80-20 Articles

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...

This week I was asked an interesting question by an 80-20 Investor member. To paraphrase, the member wants to steer clear of UK equities until after the UK Referendum for fear of an equity market sell-off should the electorate vote to leave the EU. The member already held the global...

Those of you who have been 80-20 Investor members since the Autumn will recall the launch of the 80-20 Investor asset allocation tool. I always emphasise the importance of being able to benchmark your portfolio in order to judge its performance. You can find out how to do it by reading my piece How...