80-20 Articles

In recent newsletters I've written extensively about the important role that the US dollar plays in determining price moves across a range of assets. I summarised this succinctly in my...

Commentary Of the 30 funds in August's BOTB, 20 funds have retained their place in September's selection after a very strong monthly performance. The chart below shows the average performance...

UPDATE August 2022: I have now updated the stress test tool to take into account a new scenario, as described in full at the foot of this article. The new...

Commentary Of the 30 funds in July's BOTB, 15 funds have retained their place in August's selection. This follows on from the previous month when 19 funds retained their place....

I first wrote about the "sell in may" phenomenon in 2016  in my article "Should you sell in May and go away". The adage states that you "Sell in May...

Commentary Of the 30 funds in June's BOTB, 19 funds have retained their place in July's selection. This follows on from the previous month when 21 funds retained their place....

If you've been reading my weekly and monthly newsletters you will be aware that recession fears have risen sharply in the last month. Investment markets have reacted accordingly, with bond...

I'm opposed to buying and holding actively managed funds for the long-term as you are more likely to make more money by regularly reviewing them. However, I understand that there...