Commentary June's BOTB looks very familiar to May's with 21 funds the same. Again the message is consistency. It again demonstrates the resilience of the funds that made the BOTB...
UPDATE May 2020: I have now updated the stress test tool to take into account a new important scenario, as described in full at the foot of this article. The...
Commentary The latest BOTB update paints a very different picture from last time. Whereas last time only four funds retained their BOTB status, this time around 25 funds retained their...
In recent weeks, I've written extensively about the stock market and the constructive signs to look out for that might indicate that the rebound is more than a 'dead cat...
Commentary Last time, I wrote that February 2020 will be talked about for years to come, as it turns out March may be talked about even more so. Markets capitulated...
The market sell-off that began in February 2020 has been the fastest ever bear market. In a matter of weeks, equity markets were down almost 40% across the board. Investors...
Long-term 80-20 Investor members may remember that five years ago I embarked on a research endeavour to find the Perfect ISA portfolio. In simple terms, I was trying to work...
Commentary As you will have read in March’s newsletter, February 2020 will be talked about for years to come. Markets finally capitulated, with COVID-19 being the catalyst for a long-overdue...
Commentary January was a strong month for the BOTB as investment markets tried to grapple firstly with the US-Iran tensions and secondly with the coronavirus outbreak in China. As the...
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