Buying A Biotech Basket
After a year of procrastination, I’ve finally taken the plunge and bought into the biotech and healthcare sector.
Smithson Closes In On £2 Billion
Smithson’s shares are up more than 50% since it floated in October 2018 and its share count has risen 52%. It’s now approaching £2bn in market cap and it’s already become one of the 20 largest UK investment trusts.Smithson Closes In On £2 Billion
Debt Investment Trusts: For The Brave Only
One of the attractions of the investment trust sector is the way it regularly renews itself, backing its winners and cutting loose what doesn’t seem to work.
Mello Virtual: Welcome To The New Age
Last weekend saw the first Mello Virtual investing conference, concentrating mainly on UK small-caps and trusts/funds. I very much enjoyed the physical version last year and I’d say this one was equally good.
H1 2020: Running Up That Hill
I decided to take up running on my 30th birthday after realising my 20s lifestyle, though not overly excessive, had given me a bit of a paunch.
Blue Whale Growth Fund: The Next Big Thing?
Blue Whale Growth Fund has come into its own in 2020. Since its launch in 2017, its performance is now comfortably ahead of both Fundsmith Equity and Lindsell Train Global.
European Opportunities Trust: Whacked By Wirecard
I’ve been meaning to take a closer look at European Opportunities Trust for a while. It’s been a great performer for nearly 20 years, but its largest holding, Wirecard, hit the headlines last week for all the wrong reasons.
Scottish American Investment Company: Built For Resilience
Scottish American Investment Company, often just called SAINTS, is the second-oldest investment trust and the only income-focused investment trust managed by Baillie Gifford.
20 Global Investment Trusts Compared
Regular readers will be aware that I do love a good global investment trust. But I wanted to see how well they have performed relative to world markets over the very long term.