A Look Behind The Curtain

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 personally go about selecting securities… Continue reading A Look Behind The Curtain

Times Like These

Good Evening. As a pre holiday gift to you all I wanted to take a moment and reflect onthe year that was. It’s not over yet of course, and a blog will soon follow going over Q4statistics in depth as well as how the JSPM-Omaha Growth Model has performedrelative to the market indexes, but now… Continue reading Times Like These

Photo Finish

Good afternoon and happy December. I wanted to provide a quick update on the JSPM-Omaha Growth Portfolio for the month of November. A more comprehensive look will be available at the end of the year, but the following will suffice for November’s statistics. The vast majority of investment managers are not going to go out… Continue reading Photo Finish

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… Continue reading JSPM Omaha Growth Strategy Update

More Than Just A Game

When I was a youngster, video games were an activity to pass the time. My neighborhood friends and I spent hours upon hours in front of our Nintendos, Segas, and Playstations. We were pretty competitive and some matches even got fairly heated. But at the end of the day these games were just that. Today,… Continue reading More Than Just A Game

A Bull Market Fueled By A Lack Of Trust

This morning the Wall Street Journal ran an article entitled, “Investors Bail on Stock Market Rally, Fleeing Funds at Record Pace.” Before I say anything more, be reminded of the quote from Sir John Templeton about bull markets: The year isn’t over yet, but the S&P 500 is having its best run in the past… Continue reading A Bull Market Fueled By A Lack Of Trust