Keeping Score for April 2020

May 1, 2020 By dduane in Analyzing performance, Keeping Score, performance attribution, performance measurement, Strategy, Uncategorized Tags: Keeping Score, Keeping Score for April 2020, performance analysis, performance attribution, strategy Leave a comment

I’ve updated my Keeping Score page for April and year to date.

Keeping Score for March and 1Q2020

April 1, 2020 By dduane in Analyzing performance, Keeping Score, performance attribution, performance measurement, Uncategorized Tags: current market thoughts, Keeping Score for March 2020, performance analysis, performance attribution Leave a comment

I’ve updated my Keeping Score page to reflect S&P 500 results for March and 1Q20. Especially bad news for Energy and Financials.

Keeping Score for February 2020

March 3, 2020 By dduane in Analyzing performance, Current Market Thoughts, Keeping Score, performance attribution, performance measurement, Recent Market Action, securities markets, Strategy, Uncategorized Tags: Keeping Score, Keeping Score for February 2020, market tactics, performance analysis, performance attribution, performance measurement, strategy Leave a comment

I’ve just updated my Keeping Score page for February and year-to-date. What a strange time!

Keeping Score: 2019 in review

January 2, 2020 By dduane in Analyzing performance, Current Market Thoughts, Keeping Score, performance attribution, performance measurement, Strategy, Uncategorized Tags: investment performance, Keeping Score, Keeping Score for 2019, market thoughts, performance analysis, performance attribution, strategy 1 Comment

I’ve just updated myKeeping Score page for December, 4Q and full-year 2019.

Keeping Score, November 2019

December 5, 2019 By dduane in administration economic strategy, Analyzing performance, Current Market Thoughts, Keeping Score, performance attribution, performance measurement, Recent Market Action, Strategy, Uncategorized Tags: Current Market Tactics, Keeping Score, Keeping Score for November 2019, market thoughts, performance analysis, performance attribution, performance measurement 1 Comment

I’ve just updated my Keeping Score page for November. Given the absence of mutual fund selling in October, not a bad result.