80-20 Investor Best of the Best Selection – February 2026 Update

The BOTB selection has started 2026 in an incredibly strong way. Not only did the BOTB outperform its benchmark and the average professionally managed fund from the Mixed Investment 40-85% Shares sector, but it also chalked up its best monthly performance since November 2020. The fact that both the BOTB (the blue line) and its benchmark (the red line), which has the same asset mix as the BOTB but assumes the sector average performance for each asset class, outperformed the average professionally managed fund by such a margin demonstrates that the biggest driver of performance was the underlying asset mix. If you look at the latest 80-20 Investor heatmap, the biggest winners were commodities and emerging market equities. These are areas where professionally managed multi-asset funds lack exposure, in contrast to the BOTB at the moment. With such a strong monthly performance, the long-term outperformance of the BOTB sits at an all-time high, as shown in the chart at the foot of this article.