Quarterly Returns

Here you’ll find links to all my Quarterly Returns posts. These supplement my monthly Financial Dashboard, covering investments in detail and look at my yearly targets. Here I will track purchases and sales, compare my actions to my investment strategy, and discuss re-balancing and changes over time.


Q1 2020


Q4 and 2019 Review

Q3 2019

Q2 2019

Q1 2109


Q4 and 2018 Review

Q3 2018

Q2 2018

The Yearly Plan