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80-20 Articles

80-20 Articles

Playing the Trump trade 2.0

By Damien Fahy
7 min Read 23 Nov 2024
It's two weeks since Donald Trump's historic election win and his re-election has had a significant impact on global investment...

80-20 Articles

The Winter Fund Portfolio review 2024

By Damien Fahy
8 min Read 08 Nov 2024
Last year I updated a piece of research titled 'The Winter Fund Portfolio 2023 – exploiting a seasonal trend', as...

80-20 Articles

80-20 Investor Best of the Best Selection - November 2024 Update

By Damien Fahy
7 min Read 02 Nov 2024
Commentary Of the 30 funds in October's BOTB selection 15 funds have retained their place which is the lowest number...

80-20 Articles

80-20 Investor Best of the Best Selection - August 2016 Update

By Damien Fahy
7 min Read 04 Aug 2016
Commentary Once again just over half of this month's 80-20 Investor Best of the Best Selection retained their place from last month's shortlist.  Once again Global bonds still account for the largest component of the portfolio and although the portfolio has a low direct exposure to equities the 'alternatives' listed will include exposure to...

80-20 Articles

80-20 Investor Best of the Best Selection - July 2016 Update

By Damien Fahy
8 min Read 01 Jul 2016
Commentary As half of this month's 80-20 Investor Best of the Best Selection retained their place from last month's shortlist the portfolio keeps its reduced equity exposure. Global bonds still account for the largest component of the portfolio and although the portfolio has a low direct exposure to equities the 'alternatives' listed will include exposure...

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