2024-9-30: Fall 2024 Portfolio Update
2024-3-30: Spring 2024 Portfolio Update
2023-9-30: Fall 2023 Portfolio Update
2023-4-1: Spring 2023 Portfolio Update
2022-10-1: Fall 2022 Portfolio Update
2022-4-1: Spring 2022 Portfolio Update
2021-10-1: Fall 2021 Portfolio Update
2021-4-1: Spring 2021 Portfolio Update
2020-10-1: Fall 2020 Portfolio Update
2020-6-25: Fundamentals (Updated Fee Structure)
2020-3-31: Spring 2020 Portfolio Update
2020-1-22: Principles of Investing Presentation
2019-10-1: Fall 2019 Portfolio Update
2019-10-1: Fundamentals
2019-6-5: Summer 2019 Portfolio Update
2019-4-29: Spring 2019 Portfolio Update
2018-8-9: Summer 2018 Portfolio Update
2018-1-26: Winter 2018 Portfolio Update
2017-11-16: 19 Questions To Ask Your Investment Advisor
Want to learn more?
