Commentary Of the 30 funds in May's BOTB, 21 funds have retained their place in June's selection. This follows on from the previous month when 24 funds retained their place....
One of the key investing trends of 2022 has been the bond market's collapse as inflation fears have risen. When inflation fears increase then the likelihood that central banks raise...
It's been almost a year since I last reviewed the performance of the alternative risk versions of my £50k portfolio. A number of 80-20 Investor members recently asked whether I...
Commentary Of the 30 funds in April's BOTB, 24 funds have retained their place in May’s selection. This is possibly the largest number of funds to retain their place from...
The traditional portfolio asset allocation model is broadly one that invests in bonds and equities and the more equity exposure the portfolio has the greater the portfolio's investment risk. Traditionally...
Commentary Of the 30 funds in March's BOTB, 20 funds have retained their place in April's selection. The chart below shows the average performance of the BOTB during March (the...
Long-term 80-20 Investor members may remember that seven years ago I embarked on a research endeavour to find the Perfect ISA Portfolio. In simple terms, I was trying to work...
I was recently asked by a national newspaper for equity fund suggestions that may benefit from rising inflation. In March 2021 I wrote a research piece that looked at funds...
Commentary Of the 30 funds in February's BOTB, 16 funds have retained their place in March's selection. The chart below shows the average performance of the BOTB during February against...
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