I’ve just been listening to an FT podcast all about the idea of a Financial Room 101. The redoubtable Justin Urquhart-Stewart suggested we banish Junior ISAs from existence. They’ll either snort the proceeds, drink them, or spend them he said, or words to that effect.
TR Property’s long-term returns put most other investment trusts to shame. What’s even more remarkable is that it’s smashed the market without focusing on traditional high-growth areas like technology, small-caps, or Asia.
Gresham House Energy Storage is one of three renewable/infrastructure trusts that I hold. It’s the young pup of the trio, having listed late last year. Its progress has been a little bit slow to date, but it seems to be moving in the right direction.
When it comes to running my portfolio, I spend a fair amount of time thinking ahead. I like to plan what new money I’m likely to add over the next year, whether to shift my position sizes a bit, and sell a holding or two to use up my annual CGT allowance.
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