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 again with an 8.6% gain.
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 million pounds if you had invested your full ISA allowance each year.
My 2023 Portfolio Review
Here’s my portfolio review for 2023. I ended the year up 9%, global markets rose around 15%, and the investment trust index gained 5%.
The Investment Trusts Handbook 2024
Today sees the publication of the seventh edition of The Investment Trusts Handbook, the essential sector guide.
My Q3 2023 Portfolio Review
Here’s my portfolio review for the third quarter of 2023. I am up 2% year-to-date having been up 4% at the end of June. Global markets have risen 8% year-to-date while the investment trust index has lost 3%.
My H1 2023 Portfolio Review
Here’s my portfolio review for the first half of 2023. I was up 4% while global markets were up 7% and the investment trust index was down 3%.
Returns From The Oldest Trusts – Revisited
A little over a year ago, the AIC set out the 30-year returns for the trusts that have been with us for 70 years or more. The data has just been updated so let’s see what impact the events of the last year have had.
My Q1 2023 Portfolio Review
Here’s my portfolio review for the first three months of 2023. I ended the quarter up 2.4% while global markets rose 4.0% and the investment trust index fell 1.3%.
My 2022 Portfolio Review
Here’s my portfolio review for the fourth quarter of 2022. I ended the year down 13% while global markets fell 8% in sterling terms.