{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Art of Investing","title":"Our Portfolio Returned 26%. Here’s What We Did - An Honest Review","html":"","width":"100%","height":180,"duration":3241,"description":"📊 The Art of Investing Survey – Fill in the form here, we’d love your feedback:\n https://forms.office.com/e/tCyxzN48Ks\n📈 Download the full Portfolio Performance Slides\n View the portfolio breakdown: here\n📧 Get in touch: theartofinvesting@ig.com\n📱 Behind the scenes: @_theartofinvesting on TikTok\n🎧 Listen on: Apple, Spotify, YouTube \n\nThis week on The Art of Investing, it’s the end-of-year exam as the portfolio officially reaches its first anniversary.\n\nWith 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.\nThe 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.\nThey 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.\nAlongside 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.\nThis Week’s Highlights:\n🎂 One Year of the Portfolio\n The team mark 52 weeks of the portfolio, finishing its first year with a total return of +26.0%.\n📝 The End-of-Year Exam\n Rich grills Mark and Chris on their best calls, biggest mistakes and whether the portfolio’s performance really came down to skill or a favourable year for markets.\n\n🤖 The AI Investment Boom Continues\n Huge financing and capital expenditure commitments keep flowing into AI and data centres, but the team debate whether investors are becoming too reliant on the same...","thumbnail_url":"https://img.transistorcdn.com/thywArVFDknjVUW9JEkpwtTGr3zY240Mo7hbQ7_Y3qM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS82NzU5/ZjBhMzdkMWU1MTMy/OWMxNTk1OGU4ZjU2/YWYwZC5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}