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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. 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.

  2. 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.

  3. Unthinking investing

    Unthinking investing

    By Chris Dillow | 08 January 2015

    No-thought value and momentum strategies have beaten the market handsomely in recent years

    Investment strategies are not permanently successful but rather wax and wane in a way analogous to population cycles in biology

  4. When defensives and momentum fail

    By Chris Dillow | 02 October 2014

    The good performance of a few large stocks has caused otherwise good stock-picking strategies to under-perform the market.

    Benchmark risk makes momentum and defensive investing risky for many professional investors.

  5. When simplicity fails

    By Chris Dillow | 02 July 2014

    Our simple no-thought portfolios have had a bad few months. But this strengthens the case for passive investing rather than judgment-based stock-picking

    the poor performance of our no-thought portfolios does not vindicate judgment-based investing with its high fees, but rather simple index tracker funds.

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.

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