Liquid StrategiesThree strategies, run on rules
The firm runs three liquid strategies based on our Principal's 30 year experience in Wall Street. Our strategies focus on defined rules and systematic decision making using AI with Human in the Middle.
Cascade trades Nasdaq 100 futures, concentrating on the overnight hours, when the index has historically done most of its work. A systematic process decides each day whether the strategy holds the index or stands aside in cash. The approach is deliberately simple: one instrument, one decision a day, and risk limits set in advance.
Apex is a systematic allocation strategy that combines two complementary approaches, so the account does not depend on a single style working. It rotates among leading ETFs and holds a basket of Nasdaq 100 leaders, rebalancing on a set monthly schedule with no forecasts and no discretion.
Updraft focuses on the leaders of AI infrastructure: memory, compute, networking, cloud and power. Positions are taken through call spreads, a structure with defined risk, entered and exited by rule as part of a disciplined, systematic process.
Our ApproachRules before opinions
Written rules
Each liquid strategy runs on written rules, set in advance and applied the same way every day. No forecasts, no improvisation.
Risk set first
Position size, exits and loss limits are fixed before each trade, not after. The first question is always what a position can lose.
Tested before live
Systematic rules are backtested over a decade of market history, then run in shadow before real capital follows them.
Reported daily
Each liquid strategy is reported on each day, and the record is kept whether the day was good or bad.
Nothing on this site is an offer to sell or a solicitation of an offer to buy any security or strategy. Lobato Advisory Group, LLC is not registered as an investment adviser with the SEC or any state authority, and the strategies described are not available to the general public. Descriptions of rules and results refer to the strategies as designed and, where results are discussed, to hypothetical backtested performance, which has inherent limitations and does not represent actual trading. Investing involves risk, including possible loss of principal.