Company Name
Objective Financial Planning LLC

Objective Financial Planning LLC

Jason S. John,began his career as a financial adviser in 1999 with American Express (now Ameriprise) Financial Advisors. After 6 years, he left and founded Objective Financial Planning (now Objective Financial Planning LLC). That year, he also completed the CFP Certification Professional Education Program from the College for Financial Planning and became a CFP® certificant. Since then Jason has pursued many different investment angles to optimize risk and reward, leading him to the use of his favorite strategy, utilized in this Covestor portfolio. Jason received a BA (finance and accounting) from The Ohio State University in 1991.

Investment portfolio

My view is that strong investment returns can help overcome shortfalls in other areas, such as poor planning.  This is why my focus has always been on providing the highest return for a given amount of risk. With markets in a guessing game as to the real value of assets due to the global monetary experiment being played, buying and selling stocks or indexes is not a place where I feel I can add value. This uncertainty is why I feel the right option strategies provide much more potential for positive returns due to a much greater room for error.  It is easier to hit the dartboard than the bullseye.

Strategy
Options
Sharpe ratio
1.97 365 days
Performance
15.6% 365 days
Risk score
Fees
  • 1.5% fee
  • $13,000 min

Portfolio commentary

  1. Profile Picture Monetary follies September 08, 2016

    The long-term impact of global easing is unclear

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Important Information

1. Performance of the Portfolio Manager's account is calculated by IB Asset Management on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail IB Asset Management's trading rules, as a result, actual client returns will differ. IB Asset Management advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by IB Asset Management, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.