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…
Most trust investors will be aware that discounts have widened significantly since the start of this year but the latest…
Here's my portfolio review for the third quarter of 2022. I'm down 15% for the year with many of my…
Here's my portfolio review for the first half of 2022. (more…)
Here's my latest portfolio review showing my returns for the first quarter of 2022. (more…)
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