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 in calendar year 2015. Return numbers presented for the JSI Advisor class are Time-Weighted Rates of Return (TWRR) that take all fees and external cash flows into account. Investors are welcome to audit these numbers for verification purposes at their own expense. Sensitive client information such as social security and account numbers will remain confidential during such inquiries. Past performance is no guarantee of future returns.
The returns of our models below can be compared to the returns of the S&P 500*:
S&P 500 2015 Year-End Return: -0.73% (As of 12/31/15)
*Calculations do not include dividends/splits. Source: Yahoo! Finance Historical S&P 500 (^GSPC) Daily Closing Prices, non-adjusted.
As of the close of business on December 31st, 2015 the JSI Advisor Class Strategy Composites have performed as follows:
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The JSI Advisor Capital Growth Strategy (JSI-ACGS)
Objective: Capital Growth
Strategy: An equity growth strategy designed to generate an above-average, risk-adjusted rate of return over time. Diversified trend-following, primarily in large-cap global equities. Capital gains are the strategy’s primary objective while some minimal current income may be earned through dividends. Designed for individual advisory clients investing directly with JSPM, and clients of Wealth Advisors through the Interactive Brokers’ Money Manager Marketplace. JSI-ACGS is offered to service growth-oriented retail investors that do not meet the Accredited Investor and/or Qualified Eligible Person qualification(s) necessary for our more advanced trading strategies. Investors in this strategy are seeking to outperform the S&P 500 over time. Strategy will have the flexibility to trade US-listed options and maintain net-short exposure.
2015 Year-End Return: -2.86% (As of 12/31/15)
Inception Return: -2.86% (Inception on 2/19/15)
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The JSI Advisor Growth and Income Strategy (JSI-AGIS)
Objective: Capital Growth and Income
Strategy: An equity growth and income strategy designed to generate current income and achieve capital appreciation over time through investment in high-quality dividend payers, primarily large-cap global equities paying a dividend yield in excess of a minimum acceptable level determined by current U.S. Treasury market conditions. Achieving a reliable portfolio yield is the strategy’s primary objective, with capital appreciation a secondary goal. Designed for individual advisory clients investing directly with JSPM, and clients of Wealth Advisors through the Interactive Brokers’ Money Manager Marketplace. JSI-AGIS is offered to service long-term, income-oriented investors. Investors are seeking to earn dividends with some capital appreciation over the long-term. Strategy will have the flexibility to maintain positions in US government and corporate bonds. Strategy will also have the flexibility to buy or sell US-listed options and ETF’s, and employ strategies using these products for the purposes of hedging and augmenting current income.
2015 Year-End Return: +2.56% (As of 12/31/15)
Inception Return: +2.56% (Inception on 11/12/15)
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NOTE: These return numbers represent composite returns on accounts invested in these strategies for a minimum of one month. Accounts not invested in the strategy for at least one month prior to composite performance reporting will be excluded from the return calculation. 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, including minimum investment requirements, here. Please be sure to review all of our firm’s disclosures, located here.
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DISCLOSURE: Please note that the content of this blog is designed to be informative in nature, and it should not be construed as specific investment advice or recommendations to buy and/or sell any specific securities at a particular point in time. Information regarding investment products and services are provided solely to demonstrate our investment philosophy and strategies. Please be sure that you have had a proper risk-assessment analysis done in a financial planning setting before beginning any investment program. All types of investing and trading involve at least some level of risk, ranging from potentially losing some of your investment to potentially losing all of your investment. If you ever have any questions regarding the risks associated with any type of investment strategy, you should never hesitate to ask.