80-20 Investor asset allocation tool – UPDATE April 2016

3 min Read Published: 01 Apr 2016

Those of you who have been 80-20 Investor members since the Autumn will recall the launch of the 80-20 Investor asset allocation tool.

I always emphasise the importance of being able to benchmark your portfolio in order to judge its performance. You can find out how to do it by reading my piece How to accurately benchmark your own portfolio.

However, in order to accurately benchmark your portfolio you need to be able to accurately work out what assets your portfolio is invested in. Or in other words, calculate your portfolio's asset allocation. The trouble is that funds can hold hundreds of investments within them. Some funds even hold different types of assets (such as equities, bonds and property) while others will invest globally.

For example if you hold the popular Fundsmith Equity fund, then where exactly is your money invested?

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