80-20 Articles

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...

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...

Commentary Of the 30 funds in January’s BOTB, only 9 funds have retained their place in February’s selection, which is one of the lowest levels of consistency since I’ve been...

Commentary Of the 30 funds in December's BOTB, 15 funds have retained their place in January’s selection. The chart below shows the performance of the BOTB against a benchmark that...

At the start of a new year, I like to write an investment outlook for the year ahead as well as glance back at the year that has passed. Summary...