Monthly Performance Review #1

August 2024

August’s performance review is now available for download!

Although only a handful of write-ups are currently live, which significantly reduces the statistical significance of the data provided, I’ve initiated the publication of monthly performance reviews. These reviews are structured as traditional fund factsheets, featuring brief commentary on key driver developments. Each review highlights both the performance of individual write-ups and the aggregate performance of a hypothetical, monthly rebalanced, equal-weighted portfolio. Currently, the average write-up has returned 17.3%, while the S&P 500 and Russell 2000 have returned 6.3% and 6.2%, respectively, during the same period.

Each monthly performance review issue is accompanied by a performance evaluation spreadsheet, allowing you to independently verify the reported performance figures or apply the performance measurement and attribution formulas to your own portfolio.

P.S. Taking this opportunity to inform you that I'm restarting the Idea Thesaurus, a weekly file published every Sunday at 13:00 ET. As a reminder, this file compiles 23 high signal-to-noise ratio idea generation sources into a printable and easily searchable format.

Grab your performance review copy by clicking the "Download" button below.

Monthly Performance Review #1187.38 KB • PDF File

The accompanying performance evaluation spreadsheet can be downloaded below.

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A subscription gets you:

  • • Investment write-ups (+ institutional-grade models), published at least 20 times annually and at least once monthly
  • • Monthly performance reviews, featuring write-up and aggregate performance with brief commentary
  • • Weekly updates on 23 (and counting) idea generation screens, published every Sunday at 13:00 ET