80-20 Investor Best of the Best Selection – February 2024 Update

Of the 30 funds in January's BOTB, selection 16 funds have retained their place in February's selection after another strong monthly performance. The BOTB as a group rose 0.76%, significantly outperforming the average professionally managed fund which lost money, as shown by the performance of the Mixed Investment 40-85% Shares sector (green line) in the chart below. In fact, if the BOTB selection was a fund  it would have outperformed 229 of the 262 funds from the Mixed Investment 40-85% Shares sector during January. That would have put it in the top 10% of performers in January, but don't forget that many funds from the sector take far more investment risk than the BOTB does as a whole.

What is interesting is that the BOTB underperformed its benchmark by some margin. The benchmark is calculated based on the average performance of funds from those sectors represented by the fund's within the BOTB itself.