We provide extraordinary transparency in communicating the investment philosophies detailed in Data Driven Investing (DDI). One unique feature of this transparency is the public disclosure by our Portfolio Manager, Bill Matson, of his brokerage statements. This allows a clean audit trail for anyone seeking to verify his investment performance, though we emphasize that his returns have NOT been audited by an independent third party.
DDI is a 500+ page overview of the principles Bill employed in achieving spectacular results during the 45 months from July 2000 to March 2004. Click here to learn more about our book and obtain a copy.
In addition, we provide Bill’s complete Fidelity brokerage statements for this period. Their 2400+ pages afford a trenchant view into his successful day-to-day implementation of DDI principles. We also provide monthly statement summary pages from major brokerages for the period from July 2000 to December 2022.
Brokerage Account Statements (Summaries: July 2000 – December 31, 2022*)
- Test Portfolio Brokerage Statements Summaries (July 2000-Dec 2018)
- Test Portfolio Brokerage Statements Summaries (Jan-Dec 2019)
- Test Portfolio Brokerage Statements Summaries (Jan-Dec 2020)
- Test Portfolio Brokerage Statements Summaries (Jan 2021-Dec 2021)
- Test Portfolio Brokerage Statements Summaries (Jan 2022-Dec 2022)
* Test Portfolio terminated as of December 31, 2022.
Brokerage Account Statements (Complete: July 2000 – April 2004)
- Matson Brokerage Statements (Complete): Jul 2000-Dec 2000
- Matson Brokerage Statements (Complete): Jan 2001-Dec 2001
- Matson Brokerage Statements (Complete): Jan 2002-Dec 2002
- Matson Brokerage Statements (Complete): Jan 2003-Dec 2003
- Matson Brokerage Statements (Complete): Jan 2004-Apr 2004
Note: Past performance does not guarantee future performance.