I am a little late in bringing you my review of the second quarter of 2021. It is because I decided to change the format somewhat and report the managed portfolio results on a fixed page, which will then be updated each quarter. As always the task took more time than I thought, but hopefully you will find the presentation more comprehensive.
I have shown the long term results for each portfolio that we manage. This gives you the chance to not only see how your portfolio has grown, but you can also see how each portfolio has performed that other clients are invested in. I have included the investment goal of each portfolio that we manage, so you can decide if you would like to invest in any additional portfolios along with your present portfolio.Continue reading “July 2021 Investment Review”