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How to create a simple DIY income portfolio using ROAR.PiTrade.com

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ticker lesson

Breakdown

0:02lesson

Markets are canceling out: 80% of investors need only 2-3 ETFs

  • 21 months of IBM gains lost overnight
  • Market volatility cancels out gains across sectors
  • 80% of investors can survive with 2-3 ETFs
  • Buy-and-hold is historically risky
  • Trading, not investing, is alive
2:54lesson

Long-short strategy: exploit sector swings with inverse ETFs

  • Use long-short portfolios for sector swings
  • High beta/low beta ETFs as core watchlist
  • Daily seesaw of winners and losers
  • Market is canceling out across time
  • Trading > buy-and-hold in 2026
5:15lesson

Nickel-and-dime investing: small gains, tight risk control

  • Target 10% gain, tolerate 5% loss
  • Double tolerance for leveraged inverse ETFs
  • Trading strategy, not speculation
  • Use charts and process, not emotion
  • Formalized, tactical, process-oriented
7:27lesson

Bond ladder: core defensive strategy with hedging

  • Bond ladder is favorite portfolio component
  • Hedge with inverse ETFs like TMV
  • TMV triple inverse performs during rate hikes
  • Hedge bond ladder against rate risk
  • Income from bonds + inverse ETFs
9:43SPY· ticker

SPY — covered call ETFs fail in downturns

  • SPY up 30% but lost all gains
  • Covered call ETFs fail in crashes
  • Yield doesn't protect against price collapse
  • Total return matters, not yield
  • High yield = high risk of collapse
13:56lesson

Technical setup: narrowing wedge signals big move

  • Wedge pattern forming in market
  • Narrowing tops suggest breakout or breakdown
  • Possible move to 350–300 in semiconductors
  • AI spending drives volatility
  • Jailbreak scenario possible
16:07IBM· ticker

IBM — 21 months of gains erased overnight

  • IBM fell through floor today
  • Lost 21 months of gains overnight
  • AI spend triggered outsized reaction
  • Stop orders failed to protect
  • No recovery in price action
18:12TLTW· ticker

TLTW — long bonds with covered calls

  • TLTW yields 9–11%
  • Covered calls add 5% income
  • Hedge with TMV during rate hikes
  • TLTW crashes in 2022
  • TMV triple inverse gains during sell-off
20:20lesson

ROR 10 ETF portfolio: 10 ETFs with dynamic allocation

  • ROR 10 uses roar score for allocation
  • Worst 12-month loss: -4%
  • Best 12-month return: 31%
  • Average return: 11%
  • Standard deviation: 9% (half SP500)
22:45lesson

Simple two-ETF portfolio: SPY + T-bills with roar score

  • 60% SPY, 40% T-bills based on roar score
  • Automated weekly rebalancing
  • Outperforms 60/40 in volatility
  • Standard deviation: 9%
  • R-squared: low, meaning low market correlation
25:10lesson

Add VIX-like hedge: TMV for crash protection

  • TMV explodes during market shocks
  • IBM would have been up 700% with VIX hedge
  • Volatility spikes during AI trade swings
  • TMV crushes 60/40 in crashes
  • Hedge increases resilience
27:46lesson

Two-ETF strategy: stocks, cash, and roar score

  • Simple: stocks, cash, roar score
  • Rebalance weekly or monthly
  • Standard deviation: 9%
  • R-squared: low
  • Process > prediction
30:06lesson

Hedge equity: add TMV for disaster protection

  • TMV acts as put option
  • Protects against 2022-style crashes
  • Use when market is overvalued
  • Dynamic allocation based on roar score
  • Reduces drawdowns without sacrificing upside
32:18lesson

Covered call ETFs are dangerous: high yield ≠ safety

  • YBTC yield 120% but lost all gains
  • Covered call ETFs fail in downturns
  • Yield doesn't protect against price collapse
  • High yield = high risk of collapse
  • Even bonds can tank
35:00lesson

Markets are broken: algorithms and index investing distort behavior

  • Markets no longer behave like before
  • AI trade amplifies volatility
  • Algorithms cause yo-yo swings
  • Machine-driven markets = unpredictable
  • Accidents are inevitable
37:33lesson

Covered call ETFs fail in crashes: total return matters

  • YBTC lost all gains despite 120% yield
  • Covered call ETFs mirror underlying asset
  • No protection in bear markets
  • High yield = high risk of collapse
  • Even small caps and bonds can crash
40:07lesson

Income investing is dangerous: yield ≠ safety

  • High yield = high risk of collapse
  • Income is meaningless if capital lost
  • Dividend stocks can tank
  • Private credit, MLPs, closed-end funds fail
  • Always hedge income strategies
42:36TLTW· ticker

TLTW + TMV: hedge bond ladder with triple inverse

  • TLTW: long bonds + covered calls
  • TMV: triple inverse TLT
  • 85% TLTW, 15% TMV
  • Annualized return: 4.6%
  • Max drawdown: 3.1%
45:01lesson

Build your own portfolio: use ETF Yourself for customization

  • Use ETF Yourself to build portfolios
  • Test strategies before investing
  • Compare benchmarks like SPY, AOR
  • Use roar score for allocation
  • Backtest with real data
47:21lesson

Simple two-ETF portfolio: TLTW + TMV with dynamic allocation

  • 85% TLTW, 15% TMV
  • Adjust based on roar score
  • Annualized return: 4.6%
  • Max drawdown: 3.1%
  • R-squared: low
49:47lesson

Low R-squared = true independence from market

  • R-squared measures market correlation
  • Low R-squared = independent returns
  • Hedged portfolio reduces risk
  • Use TMV as collar
  • Income strategy must be protected
52:03lesson

Income investing is a nightmare for older investors

  • High yield stocks are risky
  • Income is meaningless if capital lost
  • Dividend stocks can crash
  • 50+ investors need protection
  • Income must be hedged
54:44DIV· ticker

DIV — high-yield dividend ETF with risk

  • DIV yield: 6.5%
  • High-yield stocks: MLPs, AT&T, UPS
  • DIV crashed during pandemic
  • Drawdown: 52%
  • Not a safe income play
57:08lesson

Hedge dividend ETF with inverse: SDS for crash protection

  • Use SDS (double inverse S&P) as hedge
  • 90% DIV, 10% SDS in low-risk
  • 50% DIV, 50% SDS in high-risk
  • Cap SDS at 30%
  • Protects against equity crash
59:38lesson

Test portfolio: DIV + SDS vs. AOR (60/40)

  • DIV + SDS beat 60/40 year-to-date
  • Drawdown: 7.5% vs. 9%
  • R-squared: very low
  • Alpha generated
  • Better risk-adjusted return
1:01:56lesson

Use VM and SDS for better income hedging

  • VM: Vanguard dividend ETF
  • Use VM + SDS for income
  • 90% VM, 10% SDS in low-risk
  • 50% VM, 50% SDS in high-risk
  • Cap SDS at 30%
1:04:10lesson

Portfolio beat 60/40: income with low risk

  • DIV + SDS beat 60/40
  • Drawdown: 7.5% vs. 9%
  • R-squared: low
  • Alpha: 4.6% annualized
  • Risk-adjusted return superior
1:06:42lesson

Automated portfolio building: use ROAR score for allocation

  • Use ROAR score to allocate
  • Dynamic rebalancing
  • Test multiple strategies
  • Backtest with real data
  • No personal advice, just process
1:08:49lesson

Don't chase yield: income is meaningless if capital lost

  • High yield = high risk
  • Income is not safe
  • Hedge all income strategies
  • Alpha comes from risk control
  • Don't assume market will always rise
1:11:27lesson

Simple idea: use ROAR score to rotate between ETFs

  • ROAR score determines allocation
  • Rotate between aggressive and defensive ETFs
  • Use SPY, AOR, AOM, AOK
  • Minimum 10% in each
  • Dynamic, automated, process-driven
1:13:50lesson

Correlation is a problem: avoid overlapping ETFs

  • Many ETFs are highly correlated
  • Avoid overconcentration
  • Use ROAR score to balance
  • Minimum 10% in each
  • Dynamic allocation prevents bias
1:16:19lesson

Test multiple portfolios: find the best risk-adjusted return

  • Backtest multiple strategies
  • Compare SPY, AOR, AOM, AOK
  • Use ROAR score to rotate
  • Look for alpha and low drawdown
  • Process > prediction
1:19:10lesson

Use SHV and SPY for simple rotation strategy

  • SHV: short-term Treasury ETF
  • SPY: S&P 500
  • Rotate based on ROAR score
  • Minimum 20% in each
  • Dynamic allocation for risk control
1:22:00lesson

Final test: ROAR score rotates between SPY and SHV

  • ROAR score determines allocation
  • Minimum 10% in each
  • No single ETF dominates
  • Backtested with real data
  • Process-driven, not predictive

Informational only — this is ETFYourself’s content, decoded by Plutus. Not Paid Daily’s advice or a recommendation. The outline, timestamps, and claims are extracted from what the creator said; verify before acting.