by Trent Smalley, CMT | Dec 31, 2020 | Global ETFs service, Uncategorized
Good afternoon and congratulations for making it through an extremely difficult year. Whether you were directly affected by COVID-19 or felt its effects indirectly, Ryan and I want to take a moment to recognize those going through immense hardships this year. Lives...
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 | Jan 7, 2021 | Uncategorized
Over the past several weeks, a theme has emerged that I wanted to take a moment to discuss. This situation has come up both with current as well as prospective clients and I wanted to put a short piece together which we can refer back to, hopefully for years to come....
by Trent Smalley, CMT | Jan 6, 2021 | Uncategorized
Some time has passed since my last post about Bitcoin and the cryptocurrency space. In case you hadn’t noticed, digital currencies have gone on a bit of a run… I am not an expert in this space and don’t follow the ins and outs of the blockchain or...
by Trent Smalley, CMT | Dec 23, 2020 | Uncategorized
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...
by Trent Smalley, CMT | Dec 1, 2020 | Uncategorized
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...
by Trent Smalley, CMT | Nov 18, 2020 | Uncategorized
The world of investments doesn’t end with equities, fixed income, and cash which are covered in detail by the financial media each day. Additional opportunities exist within the investment stratosphere such as commodities, art, cryptocurrency, wine, real estate...
by Trent Smalley, CMT | Nov 9, 2020 | Uncategorized
… 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...
by Trent Smalley, CMT | Nov 1, 2020 | Uncategorized
“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...
by Trent Smalley, CMT | Oct 19, 2020 | Uncategorized
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...
