by Trent Smalley, CMT | Dec 31, 2020 | Global ETFs service, Investing
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 | Dec 23, 2020 | Stock Market Analysis, Stock Market Commentary
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 | Stock Market Analysis
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 | Investing
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 | Investing
… 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 | Investing
“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 | Investing, Stock Market Analysis
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...
by Trent Smalley, CMT | Oct 5, 2020 | Stock Market Analysis, Stock Market Trends
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%,...
by Trent Smalley, CMT | Sep 1, 2020 | Investing, Stock Market Analysis
Like so many other kids growing up in my generation, Michael Jordan was a hero. Perhaps said better, Michael Jordan was THE hero. I collected his trading cards, had his VHS tapes and his jerseys, and his posters lined my bedroom wall. In the 1995-1996 NBA season the...
by Trent Smalley, CMT | Aug 19, 2020 | Stock Market Analysis, Stock Market Trends
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...
