Quarterly Commentary


2016 Third Quarter Report1

If MCS clients’ investments were treated as one large portfolio including their cash, on average clients gained 4.71% after fees this year through September 30, 2016. The range...
Michael C. Stalker

2016 First Quarter Report

If MCS clients’ investments were treated as one large portfolio including their cash, on average clients gained 1.44% after fees. The range of individual client returns was from...
Michael C. Stalker

2015 Third Quarter Report1

Despite the 3rd quarter turmoil, MCS client portfolios remained stable. If MCS clients’ investments were treated as one large portfolio including their cash, the nine month 2015...
Michael C. Stalker

2015 Second Quarter Report1

I am playing with the format of this report to hopefully make it more accessible. MCS clients’ interest in financial markets varies considerably. Finance is fascinating for some...
Michael C. Stalker