Archive for the "Finance" Category

20.Feb.2017 Passive Portfolio 2016

I haven’t updated in a while; the story gets a little boring after a while. But, as I was asked for advice a few times this year, I think it’s finally time to do another update. Past editions: 2009, 2010, 2011, 2012, 2013 The last few years have been a little slower: +11% in 2014, +9.6% in […]

15.Jan.2014 Passive portfolio 2013

Once again, there’s nothing new to report on my investment portfolio; just an excellent +21% year! Past editions: 2009, 2010, 2011, 2012 It was an incredibly good year to hold U.S. and European/Pacific stocks. This is clearly the time to rebalance, “sell high” and shift into bonds. Not that bonds are expected to do great in […]

24.Jan.2013 Passive portfolio 2012

I have little new to add about my investment portfolio; mostly, this is just an update on the fine, fine results of the past year – a +12% year! Past editions: 2009, 2010, 2011 I’ve made only a few tweaks to my portfolio targets this year: Switched to a 75/20/5 portfolio split on equities/bonds/cash, from 80/15/5. […]

21.Jan.2012 Passive portfolio tweaks 2011

I’ve posted several times previously about my investment portfolio, but I thought I’d update regarding a few tweaks I’ve made in the last year. The main inspiration for the tweaks comes from reading Rick Ferri’s book All About Asset Allocation — I  finally found a book that laid out the main aspects of portfolio selection in a […]