Flashpoint
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Paid
quarterly-review
Paid
Your own quarterly report: attribution by position and sleeve, cash drag, mistakes grouped by type, and the most uncomfortable number available, which is what the portfolio would have done untouched.
This one is in the paid set. Enter your code below and the download turns on.
Reach for it when
- Within two weeks of each quarter end
- Annually, in the fuller mode
- You want to know whether your decisions are adding anything
- Needs first
- Positions with weights and returns, and the post-mortems from the period.
- Leaves behind
- reviews/<YYYY>-Q<N>.md with attribution, the frozen-portfolio comparison, and one process change.
- Takes about
- An hour.
- Will not
- Draw a conclusion about skill from one quarter. Four is the minimum, and it reports the flattering quarters too.
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