I have previously written about ethical funds and how they deserve a place in your portfolio. In fact, the research concluded that ethical funds have generally been stronger performers than...
Commentary Of the 30 funds in June's BOTB, 17 funds have retained their place in July's selection. The chart below shows the performance of the BOTB against a benchmark that...
The 80-20 Investor stress test tool was designed to provide insight into how individual funds performed during past periods of equity market stress, typically when equity markets fell by 10%...
UPDATE June 2021: I have now updated the stress test tool to take into account a new scenario, as described in full at the foot of this article. The new...
Commentary This month's BOTB once again builds upon the previous month's success. Of the 30 funds in May's BOTB, 18 funds have retained their place in June's selection. It means...
It's been a year since I last reviewed the performance of the alternative risk versions of my £50k portfolio. Furthermore, an 80-20 Investor member recently asked whether I could analyse...
Back in 2016 I wrote about the "Sell in May and Go away" adage. "It's probably the oldest and most well-known investment adage... Sell in May and go away, don't...
Commentary This month's BOTB follows on from last month's success. Of the 30 funds in April's BOTB, 19 funds have retained their place in May's selection. This is in stark...
I'm fundamentally opposed to buying and holding actively managed funds for the long-term as you are more likely to make more money by regularly reviewing them. However, I understand that...
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