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.

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. Learn more about the book and download a full copy.

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.

Note that many of the strategies employed by Bill involve stocks in companies too small and illiquid to be held by Oyster River Financial, LLC (ORF) clients. For this reason, as well as other reasons detailed in the Data Driven Investing book, as well as in the Performance section of this site, his returns may not be indicative of those achieved by clients of ORF or users of DDIM.com.