We update all of our performance numbers on a quarterly basis and also keep monthly numbers. The links here include not only our Portfolio Statistics but also both our Diversified Income Model and our High Income Model. If you would like us to email you a spreadsheet of the Diversified or High Income Models that allows you to update the account value and fee amount, email Tracy Suedmeyer (tsuedmeyer@smhca.com).

Portfolio Statistics

Diversified Income Model

High Income Model