2021 Q3 Quarterly Commentary & Opinion

Our conservative equity portfolios have performed well this year, having achieved much of the upside of the market along with significantly less volatility and reduced risk to principal. Our goal is to achieve excellent risk-adjusted returns, every year.

Our composite total return through September 30th was 11.25%. Our equity position achieved a 15.11% total return. The total returns on the S&P 500, DJIA, and Russell 1000 Value Index were 15.92%, 12.12%, and 16.14%.
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