80-20 Investor Best of the Best Selection – May 2016 Update

15 min Read Published: 07 May 2016

This month's 80-20 Investor Best of the Best Selection continues to reduce its exposure to risk, increasing its bond/fixed interest exposure at the expense of equities. In fact global bonds still account for the largest component of the portfolio and its exposure has increased  further this month. Although the portfolio now has a very low direct exposure to equities the 'alternatives' listed will include exposure to equities but via derivatives etc.

The breakdown of the portfolio's equity exposure has also changed. Exposure to UK equities has crept back in, albeit limited. US equities had been the main focus of the 80-20 Investor equity exposure but this has been dramatically reduced. This is interesting in light of the US market recently coming within a whisker of its all time highs. Perhaps this is a sign that markets have topped over there? The key equity theme within the portfolio is diversification with Asian equities making a reappearance and no one geographical location being overly dominant.

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