"Price is what you pay, value is what you get." 

Individual Security Ownership

The case for owning individual stocks and bonds versus mutual funds.

Individual Security Ownership.pdf }

A key factor in successful investing is the price you pay for an asset. If you overpay, you can make a horrible investment in a great company.

In deciding what an attractive price is to pay, we prefer using an operating company's free cash flow (FCF) to determine valuations. FCF is the cash generated after all expenses and cash reinvested in a company to continue operating, have been paid.  

Realistic Expectations

Many professional advisors erroneously use historical average stock and bond returns to estimate future investment growth. Stock valuations are much higher than in the past and bond yields are much lower. The use of historical average returns in retirement planning is highly likely to lead to many disappointed investors come retirement.

Average vs Annualized Returns.pdf }

What Really Matters

Cash is King


The Probability of No Negative Returns

The longer you stay invested, the greater the probability of a positive return.

Probability of Negative Returns.pdf}

Relevant Reading

Buy Valuations and Fundamentals

We're a registered investment adviser with extensive knowledge in international client investing. We're here to help all of our clients with their investment needs and goals. No future is too big or too small for us, our goal is to help our clients meet and exceed their investment expectations. 

Here at Roda Investment Management, LLC we understand that investing for your future is scary and uncertain, especially in today's economy. But, rest assured that in our hands we've helped clients with all types of backgrounds successfully and happily retire with their financial hopes and dreams met and, often exceeded. We want to help make that dream become a reality for you and your family too.

About Us


Roda Investment Management, LLC has over 20 years of investment management experience.

  • Roda Investment Management, LLC, Portfolio Manager (2006 - Present)
  • Merrill Lynch, International Financial Advisor, CFM (2004-2006)
  • Morgan Stanley, Financial Advisor (2001-2004)
  • Global Capital Securities, Research Analyst (1999-2001)

We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their investments, and we work hard to earn their loyalty every day.

Time in the Market, Not Timing the Market

Missing out on just the 10 best days in the stock market can be detrimental.

Time in the Market, Not Timing the Market.pdf }