Reports

Quarterly Letters

Each quarter Greg Donaldson and Mike Hull write a letter to our clients. These letters discuss relevant economic issues or investment topics, as well as an outlook for the markets. To read a recent report, visit the Quarterly Letter Database in the Client Resource Section. In addition to the quarterly letter, you will be provided with a Summary and Appraisal of your portfolio(s). The Appraisal breaks down all the securities you own by type, detailing all the positions your portfolio holds, the market value of your portfolio as of the current date, and the annual income your portfolio produces. To view a sample report, click on any of the links below:

Sample Summary

Sample Appraisal

Sample Portfolio Performance

Purchases & Sales

Year End Tax Reporting

At the end of the year, DCM provides clients with information regarding their tax reporting according to their portfolios ending the current year. The reports include Realized Gains and Losses reports, providing cost basis for any purchase or sale of securities throughout the year, since all trades are tracked and recorded. The custodian of your account will provide you with your 1099 forms.

Sample Capital Gains & Losses