Portfolio reviews

My H1 2025 Portfolio Review

Here's my portfolio review for the first half of 2025. I ended the period up 0.4%, the same as global…

3 days ago

My 2024 Portfolio Review

Here's my portfolio review for 2024. I ended the year up 10% while global markets rose 18% and the investment…

6 months ago

My Q3 2024 Portfolio Review

Here's my portfolio review for the third quarter of 2024. I was up 7.5% over the first nine months of…

9 months ago

My H1 2024 Portfolio Review

Here's my portfolio review for the first half of 2024. I was up 7.1% while global markets rose 11.1% and…

12 months ago

Q1 2024 Portfolio Review

Here's my portfolio review for the first quarter of 2024. I was up 4.2% while global markets powered ahead once…

1 year ago

My 2023 Portfolio Review

Here's my portfolio review for 2023. I ended the year up 9%, global markets rose around 15%, and the investment…

2 years ago

My Q3 2023 Portfolio Review

Here's my portfolio review for the third quarter of 2023. I am up 2% year-to-date having been up 4% at…

2 years ago

My H1 2023 Portfolio Review

Here's my portfolio review for the first half of 2023. I was up 4% while global markets were up 7%…

2 years ago

My 2022 Portfolio Review

Here's my portfolio review for the fourth quarter of 2022. I ended the year down 13% while global markets fell…

2 years ago

Q3 2022 Review: Discounts Everywhere

Here's my portfolio review for the third quarter of 2022. I'm down 15% for the year with many of my…

3 years ago

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