Welcome back to your weekly dose of data-driven investing.
Every week, we show how our method compares to classic Dollar Cost Averaging (DCA) Weekly/Monthly and the benchmark index (SPY). This transparency builds confidence in the algorithm while letting you track how SJ is navigating the market.
🔍 Commentary
The SJ Method continues to quietly outperform.
With SPY closing at $623.62, our method is up +9.74% YTD, still ahead of Weekly DCA (+6.90%), Monthly DCA (+6.39%), and even the broader index itself (+6.41%).
We haven’t made a new entry since April, but that hasn’t slowed progress. Our last major buy averaged around $568.26, leaving us with stronger performance and less capital risked—even as markets trade at fresh highs.
📌 Key Insight: Sometimes the hardest move is no move.
Discipline in timing keeps capital safe and optionality intact.
💡 Discipline Pays
We continue holding a cash-heavy position. This isn't hesitation—it’s confidence in the math.
Other strategies blindly average up at higher levels. We don’t.
By sitting through elevated chop, we've preserved flexibility. Our cost basis is low, our upside intact, and our downside protected.
You don’t want to be all-in when there’s nothing on sale.
When the next setup comes, we’ll be ready to pounce. No stress. No FOMO. Just focus.
📰 Where Are We – SPY Edition
SPY finished the week at $623.62, pushing its YTD return to +6.41%.
Meanwhile, the SJ Method sits at +9.74%. While DCA followers are averaging in well above $590/share, our algorithm—built to buy low, not frequently—remains in a position of strength.
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