STAG

for UK Investors

last updated 24 September 2021

8.8% compound annual growth since 1996 (25 years)

About This Strategy

This strategy is designed specifically to never miss the big multi-year moves in any of the major markets. Because of this it has had signficantly higher returns than the stock market over the long term. It chooses its holdings from a wide variety of funds including stocks, bonds, commodities and property, both from the UK and internationally.

It selects the funds the "big money" - funds and institutions - are moving into. So it is on the big trends, such as the internet bubble or a property bull market. Historically it has also been safer, with smaller drops than the stock market because it has normally moved to safer assets before market crashes.

The strategy was named STAG as an acronym for "Strongest Trending Assets Globally" because this is generally what it holds.

Statistics below are from 1996 to 2021

Pain Measures

Worst Drops In Value

strategy
STAG
Worst PointPrev HighBottom
-24.3%08 May 200613 Jun 2006
-23.8%02 Sep 201919 Mar 2020
-23.3%15 Jul 199808 Oct 1998
 
compare to
UK equities index fund
Worst PointPrev HighBottom
-47.2%01 Sep 200012 Mar 2003
-45.7%12 Oct 200709 Mar 2009
-35.3%17 Jan 202023 Mar 2020
strategy
STAG
Worst PointPrev HighBottom
-24.3%08 May 200613 Jun 2006
-23.8%02 Sep 201919 Mar 2020
-23.3%15 Jul 199808 Oct 1998
compare to
UK equities index fund
Worst PointPrev HighBottom
-47.2%01 Sep 200012 Mar 2003
-45.7%12 Oct 200709 Mar 2009
-35.3%17 Jan 202023 Mar 2020

Longest Periods Without New Highs

strategy
STAG
DurationBeganEnded
25 months02 Sep 201924 Sep 2021
22 months31 Mar 200008 Feb 2002
22 months29 May 200205 Apr 2004
 
compare to
UK equities index fund
DurationBeganEnded
66 months01 Sep 200027 Feb 2006
40 months12 Oct 200708 Feb 2011
17 months17 Jan 202016 Jun 2021
strategy
STAG
DurationBeganEnded
25 months02 Sep 201924 Sep 2021
22 months31 Mar 200008 Feb 2002
22 months29 May 200205 Apr 2004
compare to
UK equities index fund
DurationBeganEnded
66 months01 Sep 200027 Feb 2006
40 months12 Oct 200708 Feb 2011
17 months17 Jan 202016 Jun 2021

If the main chart does not exactly match the stats in the boxes above, this is because the chart only shows month end values, whereas the stats are generated using portfolio values at the end of every single day.

STAG - Monthly & Annual Returns

% Profitable Months = 62.3%   Best Month Return = 13.0%   Worst Month Return = -15.2%   

YEARJanFebMarAprMayJunJulAugSepOctNovDecOVERALL
2021-2.6%0.4%2.9%2.6%0.2%1.7%2.7%3.7%-2.3%9.4%
20200.8%-4.5%-11.2%5.3%1.6%0.8%1.6%-2.4%0.4%-0.9%-0.8%3.1%-7.0%
20193.6%-0.2%2.9%0.3%2.0%2.1%3.3%2.4%-1.0%-3.1%-0.7%-0.1%11.8%
20180.7%-2.4%-1.9%1.9%2.2%-1.0%1.8%0.2%-1.5%-4.5%0.1%-5.8%-10.1%
20171.1%3.4%0.1%-1.0%2.8%-0.0%1.8%3.0%-2.8%2.0%-1.2%2.0%11.6%
2016-1.0%0.5%1.7%-0.5%-0.1%12.4%3.7%0.4%1.3%3.2%-7.2%0.9%15.4%
20153.4%-1.0%2.0%-1.0%1.7%-5.0%4.5%-2.9%-0.6%3.9%-0.8%-1.2%2.5%
2014-1.9%3.8%-1.2%1.2%2.1%-0.8%-0.5%3.4%-3.0%3.2%4.4%-0.8%9.8%
20130.9%2.6%-0.2%4.2%-0.4%-2.7%4.4%-4.5%1.9%4.2%-0.4%1.3%11.3%
20123.4%-2.5%-0.8%-1.7%1.4%-0.3%0.6%0.5%0.3%0.9%1.0%1.2%3.9%
2011-6.6%1.6%4.5%4.0%0.5%1.7%-2.9%-0.9%-6.8%1.4%4.1%-2.0%-2.2%
2010-5.1%3.8%6.0%-2.8%-4.8%-4.1%-1.2%1.8%5.8%1.7%0.0%8.2%8.5%
20091.5%1.7%-0.1%-3.8%0.1%-2.4%0.2%1.7%6.3%-3.1%4.2%4.1%10.3%
20080.5%4.2%-4.7%2.0%1.9%-1.4%-2.0%4.4%1.4%-1.6%6.7%7.8%20.3%
20071.1%1.0%2.6%0.3%2.4%-3.6%-2.6%3.3%5.8%7.4%-3.3%6.2%21.8%
20063.9%-0.3%3.6%0.6%-12.5%-1.1%1.5%-1.8%0.1%0.8%1.7%1.1%-3.5%
20050.4%4.9%-2.9%-3.0%6.0%4.0%6.0%0.2%6.4%-3.6%7.2%8.6%38.7%
2004-0.2%0.3%7.2%-3.9%-4.3%4.4%-5.4%2.1%-0.5%1.2%1.8%4.1%6.2%
20032.0%1.4%-2.0%-1.0%2.1%-4.1%6.5%6.5%-5.2%3.4%-2.4%3.9%11.0%
20024.0%2.7%0.3%-1.0%2.3%-8.9%-8.7%2.8%-5.1%-0.0%0.9%0.4%-10.9%
20014.9%-3.1%0.8%0.2%1.6%1.5%-1.8%0.2%1.8%-0.5%0.9%-1.6%4.7%
2000-5.2%3.7%3.0%-5.4%-2.2%5.3%-6.7%7.4%-5.2%2.0%-1.4%-4.7%-10.3%
19993.0%1.1%2.1%4.4%-3.6%8.9%-0.8%0.2%-0.4%5.3%8.8%9.6%45.0%
19984.0%6.0%4.4%0.4%-0.6%1.3%-0.1%-15.2%3.4%8.5%6.9%1.5%19.9%
199713.0%0.2%-4.7%3.9%2.5%1.0%8.3%-3.0%7.3%-6.8%1.2%4.8%29.3%
1996-1.1%0.2%-5.8%2.2%3.6%-3.0%2.0%-2.7%-4.8%