Note: Returns as of end 2nd Quarter, 2016 (June 30th, 2016.) Please note that calculations have a start date of 1/9/13, which is the inception date of our model strategies. Return numbers are presented gross of fees and past performance is no guarantee of future returns. Investors are welcome to audit these numbers for verification purposes at their own expense.
The returns of our models below can be compared to the returns of the S&P 500*:
S&P 500 2013 Year-End Return: +26.80% (Since 1/9/13)
S&P 500 2014 Year-End Return: +11.39% (As of 12/31/14)
S&P 500 2015 Year-End Return: -0.73% (As of 12/31/15)
S&P 500 2016 Year-To-Date : +2.97% (As of 6/30/16)
S&P 500 Inception Return: +44.04% (Since model inception on 1/9/13)
*Calculations include dividends/splits. Source: Yahoo! Finance Historical S&P 500 (^GSPC) Daily Closing Prices, adjusted.
As of the close of business on June 30th, 2016 the JSI Alternative Strategy models have performed as follows:
The JSI Select Strategy
Objective: Speculative Growth
Strategy: Unconstrained absolute return. Recent focus has been on active long/short technical trading of equity index futures. Designed for more aggressive investors and institutions seeking outsized and absolute return relative to the market.
2013 Year-End Return: +69.49% (Since 1/9/13)
2014 Year-End Return: +119.48% (As of 12/31/14)
2015 Year-End Return: +87.27% (As of 12/31/15)
2016 Year-To-Date : -7.61% (As of 6/30/16)
Inception Return: +543.69% (As of model inception on 1/9/13)
The JSI Worldwide Opportunity Strategy
Objective: Growth and Income
Strategy: Active long/short technical trading, primarily of individual equities and ETFs with occasional short-term tactical exposure in various futures markets. Designed for wealth managers and individual accredited investors looking for actively-managed alternatives to traditional buy and hold equity growth strategies.
2013 Year-End Return: +24.49% (Since 1/9/13)
2014 Year-End Return: +26.12% (As of 12/31/14)
2015 Year-End Return: +19.16% (As of 12/31/15)
2016 Year-To-Date : -1.92% (As of 6/30/16)
Inception Return: +83.49% (As of model inception on 1/9/13)
NOTE: These models represent returns on investment/trading strategies offered to sophisticated investors only. These opportunities would only be for investors with the assets to responsibly take on the higher risks often associated with investing in managed futures and hedge funds. We must be able to verify that you are an accredited investor with a net worth of at least $2M excluding your primary residence, and you must meet the requirement for a Qualified Eligible Person, as defined by the Commodities Exchange Act. If you meet these criteria, we can provide you with the Interactive Brokers Paper Account Activity Statements for both models since inception, as well as additional materials describing our goals, strategy, performance and risk/return profile with regard to these model strategies. Please be sure to review all of our firm’s disclosures, located here.
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