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 CEO, Bill Matson, of his brokerage statements. This allows a clean audit trail for anyone seeking to verify his investment performance. Note, however, that the TP’s 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. You can learn more about our book in the Library section of this site and download a copy.

NOTE! As of 2/17/19, the January 2003 Fidelity statement was not available to us. We have requested a copy of it from Fidelity and intend to post it as soon as possible.

In addition, his complete Fidelity brokerage statements for this period are available in our online library. Their 2400+ pages afford a trenchant view into Bill’s successful day-to-day implementation of DDI principles.

We also provide monthly statement summary pages from major brokerages for the period from May 2000 to December 2018.

IT SHOULD NOT BE ASSUMED THAT RECOMMENDATIONS MADE IN THE FUTURE WILL BE PROFITABLE OR WILL EQUAL THE PERFORMANCE OF THE SECURITIES IN THIS LIST.

The Test Portfolio Brokerage Account Statements are located on the Oyster River Financial, LLC website. Click here to obtain the statements.