37.42 -0.34 (-0.9%) Sell

JBGS investors looking to preserve capital

13 min read

JBG SMITH PROPERTIES significantly underperformed on Friday. It returned -0.9% to close at 37.42. On a day when the overall market breadth was 35%, it closed higher than 7% of the market. In comparison, the benchmark SP500 index closed today at -0.0191%.

[Themes containing JBGS]

JBGS is currently in a down trend. Over the last three months trading short signals has not been a profitable strategy for JBGS's investors in general. However, this strategy had significantly lower risk when compared to Buy-and-Hold investing (which returned +1.82%). It is therefore better to tread with caution in the current downtrend by limiting your allocation to JBGS.


JBGS has been underperforming the SP500 index in recent time, after having outperformed till 20 Nov, 2018. Over the last 1 year 5 months and 8 days, JBGS outperformed the SP500 index on 51% days.

During the last three months JBGS delivered losses on 58% days. However, it still managed to end this period in a profit. It's best return during this period (of +4.25%) was on Monday, 5 Nov, 2018. While it's worst loss in the same period (of -2.89%) was on Monday, 10 Dec, 2018. There was initially a bullish trend during this period which started on 17 Sep, 2018 and went on till 21 Sep, 2018. The bullish trend returned +2.17% to investors. This was followed by a bearish trend that started on 7 Nov, 2018 and ended on 14 Nov, 2018. This bearish trend lost -3.55% of investor capital.

On monthly basis, JBGS delivered profits and losses in equal number of months. JBGS delivered profits less regularly than SP500 index. JBGS significantly outperformed SP500 index in Apr 2018, when it returned +11.52% compared to +4.75% returned by SP500 index during it's best month in the last one year - Jan 2018. JBGS had a shorter streak of profitable months than SP500 index. It only went up in 3 straight months during the last year. It is interesting to note that both JBGS and SP500 index significantly outperform during months when quarterly/annual results are announced.

You know you are on the road to success if you would do your job, and not be paid for it.
-- Oprah Winfrey

JBGS is becoming more volatile overall. In comparison, the SP500 index is seeing a rise in volatility. During the last three months, there was a significant surge in JBGS's volatility from 17 Sep, 2018 to 8 Nov, 2018. While there was a significant surge in the SP500 index's volatility from 25 Sep, 2018 to 29 Oct, 2018.

Advanced/professional short-term investors should note that JBGS has negative skewness in it's return distribution. This indicates that investors may need to stay invested through long periods of drawdown before expecting a recovery.

SP500 index has more chance of extreme outcomes than JBGS. Therefore, SP500 must receive a lower allocation than JBGS in your portfolio. SP500 index usually has shorter drawdown period than JBGS.

On a general note (since you are interested in JBGS), AAXN is a small cap that deserves to be closely tracked for investment opportunities.

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