Here’s my portfolio review for the third quarter of 2023. I am up 2% year-to-date having been up 4% at the end of June. Global markets have risen 8% year-to-date while the investment trust index has lost 3%.
Exploring the world of investment trusts
Category: Blog
My personal views on what’s happening in the wacky world of investment trusts…
My H1 2023 Portfolio Review
Here’s my portfolio review for the first half of 2023. I was up 4% while global markets were up 7% and the investment trust index was down 3%.
Returns From The Oldest Trusts – Revisited
A little over a year ago, the AIC set out the 30-year returns for the trusts that have been with us for 70 years or more. The data has just been updated so let’s see what impact the events of the last year have had.
My Q1 2023 Portfolio Review
Here’s my portfolio review for the first three months of 2023. I ended the quarter up 2.4% while global markets rose 4.0% and the investment trust index fell 1.3%.
My 2022 Portfolio Review
Here’s my portfolio review for the fourth quarter of 2022. I ended the year down 13% while global markets fell 8% in sterling terms.
The Investment Trusts Handbook 2023
Today sees the publication of the sixth edition of The Investment Trusts Handbook, the essential sector guide. I have contributed again, this time with a profile of BH Macro, the hedge fund trust that has thrived in this year’s volatile market conditions.
Trusts Have Their Own Black Friday Sale
Most trust investors will be aware that discounts have widened significantly since the start of this year but the latest press release from the AIC puts it into perspective.
Q3 2022 Review: Discounts Everywhere
Here’s my portfolio review for the third quarter of 2022. I’m down 15% for the year with many of my holdings trading at what look like very wide discounts.
Q2 2022: The Big Bad Bear
Here’s my portfolio review for the first half of 2022.
Q1 2022: Keeping It Simple
Here’s my latest portfolio review showing my returns for the first quarter of 2022.
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