We use cookies to improve site performance and enhance your user experience. If you'd like to disable cookies on this device, please see our cookie management page.
If you close this message or continue to use this site, you consent to our use of cookies on this devise in accordance with our cookie policy, unless you disable them.

Close

Chris Dillow's Benchmark Portfolio


Chris uses pure momentum mechanics to work out the constituents of his six Benchmark portfolios which include those with the highest beta, highest dividend yields and the best and worst momentum stocks in the past 12 months. Chris updates his selection every three months, giving followers of such strategies the opportunity to rebalance their portfolios.


Latest Updates

  1. The power of simplicity

    The power of simplicity

    By Chris Dillow | 21 October 2016

    Simple defensive and value investing have done better than most fund managers in the past 12 months

    Only three funds in Trustnet's database of All Companies funds have beaten our value portfolio in the past 12 months, and only five have beaten our defensive portfolio

  2. Brexit boost to defensives and losers

    Brexit boost to defensives and losers

    By Chris Dillow | 08 July 2016

    Brexit has caused defensives and previously poorly performing stocks to do well

    Defensives tend to beat even rising markets. The counterpart to this is that higher-beta stocks tend to underperform them

  3. Momentum wins again

    Momentum wins again

    By Chris Dillow | 15 January 2016

    Last year saw great returns on both momentum and defensive investing. This continues a pattern

    Evidence from around the world tells us that equity markets are not as efficient as economists (including me) once believed

  4. Momentum stocks soar

    Momentum stocks soar

    By Chris Dillow | 09 October 2015

    Momentum investing - both buying past winners and selling past losers - did stunningly well in the third quarter

    The good performance of defensives and momentum, and poor performance of high beta, in Q3 are all consistent with the long-term historical pattern.

  5. When momentum doesn't work

    By Chris Dillow | 17 July 2015

    Momentum investing did badly in the second quarter - but value and defensive stocks beat the market.

    In recent years most stockpicking strategies should have beaten the market because the biggest stocks have underperformed.

Our portfolios

Simon Thompson's Bargain Portfolio

A collection of value shares selected using Ben Graham's investing ideas

Mr Bearbull's Global Fund Portfolio

A portfolio of instruments designed to capture the rise of emerging markets

Mr Bearbull's Income Fund Portfolio

A collection of high-yielding shares that's beaten the market since 1998

John Baron's Investment Trust Portfolios

A portfolio of investment trusts designed to generate growth and income

David Stevenson's SIPP Portfolio

Our columnist describes how he manages his pension fund and what he puts in it

Get free expert ideas

Submit your portfolio and have it audited by Chris Dillow, Investors Chronicle economist, and Richard Hunter, head of equities Hargreaves Lansdown.

submit your portfolio

Register today and get...

Register today and get...
Please note terms & conditions apply