Our Portfolios

Welcome to Our Dynamic Portfolios.  On this page you will find details of a range of portfolios that we regularly update throughout the year.  You will also see a calendar showing when those updates happen.  Under each portfolio's page you will find a description of how we built the portfolio so you can then re-create the portfolio on a different review cycle.

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.

Below, you will find a range of portfolios with something to suit most tastes.  Under the calendar drop-down we show a list of portfolios that we're tracking and when in the year they are reviewed.  As we move through the year we will be updating the sub-pages with details at each review period.

Please note that these are updated as of the beginning of the month in which they are reviewed on a best endeavours basis.

Remember that the majority of our portfolios are reviewed every 6 months, so you will see two months shown next to the review period e.g. January/July.

If there is more than one review cycle tracked for a given portfolio then you will see that on the page.  For example, there are two UK Blended portfolios that we track: one reviewed every February and August and one reviewed every May and November.

And don't forget that 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

Click to expand

 

Month
 Portfolios updated
Jan
Bonkers 6-Month
Bonkers 3-Month
Dynamic Cautious
Dynamic UK All Cos.
Dynamic Asia (including ITs)
Feb
Dynamic UK Blended
Dynamic World ex-UK
Dynamic Japan 3-Month
Mar
Bonkers 6-Month
Dynamic Asia & EM
Apr
Bonkers 3-Month
Dynamic UK Smaller Cos.
Dynamic Global
May
Dynamic UK Blended
Dynamic World ex-UK
Dynamic Japan 3-Month
Jun
Dynamic Global
 
Jul
Bonkers 6-Month
Bonkers 3-Month
Dynamic Cautious
Dynamic UK All Cos.
Dynamic Asia (including ITs)
Aug
Dynamic UK Blended
Dynamic World ex-UK
Dynamic Japan 3-Month
Sep
Bonkers 6-Month
Dynamic Asia & EM
Oct
Bonkers 3-Month
Dynamic UK Smaller Cos.
Dynamic Global
Nov
Dynamic UK Blended
Dynamic World ex-UK
Dynamic Japan 3-Month
Dec
Dynamic Global
 

 

 

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!

Use the Tools on FundExpert to build your own portfolio

Find out more here

Dynamic Asia & EM Portfolio

A portfolio focussing on high growth areas in Asia and Emerging Markets
Click here for performance, reviews and downloads

Dynamic Asia Portfolio (including Investment Trusts)

This portfolio focusses on Asia and includes investment trusts as well as unit trusts 
Click here for performance, reviews and downloads

Bonkers 6-Month Portfolio

Simple and effective, choosing the single best fund from the universe of available funds every 6 months
Click here for performance, reviews and downloads

Bonkers 3-Month Portfolio

Simple and effective, choosing the single best fund from the universe of available funds every 3 months 
Click here for performance, reviews and downloads

Dynamic Cautious Portfolio

This portfolio contains a variety of funds from a cross-section of different sectors
Click here for performance, reviews and downloads

Dynamic Global Portfolio

This portfolio takes into account all the mainstream global stock markets including the UK
Click here for performance, reviews and downloads

Dynamic Japan 3-Month Portfolio

A portfolio for the Japan sector on a 3-month review
Click here for performance, reviews and downloads

Dynamic UK All Companies Portfolio

This portfolio focusses on the UK All Companies sector
Click here for performance, reviews and downloads

Dynamic UK Blended Portfolio

A portfolio spread across three distinct investment styles
Click here for performance, reviews and downloads

Dynamic UK Smaller Companies Portfolio

This portfolio focusses on the UK Smaller Companies sector
Click here for performance, reviews and downloads

Dynamic World ex-UK Portfolio

This portfolio focusses on the rest of the world excluding the UK
Click here for performance, reviews and downloads

Use our Tools to build

your own portfolio

 

Find out how