UPDATE AUGUST 2019: I have now updated the stress test tool to take into account three new scenarios, as described in full at the foot of this article. These new...
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 As explained in the latest monthly newsletter, the biggest driver of returns for UK investors during July was the weakness of the pound. As a result, the BOTB performed...
Whenever the stock market hits a new all-time high investors and analysts become increasingly concerned about the increased likelihood of a correction (a 10% fall). But are these fears unfounded?...
Commentary As explained in the latest monthly newsletter, stocks enjoyed one of their strongest June's in decades, particularly in the US. But for the most part, stocks around the world...
The ongoing Neil Woodford saga has once again thrown the spotlight on active management. Advocates of passive investing have claimed it is yet more evidence that actively managed funds are...
I was asked the following question by an 80-20 Investor member: How often should I review my portfolio and make changes? Every month, or should I wait for 3 months...
Commentary As explained in May's monthly newsletter, by the end of May equity investors were left wondering whether the bond market was right all along. Ultimately May will be remembered...
Commentary 11 funds from last month's list of 30 remain the same, while the BOTB's overall equity exposure inches up from around 40% to 49% which is a reflection of...
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