05 Jan 2019

Written by Damien

Damien is one of the most widely quoted money and investment experts in the national press and has made numerous radio & TV appearances. He created MoneytotheMasses.com while working in the City when he became disillusioned with the way the public were left to fend for themselves because they could not afford financial advice.

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80-20 Investor Best of the Best Selection – January 2019 Update


If you've read January's monthly newsletter and my weekly note titled A Christmas Carol you will be aware that December was unseasonably bad for equity investors. US stocks, in particular, endured their worst December since 1931. It was only if you shorted the market via a fund from the BOTB like Thesis TM Sanditon European Select or invested in a global/emerging market bond fund that you would have made money.

The slight increase of the BOTB's equity exposure last month hampered the selection's average return but with a 55% equity exposure that average return was still better than that of the average managed fund from the Mixed Investment 40-85% equity Shares sector. The average of the former was -3.73% versus the latter's -3.99%. Not great but December was merely a reflection of 2018 in general when 97% of assets lost money, with cash proving the most attractive asset with the benefit of hindsight.

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