80-20 Articles

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...

Long-term 80-20 Investor members may remember that six years ago I embarked on a research endeavour to find the Perfect ISA Portfolio. In simple terms, I was trying to work...

Commentary Following on from a stellar January the BOTB started February very strongly as can be seen in the chart below. But as was expected February became a month of...

Commentary Following on from a strong December performance the BOTB had a fantastic January as you can clearly see from the chart below which shows the BOTB versus the average...