Last year I updated a piece of research titled 'The Winter Fund Portfolio – exploiting a seasonal trend'. 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".
There are a whole host of theories as to why this seasonal trend may exist. My 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. To remind you, below are the constituent funds for each portfolio:
Consistent Winter Fund Portfolio- BlackRock - UK Smaller Companies
- BMO - UK Mid-Cap
- Fidelity - UK Smaller Companies
- Invesco - UK Smaller Companies Equity (UK)
- Liontrust - Special Situations
- Fidelity - UK Smaller Companies
- Franklin - UK Mid Cap
- MI - The MI Discretionary Unit
- Slater - Growth
- Unicorn - UK Smaller Companies
It is worth going back and reading last year's review of the Winter Fund Portfolios to familiarise yourself with where we were this time last year, heading into the winter.
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