Top Posts

Top posts from the third quarter of 2015

Check out my top posts from the last quarter! The top post targeted investment commentary writers. The other posts offered a mix of practical tips on writing (#3, 5, 10), blogging (#4, 7, 9), and email (#2, 6, 8). Are financial predictions too risky for investment commentary writers?—this post sparked lots of discussion. Please join […]


Portfolio performance commentary’s basic components

Commentary about portfolio performance is part of every investment manager’s communications. The depth and breadth of commentary varies widely. It can consist of a single line giving portfolio returns. Or, it can be a multi-page report full of charts, graphs, and details. The longest reports typically target institutional clients—not individuals. In this article, I review […]