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
Tag: Stock Market
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
It Was Actually A Red Wave…
… in my portfolio today. Got ya! If your blood started to boil due to the title of this post, settle down. I don’t bring politics into the equation when it comes to money management, and neither should you. In fact, it’s a damn good thing most of you don’t do this job for a… Continue reading It Was Actually A Red Wave…
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
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… Continue reading Short Term Caution Warranted
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… Continue reading HALFWAY
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
It’s So Good To Be Back
All – As you may or may not know, I had nothing but trouble with the website the past several weeks. I’m merely a finance whiz, seasoned in the world of investment and speculation. I have less than zero time to monkey around with the back end plumbing of websites, so I have hired on… Continue reading It’s So Good To Be Back
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