the market regime filter, not through holding more names. That said, concentrated portfolios can see more volatility than broad index funds. It’s something to weigh against your own risk tolerance.

How liquid is this ETF? Can I buy and sell freely?

ADPV trades on a major exchange like any other ETF, through Schwab, Fidelity, E-Trade, and most other brokerages. You can buy and sell during market hours at the current market price. As with any ETF, trading volume and bid-ask spreads are worth checking before placing a large order.

How do I know the manager won’t override the system?

The strategy is rules-based by design, which means portfolio decisions follow predefined signals rather than manager discretion. The guide covers how the ranking system and market regime filter work, so you can see exactly what drives the portfolio’s decisions.

Questions We Hear From Investors Like You

 

Isn’t this just market timing? 

No. Market timing means predicting where prices are going. This strategy doesn’t do that. It responds to observable price trends using consistent rules. No forecasts. The rules signal “stay invested” or “step aside” based on what the market is doing right now.

 

What if the market bounces back quickly after the fund steps aside? 

That can happen, and it’s a real trade-off. The strategy is built to manage sustained downturns, not catch every short-term rebound. The goal isn’t to be perfect, it’s to avoid the kind of extended drawdowns that derail long-term plans.

 

Get the Free Guide

A practical breakdown of how rules-based momentum investing works and whether the strategy fits how you invest.

ADPV eBook beautyshot V3(500 x 500 px)

Get the Free Guide

A practical breakdown of how rules-based momentum investing works and whether the strategy fits how you invest.

ADPV eBook beautyshot V3(500 x 500 px)