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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…

1 year ago

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…

1 year ago

Q2 2022: The Big Bad Bear

Here's my portfolio review for the first half of 2022. (more…)

2 years ago

Q1 2022: Keeping It Simple

Here's my latest portfolio review showing my returns for the first quarter of 2022. (more…)

2 years ago

30 ISA Investment Company Millionaires

The AIC has published its latest list of ISA Millionaires showing how much you would have if you had put…

2 years ago

Long-Term Returns Of The Oldest Trusts

A useful piece of research has just popped into my inbox courtesy of the AIC. It looks at the long-term…

2 years ago

Q4 2021: The Four-Year Mark

Here's my latest portfolio review showing my returns for 2021 and over the last four years. (more…)

2 years ago

The Investment Trusts Handbook 2022

The fifth edition of The Investment Trusts Handbook has just been published. It includes all the usual updated analyses of…

2 years ago

Q3 2021: Quality Fights Back

Hello again. Here's my latest quarterly portfolio review. (more…)

2 years ago

Q2 2021: A Move To Money Makers

Before I get into my usual portfolio review, I have some personal/blog news. (more…)

3 years ago

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