Our Portfolios

Broadly speaking the people using FundExpert fall into two categories.  On the one hand, those who use our unique tools and build their own portfolio and processes.  On the other hand, are those who use our model portfolios as a guide.

We have built a range of portfolios, pretty much something to suit all tastes.  Below we show a list of portfolios that we're tracking.  As we move through the year we will be updating the sub-pages with details at each review period.

The review calendar below shows when we will be reviewing each portfolio.  Remember that the majority of our portfolios are reviewed every 6 months, so you will see two review months in the calender for each portfolio. 

For example, there are two Bonkers portfolios that we track: one reviewed every January and July and one reviewed every March and September.

Of course, you can use the tools on the site to construct the portfolios to your own requirements at any point during the year.  For more on how to do that, have a look here.

Calendar showing the months when we update each Dynamic Portfolio

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We have spent many hours testing different review periods, sector combinations and momentum processes.  Here we summarise portfolios that we have produced based on our unique rating system: Dynamic Fund Ratings.  For more on the rating system take a look at our research here.

Stay in touch

Is there a portfolio that you think would work?  Do you have ideas about a structure you'd like to test? Do get in touch and let us know.  We're constantly updating our portfolios and looking for ways to maximise returns.   Your idea could be the next big thing!