Here’s a categorised list of articles that I’ve written for this blog:
Portfolio reviews and strategy
- 2020: Q3 — 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
Global investment trusts
- 20 global trusts: returns since 1992
- 2020: the year of Baillie Gifford
- Scottish Mortgage (SMT)
- Scottish American (SAIN)
- Mid-Wynd International (MWY)
- Monks (MNKS)
- Manchester & London (MNL)
- Martin Currie Global Portfolio (MNP)
- JPMorgan Global Growth & Income (JGGI)
- Murray International (MYI)
- Lindsell Train Investment Trust (LTI)
- Independent Investment Trust (IIT)
Global open-ended funds
- Fundsmith Equity
- Lindsell Train Global
- Blue Whale Growth Fund
- Comparing Lindsell Train’s four main funds
Trackers, passive investing, and Vanguard
Sector overviews
- Technology
- Healthcare & biotechnology
- Global small-caps
- UK small-caps
- China
- Flexible
- Regional and country-specific trusts
- Debt and leasing
- Commodities and natural resources
Small-cap investment trusts
- Smithson (SSON)
- Herald (HRI)
- BlackRock Smaller Companies (BRSC)
- Henderson Smaller Companies (HSL)
- Oryx International Growth (OIG)
- Impax Environmental Markets (IEM)
- Rights & Issues (RIII)
- Acorn Income (AIF)
- The small-cap effect
- Buffettology Smaller Companies (BUFF) – IPO postponed in October 2020
Flexible investment trusts
- RIT Capital Partners (RCP)
- Caledonia (CLDN)
- Capital Gearing (CGT)
- Personal Assets (PNL)
- Tetragon (TFG)
Renewables and Infrastructure
- HICL Infrastructure (HICL)
- Bluefield Solar Income Fund (BSIF)
- Gresham House Energy Storage (GRID)
- SDCL Energy Efficiency (SEIT)
- Power price forecasts
Biotech & Healthcare
- Worldwide Healthcare (WWH)
- International Biotechnology (IBT)
Private Equity and Growth Capital
- HGCapital (HGT)
- Princess Private Equity (PEY/PEYS)
- Schiehallion (MNTN)
Emerging market investment trusts
- Fundsmith Emerging Markets (FEET)
- Mobius Investment Trust (MMIT)
European investment trusts
- European Opportunities (JEO)
Property investment trusts
- TR Property (TRY)
Alternative asset investment trusts
Venture capital trusts
Investment trust facts and stats
- Big movers in 2020
- 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
- Virtual Mello: July 2020
Tax-efficient investing
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