My personal views on what’s happening in the wacky world of investment trusts…
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…
Today sees the publication of the seventh edition of The Investment Trusts Handbook, the essential sector guide. (more…)
Here's my portfolio review for the third quarter of 2023. I am up 2% year-to-date having been up 4% at…
Here's my portfolio review for the first half of 2023. I was up 4% while global markets were up 7%…
A little over a year ago, the AIC set out the 30-year returns for the trusts that have been with…
Here's my portfolio review for the first three months of 2023. I ended the quarter up 2.4% while global markets…
Here's my portfolio review for the fourth quarter of 2022. I ended the year down 13% while global markets fell…
Today sees the publication of the sixth edition of The Investment Trusts Handbook, the essential sector guide. I have contributed…
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