Dear Investors,

Sometimes, the stock market gives us a signal we can’t ignore, and right now, it’s flashing opportunity. For the first time in years, a rare market shift is happening—one that has historically led to big gains for investors. When more stocks are hitting their highest prices of the year than their lowest, it’s a sign that the market’s momentum is turning positive.

Here’s the statistic: For only the 17th time since 1961, the spread between stocks hitting 52-week highs and lows on the NYSE has shifted from below 0% to above 14.5%. Historically, this exact market condition has preceded an 88% win rate for the S&P 500 over the following year, with an average gain of 15.3%. These moments don’t come often, and they’ve consistently rewarded those who took action.

At RollingWave Capital, we believe moments like this are not the time to settle for over diversified “cookie-cutter” portfolios. This is the time to act strategically and build portfolios that do more than just follow the crowd—we aim to lead. Here’s how we’re helping clients across Florida and beyond achieve this:

– Concentrated Positions: Instead of spreading investments thin, we focus on fewer, high-conviction opportunities in individual stocks and sector ETFs that we believe have the most potential.

– Strategic Use of Options: We’re actively leveraging options strategies to hedge risks and enhance returns, giving our clients a tactical edge.

– Avoiding Over-Diversification: While diversification has its place, we believe excessive diversification often waters down portfolios and dilutes performance. By avoiding this trap, we’ve delivered exceptional results—consistently outperforming other advisors in Florida.

Our approach isn’t about being reckless; it’s about being deliberate. We design portfolios tailored to capitalize on opportunities while managing risk effectively. And the proof is in the performance: RollingWave Capital is proud to be one of the best-performing investment advisors in Palm Beach Gardens, West Palm Beach, and beyond. That’s not just a claim—it’s a result of our relentless focus on growing your wealth.

Whether you’re looking for expert retirement planning, wealth management, or investment advice, we’re here to help you succeed. The market is offering opportunities, but the window won’t stay open forever. Let’s talk about how we can help you build a portfolio that’s positioned to thrive—not just survive.

Take the first step today. Reply to this email or schedule a call to learn how our more concentrated, high-performance strategies can work for you.

RollingWave Capital: Where your success isn’t just a goal—it’s our mission.

Regards,

JC

Jacob R. Craton 

President

561.571.1981

www.rollingwavecapital.com

RollingWave Capital

1. General Information Disclaimer:
   The information provided in this email is for general informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.
2. Not an Offer or Solicitation:
   This email is not an offer to sell or a solicitation of an offer to buy any securities or investment products.
3. Risk Disclaimer:
   Investments involve risk, including the potential loss of principal. There is no guarantee that any investment strategy will achieve its objectives.
4. No Assurance of Results:
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5. Professional Advice:
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8. Performance Disclosures:
   References to performance or results are not guaranteed and are based on historical data. Individual results may vary.
9. Third-Party Data:
   Any market data or statistical information included in this email is obtained from sources we believe to be reliable. However, we do not guarantee its accuracy or completeness.
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