By now you all realise that I spend a lot of time producing analysis and research that can stand the test of time. It is a brave thing to do to produce articles with titles such as Funds to ‘buy & forget’ in 2016. Yet that is exactly what 80-20 investor is all about and what makes it unique.
In the same vein a year ago I produced an in-depth article revealing The Perfect ISA Portfolio. To recap I am often asked 'Where should I invest my ISA allowance?' So I set out to determine the perfect combination of different types of assets that can not only make you money but reduce the chance of you making a loss.
Perfect ISA PortfolioTo find the perfect ISA portfolio I laid down a series of ground rules:
- There would be no constraint over which assets could be included or in what proportions they are held
- The portfolio must have made money every tax year since the last market peak back in 2000 and not lost money
- It had to at least beat a FTSE 100 Index tracker and
- The asset allocation had to remain constant throughout that time
So in essence I wanted to find the perfect 'buy and forget' asset allocation.
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