Quarterly Letters to All Clients
Each quarter I write a report ranging from two to ten pages to each client. The report has charts and comments regarding
the client's investment performance for different time periods and for each current portfolio. The report includes an allocation summary and list of all positions by portfolio and strategy. While the brokerage statement is the official record, these reports give interpretation and performance. The reports are similar in format to the general
all-clients report found here under Stock Performance
and for some quarters below. Anonymous samples are available upon request.
A general letter is often written each quarter for all clients regarding trends, perspectives or events.
Sometimes these observations are incorporated in the all-accounts
Performance Report. These are posted below.
Sample
Client Report.pdf
Perf Sum 2023Q4.pdf
Client
Ltr 2023-Q3.pdf
Perf Sum 2023Q3.pdf
Client Ltr 2023-Q2.pdf
Perf Sum 2023Q2.pdf
Client Ltr 2023-Q1.pdf
Perf Sum 2023Q1.pdf
Client Ltr 2022-Q4
Corrected.pdf
Perf Sum 2022Q4.pdf
Client Ltr 2022-Q3.pdf
Perf Sum 2022Q3.pdf
Client Ltr 2022-Q2.pdf
Perf Sum 2022Q2.pdf
Client
Ltr 2022-Q1.pdf
Perf Sum 2022Q1.pdf
Client Ltr 2021-Q4.pdf
Perf Sum 2021Q4.pdf
Perf Sum 2021Q3.pdf
Client Ltr 2021-Q2.pdf
Perf Sum 2021Q2.pdf
Perf Sum 2021Q1.pdf
Client Ltr 2020-Q4.pdf
Perf Sum 2020Q4.pdf
Perf Sum 2020Q3.pdf
Client Ltr 2020-Q2.pdf
Perf Sum 2020Q2.pdf
Client Ltr 2020-Q1.pdf
Perf Sum 2020Q1.pdf
Client Ltr 2019-Q4.pdf
Perf Sum 2019Q4.pdf
Perf Sum 2019Q3.pdf
Perf Sum 2019Q2.pdf
Client Letter 2019-Q1.pdf
Performance Summary 2019-Q1.pdf
Client Letter 2018-Q2.pdf
Client Letter 2018-Q1.pdf
Client Letter 2017-Q4 in
Performance Report.pdf
Client Letter 2017-Q3.pdf
Client Letter 2017-Q2.pdf
Client Letter 2017-Q1.pdf
Client Letter 2016-Q4.pdf
Client Letter 2016-Q3
in Performance Report.pdf
Client Letter 2016-Q2
in Performance Report.pdf
Client Letter 2016-Q1
in Performance Report.pdf
Client Letter 2015-Q4.pdf
Client Letter 2015-Q3.pdf
Client Letter 2015-Q2.pdf
Client Letter 2015-Q1.pdf
Client Letter 2014-Q4.pdf
Client Letter 2014-Q3.pdf
Client Letter 2014-Q2.pdf
Client Letter 2014-Q1.pdf
(Attachments found in Papers.)
Client Letter 2013-Q4.pdf
Client Letter 2013-Q3.pdf
Client Letter 2013-Q2.pdf
Client Letter 2013-Q1.pdf
Quarterly ROI Variations by Client and Portfolio
Variations 2013-Q1.pdf
Client Letter 2012-Q4.pdf
Client
Letter 2012-Q3.pdf
Client
Letter 2012-Q2.pdf
Client
Letter 2012-Q1.pdf
Client Letter 11-Q4.pdf
Client Letter 11-Q3.pdf
Client Letter 11-Q2.pdf
Client Letter 11-Q1.pdf
Client Letter 10-Q4.pdf
Client Letter 10-Q3.pdf
Client Letter 10-Q2.pdf
Client Letter 10-Q1.pdf
Client Letter 09-Q4.pdf
Client Letter 09-Q4.pdf
Client Letter 09-Q3.pdf
Client Letter 09-Q2.pdf
Client Letter 09-Q1.pdf
Client Letter 08-Q4.pdf
Client Letter 08-Q3.pdf
Client Letter 08-Q2.pdf
Client Letter 08-Q1.pdf
Client Letter 07-Q4.pdf
Client Letter 07-Q3.pdf
Client Letter 07-Q2.pdf
Client
Letter 07-Q1.pdf
Client Letter 06-Q4.pdf
Client
Letter 06-Q3.pdf
Client
Letter 06-Q2.pdf
Client
Letter 06-Q1.pdf
Client Letter 05-Q4.pdf
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