One Philosophy. Five Ways to Invest.

At IWR Advisors, we believe successful investing requires more than simply buying and holding investments and hoping they continue to rise.

Our approach is built around three core principles:

Follow the Trend. We seek to invest with established market trends rather than attempting to predict short-term market movements.

Follow the Big Money. We monitor stocks and ETFs that are being accumulated by large institutional investors and billion-dollar fund managers, which can provide insight into where significant investment capital is flowing.

Manage Risk. We use systematic rules and market signals to help determine when to participate, reduce exposure, or move toward cash when market conditions deteriorate.

Our five strategies apply these principles in different ways. Some are designed for investors seeking greater growth potential and are therefore expected to experience greater volatility. Others emphasize diversification, lower volatility, or tax awareness.

No strategy eliminates investment risk, and there is no guarantee that any strategy will achieve its objective or outperform a benchmark.

Which Strategy Is Right for You?

There is no single strategy that is appropriate for every investor.

The right approach depends on your goals, time horizon, risk tolerance, tax situation, investment experience, and willingness to accept volatility and periods of underperformance. We're here to help you figure it out, schedule a call today. 

1. Trend Roadmap Boost

AI & Growth Stock Strategy

Designed for investors seeking higher growth potential and who are comfortable with higher volatility.

Trend Roadmap Boost focuses on a concentrated portfolio of AI and growth-oriented stocks. The strategy uses shorter-term trend signals and can move to cash when the strategy's rules indicate that market conditions have deteriorated. With up to 10 positions and approximately 10% allocated to each position, the strategy is more concentrated than our other approaches.

How it works

• Focuses on AI and growth-oriented stocks
• Uses shorter-term trend signals
• Seeks to participate in strong growth trends
• Can reduce exposure or move toward cash when signals weaken
• Higher concentration and volatility than our more diversified strategies
• Higher trading activity can result in lower tax efficiency

Risk / Reward Profile

Growth Potential: Higher
Diversification: Lower
Expected Volatility: Higher than the S&P 500
Trading Activity: High
Tax Efficiency: Lower
Cash Flexibility: High
Best suited for: Investors who are comfortable with higher volatility and are seeking greater growth potential in exchange for potentially greater downside risk.

2. Trend Roadmap Fast Lane

All-Stock Billion Dollar Fund Manager Strategy

Designed for investors seeking growth through a diversified portfolio of leading institutional-growth stocks.

Fast Lane invests primarily in stocks identified through our Billion Dollar Fund Manager research, combined with our trend-following and risk-management rules. The strategy can hold up to 20 positions, generally targeting approximately 5% per position. It uses shorter-term signals and may reduce exposure or move toward cash when conditions warrant.

How it works

• Focuses on stocks showing institutional sponsorship
• Uses Billion Dollar Fund Manager research to identify potential leaders
• Applies shorter-term trend signals
• Typically holds up to 20 individual stocks
• Can move toward cash when signals indicate increased risk
• Higher trading activity may reduce tax efficiency

Risk / Reward Profile

Growth Potential: Higher
Diversification: Moderate
Expected Volatility: Higher than the S&P 500
Trading Activity: High
Tax Efficiency: Lower
Cash Flexibility: High
Best suited for: Investors who want a stock-focused growth strategy and are comfortable accepting greater volatility and company-specific risk.

3. Trend Roadmap

Stock & ETF Strategy

Our core diversified trend-following strategy, combining individual stocks with ETFs.

Trend Roadmap combines institutionally favored stocks and ranked ETFs within a rules-based trend-following framework. The strategy can hold up to 20 positions, generally targeting approximately 5% per position. The combination of stocks and ETFs provides greater diversification than our stock-only strategies while maintaining exposure to growth opportunities. This strategy is currently displayed in the Invest with Rules newsletter. 

How it works

• Combines individual stocks and ETFs
• Uses Billion Dollar Fund Manager research and ranked ETF data
• Applies shorter-term trend signals
• Seeks to participate in established market trends
• Can reduce exposure or move toward cash when conditions deteriorate
• Maintains greater diversification than the stock-only strategies

Risk / Reward Profile

Growth Potential: Moderate to Higher
Diversification: Higher
Expected Volatility: Approximately similar to the S&P 500
Trading Activity: High
Tax Efficiency: Lower
Cash Flexibility: High
Best suited for: Investors seeking a balanced approach between growth, diversification, and systematic risk management.

4. Trend Roadmap ETF-Only

Diversified ETF Strategy

Designed for investors who prefer the diversification of ETFs while still using a rules-based trend-following approach.

The ETF-Only strategy invests exclusively in ranked ETFs and uses shorter-term trend signals to determine which areas of the market may offer the most favorable trends. With up to 20 positions at approximately 5% each, the strategy provides broad diversification across markets, sectors, and asset classes.

How it works

• Invests exclusively in ETFs
• Uses our ranked ETF universe
• Applies shorter-term trend signals
• Seeks exposure to areas demonstrating favorable trends
• Can reduce exposure or move toward cash when signals weaken
• Provides greater diversification than stock-only approaches

Risk / Reward Profile

Growth Potential: Moderate
Diversification: Higher
Expected Volatility: Below the S&P 500
Trading Activity: Moderate
Tax Efficiency: Lower
Cash Flexibility: High
Best suited for: Investors who prefer diversified ETF exposure and a potentially less volatile approach than a concentrated stock portfolio.

5. Trend Roadmap: Long Term Cruise Control

Long-Term, Tax-Aware ETF Strategy

Designed for investors who prioritize longer-term signals, diversification, and tax awareness.

Cruise Control is our longer-term trend-following strategy. Rather than responding to shorter-term market movements, it uses longer-term trend signals across a focused group of sector and asset-class ETFs. The strategy generally holds approximately 10 positions, with larger position sizes than our other strategies. Its lower expected trading activity is designed to make it more suitable for investors who place a greater emphasis on tax awareness and longer holding periods.

How it works

• Invests exclusively in ETFs
• Uses longer-term trend signals
• Focuses on approximately 12–15 select sector and asset-class ETFs
• Typically holds up to 10 positions
• Seeks to participate in longer-term trends
• Can move toward cash when longer-term signals deteriorate
• Lower expected turnover may improve tax efficiency relative to our shorter-term strategies

Risk / Reward Profile

Growth Potential: Moderate
Diversification: Higher
Expected Volatility: Below the S&P 500
Trading Activity: Low
Tax Efficiency: Higher relative to the other strategies
Cash Flexibility: High
Best suited for: Investors who prefer a longer-term approach, lower expected trading activity, diversified ETF exposure, and greater emphasis on tax awareness.

5. Trend Roadmap: Long Term Cruise Control

Long-Term, Tax-Aware ETF Strategy

Designed for investors who prioritize longer-term signals, diversification, and tax awareness.

Cruise Control is our longer-term trend-following strategy. Rather than responding to shorter-term market movements, it uses longer-term trend signals across a focused group of sector and asset-class ETFs. The strategy generally holds approximately 10 positions, with larger position sizes than our other strategies. Its lower expected trading activity is designed to make it more suitable for investors who place a greater emphasis on tax awareness and longer holding periods.

How it works

• Invests exclusively in ETFs
• Uses longer-term trend signals
• Focuses on approximately 12–15 select sector and asset-class ETFs
• Typically holds up to 10 positions
• Seeks to participate in longer-term trends
• Can move toward cash when longer-term signals deteriorate
• Lower expected turnover may improve tax efficiency relative to our shorter-term strategies

Risk / Reward Profile

Growth Potential: Moderate
Diversification: Higher
Expected Volatility: Below the S&P 500
Trading Activity: Low
Tax Efficiency: Higher relative to the other strategies
Cash Flexibility: High
Best suited for: Investors who prefer a longer-term approach, lower expected trading activity, diversified ETF exposure, and greater emphasis on tax awareness.

This information is provided by IWR Advisors, LLC. for IWR Advisor clients. For non-advisory clients it is solely for informational purposes and does not constitute an offer to sell or a solicitation of an offer to buy securities. All investors should consult a qualified professional before trading any investment, we would love to be that firm if you feel we are a good fit. Information contained herein is based on sources which we believe to be reliable but is not guaranteed by us as being accurate and does not purport to be a complete statement or summary of available data. Past performance is not a guarantee, nor is it necessarily indicative, of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategy recommended and/or undertaken will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation. Please review additional disclosure information above. Opinions expressed herein are statements of our judgment as of the publication date and are subject to change without notice. Entities including but not limited to IWR Advisors, LLC its members, officers, directors, employees, customers, agents, and affiliates may have a position, long or short, in the securities referred to herein, and/or other related securities, and may increase or decrease such position or take a contra position. IWR Advisors LLC will make every effort to provide timely information to subscribers but cannot guarantee specific delivery times due to factors beyond our control. All rights reserved.