Bonkers Portfolio 3 – March 2016 review
You're trying to reach a page that is behind our paywall.
You can sign up to read it by pressing the Patreon button below - thanks.
Patreon is a membership platform that helps people take out monthly subscriptions to online content they want to support.
You can sign up to read it by pressing the Patreon button below - thanks.
Patreon is a membership platform that helps people take out monthly subscriptions to online content they want to support.
Unlock with Patreon
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?
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.
Thanks for a speedy response.
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?
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.
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
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 …