Performance Update Mark-to-Market 10.31.18
Wealth Management Composite +5.98% YTD For a matrix of strategy/composite returns a/o 10.31.18 in .PDF please click here: JSPM Performance_10.31.18 (MTM) Review disclosures in .pdf file and on the website at www.jspmllc.com Reach out to us on Twitter, via email, or call us to determine how we can get you going in the right direction. […]
Performance Update a/o 9.30.18 (end-Q3)
For a matrix of strategy/composite returns as of 9.30.18 in .PDF format please click here: JSPM Performance_9.30.18 Review disclosures in .pdf file and on the website at www.jspmllc.com Reach out to us on Twitter, via email, or call us to determine how we can get you going in the right direction. NOTE: These models represent […]
Performance Update as of 12.29.17
For a current matrix of strategy/composite returns in .PDF format, please click here: JSPM Performance_12.29.17 Notes: 1.) The JSI Advisor Aggressive Growth Strategy and The JSI Advisor Performance Growth Strategy have inception dates midway through 2017. Performance is included for completeness, typically I’d only share after the first full 12 months of trading history. 3.) […]
Performance Update as of 9.29.17
For a current matrix of composite returns in .PDF format, please click here: JSPM Performance_9.29.17 Notes: 1.) Added JSI Advisor Aggressive Growth Strategy after first full quarter of trading history. 2.) Added JSI Advisor Performance Growth Strategy after first full quarter of trading history. 3.) Fund models (Select and Worldwide) have been traded much less […]
Performance Update as of 6.30.17
Click below for .PDF Added JSI Select AR Mini Composite after first six months of trading history. Fund models have been traded much less actively in 2017 as I’m largely focused on building out my menu of managed-account strategies this year. JSPM Performance_6.30.17 LEGAL DISCLOSURE: THIS POST SHALL NOT CONSTITUTE AN OFFER TO SELL A […]
Performance Update as of 5/31/17
Second Iteration. Performance as of 5/31.17. Click below for PDF: JSPM Performance 5.31.17 Reach out to me on Twitter, email or call me and we’ll have a brief conversation and see how we can help you get going in the right direction. NOTE: These models represent returns on investment/trading strategies offered to sophisticated investors only. […]
Performance Update a/o 4.25.17
First iteration. Still need to pull together the numbers for the Wealth Management (WM) Accounts Composite but the rest is current and verifiable as of 4/25/17. This should allow me to update more often without taking too much time. Click below for PDF. JSPM Performance Reach out to me on Twitter, email or call me […]
JSI Alternative Strategy Model Returns 6.30.16
Please click here to visit our website for more information on the JSPM Investment Strategy Alternatives. You can also find a viewable .PDF with more information on each strategy here. Note: Returns as of end 2nd Quarter, 2016 (June 30th, 2016.) Please note that calculations have a start date of 1/9/13, which is the inception […]
The JSI Advisor Class – 2015 Composite Returns
Please click here to visit our website for more information on the JSPM Investment Strategy Alternatives. You can also find a viewable .PDF with more information on each strategy here. Note: Returns as of end 4th Quarter, 2015 (December 31th, 2015.) Please note that both current strategies in the JSI Advisor class have inception dates […]
JSI Alternative Strategy Model Returns 12.31.15
Please click here to visit our website for more information on the JSPM Investment Strategy Alternatives. You can also find a viewable .PDF with more information on each strategy here. Note: Returns as of end 4th Quarter, 2015 (December 31th, 2015.) Please note that calculations have a start date of 1/9/13, which is the inception […]