80-20 Articles

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 August's BOTB, 16 funds have retained their place in September's selection. The chart below shows the performance of the BOTB (+3.1% during August) against...

Stagflation - a portmanteau of the terms “stagnant” and “inflation” - refers to an economic pattern when inflation is high or increasing despite high unemployment and slow economic growth. After...

Commentary Of the 30 funds in July's BOTB, 16 funds have retained their place in August's selection. The chart below shows the performance of the BOTB against a benchmark that...

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...