≡ Menu

asset-allocation

Every journey begins with a single step. And when it comes to asset allocation that first step is working out your investment goals.

{ 12 comments }

Our portfolio slows to a crawl. US valuations predict barren years ahead. Is it time to change course?

{ 32 comments }

Our passive portfolio is back off the canvas and shrugging off every blow the forces of pessimism can throw at it.

{ 68 comments }

Our Slow and Steady model portfolio takes a step back in the first quarter of 2018. Hold the smelling salts…

{ 43 comments }

Mr Market has been as easy on us as a camomile cleansing butter this year. Enjoy a rejuvenating rubdown with high returns that soothe like dopamine kisses.

{ 38 comments }

The Permanent Portfolio

Nobody cares about the gold-laden Permanent Portfolio these days. Could that mean it’s time to look at it again?

{ 31 comments }

Our passive portfolio grinds against the unyielding coalface of global capitalism.

{ 34 comments }

A choice of cheap index trackers to help passive investors craft their portfolios

{ 595 comments }

The Slow & Steady portfolio is going down! Time to smash glass and activate our emergency plans? Watch us inaction.

{ 26 comments }

Few people like to think about getting older, but you should try to do so when you’re rebalancing your portfolio.

{ 21 comments }

Lars Kroijer explains how to match your bond allocation to your time horizon, and considers what kind of returns you might enjoy. (Or not enjoy, these days…)

{ 38 comments }

Mr Market invites us round for tea and cake and gives us a foot rub. Are things going too well?

{ 72 comments }

Why are we told to own very low risk assets in our portfolio, and what kinds of investments fulfill this role?

{ 44 comments }

The simplest way to rebalance your portfolio

Calendar rebalancing is the simplest way to rebalance and ensures that your portfolio doesn’t get bloated with risk. But how frequently should you do it?

{ 31 comments }

Has the world become too risky for passive investors with Donald Trump as president? Lars Kroijer says it’s more complicated than that…

{ 22 comments }

The Slow & Steady passive portfolio leapt up by 25% in the last year. So if you’re a passive investor who stuck to your mechanical guns then you’re probably feeling a lot better off now than back in January 2016. At that point our psyches were screeching like fingernails down a blackboard as the major world equity markets slid into [...]

{ 74 comments }