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Anybody else feeling more hopeful? Or noticing that – despite self-reporting as a rational human being – their portfolio affects their mood like the wind spins a weathervane? Last quarter’s surge saw our Slow & Steady model portfolio roar back nearly 7% since our last check-in. We ended up 9% for the year, all told. [...]

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Our passive portfolio drifts along in a sideways market. Time to take up tiddlywinks.

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This is what drifting sideways looks like

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Our model portfolio bounces back from its 2022 decline. Okay, twitches back…

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Our model portfolio notches up its worst year ever. Oh goody.

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This is what a historic bond meltdown 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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Our model passive portfolio enjoys a market melt-up.

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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 model passive portfolio emerges from the rubble of 2020 thanks to a hard hat made of QE.

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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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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 model portfolio soars once again and we scratch around looking for the cloud in the silver lining.

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

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The world’s decided not to go into meltdown after all. Our model passive portfolio jumps for joy.

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Our model passive portfolio reaches its 5th birthday. Time for cake, presents, party hats and stats.

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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 gets roughed up by Mr Market for the first time in over three years.

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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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Our passive portfolio presses on deeper into the financial forest, ignoring the branches of overvaluation that seem to thicken around it.

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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.

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Japan down! Europe up! Meanwhile our model passive portfolio of index funds gently bobs about.

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Our model passive portfolio forces us to take one of the toughest decisions in investing: Rebalancing.

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Our little portfolio dozes off while the markets are about as action-packed as a US Government office during shutdown.

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Because I practice the art of portfolio insouciance, I missed the exact moment our Slow and Steady demo portfolio hit its peak in May.

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The market’s on fire and we’re dancing like chimps on heat around our model passive portfolio.

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Our model passive portfolio ends the year in triumph but we must still sell most of the funds.

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The Monevator passive portfolio blooms while everyone forgets about Europe for a while.

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Our model passive portfolio takes its chances once again against Mr Market.

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Our model passive portfolio continues its journey tossed on fortune’s fickle waves. This quarter we’re up as the European crisis abates.

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Monevator’s passive investing model portfolio is one-year old. See how our picks have fared in a tumultuous year.

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Our model passive portfolio gets caught up in the global equities blood-letting – there’s no hiding place.

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Our model passive portfolio is tossed around like the plaything of the financial gods. And survives.

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The rebalancing strategy for the Slow and Steady passive portfolio uses new contributions to regularly rebalance – and for no-cost.

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The first results are in for The Slow and Steady portfolio: a working example of a passive investing strategy.

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A model passive portfolio that can help investors to formulate their own index investing strategies.

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