With my brain struggling to admit that it’s 2026, now seems like an ideal time to dive back under the duvet of 2025. (Still warm from the glow of double-digit equity returns or the world being on fire – I’m not sure which!) Somehow it never appears to be a good time to invest. And [...]
SSPU
This time three months ago, the Slow & Steady passive portfolio was suffering under the strain of Trump’s one-man assault on the global trade system. But we’ve made up all our losses since then. Indeed we’re now ahead, albeit by a none-too-convincing 1.6% year-to-date. Our four equity funds have put on double-digit gains in the [...]
With our passive portfolio only inching ahead, so we look back in mock anger at what might have been…
Our portfolio continues to make its comeback, like an aging rockstar who manages to sell-out the John Smith’s stadium in Huddersfield…
Our passive portfolio drifts along in a sideways market. Time to take up tiddlywinks.
Once more the contrast between my daily diet of media-amplified fear and the damage done to our Slow & Steady passive portfolio surprises me. The portfolio is down just 3.5% since its peak last quarter. Essentially, we’re back where we were six months ago. That’s despite the arrow-headed threats of stagflation, economic crisis, and a [...]
If the movie Contagion contained a scene showing the hero’s passive portfolio, then it didn’t look like this.
Our model passive portfolio emerges from the rubble of 2020 thanks to a hard hat made of QE.
The market recovery is looking suspiciously V shaped. Can it possibly be true. Or will it soon turn into a W?
The Accumulator confesses to active investing and catastrophically fails to enjoy a year of spectacular investing returns.
The market spins from month to month but our Slow & Steady passive portfolio has still managed to end the quarter a few percentage points up.
Markets are down. Our emergency bond parachute is open. How is our passive portfolio faring against the financial flak?
Our portfolio slows to a crawl. US valuations predict barren years ahead. Is it time to change course?
Our passive portfolio is back off the canvas and shrugging off every blow the forces of pessimism can throw at it.
Our Slow and Steady model portfolio takes a step back in the first quarter of 2018. Hold the smelling salts…
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.
The Slow & Steady portfolio is going down! Time to smash glass and activate our emergency plans? Watch us inaction.
Mr Market invites us round for tea and cake and gives us a foot rub. Are things going too well?
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 [...]
Our model portfolio soars once again and we scratch around looking for the cloud in the silver lining.
The world’s decided not to go into meltdown after all. Our model passive portfolio jumps for joy.
Our model passive portfolio reaches its 5th birthday. Time for cake, presents, party hats and stats.
Our model passive portfolio stares straight ahead as Commandant Market pulls its nostril hairs with sadistic glee.
Our model passive portfolio gets roughed up by Mr Market for the first time in over three years.
Our model passive portfolio is enjoying a day in the sun. All is well with the world. Surely disaster awaits?
Our passive portfolio presses on deeper into the financial forest, ignoring the branches of overvaluation that seem to thicken around it.
The market gently wafts our passive portfolio up, like an eagle on a thermal. The only thing to worry about is whether to cut our costs again.
Japan down! Europe up! Meanwhile our model passive portfolio of index funds gently bobs about.
Our model passive portfolio forces us to take one of the toughest decisions in investing: Rebalancing.
Our little portfolio dozes off while the markets are about as action-packed as a US Government office during shutdown.
Because I practice the art of portfolio insouciance, I missed the exact moment our Slow and Steady demo portfolio hit its peak in May.
The market’s on fire and we’re dancing like chimps on heat around our model passive portfolio.
Our model passive portfolio ends the year in triumph but we must still sell most of the funds.
The Monevator passive portfolio blooms while everyone forgets about Europe for a while.
Our model passive portfolio continues its journey tossed on fortune’s fickle waves. This quarter we’re up as the European crisis abates.
Monevator’s passive investing model portfolio is one-year old. See how our picks have fared in a tumultuous year.
Our model passive portfolio gets caught up in the global equities blood-letting – there’s no hiding place.
Our model passive portfolio is tossed around like the plaything of the financial gods. And survives.
The rebalancing strategy for the Slow and Steady passive portfolio uses new contributions to regularly rebalance – and for no-cost.
The first results are in for The Slow and Steady portfolio: a working example of a passive investing strategy.
A model passive portfolio that can help investors to formulate their own index investing strategies.