Category Archives: Our Portfolios

Planes, Trains, Ukraine and Chocolate

Follow Islamorada Investment Management’s board Retz’s Investing Travels on Pinterest. On  March 10th, my  computer bag, suit carrier and I boarded a flight in Miami, the start of a 2 ½ week journey through Europe where I attended presentations and visited holdings … read more…

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First Treasure Harbor Letter to Investors

Below is Lauretta ‘Retz’ Reeves’ first letter to investors in the Treasure Harbor Folio, an international dividend portfolio. To receive these letters via email in the future, please sign up here. You can access the full archive of IIM investor … read more…

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Forbes Cover on Wells Fargo

Tarpon Folio holding Wells Fargo will be on the cover of the upcoming Forbes magazine. Here’s the online version. And here’s a good quote from CEO John Stumpf: “There are only three ways a company can grow. First, earn more … read more…

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