All dividends, distributions and capital gains are reinvested. The performance of our portfolios to date may be highly unusual, and there are no guarantees of future performance. Because the portfolios contain a limited number of stocks and bonds, their returns will be more volatile than a portfolio investing in a higher number of securities. The benchmark index for both domestic portfolios is the S&P 500 Index with dividends included. International portfolios are indexed to other benchmarks as described in each letter. The performance of these Indices does not reflect fees, and weighting and/or selection of the securities in the Index differs significantly from our portfolios. Nothing discussed anywhere on this website should be viewed as individual investment advice.
Tarpon Folio 2H:20 Results Presented at Annual Meeting…
Q2-Q4 2019 (Private)
Q3-Q4 2018 (Private)
Presented Q2 and full year results at 2016 Annual Meeting
Presented MRQ and full year results at 2015 Annual Meeting
Q1 2015 (Private)