After the initial publication of the 80-20 investor UK income fund heatmap and the Global income fund heatmap members asked for income heatmaps for other assets and fund types. This...
Commentary Of the 30 funds in January's BOTB, 19 funds have retained their place in February's selection. The chart below shows the average performance of the BOTB during January (the...
The fund management industry promotes the idea of buying and holding actively managed funds for the long-term. Yet you are more likely to make more money by regularly reviewing your...
Much of the mainstream investment press gets bogged down with the active fund versus passive fund debate. As you will no doubt be aware, there has been plenty of research...
Commentary Of the 30 funds in December's BOTB, 17 funds have retained their place in January's selection. The chart below shows the average performance of the BOTB during December (the...
2022 has been a tough year for investors to navigate as bond and equity markets have tumbled globally. Given that both assets are often the full extent of portfolio diversification...
Commentary Of the 30 funds in November’s BOTB, 18 funds have retained their place in December’s selection. The chart below shows the average performance of the BOTB during November (the...
Over the past year holding a cash position in your portfolio has been a shrewd and profitable move as bonds and equities have struggled. As you will know my own...
Last year I updated a piece of research titled 'The Winter Fund Portfolio 2021 – exploiting a seasonal trend', as I do every year. The research was inspired by a...
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