In case you missed in twitter: Marathon Investor’s asset allocations and performance review are published over this link. This is updated with about one month’s delay.

Subscribers, of course, get access toPicture immediate updates, which are done at the end of the first full business week of the next month (except for strict rules-based occasions within a month, as will be outlined in the MI issues for the upcoming month). All transactions are reported at the closing prices. Hence, next issue is October 8th, and trade execution date is October 7th. Archive of the previous issues is available to the current subscribers free of charge. Commentary on asset allocation, performance, plan for the upcoming month and comparison with peers is part of the bulletin, too.