It’s over. The year of 2025, the thirteenth year I’ve been systematically tracking my investment portfolio every month, is over.
One of the reasons I blog is to track my performance with a bit more discipline and rigour than I might manage otherwise. And part of that process is to review the portfolio not just monthly, but with a bit more depth each year.
Seven questions to assess my portfolio
For the last few years I have answered seven questions – with a variety of analyses that I don’t conduct every month. These seven questions are as follows:
Q1 – How did markets do?
Q2 – How did I do, vs my benchmark?
Q3 – What is my progress towards my retirement goals?
Q4 – How tax efficient is my portfolio?
Q5 – What fees am I paying?
Q6 – How complex is my porfolio?
Q7 – What key risks am I taking?
What’s the answer? Lots to like this year
This year is no different, insofar as I have considered each of these seven questions. But rather than simply copy/paste last year’s post, with minor updates, I’m going to cut to the punchline.
Continue reading “Dec ’25: 2025 in review”
FIRE v London 