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James Brumley

Investment Strategy

James Brumley is a reformed stock broker and former Director of Research for an options-focused newsletter. He’s now primarily a freelance writer, tapping into more than a decade’s worth of broad experience to help investors get more out of the market.

With a background in technical analysis as well as fundamental analysis, James writes with a multifaceted philosophy that combines the importance of company performance with the power of stock-trade timing. His commentary is just as apt to focus on a chart as it is earnings, as he believes this dual approach is the only way an investor has a shot at consistently beating the market.

James’ work has appeared at several websites, including Street Authority, InvestorPlace, Motley Fool, Kiplinger and Investopedia. When not writing as a journalist, James works on his book explaining his multi-pronged approach to investing.


Funds
(SLO2) James Brumley - Multi-Cap Growth/Multi Style Portfolio
MODEL INCEPTION (01/31/2008) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
11+ YRS (As of: 06/17/2019) 5.83% 9.03% View Fund Stats
RETURN PERIOD (As Of: 05/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 11.78% 13.93% Fund has a 10 year track record.  
5 YRS -1.26% 9.65% Fund has a 5 year track record.  
3 YRS -0.10% 11.72% Fund has a 3 year track record.  
1 YR 1.09% 3.78% Beat the 50th percentile of mutual funds over 1 year.  
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(BTMCP) James Brumley - High Growth/Multi Style Portfolio
MODEL INCEPTION (07/07/2006) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
12+ YRS (As of: 06/17/2019) 7.65% 8.85% View Fund Stats
RETURN PERIOD (As Of: 05/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 14.21% 13.93% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 4.54% 9.65% Fund has a 5 year track record.  
3 YRS 13.65% 11.72% Beat the 50th percentile of mutual funds over 3 years.  
1 YR -0.90% 3.78% Beat the 50th percentile of mutual funds over 1 year.  
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Achievements
  • BTMCP Beat the 50th percentile of mutual funds over 10 years.
    May 31, 2019
  • BTMCP Beat the 50th percentile of mutual funds over 3 years.
    May 31, 2019
  • SLO2 Beat the 50th percentile of mutual funds over 1 year.
    May 31, 2019
Articles

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