Explaining BOUT to Clients in Three Simple Slides | CapForce

Why the story you can tell in two minutes matters more than the stat sheet — and a kit that gives you both.

Introducing a new strategy to clients is rarely about basis points. It's about the story you can tell in a one-or-two-minute conversation — and whether the client can retell it later. In our experience, the strategies that stay in portfolios are the ones clients understand; the ones that get questioned in every review meeting are the ones they don't.

That's the thinking behind the Client Conversation Kit for the CapForce IBD® Breakout Opportunities ETF (BOUT): three client-facing slides, built for independent RIAs to drop into a review meeting, plus a one-minute script. Not a 40-page deck — the three things a client actually needs to hear.

Slide 1 — The core idea, in plain English

The first slide answers "what is this?" without jargon: instead of picking growth stocks one by one, this fund follows a defined set of rules — an index developed by Investor's Business Daily® — for identifying stocks showing breakout characteristics. The rules decide what's in and what's out. That means this part of the portfolio follows a process, not predictions.

The word doing the work is process. Clients have heard "we like this stock" before; a repeatable, rules-based process is a different — and more durable — story.

Slide 2 — Why it's in your portfolio

The second slide answers "why do I own it?" — and this is where the advisor personalizes:

• For a client coming out of a concentrated position: "We replaced part of what depended on a few companies with something that follows a process across many."
• For a growth-oriented client: "This is the defined slice of your portfolio whose job is growth — sized so the rest of your plan doesn't depend on it."

The kit gives you both versions, with a fill-in structure for the client's specific situation. One sentence of role, one sentence of sizing, one sentence of what it's next to.

Slide 3 — What to expect (and what not to)

The third slide is the one that prevents the difficult meeting two quarters from now. It sets expectations honestly: this sleeve is growth-oriented and will move more than the broad market at times — in both directions; it follows its rules in all conditions, which means there will be stretches when the process is out of favor; and it is one piece of a plan — the plan, not the sleeve, is what the client should judge.

No performance projections, no "expected returns" — just the shape of the ride. Clients don't need certainty; they need to not be surprised.

How advisors are using the kit

The pattern we suggest: introduce the sleeve with the three slides at a regular review (not a special meeting — it's a portfolio decision, not an event), leave the one-pager version behind, and use the one-minute script when the follow-up call comes. The kit includes talking points for the three questions clients ask most — "is this risky?", "why now?", and "what does it cost?" — each answered in client language.

Download the Client Conversation Kit

Want the story tailored to your book?

If you'd like help tailoring the story to a specific model or client segment — pre-retirees, growth accumulators, concentrated-stock situations — book a 15-minute portfolio-fit review and tell us the client profile you have in mind.

DISCLOSURES

FOR INSTITUTIONAL USE ONLY

The IBD® Breakout Stocks Index is the fund’s underlying index and is a proprietary index calculated by Investor’s Business Daily® that seeks to identify stock breakout opportunities, or stocks poised to experience a period of sustained price growth beyond the security’s recent “resistance level”, with consideration for various market conditions.

Neither CapForce ETF, Foreside nor Investor’s Business Daily® are related.

Full risk disclosures, prospectus information, and important fund information appear in the site footer below and at capforceetf.com.