This article takes a look at my portfolio performance in the second quarter 2026.

This article is the third update of an article I originally penned in March 2022, examining the long-term return of US stocks. The short answer to the question "do stocks always go up" is a resounding "yes", so long as the holding period is long.

This is an update of my 1Q2026 portfolio performance. My all-in return was nil, which was not disappointing (to me at least) given the performance of assets prices in March, following the beginning of the US-Israel war against Iran.

This article contains tables and commentary regarding the rather volatile but ultimately positive first half of 2025.

I "guessed" at how markets would perform in 2024 last year at this time. Some I got right, some I got wrong, not different from the pros.

This is an update of my personal portfolio performance in 2Q2024 and 1H2024, good on the surface but worse than the indices would suggest.

The 3Q23 was not good for stocks and bonds, reflected in the returns in my own portfolio. But returns YtD have been decent enough.

This article is an update to an article I penned in February regarding my personal portfolio. For me, it's painful reading!

Since I write a lot about markets and macroeconomic topics, it is only fair that I talk about my own investment portfolio.