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 [...]
The Accumulator
UK inflation-linked gilt funds are full of long-dated bonds, potentially exposing you to far more risk than you realise.
Our model portfolio soars once again and we scratch around looking for the cloud in the silver lining.
Rebalancing with new contributions is the best way for investors with small portfolios to hit their target asset-allocation without excessive cost.