Here’s a categorised list of many of the articles I’ve written since setting up IT Investor in the summer of 2018.
Portfolio reviews, strategy etc
- 2019: Full year — Q3 — Q2 — Q1
- 2018: Full year
- My investing strategy
- Choosing a benchmark
- Measuring portfolio performance
- Coping with market falls and the next financial crisis
- Assessing my domestic bias
Investment trust facts and stats
- The industry in numbers
- Dividends
- Discounts and premiums
- Charges
- Key Information Documents and a follow-up piece
- Performance fees
- Savings schemes
- Z-scores
- Trusts vs open-ended funds & a rematch
- Double doublers
- Who runs your trust?
- Mello Trusts: May 2019
Tax-efficient investing
Sector overviews
Funds: Fundsmith Equity, Lindsell Train
- Fundsmith Equity and Lindsell Train Global
- 2019 in review (plus some thoughts on Blue Whale)
- Comparing Lindsell Train’s 4 main funds
Trackers, passive investing, and Vanguard
Global
- Mid-Wynd
- Manchester & London
- JPMorgan Global Growth & Income
- Murray International
- Lindsell Train Investment Trust
- Independent Investment Trust
Small-cap
- Smithson
- BlackRock Smaller Companies
- Henderson Smaller Companies
- Oryx International Growth
- Impax Environmental Markets
- Rights & Issues
- Acorn Income
- The small-cap effect
Flexible investment
Renewables and Infrastructure
- HICL Infrastructure
- Bluefield Solar Income Fund
- Gresham House Energy Storage
- SDCL Energy Efficiency
- Power price forecasts