the small-c blog
Performance notes, market observations, and opinion essays.
6 Oct 2011
Small-C August 2011 Letter
›
The portfolio lost 4.6% for the month of August , bringing the year-to-date return to 0.3%. Over that period, the S&P was down 5.7%. ...
Small-C July 2011 Letter
›
The portfolio gained 1.2% for the month of July , bringing the year-to-date return to 4.9%. * We report the percentage gain or loss du...
9 Aug 2011
Small-C June 2011 Letter
›
The portfolio lost 0.5% for the month of June , bringing the year-to-date return to 3.7%. This is about what we'd expect from a portfo...
30 Jun 2011
Small-C May 2011 Letter
›
The portfolio lost 1.7% for the month of May , bringing the year-to-date return to 4.0%. That's a bit worse than the S&P's -1.3...
Small-C April 2011 Letter
›
The portfolio gained 1.9% for the month of April , bringing the year-to-date return to 5.7%. Since we bought Berkshire Hathaway this month...
16 May 2011
Small-C March 2011 Letter
›
The portfolio gained 0.7% for the month of March , bringing the year-to-date return to 3.8%. This month, we made some important changes t...
24 Mar 2011
Small-C Feburary 2011 Letter
›
The portfolio gained 2.9% for the month of February, bringing the year-to-date return to 3.1%. * We report the percentage gain or loss ...
›
Home
View web version