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lazy portfolio

Has the wind of fortune changed decisively for global investors?

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This is what drifting sideways looks like

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Inflation fears roundhouse every holding in the Slow & Steady portfolio

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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 [...]

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We up periscope on the Slow & Steady portfolio and sea that all is swell.

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Mr Market cuts us with his eyes this quarter. Ouch.

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If the movie Contagion contained a scene showing the hero’s passive portfolio, then it didn’t look like this.

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Our portfolio inched ahead again in Q3…

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The market recovery is looking suspiciously V shaped. Can it possibly be true. Or will it soon turn into a W?

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Our passive portfolio encounters its first bear market. And it hurts.

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The Accumulator confesses to active investing and catastrophically fails to enjoy a year of spectacular investing returns.

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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.

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Our Slow and Steady passive portfolio chalks up another good three months…

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An active fund plot unfolds; what heresy is this?

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Markets are down. Our emergency bond parachute is open. How is our passive portfolio faring against the financial flak?

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

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

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

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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.

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The Permanent Portfolio

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

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

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

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

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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 [...]

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Our doughty passive portfolio has been an island of calm amid the uncertainty.

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Our model passive portfolio stares straight ahead as Commandant Market pulls its nostril hairs with sadistic glee.

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Our model passive portfolio is enjoying a day in the sun. All is well with the world. Surely disaster awaits?

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Our model passive portfolio gets a diversification makeover for 2015.

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