Keeping Score for January 2019

February 2, 2019 By dduane in Analyzing performance, Keeping Score, performance attribution, performance measurement, Strategy, Uncategorized Tags: business, Google, Keeping Score, Keeping Score for January 2019, performance analysis, performance attribution, performance measurement, portfolio performance, strategy 1 Comment

I’ve updated my Keeping Score page for January’s movement in the S&P 500.

Keeping Score for December 2018

January 1, 2019 By dduane in Analyzing performance, Keeping Score, performance attribution, performance measurement Tags: Keeping Score for December 2018, market tactics, performance, performance analysis, performance attribution, performance measureent, strategy 1 Comment

I’ve just updated my Keeping Score page for full-year 2018, 4Q18 and the month of December. Uglier than I’d imagined it could be. Where to from here?

Keeping Score for September 2019

October 2, 2018 By dduane in Analyzing performance, Current Market Thoughts, Keeping Score, performance attribution, performance measurement, Strategy, Uncategorized Tags: analyzing performance, current market thoughts, Keeping Score for Sept 2019, performance attribution, strategy 1 Comment

I’ve just updated my Keeping Score page for September, 3Q19 and year-to-date. Newly-created Communication Services is the monthly leader.

Keeping Score for August 2018

September 4, 2018 By dduane in Analyzing performance, Current Market Thoughts, Keeping Score, performance attribution, Strategy, Uncategorized Tags: Current Market Tactics, current market thoughts, investment performance, Keeping Score, Keeping Score for August 2018, performance attribution, strategy 1 Comment

I’ve just updated my Keeping Score page for the end of the stock market “summer.” …continuing S&P 500 strength.

Keeping Score for July 2018

August 1, 2018 By dduane in Analyzing performance, Constructing a Portfolio, performance attribution, Strategy, Uncategorized Tags: Keeping Score for July 2018, market tactics, market thoughts, performance, performance analysis, performance attribution, Portfolio management, strategy 1 Comment

I’ve just updated my Keeping Score page for a surprisingly strong (to me, anyway) July. Sector rotation is the main message.