Blog

My personal views on what’s happening in the wacky world of investment trusts…

My 2025 Portfolio Review

Here's my portfolio review for 2025. I ended the year up 6%, while global markets rose by 14%, and the…

4 weeks ago

The Investment Trusts Handbook 2026

It's that time of the year again. The ninth edition of The Investment Trusts Handbook has just been published. It…

2 months ago

My H1 2025 Portfolio Review

Here's my portfolio review for the first half of 2025. I ended the period up 0.4%, the same as global…

7 months ago

Trust ISA Millionaires: 2025 edition

For the last few years, the AIC has published a very useful piece of research showing which trusts would have…

10 months ago

My 2024 Portfolio Review

Here's my portfolio review for 2024. I ended the year up 10% while global markets rose 18% and the investment…

1 year ago

The Investment Trusts Handbook 2025

Today sees the publication of the eighth edition of The Investment Trusts Handbook, the essential sector guide. The Investment Trusts…

1 year ago

My Q3 2024 Portfolio Review

Here's my portfolio review for the third quarter of 2024. I was up 7.5% over the first nine months of…

1 year ago

My H1 2024 Portfolio Review

Here's my portfolio review for the first half of 2024. I was up 7.1% while global markets rose 11.1% and…

2 years ago

Q1 2024 Portfolio Review

Here's my portfolio review for the first quarter of 2024. I was up 4.2% while global markets powered ahead once…

2 years ago

Trust ISA Millionaires: The 2024 Edition

The AIC has updated its annual list of ISA Millionaires, the number of trusts that would now be worth a…

2 years ago

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