Here’s a categorised list of articles that I’ve written for this blog:
Portfolio reviews, strategy etc
- 2020: Q2 — Q1
- 2019: Q4 — Q3 — Q2 — Q1
- 2018: Q4
- 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
- Big movers in 2020 (as of mid April)
- The industry in numbers
- Dividends and will trusts cut their payouts?
- Discounts and premiums and discounts in volatile markets
- Charges
- Key Information Documents and a follow-up piece
- Performance fees
- Savings schemes
- Z-scores
- Trusts vs open-ended funds and a rematch
- Double doublers
- Who runs your trust?
- Mello Trusts: May 2019
Tax-efficient investing
Sector overviews
Global
- 20 Global Trusts: returns since 1992
- Scottish Mortgage
- Scottish American (SAINTS)
- Mid-Wynd International
- Monks
- Manchester & London
- JPMorgan Global Growth & Income
- Murray International
- Lindsell Train Investment Trust
- Independent Investment Trust
Global open-ended funds
- Combining Fundsmith Equity and Lindsell Train Global
- Blue Whale Growth Fund
- 2019 in review
- Comparing Lindsell Train’s four main funds
Trackers, passive investing, and Vanguard
Small-cap
- Smithson
- Herald
- 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