Dynamic Japan 3-Month Portfolio

Below you will find an overview of how we built the portfolio and then the performance details for each individual portfolio including a performance chart, table and details of the most recent review.

Remember that the reviews we track here are carried out at set points during the year. If you wish to create this portfolio on a different cycle then you can do that using the tools on the site.

Portfolio Overview

Since 2016, we noticed that the Japan sector seemed to be running on slightly shorter, 3-month cycles.

So, with this portfolio we have tweaked the process slightly from our normal approach and we are looking at performance over the last 3 months to select the single best fund from the sector.

Sectors:  (UT) Japan

Fund selection:  Best single fund from the sector

Review period:  3-monthly 

Our review cycles:  February/May/August/November

Performance Chart (Last 12 Months)

Dynamic 3m Japan

 

Performance Table

Name 3m (%) 6m (%) 1yr (%) 3yr (%) 5yr (%)
Japan 3-Month Portfolio - Feb/May/Aug/Nov 4.50 -2.24 3.82 2.08 48.32
Nikkei 225 Index 14.69 6.13 12.83 0.09 32.72
Data as of: 01/02/2024          

Latest Review

The latest fund from Feb 2024 is: