📆 June 2025 Monthly Report
End of June 2025 report + End of Week July 6 Weekly Report
Dear Subscribers,
As we close out June and head into the second half of the year, it's time to reflect on where we stand and how the SJ Method continues to deliver against traditional strategies. Our approach remains grounded in discipline, patience, and the commitment to only invest during periods of weakness in the $SPY ETF. We don't chase highs. We wait. And that patience continues to pay off.
🧠 June Recap: What We Focused On
No Buys in June: As $SPY remained near highs, we held steady. No fear-of-missing-out here—our discipline saved us from buying at inflated prices.
Consistent Cash Contributions: Even if we didn’t deploy capital, we continued to save in anticipation of the next dip. Our strength lies in being ready when weakness appears.
Avoiding the Hype: The market tempted many with brief pullbacks, but we didn’t bite. Why? Because the drawdowns weren’t deep enough to justify new positions.
🔍 Market Sentiment & Price-Driven Decisions
We don’t make decisions based on economic news, headlines, or the latest financial drama. We watch the price, and only the price. Media narratives rarely line up with actual opportunity. While June offered some volatility, it didn’t meet our criteria for a buy.
Our approach may not be the flashiest. But it’s methodical, repeatable, and data-backed. As you can see in the attached chart, SJ Method is outperforming both traditional DCA strategies and $SPY year-to-date. This is the reward for buying weakness and respecting price levels.
Thank you for your continued trust and support. As always, I’ll notify you if and when the next position is triggered.
Stay disciplined. Stay ready.
🚀 Positioning for the Future
We’re halfway through the year and already close to matching the average annual return of the market—and we did it by July, not December. That speaks volumes about the power of timing, patience, and consistency.
Looking ahead: