My 2025 Year-End Portfolio Review: Top Winners, Biggest Losers, And Lessons For 2026

2025-12-10 14:54:42 ET

The good, the bad, and the ugly for 2025

Doing a year-end review of our portfolios is essential to make sure we are getting adequate returns versus our benchmarks and achieving our goals according to what phase of our investment life cycles we sit at. Today I'm reviewing my own personal "core satellite" portfolio that is my main retirement account. This is what planners might refer to as a bridge account, one that can bridge the gap between coast fire or partial retirement and full-on retirement, where accounts for individuals 59.5 and older can begin to draw from....

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