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You are here: Home / Portfolio Performance / Performance Update: 31 December 2021

Performance Update: 31 December 2021

December 31, 2021 By Lowell Herr

Performance Update: 31 December 2021 1

Walking through pungent Ponderosa Pine forest.

Before the year ends I want to slip in one more performance data table. Not many portfolios were reviewed since the last update, but this does include the Carson Trio, reviewed today. Once 4th quarter dividends are in I will be updating portfolios before their scheduled update in order to keep the table current.

Another reason for the insertion at the end of the year, I’m working on the blog to determine why readers are not receiving notification of new blogs. It is a daunting job working through how different plugins may be impacting or interfering with other plugins.

Drop me a note of you receive notification of this post.

It looks like the Kepler and McClintock are holding on to the top spots. One is a Relative Strength portfolio and the other a Dual Momentum portfolio.

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