OMAHACHARTS

Quantitative Technical Analysis & Long Term Asset Management

JSPM Omaha Growth Strategy Statistics

JSPM Omaha Growth Strategy Statistics

Good morning. The following information will provide a quantitative look at the JSPM Omaha Growth Strategy managed by myself and Ryan Morse, CMT, CFP. We believe in providing current and prospective clients timely updates with regards to performance vs. benchmarks. As stated previously, this particular model is an equity growth strategy designed to generate an [...]

JSPM Omaha Growth Strategy Update

JSPM Omaha Growth Strategy Update

Good Morning. I wanted to provide a quick update on the JSPM Omaha Growth Strategy which saw its inception on July 27, 2020. In just over two months the portfolio returned nearly 10%. In the same time period, The Dow Jones Industrial average returned approximately 8%, the tech heavy NASDAQ approximately 10%, and the benchmark [...]

RARE AIR

RARE AIR

Like so many other kids growing up in my generation, Michael Jordan was a hero. Perhaps said better, Michael Jordan was THE hero. I collected his trading cards, had his VHS tapes and his jerseys, and his posters lined my bedroom wall. In the 1995-1996 NBA season the Chicago Bulls set the then NBA record [...]

Short Term Caution Warranted

Short Term Caution Warranted

Good Morning. And there you have it; the benchmark S&P 500 index has made a new all time high. I saw headlines in the local news and several non-financial media outlets that against all odds, stocks have V recovered. This is not a bad thing of course, unless you sat on the sidelines and missed [...]

JSPM-OMAHA Growth Model Portfolio Takes Flight

JSPM-OMAHA Growth Model Portfolio Takes Flight

Hello again. In the past few weeks I have been hard at work building my first portfolio model under the JSPM Brand. As of this week, the portfolio is up and running and the first several clients have been transferred in. The portfolio is an equity growth strategy designed to generate an above-average, risk-adjusted rate [...]

HALFWAY

HALFWAY

“Long is the way and hard, that out of Hell leads up to light.” ― John Milton, Paradise Lost I'm certain I have started at least one blog post with the quote above in the past. That is perfectly fine as its relevance cannot be understated, especially with respect to the year 2020. Because this is a [...]

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