80-20 Investor Best of the Best Selection – January 2019 Update
Commentary If you’ve read January’s monthly newsletter and my weekly note titled A Christmas Carol you will be aware that December was unseasonably bad for equity…
80-20 Articles
The investment outlook for 2019
This time last year I wrote a 2018 investment outlook which now makes for interesting reading. It is well worth revisiting the article with the benefit of…
The funds for consistent returns – Update December 2018
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…
80-20 Investor Best of the Best Selection – December 2018 Update
Commentary In contrast to last time, the changes to the BOTB were much less marked. In fact, 19 funds from November’s BOTB made it into…
How often should you check the value of your portfolio?
As humans, we are inherently bad investors. We are prone to emotional decision making and find it hard to stick to a process. Back in September, I…
Are funds with performance fees worth it?
I was asked the following question via Chatterbox a few months ago. Do funds with performance fees do better than those that don’t. If so it…
80-20 Investor Best of the Best Selection – November 2018 Update
Commentary This month’s BOTB sees some of the most wide-ranging changes for some time with only 6 funds from October’s BOTB remaining in this month’s…
Technical Analysis update for October 2018
Technical analysis for the FTSE 100, S&P 500, Nikkei 225 and GBP/USD
80-20 Investor Best of the Best Selection – October 2018 Update
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…
80-20 Investor asset allocation tool
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…
The funds for consistent returns – Update September 2018
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…