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Portfolio update 2026

2026

*Looks at last portfolio report, sees Q4 2021* Oops, a lot has changed since then… The last time I published a proper portfolio update, we were still talking about Covid, I was still an employee, the renovation hadn’t started, and my daughter was a few months old. That was late 2021. It is now June 2026.

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Belgium’s Capital Gains Tax Is Here. Here’s What It Actually Means for Your Portfolio.

For all of my investing life in Belgium capital gains were tax-free. You bought, it went up, you sold, you…

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Why Wall Street Can’t Model AI (And Why They’re Bungling MSFT and Adobe)

A few days ago, I dropped a comment on r/ValueInvesting about Microsoft (MSFT) and Adobe (ADBE), and the corresponding collective…

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