Keeping Score, April 2018

May 1, 2018 By dduane in Analyzing performance, Keeping Score, performance attribution, Strategy, Uncategorized Tags: Keeping Score, Keeping Score for April 2018, market tactics, performance, performance attribution, strategy 1 Comment

I’ve just updated my Keeping Score page for April. Energy, yes; Staples, no–in a sideways month.

Keeping Score, February 2018

March 3, 2018 By dduane in Absolute vs. relative performance, Analyzing performance, Keeping Score, performance attribution, Strategy, strong earnings, Uncategorized Tags: Keeping Score, Keeping Score for February 2018, performance, performance attribution, S&P 500 1 Comment

I’ve just updated my Keeping Score page, for the first weak month we’ve had in a long time. Sector performance is not completely what I would have expected.