INVESTMENT PORTFOLIO UPDATE (March 18, 2025)

Remember that all information provided here is for educational and entertaining purposes and is not investment advice. By investing in the financial markets I risk my own money.

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In the following section, you will find an update of my long-term investment portfolio as of March 18, 2024.

In this piece, I break down the components of my portfolio using diagrams, what assets I own, and why. Such updates take place every 3-6 months or when something significant events take place in the financial markets.

I also outline how to get exposure to these assets for products listed in the United States, the UK, and Europe.

The portfolio has had an outstanding performance so far this year. As a reminder, the S&P 500 annualized return since its inception has been ~9.8% (~6.0% after inflation).

This is an example of a diagram to show you how it is presented. In the next section, the actual weights and names of the assets are assigned.

Behind the paywall, you will see my current portfolio after the March 18 changes. I hope you will find that useful. Here you can also find some recent articles:

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