I'm doing semi-regular updates on these portfolios and their performance. The following article focuses on portfolio and fund performance for 2023. Equities had an outstanding year last year, with the ...

For most of the past 15 years, the simple portfolio looked like a genius plan. Just put 60% in U.S. stocks, 40% in bonds and ...

You might remember the gameshow “Name That Tune.” Contestants work to guess a song based on as few notes as possible. As it turns out, I’ve been doing something akin to that with an increasing chunk ...

A simple portfolio rebalancing trick can help retirees manage risk, protect retirement income and worry less about market ...

The first thing I do every month when I sit down to write Easy Income is ask a simple question: what is the market paying us to take risk right now? This month's answer is that credit markets still ...

I'm doing semi-regular updates on these portfolios and their performance. The following article is the update for the first half of the year. Investment markets had a roaring start to the year, with ...