Damien’s Portfolio – it’s all change

8 min Read Published: 05 Aug 2016
The background to my £50,000 portfolio challenge

Back in March 2015 I decided to invest £50,000 of my own money using 80-20 Investor. The purpose was two-fold, firstly to show how you can use 80-20 Investor to invest and outperform the market with only a few minutes effort every now and then. Secondly, no other investment commentator, journalist or research provider invests their own money for fear of failing. This is a sorry state of affairs and is precisely why I committed to openly running my own portfolio for 80-20 Investor members to see.

Since then I have periodically changed my portfolio using the fund suggestions provided by the 80-20 Investor algorithm and associated research. I always disclose the changes at the time they are made. At the time of writing my portfolio is up 11.75% since March 2015!

Performance review

Obviously I am very pleased with the result to date given my balanced approach in not taking excessive investment risk and has outperformed the FTSE 100 (up 2.8%), passive investments (up 8.5%) and the average managed fund (up 6%).

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