I'm fundamentally opposed to buying and holding funds for the long-term as you can make more money by regularly reviewing them. However, I understand that there are times when you...
Episode 193 - This week I design a financial action plan that has something for everyone. I discuss the current account switching service and the best incentives out there. Finally, I...
Episode 192 - This week I interview my good friend and financial guru Pete Matthew of Meaningful Money fame. We chat personal finance and discuss key insights from his new...
The background to my portfolio Back in March 2015 I decided to invest £50,000 of my own money using 80-20 Investor. The purpose was twofold, firstly to show how you can use 80-20 Investor to invest and outperform the market with only a few minutes effort every now and then. Secondly,...
Episode 191 - This week I tell those heading to university the best way to make the most of their money, from discounts to bank accounts. I also explain the new...
Commentary As discussed in September's monthly newsletter, August was another good month for investors and it brought to a close an unseasonably strong summer for developed world equities. However Chinese...
An 80-20 Investor recently asked a question via Chatterbox about selecting multi-asset funds as part of a buy and hold strategy. The member posed the interesting question of whether they could...
Episode 190 - With stock markets back near all-time highs this week I explain how to stress-test your portfolio to see how it might fare if markets crashed. I also discuss...
UPDATE AUGUST 2018: I have now updated the asset allocation tool to take into account two new scenarios which occurred in 2018, as described at the foot of this article...