ARMR FAQ

The ARMR Investing Live Trading Desk Experience is designed to improve your skills as a manager of your own capital. Specifically, all ARMR services focus on two essential broad elements:

1) preservation of capital/risk management
2) capturing upside/creating alpha

Through the creation of a hedge fund-like live trading desk (delivered through the Slack platform) the ARMR Investing Way program offers individual investors a specific and focused mentorship-led, community-based, real-time environment in which to access the power of institutional investing tools, strategies, and protocols.

What does that really mean?

• Daily access to algo and AI-driven proprietary actionable information that allows you to invest wisely
• Professional fundamental research so that you choose sound stock ideas and only put them in your portfolio when they have been thoroughly vetted
• Algorithmic trading strategies that take the guess work out of entries, exits, and profit taking
• Risk management protocols so that you know how to protect capital and profit
• Strict trading discipine so that you learn how to protect yourself from yourself
• Archived library of research covering 100+ stocks in 15+ sectors (continually updated)
• Organized training resources (videos, audios, PDFs) so that you have hands on access to expanded learning
• ARMR Trading Playbooks so that you can quickly identify profitable set ups
• Multiple ARMR portfolios so that you can model your own approach according to a specific strategy
• Daily risk monitor updates efficiently show you when reward is worth the risk
• Monthly macro meetings help you set a 30-day sprint strategy while connecting live with Bret and your ARMR peers
• 1:1 mentorship with ARMR CIO, Bret Rosenthal, so that you can quickly and efficiently make trading decisions

Follow this link to learn more about the ARMR Report Way and how it can help you become a better portfolio manager.

Together as partners in your success, we’ll help you complete each of the ARMR Investing Way signature steps required for achieving your investment goals. 

While the steps are organized in three distinct stages, based on your personal level of expertise, we’ll jump into the process at the step that immediately uplevels your performance. 

The Research Fundamentals Stage 

Here, we teach you our Investigate Financials system that helps our clients recognize the strengths or weakness of a balance sheet. 

Then, we layer in our unique Identify New Element process to ensure you make sophisticated investment choices. 

The third step in this stage shows you how to find information that gives you an advantage over everyone else by using our Cross-Examine Management framework. 

The Execute Strategy Stage 

The Time the Entry step uses algos and AI to help you increase confidence and pinpointed strategy for putting on trades that work. 

The core mechanism for ensuring our members can make money on their trades is our Book the Profit system. 

The last step in the Execute Strategy Stage customizers our Protect the Gain framework that you'll implement to book the most amount of profit each and every day. 

The Managing Risk Stage 

Once we have your Research Fundamentals and Execute Strategy in place, we kick off the Managing Risk stage by building your Set the Stop system that helps ARMR Insiders limit the downside on an overall trade fast. 

Next up: We activate our Maverick Mindset process – a unique model for helping members develop habitual trading discipline. 

The final step of our ARMR Investing Way virtual hedge fund approach ensures all our Insiders can capture even more upside in the mature part of the trade using the Plan Targeted Exits strategy. 

In short, the ARMR Investing Way nine step system presents a refined, tested, and proven strategy designed to help dedicated investors like you rapidly learn how to protect capital and capture alpha so that you increase net worth by using probabilities and statistics to know when reward is worth the risk – over and over again. 

(Great question.) To begin, we operate according to the mantra, 

Protect capital first, capture upside second. 

This means the ARMR Investing Way places a huge emphasis on protecting your principle, profits, and gains. Only after we’ve secured that process do we turn our focus to capturing alpha. 

If you’re reading this right now, there’s about a 99.999% chance you’ve spent more than a fair amount of time and money trying to reach your investing goals. In fact, if you’re like most of our members, you may have even invested a hefty amount in coaches, courses, and other investing products... 

There’s little doubt that you’ve clicked on countless ads, consumed more than a healthy dose of blogs or videos, and purchased more than a few courses -- all from self-proclaimed experts and gurus who say they can help you increase your net worth overnight [insert hyperbolic marketing speak here]. 

But you’re here because you’re most likely still struggling with roundtripping your trades, huge drawdowns in net worth, and wildly swinging emotions of fear and greed. 

Well, here’s why: You’re likely not following a complete system or roadmap for doing ALL OF THE THINGS required in the right order, to get your track record where you want it to be. 

Instead of wasting time stuck in a state of complete information overload, trying to duct tape together all the pieces required for success, the ARMR Investing Way virtual hedge fund provides a crystal-clear step-by-step pathway to reach your destination in 3 stages with 9 sequential steps you can repeatedly implement to protect capital and capture alpha (in that order!). 

And the best part: Sound investing principles (built around a CANSLIM core) guide the ARMR Investing Way. We’re against sensationalism -- no hot stock tips, meme, or FOMO allowed.  

Which means the philosophies, protocols, and approaches you learn as an ARMR Insider can be utilized for the rest of your life. 

You know the saying, If you teach a man to fish.... That’s where our dedication to your success originates. 

Located via your Slack login, the live trading desk is available to all members 24/7/365. Meaning, you have access to your peers and to posting questions, research, ideas, etc., at any time that suits your schedule.

On trading days, the ARMR Experience begins 8:45am Eastern (GMT –4) with the ARMR Morning Meeting livestream, in which Bret offers an overview assessment of current market conditions, shares technical analysis of chart patterns, reviews the ARMR Risk Monitor, ARMR Portfolios, and any general training he deems relevant to prepare you for the upcoming trading session.

At this time Bret also responds in real-time to questions submitted by ARMR members so that each individual portfolio manager can customize an individual trading approach.

Shortly before the 9:30am Eastern opening bell, Bret opens the ARMR Trading Desk livestream (which streams all day until the closing bell). In this forum you have access to watch Bret trade, hear his instructions and directions, and ask questions that Bret answers in real-time so that efficient trading decisions can be made, plus continuous coaching to further develop skills, strategy, and trading protocols.

Your typical day on the desk would look like this (all times in Eastern | GMT -4):

• 8:45am ARMR Morning Meeting Livestream
• 9:25am ARMR Trading Desk Livestream begins
• 11:30am Portfolio check up with focus on Stops
• 2pm ARMR Top Shelf possible additions & overall update from the morning action
• 3:30pm What changes may be executed before the close
• 4pm ARMR Trading Desk Livestream ends

In between scheduled updates you will:

1. See Bret’s live screen so that you can watch his trade execution, fundamental research tasks, and whiteboard development
2. Hear Bret interview management if he has a call scheduled
3. Listen to conference calls and hear Bret’s interpretation of information
4. Ask questions and hear his replies directly to you through coaching and analysis geared toward helping you make trading decisions
5. Put Insider stock ideas through the ARMR algos
6. General discussion of the macro picture in response to current news events

The ARMR Trading Desk Slack platform is open for all trading sessions plus after hours so that you can communicate with your peers, plan and prepare, learn and query at any time of day or night.

The ARMR Trading Desk Livestream is open for all trading sessions with the exception from time to time that Bret may be off the desk for vacation or extenuating circumstances.

The ARMR Trading Desk Slack platform is open 24/7/365 and contains several threads to support your experience.

We’ve designed the live trading desk to clearly demarcate how to find the information you need. The desk has five active threads/channels to support you in various aspects of trading, including:

ARMR Education – This thread is where Bret drops teachable moments, answers to ARMR Pro Member questions and the like.
ARMR Portfolio Updates – Only Bret updates this thread so you’ll see the latest movements in his portfolios and can use the ideas as inspiration for how to create, manage, and trade your portfolio(s).
ARMR Trading Desk – All the trading action happens in this thread. Drop your ideas, questions, comments, and trades for real-time conversation with others.
ARMR Insider Ideas – Want to know what your fellow traders are investigating? Check out this thread for fresh thoughts on possible stock picks.
ARMR Random – Got other subjects to discuss? This final thread is for any topics not necessarily related to trading (this can include personal anecdotes and images, research ideas, news commentary, etc).

Watch this video for a quick overview of how to navigate and interact in Slack:

Whatever you have is the perfect amount for you. Traditional hedge funds have minimum requirements -- but that’s part of the beauty of the ARMR Investing virtual hedge fund:

You bring any amount of capital you want to invest – maintained in your own private account (on any platform where you feel comfortable trading) -- and we provide the environment in which you learn to protect capital and capture upside through mentorship, education, information, training, algorithmic support, and community connection.

Simply put: the size of your stack doesn't matter.

Your level of trading experience is unique to you. No matter the level you will be able to easily integrate into the ARMR Investing Way program.

If you are new to managing your own capital then you will find a kind, compassionate and educational atmosphere ready to support you and shorten your learning curve with direct strategies and simple trainings designed to help you elevate basic trading skills.

If you are a more experienced investor then you'll discover unique, advanced strategies for elegantly expanding your trading approach based on Bret’s 30+ years of trading experience as both a money manager for high net worth individuals, plus ten years as a hedge fund manager.

All the above. Every day in the Captain’s Note, Morning Meeting, and on the live trading desk we outline exactly what actions apply to each kind of portfolio. In fact, many of our members either run differentiated portfolios or portions of their portfolios earmarked for different approaches. Additionally, the public ARMR portfolios cover each of these management styles so you can literally watch how Bret manages his own capital in these three ways. 

Very easy! Think of the Slack live trading desk as a form of community group text messaging. If you are familiar with posting to social media you will immediately feel comfortable here. And, if you are new to this kind of posting, you will immediately discover how easy it is through our video tutorial.

Watch this video for a quick overview of how to navigate and interact in Slack:

In addition to the live events (Morning Meeting, Trading Desk, Monthly Macro Meeting), you also have access to all of this:

• ARMR model portfolios (Bret runs his own capital following different styles of management [for diversification]: Growth, ETFs, Dividend, and the Indexes with approaches that you can apply to your own portfolio)
• whiteboard research (because every idea should be thoroughly vetted before you put it into your portfolio)
• execution strategies (our risk monitors identify entry and exit points through proprietary algorithms)
• exclusive resources and trainings (covering a range of topics that include technical analysis, risk management, and effective trading strategies)
• proprietary investing rules (Bret has written three manuals for day trading, swing trading and long-term investing that cover all kinds of scenarios)
• Captain’s Note (Bret writes this market-focused update every morning to helpy you focus your mind and organize your thoughts around current market trends and conditions that will affect the trading day, including where he plans to place his attention to best protect capital and capture alpha)
• Monthly macro meetings (set a 30-day sprint strategy while connecting live with Bret and your ARMR peers)
• 1:1 mentoring (directly with Bret any time you wish)
• risk monitor updates (so that you know always know when the reward is worth the risk)

Watch this video to learn more about where to find these resources and how to use them:

Absolutely not! We have many members who have day jobs and only access the desk at certain times for scheduled updates.

However, they report receiving a lot of actionable benefits from:

• direct access to ask Bret questions at their convenience
• receiving the ARMR Morning Meeting replay and notes prior to the trading day
• submitting their stock ideas to the ARMR algos for information related to entries and exits
• setting Slack notifications so they get updates on market information and trading execution as it happens on the desk
• access to a full library of company research, whiteboard information, trading strategies, checklists, cheat sheets and videos to strengthen your personal trading approach

Your typical day on the desk would look like this (all times in Eastern | GMT -4):

• 8:45am ARMR Morning Meeting Livestream
• 9:25am ARMR Trading Desk Livestream begins
• 11:30am Portfolio check up with focus on Stops
• 2pm ARMR Top Shelf possible additions & overall update from the morning action
• 3:30pm What changes may be executed before the close
• 4pm ARMR Trading Desk Livestream ends

The Morning Meeting replay is available immediately after the livestream recording; this allows you to access the daily preparation at a time convenient to you.

Slack also affords you the option of setting up notifications so that you will receive messages whenever Bret updates the portfolios, which will efficiently help you execute your own trading decisions.

Bret recently addressed this very question in an ARMR Week in Review livestream. You can watch a short clip here.

You bet! In fact, we don’t always day trade either. While many programs teach diversification through asset classes, we teach diversification through trading style. Which means we use day trading, swing trading, and long-term investing strategies as tools in an overall investment protocol. 

As the portfolio manager of your own assets you decide what kind of trader you are and which strategies you want to use. Then, you implement the ARMR approach in ways most appropriate for your net worth goals. 

As far as ARMR considers, No. We provide all tech cost-free.

However, we do assume that you have access to a trading platform, internet service, and other basic technology that you would need to connect with us via Slack and Zoom.

Subscriptions are annual. Renewals occur automatically unless you specifically request to end your membership.

Subscriptions automatically renew unless you specify otherwise in writing via email (info@armrreport.com) or Slack DM to Bret or Michele Rosenthal.

As a matter of fact, yes! You can join the desk in our 5-Day FREE Trial. Visit this page for details and to sign up. [coming soon]

When you join the ARMR Report membership program you enter an exclusive world of proprietary information, training, and camaraderie. Behind the scenes we work tirelessly to deliver a meaningful and useful experience for you. And we expect you to be responsible for your own actions to engage with the content, participate in the community, and academically profit from the environment that ARMR offers. We see this as a collaboration between your desire to learn how to become a better portfolio manager and our dedication to help you do that. As such, we do not offer refunds. However, we do recognize that from time to time extenuating circumstances may arise and (since we are a reasonable crew) we reserve the right at our discretion to transfer your membership to a friend or family member at your request.

No, we don't -- here's why:

We're building a community of dedicated, I-can-do-it, see-it-through action takers who envision a long-term investing goal and commit to reaching it with the support and protocols offered in the ARMR Investing Way program.

We only want you to join our tribe if you feel a high level of certainty that you belong here.

So, if the real question behind the guarantee question is,

How do I know if ARMR Investing will work for me?

... the truth is you don’t. But you’ve gone into many other successful situations in your life where you lacked a guarantee. 

And you trusted yourself that you’d made a good decision because you did your research, thought things through, vetted your feelings, and then... 

... put in the effort to leverage the available tools and resources so that you move through the unfamiliar and uncomfortable to reach the outcomes you believe possible.  

So, perhaps a more direct question to ask might be, 

Am I prepared to exert the effort to make this program work for me? 

Do some soul-searching to find the most appropriate answer. We notice the most success with Insiders who expect to put in an effort and decide in advance to make a long-term commitment to perfecting their investing craft. 

Here’s how other ARMR Insiders describe the outcomes of taking that leap: 

I can’t thank Bret enough for the disciplines I’ve learned from 3 years with the ARMR Report. His 30 years of experience is invaluable, and so is our desk of analysts.  If you want to shorten the learning curve to building net worth, this is it. - Dustin P. 

I've been following Bret since May 2019 when he was beginning as a podcaster and I was even greener as a trader. He has taught me many things but there are two that I always follow. First, buy weakness in the midst of strength and second, "Protect Capital First" and "Capture Upside Second". - Ken V. 

I’ve learned so much from Bret since I joined in 2020.... Before I started as an ARMR Insider ... I did not have the knowledge or planning ability to grow my portfolio.... with Bret's extensive background, experience, and amazing ability to teach, I now trade each day following a … professional step-by-step [and] have the confidence to trade like a pro in up and down markets. - Stephen A. 

Since I joined ARMR Report and Bret 2+ years ago my trading and discipline with my trades has increased every month. Bret’s experience with trading … gives me the structure I need ... to be successful. I am a busy doctor so his research in conjunction with ... ARMR Insiders’ saves me a lot of time [and] the fact that Bret is always a phone call/message away to answer questions ... gives me added comfort in my trades. - Nima S. 

One thing I've learned over my two years with Bret is that investing is a journey, not a race. Most important thing is to choose your guide wisely. Many fake investment gurus out there. I know my strengths and weaknesses as an investor, and I needed The ARMR Report Way to show me how to protect capital. - Erez S. 

We’ve spent the last four years helping serious DIY investors develop the skills of professional portfolio managers; we’ve honed our approach down to an exact science. 

Implementation is a collaborative art. 

The Insiders who profit the most are the ones who bring their DIY attitude into the ARMR Investing Way and partner with us to learn the concepts and apply the tools with personalized, ruthless execution. 

You probably already know this but let’s review the basic ARMR DISCLAIMER:

All of ARM Investing, our trades, strategies, and news coverage are based on our opinions alone and are only for educational purposes. You should not take any of this information as guidance for buying or selling any type of investment or security. I am only sharing my biased opinion based off of speculation and personal experience. An individual trader's/investor's results may not be typical and may vary from person to person. It is important to keep in mind that there are risks associated with investing in the stock market and that one can lose all of their investment. Thus, trades/investments should not be based on the opinions of others but by your own research and due diligence.

Read the full ARMR Disclosure here.