JSI Alternative Strategy Model Returns 3.31.15

Note: Returns as of end 1st Quarter, 2015 (March 31th, 2015.) Please note that calculations have a start date of 1/9/13, which is the inception date of our model strategies. Return numbers are presented gross of fees and past performance is no guarantee of future returns. Investors are welcome to audit these numbers for verification […]

JSI Alternative Strategy Model Returns 12.31.14

Note: Returns as of end 4th Quarter, 2014 (December 31th, 2014.) Please note that calculations have a start date of 1/9/13, which is the inception date of our model strategies. Return numbers are presented gross of fees. The returns of our models below can be compared to the returns of the S&P 500*: S&P 500 […]

JSI Alternative Strategy Model Returns 9.30.14

Note:  Returns are as of the end of the 3rd Quarter, 2014 (September 30th, 2014.)  Please note that calculations have a start date of 1/9/13, which is the official inception date of our model strategies. Return numbers are presented gross of fees.The returns of our models below can be compared to the returns of the S&P […]

JSI Fund Model Returns 6.30.14

The returns of our models below can be compared to the returns of the S&P 500: S&P 500 2013 Year-End Return: 26.80% (Since 1/9/13) S&P 500 2014 YTD Return: 7.14% (As of 6/30/14) S&P 500 Inception Return: 34.52% (JSI Model Inception on 1/9/13) *Calculations do not include dividends/splits. Source: Yahoo! Finance Historical S&P 500 (^GSPC) […]

JSI Fund Model Returns 5.30.14

The returns for our models below can be compared to the returns of the S&P 500:S&P 500 2013 Year-End Return: 26.80% (Since 1/9/13)S&P 500 2014 YTD Return: 4.07% (As of 5/30/14)S&P 500 Inception Return: 32.00% (Inception of our models – 1/9/13)*Calculations do not include dividends/splits. Source: Yahoo! Finance Historical S&P 500 (^GSPC) Daily Closing Prices, […]

Year-End Housekeeping

Ok just wanted to touch on a couple of things going into year-end here. First, this next year we’ll be focusing on growth on the money management side of the business. Since I opened the RIA too much time has been spent on strategy, organization, planning and frustrating and time-consuming administrative matters. Second, we are […]

On the market in general

{Reminder: this was written a couple years ago, since then things have begun to look more encouraging with regard to housing. Market conditions have changed as well but I thought some of this might be helpful anyway. -RM} The market is not the economy. The market is a humbling beast, and it is based on […]

On flawed investment styles

Do it yourself – I would absolutely encourage everyone to manage their own accounts. This, however, requires countless hours of reading, research, and maintenance every week, and a level of expertise commensurate with a successful professional. Sometimes that’s not saying all that much though… But anyway, as a DIYer, you can never take your eyes […]

On tax-driven decision making

Simply put, all else being equal, taxes due to the government are directly proportional to the money you’ve made. If you’ve never had to pay taxes on investments, forgiving significant write-offs elsewhere, you’ve never made money in stocks, unless of course, we’re talking about qualified retirement accounts, and you will eventually have to pay taxes […]

On account protection

The value of your account trumps everything else going on in the market, at all times. Protect the value of your account. If you are wrong, admit it, get your money off the table and start over. You will have a comparatively higher value to resume compounding from. And from experience, once you go to […]