Every Quarter, No Exceptions

Quarterly Updates

A letter every quarter — performance against benchmark, what was added or trimmed, and the reasoning behind both. The point of writing it down is that I can't quietly revise the story later.

Coming Soon

The first letter is next quarter's job

No letters published yet — this section fills in at the close of the current quarter. In the meantime, the portfolio page has real-time allocation and the research page has the reasoning behind current holdings.