Keeping Score for August 2020

September 1, 2020 By dduane in Analyzing performance, Keeping Score, performance attribution, performance measurement Tags: Keeping Score, Keeping Score for August 2020, performance, performance attribution, performance measurement, relative performance Leave a comment

I’ve just updated my Keeping Score page for August 2020. Another strong month, led by the usual suspects.

Keeping Score, July 2020

August 3, 2020 By dduane in Analyzing performance, Keeping Score, performance attribution, performance measurement, Portfolio management, Strategy, Uncategorized Tags: Keeping Score, Keeping Score for July 2020, performance, performance attribution, performance measurement, strategy Leave a comment

I’ve updated my Keeping Score page for July, a month where, ex Energy there was unusually small separation among sectors.

Keeping Score for June 2020

July 1, 2020 By dduane in Keeping Score, performance attribution, performance measurement, Portfolio management, Strategy Tags: Keeping Score, Keeping Score for June 2020, performance, performance attribution, performance measurement, strategy Leave a comment

I’ve updated my Keeping Score page for S&P performance in June, 2Q20 and the year to date. Looking back, much of overall first-half performance looks ho-hum. We know better, though.

Keeping Score for May 2020

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

I’ve just updated my Keeping Score pagefor the peculiar month of May.

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!