As the saying goes, “no plan survives contact with the enemy”. So I wanted to see how my investing strategy is holding up, nearly two years after I first put in writing.
Exploring the world of investment trusts
Category: Blog
My personal views on what’s happening in the wacky world of investment trusts…
Buffettology Smaller Companies: IPO Thoughts
Buffettology Smaller Companies is one of several new investment trusts heading our way. It’ll be managed by the team at Sanford DeLand that is also behind the highly successful Buffettology open-ended fund.
10 Years Of Fundsmith Equity
On 1 November 2020, the UK’s largest fund, Fundsmith Equity, will celebrate its tenth birthday. A fair amount about this fund has changed over the past decade but a lot more has stayed the same.
Q3 2020: Just In The Red
It’s difficult to know what to make of this year from an investing viewpoint.
Worldwide Healthcare Trust: Everyone’s Getting Older
Worldwide Healthcare Trust reckons it is the best-performing investment trust since it launched in April 1995. It’s returned 4,082% which works out at 15.8% annualised.
HgCapital Trust: A Tech Trust In Disguise
Putting some money into HgCapital Trust back in 2010 was one of my better investment decisions of recent years. It’s consistently been one of the top-performing private equity trusts since it launched.
China Investment Trusts Come Of Age
The Chinese stock market has been one of 2020’s top performers. Up 19% in sterling terms, it’s well ahead of the US’s 10% gain and the UK’s sickly 19% drop.
Commodity Investment Trusts Are All The Rage
The gold price has soared this year allowing commodity investment trusts to come back into favour once again.
Waving Goodbye To Murray International
A few weeks ago, I wrote about how I had offloaded Princess Private Equity and part of my holding in Murray International to buy a basket of biotech trusts.
Is QQQ All You Need To Do?
QQQ is the ticker for the most popular Nasdaq 100 ETF in the US. With $135bn in assets, it’s about five times the size of Fundsmith Equity, the UK’s largest fund. And it’s beaten pretty much every single UK investment trust and open-ended fund over the last decade.
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