I’m a keen private investor, based in the UK, with a penchant for investment trusts. Married. Two kids. All the usual sort of stuff.
My investing journey
I can’t remember exactly how I first came across investment trusts, but I recall being attracted by the simplicity of the monthly savings plans that many of them offered back in the 1990s.
I was fortunate. It was a great time to start investing because the steadily rising markets of the time meant you could see your money grow at a respectable rate without getting too carried away by oversized gains that weren’t going to be sustainable.
My monthly investments were topped up with a few lump sums now and then, and it was amazing to see how quickly it all grew into a meaningful sum.
I’ve owned about forty different investment trusts over the years, admittedly in quite a haphazard fashion at first.
I enjoyed the ups and downs of the technology bubble with Henderson Technology Trust (now Polar Capital Technology). I had smaller positions in Fleming Indian fund and Finsbury Worldwide Pharmaceutical, now known as JPMorgan Indian and Worldwide Healthcare Trust — I do wish I had kept hold of those!
I have also been a fairly active investor in individual company shares. Over time, though, I found that my investment trust holdings seemed to do a little better for me, and with considerably less effort and stress, so they have increasingly come to dominate my portfolio in recent years.
Throughout my investing career, I’ve tried to add new money wherever I can and to take advantage of my annual PEP and ISA allowances. I don’t think it’s possible to time the markets with any consistency, so I tend to stay fairly fully invested and I largely avoid trying to time the market.
I’ve written a separate article that covers my investing strategy in more detail.
What I write about
I’ve no firm plans for the direction this blog will take although, naturally, investment trusts will be the key theme. I expect a lot of my posts will be primarily to clarify my own thoughts, and to act as a reference point later on.
I may touch on topics like investing for kids, financial independence, and behavioural finance at times as well.
The views expressed on this site are my personal ones. I don’t receive any money from any investment trust or fund manager in relation to what appears on this site, because that sort of stuff is just a bit grubby. However, I have added some advertising and affiliate links to cover my costs.
I will be writing about some investment trusts that I own, and others that I am interested in purchasing. I think it’s important to be upfront when that happens, so whenever I do own an investment trust (or indeed any sort of investment), I plan to either mention that within the article itself or in some formal-looking text at the bottom of the article.
However, in case I do forget to mention anything that I own, I’ve added a portfolio page that lists all my current holdings.
For the avoidance of doubt, I am not a qualified financial adviser and nothing you read on this site should be considered as financial advice or a buy recommendation. You should always do your own research before making any investment decision.
Think of me as a passionate amateur rather than an informed professional!
Keep in touch
Thanks for reading and good investing!