My personal views on what’s happening in the wacky world of investment trusts…
It's that time of the year again. The ninth edition of The Investment Trusts Handbook has just been published. It…
Here's my portfolio review for the first half of 2025. I ended the period up 0.4%, the same as global…
For the last few years, the AIC has published a very useful piece of research showing which trusts would have…
Here's my portfolio review for 2024. I ended the year up 10% while global markets rose 18% and the investment…
Today sees the publication of the eighth edition of The Investment Trusts Handbook, the essential sector guide. (more…)
Here's my portfolio review for the third quarter of 2024. I was up 7.5% over the first nine months of…
Here's my portfolio review for the first half of 2024. I was up 7.1% while global markets rose 11.1% and…
Here's my portfolio review for the first quarter of 2024. I was up 4.2% while global markets powered ahead once…
The AIC has updated its annual list of ISA Millionaires, the number of trusts that would now be worth a…
Here's my portfolio review for 2023. I ended the year up 9%, global markets rose around 15%, and the investment…
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