by Trent Smalley, CMT | Jan 18, 2021 | Stock Market Analysis, Stock Market Commentary, Technical Stock Market Analysis
Recently I’ve received a few questions as to how I go about building a portfolio for either myself or a client. I thought it might be “fun” to put together a post that details out my process from top to bottom. What follows is an inside look at how I...
by Trent Smalley, CMT | Jul 30, 2020 | Investing
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...
by Trent Smalley, CMT | Jul 26, 2017 | Uncategorized
Some years ago, I was introduced to the Baker Brothers Advisors, LLC and their impressive track record investing in the life sciences vertical. Now in their mid to late 40s, Felix and Julian Baker have grown their fund over a 17 year period. Founded in the year 2000,...
by Trent Smalley, CMT | Jul 17, 2017 | Investing, Stock Market Commentary
Jefferey Saut of Raymond James Financial is out with a note this morning with a very important quote from Leon Tuey. This aligns almost exactly with what Jeff Kohler at TradingAddicts.com has been saying for some time… “Hi, Jeffrey, I calculate a three...
by Trent Smalley, CMT | Jul 10, 2017 | Stock Market Commentary
Bitcoin The New Gold? Wall Street Strategist Says Yes. (MarketWatch) Tesla Rolls Out First Model 3, And It Goes To Elon (Bloomberg) Apple To Introduce Mirror Like Finish For iPhone 8 (BI) Nobody In Hong Kong Wants A Tesla Anymore (QZ.com) Weekly Sector Rotation Report...