Our Portfolio Returned 26%. Here’s What We Did - An Honest Review

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This week on The Art of Investing, it’s the end-of-year exam as the portfolio officially reaches its first anniversary.

With the portfolio finishing the year up 26.0% since inception, Rich puts Mark and Chris in the hot seat to assess how much of that performance came from good portfolio management, where they got it wrong, and the lessons they’re taking into year two.

The team revisit some of the biggest investment calls of the past 12 months, from avoiding government bonds and maintaining exposure to commodities, to navigating the Iran conflict and buying back into US equities following the sell-off.

They also look ahead to the next 12 months, debating whether the AI investment boom can continue to drive US earnings, what could finally challenge US market leadership, and why rising bond yields and a changing Federal Reserve could become increasingly important for investors.

Alongside the annual review, Mark unpacks another busy week across markets, with AI investment continuing at extraordinary levels, oil prices climbing and the portfolio ending its first year with another positive weekly return.