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.