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

Click to expand

 

Month
 Portfolios updated
Jan
Bonkers
Dynamic Cautious
Dynamic UK All Cos.
Feb
Dynamic UK
World ex-UK
Dynamic 50/50
Dynamic Japan (3 months)
Mar
Bonkers
Dynamic Cautious
Dynamic Asia & EM
Apr
Dynamic UK Smaller Cos.
Dynamic Global
May
Dynamic UK
World ex-UK
Dynamic 50/50
Dynamic Japan (3 months)
Jun
Dynamic Global
 
Jul
Bonkers
Dynamic Cautious
Dynamic UK All Cos.
Aug
Dynamic UK
World ex-UK
Dynamic 50/50
Dynamic Japan (3 months)
Sep
Bonkers
Dynamic Cautious
Dynamic Asia & EM
Oct
Dynamic UK Smaller Cos.
Dynamic Global
Nov
Dynamic UK
World ex-UK
Dynamic 50/50
Dynamic Japan (3 months)
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 50/50 Portfolio

This portfolio gives broad exposure to mainstream global stockmarkets
Click here for performance, reviews and downloads

Dynamic Asia & EM Portfolio

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

The Bonkers Portfolio

A simple and effective approach, choosing the single best fund from the universe of available funds
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

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

Dynamic Japan 3-month Momentum Portfolio

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

Dynamic UK All Companies Portfolio

One of our most popular portfolios, focussing on the UK All Companies sector
Click here for performance, reviews and downloads

Dynamic UK Portfolio

One of our most popular portfolios spread across three distinct investment styles
Click here for performance, reviews and downloads

Dynamic UK Smallcap 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

Artemis 2019