Category: Portfolio Updates


Snapshot October 31, 2022

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November Update from The Vice Chair

So far, 2022 has been one of the most volatile and perplexing stock markets that we have seen in some time.

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Snapshot September 30, 2022

While September was challenging, for the 3 year and 5-year periods we were in the 23rd and 29th percentiles respectively. And it’s oyster season!

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September Update from the Vice Chair

How do you tell how your investment is doing? Or how well it will do?

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August 31, 2022 Snapshot

After June and July’s rally, the August pullback was not unexpected.

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July 31, 2022 Snapshot

Despite the heat, July was somewhat of a reprieve from the first 2 quarters.

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June 30, 2022 Snapshot

Challenging straits demand skill, discipline, and an experienced hand on the helm.

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May 31, 2022 Snapshot

It will surprise no one that the economic news is mixed. Often we hear only the bad. On the good side, bonds, which had recently been moving in tandem with equities, have for the past three-plus weeks been behaving more…

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Update from The Vice Chair

Vigilance continues. Update from the Vice-Chair following special meeting May 23

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April 30, 2022 Snapshot

April EEF Snapshot

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