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

15 min Read Published: 05 Mar 2019
Commentary

If you’ve read March's newsletter you will be well aware February was a decent month for equity indices, as central banks helped push stocks higher at the same time as fundamentals collapsed. However, UK investors' returns were hampered by a strengthening pound in the face of Brexit optimism. For all the huffing and puffing during February equity markets still remain in something of a holding pattern, waiting to either finally break higher or capitulate.

Unsurprisingly little has changed within the BOTB this month. 17 funds from last month's list of 25 remain the same, as does the BOTB's overall equity exposure. The 80-20 Investor algorithm considers momentum going back even further than just the start of the year. As such with the market still in a holding pattern we need to see momentum build from here if the market is to push higher. If it does this will then inevitably be reflected in the BOTB, through its asset mix and equity exposure.

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