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Chris Dillow's Benchmark Portfolio
April 04, 2022
Benchmark Portfolios: Risks that pay, risks that don't
So far, 2022 has been a bad year for almost all stock-pickers, and especially some defensive ones
January 06, 2022
Benchmark Portfolios: When good strategies fail
Defensive and momentum stocks did badly in 2021, which poses the question: has their long-term outperformance disappeared for good?
October 06, 2021
Is momentum investing in doubt?
Momentum and defensive investing have for years done well. It's not so obvious, though, that momentum will continue doing so
July 23, 2021
When losers win
Loser stocks have bounced back strongly recently. Don't expect them to continue to do so.
April 23, 2021
Momentum investing stops working
Momentum investing has done badly so far this year. This could be another Covid effect, rather than the death of a great strategy
January 21, 2021
Defensives and momentum still win
2020 continued the great long-run performance of defensive and momentum investing
October 22, 2020
Momentum triumphs again
Momentum and defensive stocks have done well in recent weeks – as economic research suggests they do
July 16, 2020
Defensives and momentum still win
High beta and recovery stocks have done well recently. But these are not good long-term investments.
January 23, 2020
Defensives come back
Defensive stocks did very well in 2019. This is not as surprising as it seems