Recent Posts

  • 10 Funds for the Bounce II | Fri 05 Feb 2021

    Topic: Fund analysis

    Before we get going, for any curious new Gold Members, back in April 2020 we selected 10 funds, the 10 funds for the bounce. Taken together we also called them “The Recovery Portfolio”. The original blog is here from 2020– outlining the process behind our fund picks, and some further detail around the geographical allocation. [read more]

  • Dynamic Portfolio Review: Cautious | Fri 29 Jan 2021

    Topic: Portfolio building

    This month we’ve already reviewed our Bonkers Portfolios, which have some great long-term performance. Here we review the Dynamic Cautious Portfolio. While the Bonkers Portfolios are simple to explain, the Cautious Portfolio is, perhaps ironically, more challenging to define and construct. We take a look at what’s in it and how it has done over the last 6 months. [read more]

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