The BOTB scorecard

2 min Read Published: 07 Jun 2024

In a recent Chatterbox an 80-20 Investor member asked the following...

"Just an idea for the BOTB and BFBS. I note that some funds stay in the aforementioned lists for several months and others don’t. Some will appear and then disappear only to resurface once more. I hope I explained this okay.

What do you think to the idea of creating some sort of chart perhaps a simple bar graph that shows the frequency of how many times a particular fund appears in either list over say a 12 month period? Maybe not the best examples but the T. Rowe Price US Large Cap Growth Equity fund would demonstrate some serious staying power whereas the UK Aberdeen real estate fund I think it was called, made a mere one appearance in the BOTB list I recall a few months ago and then disappeared and never reappeared.

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