Bonkers 6-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

The approach couldn’t be simpler. Buy the best performing fund over the last 6 months 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:  6-monthly 

Our review cycles:  March/September, January/July

To re-create this portfolio on a different review cycle simply go to Best Funds by Risk > Unit Trusts only > All. You can then sort the results by 6-month performance and select the single best performing fund from this list.