I have just published a research piece titled 'New Research: The Perfect-timed portfolio'.
Back in 2020, shortly after the pandemic equity market slump I carried out an extensive piece of analysis on a host of fixed allocation "perfect portfolios". These "perfect portfolios" have been heralded by their creators (and advocates) for their ability to produce strong returns in almost all market conditions. Unusually both bonds and equities collapsed into bear markets during the first half of this year. In Part 1 of this research I look at the performance of the perfect portfolios so far in 2022, one of the worst investing starts to a year in more than 50 years.
In Part 2 I explore the idea of applying market timing to the perfect (all-weather) portfolios to see if returns are boosted by taking a more defensive position when markets could be about to crash.
You can read the research here (remember you need to be logged in to view it).
Best Wishes
Damien Fahy
80-20 Investor & Money to the Masses founder
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