80-20 Articles

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...

Commentary Usually, as the BOTB adapts to unfolding market trends somewhere between a half and two-thirds of funds remain the same from month to month. It's unusual to see wholesale...

In my weekly and monthly newsletters I've written extensively on the reflation trade that has captivated markets since mid-February. Bond yields have spiked causing bond prices to tumble. Equity markets...