Investment Strategy Alternatives
Managed by JSPM LLC.
At Jersey Shore Portfolio Management, we provide comprehensive actively-managed strategies for qualified investors, performance-based alternatives for Accredited Investors and/or Qualified Eligible Persons, and additional component models (cap, sector, style-based etc.) to round out investor portfolios. These are all managed in-house on the Interactive Brokers Platform in addition to bespoke portfolios for JSPM Private Advisory Clients.
Comprehensive and performance-based strategies are also available to clients of other Wealth Advisors on the Interactive Brokers Money Manager Marketplace. Please take a few minutes to review the brief descriptions below.
A concentrated equity growth strategy designed to generate an above-average, risk-adjusted rate of return over time. Capital gains are the strategy’s primary objective. Accounts are managed actively and traded as a group of separately managed accounts (SMAs). Trades are more typically short-term, and capital gains are generally taxed to the investor at the short-term capital gains rate.
General Strategy
Concentrated trend-following, primarily in global equities, ETFs and options. Proprietary account management methods serve to enter and exit positions intelligently, optimize beta capture, and create alpha over time. This strategy has the flexibility to trade leveraged ETFs, US-listed options, and short positions in equities and ETFs.
An equity growth strategy designed to generate an above-average, risk-adjusted rate of return over time. Capital gains are the strategy’s primary objective. Some current income may be earned through dividends, but income is not a primary objective. Accounts are managed actively and traded as a group of separately-managed accounts (SMAs), taking into account tax-efficiencies manner when possible.
General Strategy
Diversified trend-following, primarily in large-cap global equities. Proprietary account management methods serve to enter and exit positions intelligently, optimize beta capture, and create alpha over time. This strategy would typically be categorized as long-only, and would not generally be as aggressive in calling turns, hedging or shorting.
An equity growth and income strategy designed to generate current income and achieve capital appreciation over time through investments in high-quality dividend payers. Achieving a reliable portfolio yield in excess of or comparable to the current 10-year U.S. Treasury Note is the strategy’s primary objective, with capital appreciation a secondary goal.
General Strategy
Primarily long large-cap global equities paying a dividend yield in excess of a minimum acceptable level determined by current market conditions. This strategy will have the flexibility to maintain positions in US government and corporate bonds, to buy or sell US-listed options and ETF’s, and employ strategies using these products for the purpose of hedging and augmenting current income.
A diversified trend-following strategy primarily in global sector-based ETFs, including stocks, fixed-income, commodities, and non-leveraged inverse (short) ETFs as market conditions shift typically on higher-order time frames.
General Strategy
ETF Selection is generally based on macroeconomic, relative strength and technical analysis methods and limited to funds which trade a daily average volume over a certain threshold (typically 100 shares/day) to ensure liquidity in fast markets. Proprietary account management methods serve to enter and exit positions intelligently, optimize beta capture and create alpha over time.
A concentrated equity growth trading strategy designed to generate an above-average, risk-adjusted rate of return over time. Capital gains are the strategy’s primary objective. Accounts are managed actively and traded as a group of separately-managed accounts (SMAs). Trades are typically short-term and capital gains are generally taxed to the investor at the short-term capital gains rate. Investors in this strategy seek to outperform the S&P 500 significantly over time.
General Strategy
Concentrated trend-following, primarily in global equities, ETFs and options. Proprietary account management methods serve to enter and exit positions intelligently, optimize beta capture, and create alpha over time. This strategy has the flexibility to trade leveraged and inverse ETFs, US-listed options and take short positions. JSPM Advisor
Performance is offered to service more aggressive investors that meet the Accredited Investor but not the Qualified Eligible Person standard(s).
*Accredited Investors Only
A concentrated, flexible managed-futures trading strategy designed to generate an above-average, risk-adjusted rate of return over time. Trading methodology and specific contracts used will be treated as confidential for the purposes of general marketing and advertising. This is a higher volatility strategy which assumes a higher investor tolerance for risk. Investments are restricted to Qualified Eligible Persons only. We will provide a Qualification Attestation Questionnaire to properly document eligibility for JSPM Select.
General Strategy
Concentrated trend-following in global commodity futures markets of sufficient liquidity. Proprietary account management methods serve to enter and exit positions intelligently, enhance alpha capture, limit tail risk, and smooth volatility. This strategy will have significant flexibility with regard to products traded.
**Qualified Eligible Persons Only
A multi-tiered growth strategy featuring a long/short global equity strategy with occasional tactical exposure to various global futures markets of sufficient liquidity. Designed to generate an above-average, risk-adjusted rate of return over time. Trading methodology and specific contracts used will be treated as confidential for the purposes of general marketing and advertising. This is a higher volatility strategy which assumes a higher investor tolerance for risk. Investments are restricted to Qualified Eligible Persons only. We will provide a Qualification Attestation Questionnaire to properly document eligibility for JSPM Worldwide.
General Strategy
Active, discretionary management of global equities and ETFs, options, bonds, futures and futures options contracts. Proprietary account management methods serve to enter and exit positions intelligently, enhance alpha capture, and smooth volatility. This strategy will have significant flexibility with regard to products traded.
**Qualified Eligible Persons Only
A multi-tiered growth strategy featuring a long/short equity strategy combined with tactical exposure to select futures markets. Designed to generate an above-average, risk-adjusted rate of return over time with a greater capital buffer (i.e. less leverage) than SARS or WWOS strategies. Active, discretionary management of global equities and ETFs, options, bonds, futures and futures options contracts. Trading methodology and specific contracts used will be treated as confidential for the purposes of general marketing and advertising. This is a higher volatility strategy which assumes a higher investor tolerance for risk. Investments are restricted to Qualified Eligible Persons only. We will provide a Qualification Attestation Questionnaire to properly document eligibility for JSPM DFTU.
General Strategy
Long/short large cap global equities with occasional tactical exposure to various global futures markets of sufficient liquidity. This strategy caps futures exposure to 50% of total equity on a nominal basis. Proprietary account management methods serve to enter and exit positions intelligently, enhance alpha capture and smooth volatility.
**Qualified Eligible Persons Only
Component model for larger portfolios focusing on long-only trend-following in large cap equities (defined by us as >$20B market capitalization.) The minimum recommended allocation to this model is $50K. Fees are determined by your overall portfolio fee.
Component model for larger portfolios focusing on long-only trend-following in mid cap equities generally with market capitalizations between $5B and $20B in market capitalization. The minimum recommended allocation to this model is $50K. Fees are determined by your overall portfolio fee. Not ideal for investment as a stand-alone strategy.
Component model for larger portfolios focusing on long-only trend-following in small cap equities generally <$5B market capitalization. The minimum recommended allocation to this model is $50K. Fees are determined by your overall portfolio fee. This strategy often focuses on fast-growing emerging technologies and innovative companies which by their very nature can carry a higher level of volatility relative to larger capitalization issues. Not ideal for investment as a stand-alone strategy.
Focuses on long-only trend following in high-priced equities generally trading in excess of $250 per share but not infrequently ranging up to $5000 per share or higher. The minimum recommended allocation to this model is $150K. Fees are determined by your overall portfolio fee. Not ideal for investment as a stand-alone strategy.
The strategy is long-term buy and hold of ETF portfolio focused on emerging sectors, technologies and innovation. The minimum recommended allocation to this model is $50K. Fees are determined by your overall portfolio fee.
Strategy is long-term buy and hold of high-quality market leaders we wish to maintain longer-term positions in. This model is designed to complement large portfolios with more active components by increasing baseline long exposure to the market during corrections as more active strategies may already have significantly increased cash allocations. The minimum recommended allocation to this model is $100K. Fees are determined by your overall portfolio fee.
Download link for Managed Strategies PDF coming soon. In the meantime, for an advance copy, please email us at admin@jspmllc.com
Questions? Call us at 732-206-6015 or send us a message below.
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HYPOTHETICAL PERFORMANCE RESULTS IN MODEL PORTFOLIOS MAY HAVE NOTABLE LIMITATIONS. UNLIKE A TRACK RECORD MARKED AS A COMPOSITE OF PARTICIPATING ACCOUNTS, HYPOTHETICAL RESULTS DO NOT REPRESENT ACTUAL TRADING CAPITAL AND MAY BE IMPACTED BY FEES AND COSTS DIFFERENTLY THAN REPRESENTED IN THE SIMULATED TRADING ENVIRONMENT. WHILE COMMISSIONS AND OTHER FEES SUCH AS MARGIN LOAN INTEREST COST ARE ACCOUNTED FOR IN THE SIMULATED TRADING ENVIRONMENT, THE RETURN STREAM MAY BE ALTERED BY MANAGEMENT FEES AND/OR PERFORMANCE FEES EARNED AND THE TIMING WITH RESPECT TO THE PAYMENT OF THESE FEES. SINCE HYPOTHETICAL TRADES HAVE NOT BEEN EXECUTED WITH LIVE CAPITAL, RESULTS MAY BE ALSO BE AFFECTED BY THE IMPACT OF CERTAIN MARKET FACTORS, SUCH AS SLIPPAGE OR LACK OF LIQUIDITY. NO REPRESENTATION IS BEING MADE THAT AN ACCOUNT IS LIKELY TO ACHIEVE PROFITS OR LOSSES SIMILAR TO THOSE SHOWN.
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