Q2 2025 Passive Portfolio Update: What the Market Isn’t Telling You—And How Slow & Steady Wins BIG

Q2 2025 Passive Portfolio Update: What the Market Isn’t Telling You—And How Slow & Steady Wins BIG

Three months back, our Slow & Steady passive portfolio was in the trenches, battered by Trump’s lone crusade against the global trade system. Fast forward to today, and guess what? We’ve not only clawed back those losses but nudged ahead—though that 1.6% year-to-date lead feels more like a cautious step than a victorious leap. Our equity funds tore through the past quarter with double-digit gains, proving once again that patience sometimes pays off. Yet, global property seems to be dragging its feet, and those trusty UK gilts? Well, let’s just say they continue to test my patience and wisdom. Makes you wonder—when everything feels so unpredictable, why are we still so tempted to chase the next shiny investment promise instead of sticking to the slow grind? Maybe that’s the riddle of markets and life itself: patience, grit, and a splash of stubborn faith. Ready to dive into the numbers and see how the long game is shaping up? LEARN MOREThis time three months ago, the Slow & Steady passive portfolio was suffering under the strain of Trump’s one-man assault on the global trade system. But we’ve made up all our losses since then.

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