The Slow and Steady passive portfolio update: Q2 2026

I forgot to update the portfolio! I’ve been leaning so hard into my passive investing persona that I fell asleep at my spreadsheet and didn’t twig when the 1 July Q2 deadline sailed by. The markets are a distant background rumble to me right now. Oil price up, oil price down. Another day, another prophecy of AI doom. It’s not that I don’t care. It’s just that the question being asked, it cannot be answered. The question? Always being some variant of, “What’s the next big thing?” Answers on a postcard Here’s the story of the year so far, told in straight lines: Data from justETF. The chosen ETFs are proxies for the Slow & Steady portfolio’s holdings, plus gold and commodities. Gold is the loser year-to-date, commodities the winner. Meanwhile, previously unloved emerging markets and property are the cream of the equities crop. Who had that marked on their card for 2026? Here’s the story again, told in wobbly lines of uncertainty: Gold (red line) hit a new high in early March before…