Lee Wenzel

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Quarterly Letters to All Clients

Each quarter I write a report ranging from two to ten pages to each client.  The report has charts and comments regarding  the client's investment performance for different time periods and for each current portfolio.  The report includes an allocation summary and list of all positions by portfolio and strategy.  While the brokerage statement is the official record, these reports give interpretation and performance.  The reports are similar in format to the general all-clients report found here under Stock Performance and for some quarters below.  Anonymous samples are available upon request.

 

A general letter is often written each quarter for all clients regarding trends, perspectives or events.  Sometimes these observations are incorporated in the all-accounts Performance Report.  These are posted below.        

     Client Letter 2017-Q3.pdf

     Client Letter 2017-Q2.pdf

     Client Letter 2017-Q1.pdf

     Client Letter 2016-Q4.pdf

     Client Letter 2016-Q3 in Performance Report.pdf

     Client Letter 2016-Q2 in Performance Report.pdf    

     Client Letter 2016-Q1 in Performance Report.pdf    

     Client Letter 2015-Q4.pdf

     Client Letter 2015-Q3.pdf

     Client Letter 2015-Q2.pdf

     Client Letter 2015-Q1.pdf

     Client Letter 2014-Q4.pdf

     Client Letter 2014-Q3.pdf

     Client Letter 2014-Q2.pdf

     Client Letter 2014-Q1.pdf  (Attachments found in Papers.)

     Client Letter 2013-Q4.pdf

     Client Letter 2013-Q3.pdf

     Client Letter 2013-Q2.pdf

     Client Letter 2013-Q1.pdf

            Quarterly ROI Variations by Client and Portfolio  Variations 2013-Q1.pdf

     Client Letter 2012-Q4.pdf

     Client Letter 2012-Q3.pdf

     Client Letter 2012-Q2.pdf

     Client Letter 2012-Q1.pdf

     Client Letter 11-Q4.pdf

     Client Letter 11-Q3.pdf

     Client Letter 11-Q2.pdf

     Client Letter 11-Q1.pdf

     Client Letter 10-Q4.pdf

     Client Letter 10-Q3.pdf

     Client Letter 10-Q2.pdf

     Client Letter 10-Q1.pdf

     Client Letter 09-Q4.pdf

     Client Letter 09-Q4.pdf

     Client Letter 09-Q3.pdf

     Client Letter 09-Q2.pdf

     Client Letter 09-Q1.pdf

     Client Letter 08-Q4.pdf

     Client Letter 08-Q3.pdf

     Client Letter 08-Q2.pdf

     Client Letter 08-Q1.pdf

     Client Letter 07-Q4.pdf

     Client Letter 07-Q3.pdf

     Client Letter 07-Q2.pdf

     Client Letter 07-Q1.pdf

     Client Letter 06-Q4.pdf

     Client Letter 06-Q3.pdf

     Client Letter 06-Q2.pdf

     Client Letter 06-Q1.pdf

     Client Letter 05-Q4.pdf

 

 

 

 

 

 

 

 

 

     8666 Westwind Circle

    Eden Prairie, MN 55344

    (952) 944-2699

    Lee@WenzelAnalytics.com