Last year I updated a piece of research titled 'The Winter Fund Portfolio 2023 – exploiting a seasonal trend', as I do every year. The research was inspired by a recognised phenomenon in investment markets whereby, according to the Stock Market Almanac, the 1st November marks "the start of the strong six-month period of the year for stocks". The Winter Fund Portfolio has proved to be one of the most popular research ideas on 80-20 Investor so I keep the format of the annual review the same for easy reference to previous years.
My original research piece produced two Winter fund portfolios which had successfully exploited this seasonal trend over the previous 10 years. I named these the:
- Consistent Winter Fund Portfolio
- Aggressive Winter Fund Portfolio
The methodology of how I built these portfolios can be found in the original research piece.
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