OMAHACHARTS

Quantitative Technical Analysis & Long Term Asset Management

Perspective

Perspective

"Perspective" - The capacity to view things in their true relations or relative importance. I've been a full time student of the markets since the beginning of 2007. I've written extensively about my process over the years, starting as more of a fundamental analyst...

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...

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%,...

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