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
With this portfolio we have tweaked the process slightly from our normal approach. Here we are looking at performance over the last 3 months to select the best single fund from the whole universe of funds. Though the obviously high-risk nature of this approach will not suit many, there are key lessons from this approach.
The benefit of the momentum approach with this portfolio is that when one market or focussed sector dominates performance for a period you should quickly benefit from that trend. And when that trend weakens you should move to the new leader.
Remember, by considering all sectors does mean you may end up in focussed funds (India, Gold etc.), which can be a bumpy ride.
Sectors: All (UT) sectors
Fund selection: Best single fund from these sectors
Review period: 3-monthly
Our review cycles: January/April/July/October
Performance Chart (Last 3 Months)
Performance Table
| Name |
3m (%) |
6m (%) |
1yr (%) |
3yr (%) |
5yr (%) |
| Bonkers 3-Month Portfolio - Jan/Apr/Jul/Oct |
-0.84
|
-1.70 |
-11.63 |
-27.94 |
-24.86 |
| FTSE World Index |
0.53 |
3.23 |
20.90 |
31.55 |
71.68 |
| Data as of: 01/010/2024 |
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Latest Review
The latest fund from Oct 2024 is: