Bonkers Portfolio 3 – March 2016 review

Bonkers Portfolio

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7 Responses

  1. Julian Shute says:

    Very good and interesting read of a strategy I have been thinking of doing. Have you had a chance to write up April’s update yet?

    • Mike Rawson Mike Rawson says:

      Thanks. I’m afraid I’ve been distracted by a more urgent need to get across inheritance tax and a strategy for minimising it.

      It looks as though the Bonkers portfolio might work on quarterly reviews for the time being.

  2. Dan says:

    Any update on the portfolio given its been several months? Any thoughts as to the merits of how various folk (including Fund Expert) score momentum?

    • Mike Rawson Mike Rawson says:

      Hi Dan,

      You’re certainly correct that we are overdue an update. It was delayed initially by a rash assumption that I would have to do some IHT planning for my mother-in-law (in practice, her flat hasn’t sold) and then later by Brexit.

      It’s been such a macro year (oil, Brexit, the sterling crash and now the US presidential election) that I’ve put most of my active / mechanical strategies on hold in favour of defensive positions. Politics is king in 2016, but let’s hope for better next year.

      I much confess to never having looked at Fund Expert, so thanks for putting it on my radar. It seems to be operated by a financial adviser from Kent, unless I’ve got the wrong end of the stick.

      A closer look at the various ways people define momentum definitely sounds like a good idea for a future article.

      • Dan says:

        Thanks Mike

        Forgive me if I am mistaken, but you reference Fund Expert in your first post about the Bonkers Portfolio – this seemed to be the inspiration for your own take on it.

        Cheers

        • Mike Rawson Mike Rawson says:

          Hi Dan,

          You’re completely not mistaken – I’d forgotten all about them. The perils of writing four articles a week, I suppose.

          I wonder where I came across them in the first place …

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Bonkers Portfolio 3 – March 2016 review

by Mike Rawson time to read: 2 min
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