Bluewater Investment Strategies

12/24/2025

One of my favorite Christmas traditions is doing a Christmas piano duet with my daughter Briella. This year marks our 6th year of doing this. Hope this performance of Deck the Halls adds some cheer to your holiday season!

Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

11/11/2025

Good article by Brian Wesbury about what is going on in the AI sector now and how it is similar to other times of past innovation.

All information contained herein is derived from sources deemed to be reliable but cannot be guaranteed. All views/opinions expressed in this article are solely those of the author and do not reflect the views/opinions held by Advisory Services Network, LLC.

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04/07/2025

Last year, I worked with SentimenTrader to develop the David S&P 500 Aggregate Baskets, a proprietary indicator based on the stock scan I use to help manage client portfolios. This scan identifies the number of stocks in the S&P 500 that meet specific metrics for being oversold and potentially due for a bounce. Generally, a higher number of stocks that return on the scan can indicate more favorable market conditions in the short term.

On Friday, 240 results were returned. Historically, when this level has been reached, it has been followed by favorable conditions, but it is important to note that past performance is not indicative of future results. While I remain cautious about valuations, sentiment, and market concentration for the long term, the current data suggests that, based on recent market declines, there is a higher probability that the worst may be behind us, at least in the short to intermediate term. Please note, all investments involve risks, including the potential loss of principal. The views and analysis shared here are based on current market conditions and are not a guarantee of future performance.

Please note, all investments involve risks, including the potential loss of principal. The views and analysis shared here are based on current market conditions and are not a guarantee of future performance. This post is provided as a courtesy and for educational purposes only. Please consult your investment professional, legal or advisor for specific information pertaining to your situation.

12/20/2024

One of my favorite Christmas traditions is doing a Christmas piano duet with my daughter Briella. This year marks our 5th year of doing this. Hope this performance of Winter Wonderland adds some cheer to your holiday season!

Merry Christmas!

09/30/2024

It was great to work with SentimenTrader to have them develop a new indicator based on one of the scans I use to manage client portfolios. It has been rewarding to see the results and hear about the good reviews it is already receiving. I appreciate their help and hard work in helping to create the David S&P 500 Aggregate Baskets indicator now available on their website.

09/18/2024

Per Stock Trader’s Almanac we are entering a time of year that has historically been weak for the markets. When someone buys an option it allows them to buy or sell 100 shares of a stock at a specified price at a point in the future prior to expiration. Dealers will hedge these by buying or selling the underlying stocks. After expiration these dealer hedges roll off which can sometimes create market volatility. The week after options expiration in September has historically been one of the most volatile of any month. Based on this data some caution and careful risk management is warranted here.

This material is provided as a courtesy and for educational purposes only. Please consult your investment professional, legal or tax advisor for specific information pertaining to your situation.

All information contained herein is derived from sources deemed to be reliable but cannot be guaranteed. All economic and performance data is historical and not indicative of future results.

Options The strategy discussed above is for illustrative and educational purposes only and should not be construed as an endorsement, recommendation, or solicitation to buy or sell any particular security. Options involve risk and are not suitable for all investors. Certain complex options strategies carry additional risk. Please read the options disclosure document titles Characteristics and Risks of Standardized Options by clicking on this hyperlink text https://www.theocc.com/about/publications/character-risks.jsp before considering any options transactions.

Covered calls provide downside protection only to the extent of the premium received and limit upside potential to the strike price plus premium received.

08/26/2024

Had a great time attending the Advisory Services Network Advisor Conference in Atlanta last week. It was nice to catch up in person with Trey and other ASN leadership. Thanks for putting on such an informative conference and being great partners to service my clients!

04/17/2024

Congratulations to Emily on her first investments in her college portfolio. A special thank you to big brother and big sister for helping make her buys and to many more in her future!

03/15/2024

With the stock market at an all-time high it can be easy to take your eye off of risk management thinking the good times will last forever. The article I wrote below outlines the importance of maintaining a disciplined investment approach and emotional control in both good times and in bad.

Study after study has shown that most individual investors have poor returns investing on their own. Written by Robert David.

02/12/2024

Great to once again sponsor and volunteer for Night to Shine at 242 Community Church in Livonia. We are grateful to be able to support and participate in such a worthwhile event.

12/18/2023

One of my great joys in life is getting to do music with my daughter. It has been so much fun being able to perform a Christmas piano duet with her these last 4 years. Hope this musical performance of “The Most Wonderful Day of the Year” adds to your Christmas cheer this holiday season!

Merry Christmas!

11/15/2023

If you looked through the history of our web page you will find that toward the latter part of 2021 we posted data that indicated there could be some headwinds ahead for the financial markets. Later in 2022 after the market declined, a significant amount of people were calling for further losses in the markets while we were posting data that indicated there were most likely better times ahead for the financial markets and it was certainly not a time to throw in the towel. We have continued to be more optimistic about the stock market throughout 2023 despite continual calls from many in the financial media for a recession and the market to keep falling. The reason we have continued to be correct when many others have not is due to our ability to make decisions based on quantitative data and not emotions, especially during turbulent times where that may be a difficult thing to do. Below is an article I wrote about this and why it is important to have a disciplined and emotion free approach to your investments.

This material is provided as a courtesy and for educational purposes only. This site contains links to articles or other information that may be on a third-party website. Advisory Services Network, LLC is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

Study after study has shown that most individual investors have poor returns investing on their own. Written by Robert David.