Long-term 80-20 Investor members may remember that nine years ago I embarked on a research endeavour to find the Perfect ISA Portfolio.
In simple terms, I was trying to work out the Perfect ISA Portfolio asset mix (or whether one even existed) that met all the following criteria:
- There would be no constraint over which assets could be included or in what proportions they could be held
- The portfolio must have made money every tax year since the market peak back in 2000
- and not lost money
- It had to at least beat a FTSE 100 Index tracker over the entire time period and
- The asset allocation had to remain constant throughout that time (with annual rebalancing to ensure this)
So, in essence, I wanted to find the perfect 'buy and forget' asset allocation.
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