Performance

Although we don’t manage money outside of the family office, we often give our views on individual assets and stocks (Stocktwits). We think it’s important to therefore be transparent about our public securities portfolio performance, listed here. In 2012 we began to manage one portfolio under an outside RIA to validate performance as well as advise the asset management company. We did not find value to it so we run the conservative portfolio and as well as a new tactical portfolio started in 2015 in the same compliant manner. Results are below:

performance2

 

 

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