I’ve just updated myKeeping Score page for December, 4Q and full-year 2019.
Category Archives: Portfolio management
Keeping Score, November 2019
I’ve just updated my Keeping Score page for November. Given the absence of mutual fund selling in October, not a bad result.
Keeping Score, October 2019
I’ve just updated my Keeping Score page for October. No mutual fund selloff this year. This likely means only a tepid yearend rally to come.
Keeping Score, September 2019
I’ve just updated my Keeping Score page for September 2019. No sign so far of the traditional actively-managed mutual fund selloff in advance of the Halloween yearend. I wonder why. Is this a function of the AI era? …the fact that passive money under management exceeds actively managed? …is selling just late?
Will no selloff now mean no 4Q rally? …that would be my guess.
Keeping score for August 2019
I’ve just updated my Keeping Score page for August.