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 2021


Q4 and 2020 Review

Q3 2020

Q2 2020

Q1 2020


Q4 and 2019 Review

Q3 2019

Q2 2019

Q1 2109


Q4 and 2018 Review

Q3 2018

Q2 2018

The Yearly Plan