CI Outlook - Archives

Newsletter - 2nd Quarter 2001

July 10, 2001

Mr. and Mrs. Investor
123 Elm Street
Dallas, Texas 72345


Dear Investor,

Enclosed you will find your Capital Ideas quarterly portfolio report for the second quarter of 2001.  You may notice a change in our Index benchmarks.  We have switched from the yield on 30 year T-Bonds to the Lehman Long Tern T-Bond Index.  The Index is a better representation of the total return on investments in T-Bonds.  In incorporates the price movement of the bond along with the interest payments you would receive if you owned the bonds.  We are pleased this data has become available and wanted to incorporate it into your report because it gives you a truer picture of market conditions.

Speaking of market conditions, it was some relief to have the market rally in the last quarter.  Although the S & P was up 5 ½ % for the quarter it was still down 7 ¼ % for the year.  The first quarter slide was extremely vicious and we are glad to have side stepped it.

Looking forward, we continue to try and maximize your returns while attempting to lower your risk.  Experts continue to lower their second half expectations for both the economy and the markets.  In this depressed atmosphere the summer rally we have been expecting may not be as timely or as large as we had hoped.  With this situation in mind we will continue to remain cautiously optimistic for the rest of the year.  Although the second half of 2001 is somewhat hard to predict, we are constantly reviewing your investments and will take actions we think are appropriate to your circumstances.

As always, we welcome your thoughts.  Please call with any comments or concerns.  We thank you for your ongoing patronage and look forward to speaking with you.

 

C. J. Brott, Jr.                                                                                     Karen Burns


July 2014
JUNE 2014
May 2014
April 2014
March 2014
Feburary 2014
January 2014
December 2013
November 2013
October 2013
September 2013
August 2013
July 2013
June 2013
May 2013
aPRIL 2013
March 2013
February 2013
January 2013
October 2012
September 2012
August 2012
July 2012
June 2012
May 2012
April 2012
March 2012
February 2012
January 2012
December 2011
November 2011
October 2011
September 2011
August 2011
July 2011
June 2011
May 2011
April 2011
March 2011
February 2011
January 2011
December 2010
November 2010
October 2010
September 2010
August 2010
July 2010
June 2010
May 2010
April 2010
March 2010
February 2010
January 2010
December 2009
November 2009
October 2009
September 2009
August 2009
July 2009
June 2009
May 2009
April 2009
March 2009
February 2009
January 2009
December 2008
November 2008
October 2008
September 2008
August 2008
July 2008
June 2008
May 2008
April 2008
March 2008
February 2008
Yead End 2007
December 2007
November 2007
Third Quarter 2007
September 2007
Second Quarter 2007
June 2007
May 2007
First Quarter 2007
March 2007
February 2007
Year End 2006
December 2006
November 2006
Third Quarter 2006
September 2006
Second Quarter 2006
First Quarter 2006
Fourth Quarter 2005
Third Quarter 2005
Second Quarter 2005
First Quarter 2005
Newsletter Year End 2004
Client Newsletter 2nd Quarter 2004
First Quarter 2004
Newsletter - Year End 2003
It Ain't Over 'Till It's Over
Newsletter - 2nd Quarter 2003
Newsletter - 1st Quarter 2003
Newsletter - Year End 2002
Newsletter - 3rd Quarter 2002
Newsletter - 2nd Quarter 2002
Newsletter - 1st Quarter 2002
Newsletter - 4th Quarter 2001
Newsletter - 3rd Quarter 2001
Newsletter - 2nd Quarter 2001
Newsletter - 1st Quarter 2001
Newsletter - Year End 2000
Newsletter - 3rd Quarter 2000
Newsletter - 2nd Quarter 2000
Newsletter - 1st Quarter 2000