80-20 Articles

Commentary March was a difficult month for investors, where the only asset not to lose money was cash. Both bond and equity markets fell in tandem as the war in...

Commentary In February, the BOTB selection continued where it left off in January, powering to new highs and outperforming its benchmarks. In January, the BOTB chalked up its best monthly...

Commentary The BOTB selection has started 2026 in an incredibly strong way. Not only did the BOTB outperform its benchmark and the average professionally managed fund from the Mixed Investment...

Commentary The BOTB selection finished 2025 in strong fashion, outperforming both of its benchmarks. The fact that the BOTB outperformed both benchmarks suggests that while the asset mix played a...

This time last year, I sat down to write my 2025 investment outlook amidst a strange mix of optimism and skepticism. On the one hand, investment banks were optimistic about...

The Day You Invest: Does it Really Matter? We’ve all heard the old stock market adages: "Sell in May and go away" or warnings of how September is one of...

Commentary The BOTB selection finished in negative territory for the month, for the first time since May. The fact that the BOTB outperformed its benchmark but lagged the Mixed Investment...

Commentary While last month’s BOTB selection underperformed both of its benchmarks for the first time since March (see the chart below) it was still another strong monthly performance for the...