Commentary While September was a good month from a headline equity index level (see September’s monthly newsletter) the updated 80-20 Investor heatmap shows how fund managers struggled to…
Welcome to the 80-20 Investor asset allocation tool. I always emphasise the importance of being able to benchmark your portfolio in order to judge its performance. You can find…
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…
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…
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…
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…
Commentary As discussed in August’s monthly newsletter, July was a stellar month for UK investors and continued an unseasonably strong summer run for developed world…
I always try to encourage 80-20 Investor members to start discussions or ask questions of me and other members via Chatterbox. Sometimes I will receive…
As long-term investors we shouldn’t check our portfolios every day. However, there is nothing wrong with trying to understand what is driving markets. Understanding the current…
Commentary As discussed in July’s monthly newsletter, June was the month when markets reacted to the mounting trade war threats. Typically in any given month…
You may recall from the FREE email series you received when you first engaged with 80-20 Investor that one of the investment strategies, other than…
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