BuffDormeier

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Join award-winning market analyst and author Buff Dormeier, CMT, as he unveils the Dividend Tree, a revolutionary goals-based investment strategy designed to cultivate a thriving financial future. Akin to a fruit tree, the Dividend Tree strategy focuses on three key components: The fruit (dividends), the branches (dividend growth), and the roots (free cash flow). In this engaging presentation, Buff will guide you through the unique “quantamental” investment process that combines the power of fundamental and technical analysis to identify the most promising dividend growth opportunities. You’ll learn how the Dividend Tree employs the groundbreaking Volume Factor to create a robust portfolio aiming to provide a growing income stream with capital appreciation as well as the preservation of wealth. Discover how the Dividend Tree’s risk overlay strategy acts as your portfolio’s “crop insurance,” helping to mitigate drawdowns during market downturns. Whether you’re seeking to grow your income, build your wealth, or leave a lasting legacy, the Dividend Tree offers a compelling investment strategy balancing risk with upside reward. 

Buff Dormeier’s innovative approach to market analysis, grounded in the meticulous study of capital flows and volume momentum, sets him apart as a leading expert in the field. His strategies not only emphasize the balance between offense and defense but also highlight the importance of informed, data-driven decision-making.

“Our Kingsview Volume Factor portfolio strategies utilize volume momentum as our offensive catalyst,” says Dormeier, chief technical analyst at Kingsview Partners and index specialist with Monarch Funds suite of ETFs. “However, unlike many portfolio managers who focus solely on offense, we also emphasize defense. Defense wins championships by always keeping you in the game.”

Dormeier’s approach is deeply rooted in data. Armed with proprietary indicators and investment strategies, he has developed methods to track capital flows, which he believes provide a clearer picture than fundamental assessment alone. “I find that following the data does a much better job than personal sentiments,” Dormeier explains.

“My intellectual property involves methods to track the flow of money. For instance, if you buy a stock today with your earnings, that is new money entering the stock market. Conversely, if you sell a stock to buy a boat or property, that money exits the market. My technology constructs cap-weighted dollar volume to track all the money moving in and out of the stock market, as well as the volume of shares traded, also cap-weighted.”

Dormeier has found his niche in understanding volume and tracking where capital is moving. Unlike the volume data provided by financial data networks, which often doesn’t relate index volume to price, Dormeier’s capital weighted approach seeks to ensure a more accurate reflection of market movements.

Effective defensive strategies

Since early 2023, Dormeier’s data has indicated a bullish trend in the US equity market. “Volume has been leading price, which is a very healthy condition. It’s like a plane needing fuel to climb higher – the market needs capital to continue its ascent,” he says. This analogy underscores the importance of capital flows in sustaining market growth, a core principle in Dormeier’s analysis.

The defensive strategy involves repositioning portfolios during perceived downturns, as seen in 2022, to attempt to minimize losses. His Kingsview Volume Factor models follow market capital flows closely, and when those trends turn negative, as they did in 2022, they shift portfolios from an offensive to a defensive stance.

Preserving capital during potential downturns may increase the likelihood of achieving successful financial outcomes for clients. For example, if a risk-managed portfolio lost 10 percent in 2022, it needed only an 11 percent gain in 2023 to break even. In contrast, if you were in the S&P 500 or large-cap stocks, you might have lost around 20 percent, requiring a 25 percent gain to break even. Those invested in NASDAQ stocks could have seen losses of over 35 percent, necessitating over a 50 percent return to recover. Although the NASDAQ is currently excelling, it was the S&P 500 that made new highs first. This is because the S&P 500 didn’t lose as much, making recovery easier. It tends to be easier to bounce back from a 20 percent loss than from a 35 percent loss.

Dormeier’s strategy goes beyond just offense and defense. He emphasizes the importance of transitioning between these states. “Few portfolio managers play defense, and even less employ special teams. But once you’re on defense, how do you transition quickly back to offense?

That’s special teams. Volume sentiment helps us identify potential capitulation and then use this information to gauge our re-entry. For example, you probably don’t know anyone who is always right. But most likely you do know several people who have a knack for doing the wrong thing at precisely the wrong time. Emotional investors may buy on greed and sell on fear. Volume sentiment allows us to track those behaviors and do the opposite at what we believe are pivotal turning points. This is important because, generally, the strongest point of the move in a bull market is its birth – the transition from a bear market to a new bull. Awaiting a change in the primary trend may mean losing out on the most significant segment of the run.”

According to Dormeier, it’s essential to focus on market themes attracting the most capital, a principle that applies to both individual stocks and entire sectors.  Effective risk management is crucial in Dormeier’s strategy. “We follow capital flows closely and reposition our portfolios when trends turn negative,” he says. This approach can help maintain lower volatility, allowing for the possibility of quicker recovery and repositioning our portfolios for sustained long-term tenure.

Educational contributions

Volume analysis reveals the true state of the market, showing which direction money is moving and which prevailing trends are currently garnering capital flows. The markets are highly efficient and intelligent – perhaps the greatest of discounting mechanisms – providing practical insights based on actual market behavior. According to Dormeier, price and volume represent real intelligence, not artificial.

Not only does Dormeier apply these methods to portfolio management but he also teaches them through his books. His first book, Investing with Volume Analysis, explores employing volume as an edge in portfolio management. This book, which won Trader Planet’s 1st Place Star Award and was named the Technical Analyst’s Book of the Year for 2013, focuses on how to use volume as a performance driver.

His upcoming book, The Volume Factor, takes this research further, positioning volume as “the monarch of all investment factors, the one that rules them all.” Dormeier believes that an enlightened perspective on capital flows empowers effective tactical positioning. By introducing new cutting-edge market analysis, Dormeier’s Volume Factor unveils a new realm of market understanding. This framework of informed decision-making can empower advisors with the tools to navigate uncertain markets.

This new work aims to show how volume analysis may bridge the gap between goals-based planning and behavioral finance, creating goals-based investing strategies. These strategies aim to assist investment advisors in achieving successful financial outcomes for their clients by managing risk while capitalizing on prevailing market trends.

“Volume isn’t merely an indispensable piece of data; nor is it just a leading indicator but an undiscovered market factor for thriving in bull markets while safeguarding capital in bear markets,” Dormeier emphasizes. Through his educational contributions and ongoing research, Dormeier offers valuable insights that may help investors navigate the complexities of the market with confidence.

The Volume Factor – The Missing Piece: Goals-Based Investment Strategies to Achieve Successful Investment Outcomes

(Fort Wayne, IN) June 14th, 2024 – This compelling guide breathes life into the convergence between behavioral finance and goals-based planning. In this work, award-winning market analyst Buff Dormeier unveils proprietary insights demonstrating volume is not merely indispensable data or just a leading indicator, but the undiscovered investment factor. “Volume is the monarch of all investment factors, the one that rules them all, as an enlightened perspective of capital flows empowers effective tactical positioning, – Buff Dormeier, CMT

The Volume Factor pioneers a new approach evoking a new era of investment strategies. Dormeier’s research equips tactical investors to thrive in bull markets while safeguarding capital during bear markets. In this way, the Volume Factor serves as the missing piece to achieving financial goals. The volume factor facilitates tactical asset allocation via:

Volume Factor Offenses – Build insights on how to implement a prolific offense with volume momentum to outrun the Bulls.

Volume Factor Defenses – Discover how to build a championship defense by identifying capital flow trends to mitigate risk and navigate bear markets.

Volume Factor Special Teams – Learn to identify the genesis of bull market cyclesthrough volume sentiment to swiftly transition from defense back to offense.

Showcasing Dormeier’s groundbreaking analytics, The Volume Factor challenges the belief that certain investment goals are unattainable. This essential guide equips investors to actively participate during market upswings and securely reposition themselves during downturns. The book blends extensive research, expert perspectives, and actionable strategies, providing the tools needed to navigate uncertain markets with goals-based investment strategies. Embrace cutting-edge market analysis as The Volume Factor unveils a new realm of understanding to empower informed decision-making.

About: Buff Pelz Dormeier, CMT, is a leading authority and innovator in the field of volume analysis. He is the Chief Technical Analyst at Kingsview Investment Management, the internal portfolio management group of Kingsview Wealth Management and an Index Specialist with Monarch ETFs. Dormeier authored 2012’s Technical Analysts Book of the Year. As an analyst Buff secured 2007 ‘s Charles H Dow Award and 2024 American Society of Business and Behavioral Science Best Paper Award. And as a portfolio manager he won 2023‘s Technical Analyst’s Best Product Research Award. With over 30 years of experience, he expertly manages tactical investment strategies for financial advisors, family offices, institutions, trusts, and endowments, https://buffdormeier.com/

About Morgan James: publishes trade quality titles designed to educate, encourage, inspire, and entertain readers with current, consistent, relevant topics that are available everywhere books are sold.  (www.MorganJamesPublishing.com)

Contact info@BuffDormeier.com to request an interview or an appearance with Buff

If price is the market’s testimony, then volume must be the market’s polygraph. More than any other indicator, volume tells you the real force and extent of investors’ convictions about present prices. By understanding the market’s volume-oriented ‘lie detector tests,’ you can uncover market trends sooner, with more reliability, thus positioning yourself to capture the profits those trends might deliver.

In this presentation, Award-winning technical analyst and author, Buff Dormeier, reveals how volume validates, interprets, and leads price. Using volume analysis, you’ll learn to uncover surprising shifts in investor enthusiasm, identify disparities in market opinion, and sniff out coming trend reversals. Buff teaches you his own groundbreaking approaches utilizing proprietary indicators available on MetaStock and just how to apply them. You’ll further learn how to assess the strength and/or weakness in both bear and bull markets by integrating volume analysis with other common portfolio techniques. Volume analysis speaks volumes. Attend this presentation and discover what the market has been telling you all along if only you had turned on the volume!

Buff Dormeier, CMT provides three important roles to our clientele that of a consultant, analyst, and portfolio manager. Armed with proprietary indicators and investment programs, Buff dynamically advises affluent and institutional clientele on strategies to help meet their specific investment objectives in what are often uncertain investment climates. As an advisor, Buff has been named a “Best in State Wealth Advisor” by Forbes. As an analyst in 2007, Buff’s technical research was awarded the Charles H. Dow Award, distinguishing him as the only financial advisor to thus far win the Award. The Charles H. Dow Award is considered one of the most important recognitions in the field of technical analysis. As an accomplished portfolio manager applying advanced technical/quant analysis, some simply refer to Buff as “the geek”.

Buff Dormeier, who has written a critically acclaimed book on using volume analysis in your investing, explains here why volume is so important.

Buff discusses how volume is the fuel for the market. Without volume, the market essentially would come to a stand still. Just like an airplane that no longer has fuel.

Interested in learning more? Reach out to Buff at info@buffdormeier.com

(Fort Wayne, IN) The Technical Analyst, an international publication servicing institutional financial markets, just named Investing with Volume Analysis as its Book of the Year at an award ceremony in London on April 18, 2013. Author Buff Dormeier accepted the award saying,

“I am extremely honored to accept this Award and do so with deep humility…. Although none of us know the future, as accomplished practitioners of market analysis we have each developed an edge, an edge to be treasured but not necessarily hidden. Yet we all share our ideas. I pray daily for wisdom. Perhaps that is why I am blessed to be supported upon the shoulders of the work of great practitioners like these willing to share their own insights. So let us thank, Mr. Matthew Clements whose magazine The Technical Analyst’s scours the globe bringing unique ideas to light that we all might be better at our professions. Cheers!”. Technical Analysis by Charles Kirkpatrick & Julia Dalhquist was the runner up, making it a clean sweep for financial publisher FT Press.

Investing with Volume Analysis has now won both Trader Planet’s STAR AWARD for top Book Resource as voted on by end users and the internationally prestigious Technical Analyst’s Book of the Year Award as peer reviewed and voted upon by top industry experts. TA’s Awards panel had the following to say:

“very clear, covered extensively, with useful examples”

“Formulas are perfectly explained … involved T.A.. tools are impressive”

“A very attractive topic: including volume in T.A. is most often not mastered by practitioners, and difficult”

Trader Plant’s critique:

THE VOLUME FACTOR

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“He lucidly demonstrates numerous state-of-the-art methods for analyzing the relationship of volume to price movement and the evolution of market trends.”

“Any investor or trader that utilizes volume indicators in technical analysis to find solid market plays should read this book.”

“His in-depth work takes volume analysis to a higher level, a level at which reward significantly outweighs risk.”

Investing with Volume Analysis (FT Press, $49.99, 352 pps, ISBN – 9780137085507, published March 2011) stretches the field of market analysis and offers an enlightened look at the role of volume within modern markets. Author Buff Dormeier explains his proprietary methodologies to uncover asymmetrical relationships between price and volume never before revealed. He instructs the reader not only how to pragmatically use this information to spot disparities and sniff out upcoming trend reversals, but perhaps more importantly, how and why these methods can be effective. This book is the authoritative resource on all things volume.

For author interviews, please contact Lisa Loftus at lisa.loftus@pearson.com.

TraderPlanet.com, an Inc. 500 company headquartered in the Tampa Bay, Fla., area is a social-networking site that provides individual traders of all skill levels a one-stop destination for financial information and trading tools. TraderPlanet.com is the only financial networking site of its kind that offers its members a full suite of market-data feeds, advanced technical tools and extensive analyst commentary across asset classes, while enabling members to give back to the broader world community through gift giving to charitable causes. TraderPlanet.com’s highly interactive, multimedia platform promotes a free-flowing exchange of ideas through questions, answers and commentary geared toward improving trading strategies and investment performance.

FT Press, an imprint of Pearson, publishes high quality books in the areas of Business, Finance and Investing, Sales and Marketing, Social Media, Leadership, Management Strategy and Human Resources. Our brand is built on the concept of signing and publishing the world’s best minds on the most relevant topics.

Buff Pelz Dormeier, CMT, is a foremost expert in the field of volume analysis and founder of VolumeAnalysis.com. He has nearly 20 years’ experience dynamically managing private investment portfolios for affluent individuals, institutions, trusts, endowments and financial advisors. A Chartered Market Technician, Buff received the 2007 Charles Dow Award recognizing research papers breaking new ground or which make innovative use of established techniques in the field of technical analysis. The Charles H. Dow Award is considered one of the most important awards in the field of technical analysis.

Volume Analysis LLC, is a financial media company possessing the sole distribution rights to Buff Dormeier’s award winning proprietary indicators, investment programs and software.

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