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 Cautious portfolios that we track: one reviewed every January and July and one reviewed every March and September.

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

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!