We present the 2025 year-end review of our eleven-year-old Passive DGI-Core Portfolio. We consider this portfolio and strategy as the foundation of our overall portfolio. The portfolio delivers ...

This article mentions funds that have an issuer-initiated rating and/or track a Morningstar Index. For full disclosure information, please refer to the specific funds, which are demarcated with a * ...

This is a long-overdue portfolio performance update piece. Sorry for the delay in writing it. After posting really strong returns in both 2023 (+54.7%) and 2024 (+105.3%), 2025 was a real struggle, ...