DLC’s core portfolio at its one-year birthday has returned 3.2% in excess of the market S&P 500 total return indexOne year through July 28, 2022, and a return of -3.3% compared to the S&P 500 Total Return of -6.5%.. First laps don’t tell much but ...
The Savings Industrial Complex
In 1961 President Dwight Eisenhower gave his famous farewell address, warning about the military-industrial complex and the proclivity of monied groups to wield their interests to promote war. There exists other industrial complexes, where excess is p ...
The Goldilocks of Diversification
When Goldilocks was roaming through the forest she was hungry and came across three bowls of porridge. The first one she tried was too hot. The second one she tried was too cold. The third one was just right. When we look at our investment portfol ...