We reveal our 2025 investment performance - here's the strategy that works

Mar 17, 2025

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It’s been an uncertain start to 2025, but how have our portfolios performed so far? In this episode, we break down our real portfolio results, what’s working, what’s not, and the simple investing strategies that have helped us stay on track. Also in this episode; Listener Jenny wants to know- what is a 'good' portfolio performance? What does she need to keep an eye on, to know her portfolio is doing well?

We answer this and cover:

What’s inside our portfolios? Our core investments & why we chose them
Whose portfolio is up & who’s down? our 2025 portfolio results compared
Why diversification is a simple but powerful strategy
Investing lessons from 2025 so far, and how you can apply them to your portfolio

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