I was asked the following question via Chatterbox a few months ago. Do funds with performance fees do better than those that don’t. If so it would be useful to have...
Commentary This month's BOTB sees some of the most wide-ranging changes for some time with only 6 funds from October's BOTB remaining in this month’s list. While many from last...
Commentary While September was a good month from a headline equity index level (see September's monthly newsletter) the updated 80-20 Investor heatmap shows how fund managers struggled to break even, with most losing...
I'm fundamentally opposed to buying and holding funds for the long-term as you can make more money by regularly reviewing them. However, I understand that there are times when you...
Commentary As discussed in September's monthly newsletter, August was another good month for investors and it brought to a close an unseasonably strong summer for developed world equities. However Chinese...
An 80-20 Investor recently asked a question via Chatterbox about selecting multi-asset funds as part of a buy and hold strategy. The member posed the interesting question of whether they could...
UPDATE AUGUST 2018: I have now updated the asset allocation tool to take into account two new scenarios which occurred in 2018, as described at the foot of this article...
Commentary As discussed in August's monthly newsletter, July was a stellar month for UK investors and continued an unseasonably strong summer run for developed world equities. Chinese equities and Asian...
I always try to encourage 80-20 Investor members to start discussions or ask questions of me and other members via Chatterbox. Sometimes I will receive a question that warrants its...
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