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Managed Risk

Managed Risk Domestic Equity Fund Q1 2021 Commentary

Download PDF   The U.S. equity markets were strong during the first quarter of 2021 but far from calm as concerns about the Biden administration’s ability to get fiscal stimulus passed and the FED’s ability to execute its run hotter inflation policy gave the markets pause. During the quarter, JDIEX provided a 3.72% return vs…

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Managed Risk Domestic Equity 2021 Market Outlook

As investors look back at 2020 there is both a sense of relief as well as dread given the depths of fear and the subsequent hope that the year delivered. Authorities’ tremendous support in the form of fiscal as well as monetary actions, joined by the expectations that vaccine deployment would return activity to normal, created a market bust and boom cycle investors have rarely experienced…

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Managed Risk Domestic Equity Fund July 2020 Commentary

The S&P 500 continued it’s 4-month rally wiping out the entire selloff of this year’s first quarter.  Volatility continued to contract as VIX fell another 20%.  JDIEX provided a 2.40% return for the month bringing its year to date performance to 2.89% versus 2.38% in the S&P 500. While these return figures are close, the volatility…

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Managed Risk Domestic Equity Fund June 2020 Commentary

June was both a positive and volatile month for equities, as the S&P 500 wrapped up with one of its best quarters ever.  For June, JDIEX returned 1.93% versus 1.99% in the S&P 500. That brings the YTD return to 0.48% versus (-3.08%) for the S&P 500. Market sentiment improved in June due to optimism from the reopening of nonessential businesses…

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Managed Risk Domestic Equity Fund May 2020 Commentary

The markets continued to rise in May as investor demand continues to price in both a post Covid-19 environment as well as the beginning of an economic recovery. For the month, the fund provided a .97% return versus 4.76% in the S&P 500. Volatility continued to decline in May with the VIX index moving from…

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Managed Risk Domestic Equity Fund April 2020 Market Commentary

The Covid-19 virus had an impactful effect on first quarter returns and volatility. Equities and risk assets both responded with a great deal of uncertainty as the S&P 500 dropped sharply (-19.6%). April’s 12.82% rally in the S&P 500 was equally surprising. JDIEX returned 4.8% in April while maintaining its consistent systematic defensive approach. On a…

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