Thank you @monevator.bsky.social for the link in Weekend Reading to Ai comes to FI firevlondon.com/2026/02/15/a... monevator.com/weekend-read... #investing #fire

New blog post - firevlondon.com/2026/02/15/a... - please add comments on the blog!

January markets: no obvious sign of Greenland - tho USD currency and equities fell vs overseas markets

Muppet.

Anybody ambitious in England fancy moving to Scotland?

My portfolio's 2025 performance - hot off the press firevlondon.com/monthly-retu... #investing #returns

My November '25 update: firevlondon.com/2025/12/14/n... #investing #fire #marginloans

November: a generally poor month in the markets, despite US federal shutdown ending after 42 days. Australian equities had worst drop for a while. UK equities were the tallest dwarf.

What's the budget done to FatFIREs like me? Here's my take. firevlondon.com/2025/11/30/2... #investing #FatFIRE #budget2025

Great interactive tool - endless fun - well done @danneidle.bsky.social taxpolicy.org.uk/2025/11/27/m...

The perils of top slicing - I sold $GOOG at $255 and $265 in the last month. Heading up to $295 based on this week's results. Thankfully I still hold plenty.

$GOOG is on an absolute tear. I have been top slicing (as it's one of my biggest holdings) above $255 and my holding is still worth more than a month ago.

September update - with a slight tweak to the investment strategy firevlondon.com/2025/10/11/s... #investing #portfolioreturns #fire

There is something extraordinary about HMT issuing this gilt: 5.25% 2041. 1/4

How Britain is on the cutting-edge of bureaucracy, with crypto ETNs the latest exemplar… Plus all the week's money and investing reads including bits by @ToddWenning @mrmoneymustache @awealthofcs @Noahpinion @paulkrugman and many (many) more! monevator.com/weekend-read...

Sep '25 markets: bouyant, in a word. S&P has really shaken off the Tariffs Tantrum, with AI/Tech leading the way, and is pulling everything else with it so far as I can see.

Markets in August: US rate cut looking more likely has pulled USD down, but lifts US Equities & Bonds; elsewhere, currencies steady, moderating equity gains, but bonds dip slightly.

I'm being beaten by the Wellcone Trust. But I'm beating Oxford, Cambridge and Harvard. I'll take that. 10 year returns stats. firevlondon.com/monthly-retu...

July's markets - Equities were quite a pleasant place to be, particularly in the UK. Bonds easing off a little bit, everywhere. Tariff shocks nowhere in sight.

Excellent writing by FT's Robert Armstrong re bitcoin

June markets: S&P posted another strong month as tariffs fade from view, tho USD down; UK generally weak, reflecting general gloomy mood. Bonds in UK/US up, Equity in other markets also up.

My latest post - on swapping a property investment for stocks/shares portfolio firevlondon.com/2025/06/22/s...

May was a good month for investments - with a slight exception for UK bonds. S&P led the charge, as the TACO meme took hold (slightly denting USD).

Excellent, astute piece by James Max in ££FT on.ft.com/43SmvxZ

BoE cuts rates by 25bps to 4.25%. Time for an update on my portfolio leverage #dontdothis. Loan To Value (green) close to target. Interest costs (pink columns) continuing to fall, though still high relative to a 'free money' era back in 2021. #investing #marginloans

Thanks @monevator.bsky.social for the Weekend Reading link #investing #realestate #buytolet monevator.com/weekend-read...

Latest blog post - on mistakes I made deciding to sell my rental flat firevlondon.com/2025/04/20/a... #investing #realestate

My write-up about my portfolio in March - which admittedly feels quite a long time ago #investing firevlondon.com/2025/04/11/m...

March markets.... just before the plunge. GBP sandwiched between falling Dollars (USD & AUD) and rising EUR. Equities dropping in anticipation of tariff-mania. Bonds quiet, and uncorrelated to equities (for once).

The stock markets are swooning, but my 12 month return is still (barely) positive. Still very ignorable.

For once, Bonds (Yellow) are doing what they are supposed to do vs Equities (Blue) - be uncorrelated.

Two limit orders filling on the last day of the month round out a busy month for the portfolio firevlondon.com/diary/

Despite the prevailing narrative about S&P declining, Euro stocks gaining, it is worth noting that over the last 12 months a) S&P 500 is up 11% b) Eurostoxx 50 is up 7%, somewhat less than S&P. All exc divis. 1/2

Great writing in Speccy #pensions #investing #welfare

Latest monthly update - already feeling a little bit outdated firevlondon.com/2025/03/15/f...

What a few weeks for the US stock market. With today’s decline, the S&P ended the trading session in correction territory. The speed of the correction is eye popping. It only took the index three weeks to fall 10%. #markets #stocks #investing #investors

February markets: GBP rose, USD fell, froth continues to blow off USA S&P, European/UK equities up, ASX down (tariff-driven?).

My days as a #landlord are over firevlondon.com/2025/02/24/b... #buytolet #howtoinvest #financialfreedom

Latest monthly portfolio update - here: firevlondon.com/2025/02/15/j...

Thank you @monevator.bsky.social for the Weekend Reading link monevator.com/weekend-read...

Readers of my blog will know I have a significant (>$1m) loan against my portfolio. About half of it is in GBP. Yesterday's drop in GBP base rates by 0.25% reduces my monthly interest costs by over 2%, over $2k per year. 1/6

Every sold out of a stock? Ever wondered if that was the right call? Me too - so I went back 5 years looking at every stock I've sold out of. One giant mistake cost me £00ks, but has taught me something. firevlondon.com/2025/02/04/m...

Markets in January: deepseek or no deepseek, equities loved the Trump effect, particularly in Europe (?!)... USD up too as cash/gold/etc moved into USA. Even bonds rose a bit. The high watermark, as tariffs announced just after Jan closed? We'll see.

Barclays' online banking, and various systems, have been down for almost 24h by my reckoning. A reminder of the merits of diversification. #BarclaysDown status.uk.barclays

These 'quilts' are key visualisations. The lesson is always the same - that each year's quilt is different, and you can't predict the next column - so it is great to see the latest numbers. Thank you TA.

A lesson in cognitive bias errors... I made several here with META/Facebook. Once share price dropped to $90, I topped up (yay!) but I was so cross that, as it recovered, I sold my entire holding. If I'd held it until now I'd be 3x up in <3 years.

Lyxor's US Equity index tracking ETF is being liquidated. It was a goodie - available in GBP, cost 4bps. This will force a >£10k realised capital gain for me in a taxable account, grumble. That 1-3bps saving is costing me >£2k tax! #investing www.londonstockexchange.com/news-article...

My portfolio review for 2024 - with (extensive) commentary firevlondon.com/2025/01/07/d...

Market review: December saw some of 2024's froth blown off, but 2024 remains a strong year - standout in USA equities, driven by AI mania and then a Trump rally. Bonds were weak this year, particularly in UK where % fell more slowly than hoped. GBP and USD rose.

My November report: firevlondon.com/2024/12/07/n...