Back in the first half of 2024 I produced the first-ever BOTB scorecard, a result of a request by an 80-20 Investor member via Chatterbox. I thought now was an opportune time to update it.
The scorecard is a quick visual way of assessing when a fund has been a member of the BOTB over the last 12 months. By using the BOTB scorecard you can seek out funds that performed well during certain periods of time or the most consistent funds within a given sector. Additionally, you might look for the most consistent fund over the entire year, irrespective of the sector a fund resides in. Of course, the tables don't state the risk profile of each fund, as they can change over time, but you can use the existing 80-20 Investor heatmap to gauge a sector's general risk level.
Where a fund appeared in the BOTB in a given month it is represented by a red square in the tables below.
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