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 is an update of my personal portfolio at year-end 2025. My blended full-year return for 2025 across my portfolio (excluding alternative assets) was 17.1%.   It helped being in the right names, a combination of a bit of skill and experience, and a lot of luck.

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