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Thu, Dec 11th, 2025

Rob Isbitts

Thu, Dec 11th, 2025

Rob Isbitts

Rob Isbitts

In Rob’s version of “semi-retirement,” he shares his experience by writing here at Barchart.com, as well as at Seeking Alpha, where he leads the Sungarden Investors Club. He also blogs regularly at SungardenInvestment.com (aka Sungarden on Substack).

His investing journey started way back at age 16, when he first discovered stock charting from his late father, using graph paper and a pencil. Fast forward to today and Rob is now an investment intellectual property creator, retired investment advisor, fund manager, and CIO, with the successes and bruises to show for it! A former CIO, fund manager, investment writer, and published author, Rob sold his advisory practice in 2020. 

Rob is a longtime Barchart subscriber. So, in the midst of sharing his no-nonsense perspective on markets, ETFs, stocks, and investor behavior elsewhere, he was delighted when Barchart invited him to contribute to its rapidly growing platform, starting in 2025. 

Rob’s Reward Opportunity and Risk (ROAR) Score helps gauge intermediate-term risk on any stock or ETF, and his “Dog Collar” concept helps investors use the Barchart options screener and other tools to limit risk on the stocks and ETFs they own.

Most Recent Stories

There’s a Shiny New Gold Mining ETF on Wall Street, and a Big, Growing Problem for Retail Investors

More choices in the ETF landscape aren’t necessarily bad news, but retail investors face a difficult tradeoff between complexity and simplicity.

AUAU : 36.61 (+3.67%)
GCG26 : 4,306.1 (-0.16%)
GDX : 86.26 (+3.53%)
Oracle Stock Has Plunged 35% Since I Told You to Collar It. Here’s Why My Option Strategy Worked, and What Comes Next.

Option collars can help limit downside risk while you continue to chase the upside.

$SPX : 6,901.00 (+0.21%)
ORCL : 198.85 (-10.83%)
Post Fed Cut, This Popular S&P 500 ETF Is Not a Buy or Sell, But a ‘Married Put.’ How to Create One.

Protect yourself from downward shocks in the SPY with this option strategy.

$SPX : 6,901.00 (+0.21%)
SPY : 689.17 (+0.23%)
Jamie Dimon Has Long Been Sounding the Economic Alarm. After the Fed’s Latest Rate Cut, Can You Still Bank on JPMorgan Stock?

A nearly 5% plunge in JPM shares on Tuesday is reason for caution with the leader of U.S. bank stocks.

JPM : 317.38 (+2.34%)
Everyone Has a Role to Play with Risky ETFs. Yes, Even You.

News that the SEC has issued warning labels on 3x leveraged tech and crypto ETFs is simply a metaphor for a much bigger issue in the fund world.

After a Red-Hot Rally on S&P 500 Inclusion, Carvana Stock Needs a ‘Cool’ Option Collar. How to Trade CVNA Here.

Here’s how you can keep chasing the upside in Carvana while minimizing your downside risk.

$SPX : 6,901.00 (+0.21%)
CVNA : 472.73 (+1.08%)
This ETF Thrives on Rising Long-Term Rates. Why It’s 1 of the Best Ways to Profit Before Wednesday’s Fed Meeting.

You don’t need to understand everything impacting the yield curve. But, you do need to understand risk management and learn how to play “defense” in dangerous markets.

TTT : 70.16 (+0.31%)
TBF : 24.06 (+0.21%)
TLT : 88.19 (-0.14%)
$TYX : 4.79 (unch)
This Popular Wall Street Strategist Says It’s a ‘High-Risk Bull Market.’ He’s Right, with the Fed in Focus.

It’s time investors learn how to play the other side of the trade.

$CBBI : 358.79 (-0.32%)
UERMNTUS.RT : 4.40% (+2.33%)
3 Ways to Trade Bitcoin’s Big Comeback While Hedging Against a Permanent Crypto Winter

Bitcoin prices may be recovering from the lows, but the volatility isn’t going anywhere.

MSTR : 183.30 (-0.73%)
BITX : 31.81 (-1.67%)
IBIT : 52.10 (-0.74%)
^BTCUSD : 92,435.75 (-0.67%)
Which AI ETF Should You Buy? Perhaps None of Them.

There are too many ETFs, and not enough differentiators. That is making it hard for investors and traders to decide what’s right for them.

NVDA : 180.93 (-1.55%)
CHPX : 56.98 (-1.54%)
AVGO : 406.37 (-1.60%)
INTC : 39.51 (-3.11%)
AMD : 221.43 (unch)
ASML : 1,122.84 (+0.31%)

Author Links

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Tilray $TLRY Kaboom 📈📈🚀🚀 https://t.co/tV8FN3b9Zj
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S&P 500 will soar to 7,700 next year, says Tom Lee 🚨📈🥳 https://t.co/yErfVhi4DX
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Stock Market Hits All-Time High 🚨📈🥳🫂 https://t.co/X4TrmpLmNu
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Bitcoin $BTC Performance over the last 3 midterm election years 🚨 📉 2014: -59% 2018: -75% 2022: -64% 2026: ??? https://t.co/5AMGO8s5mi
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Silver soars to $64 for the first time in history 🚨📈 Dear God 🤯👀 https://t.co/2ffpTOUB1E
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JUST IN 🚨: U.S. Treasury just bought back $12.5 billion of their own debt, equaling their largest buyback in history (which happened last week) 🤯👀 https://t.co/qsHO2dlWI4
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