Index

Here’s a categorised list of articles on this blog:

Portfolio reviews and strategy

• 2023: Q3 — Q2 — Q1
• 2022:   Q4 — Q3 — Q2 — Q1
• 2021:   Q4 — Q3 — Q2 — Q1
• 2020:   Q4 — 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
• The Investment Trusts Handbook 2022

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)
• Keystone Positive Change (KPC)
• 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 Equity
• Blue Whale Growth Fund
• Comparing Lindsell Train’s four main funds
• Combining Fundsmith and Lindsell Train Global

Trackers, passive investing, and Vanguard

• Vanguard All-World ETF (VWRL)
• Lifestrategy and target retirement funds
• Nasdaq 100 trackers (QQQ/CNDX)

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) – delisted in October 2021
• 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

• BB Healthcare (BBH)
• 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 Equities (FEET)
• Mobius Investment Trust (MMIT)

European investment trusts

• European Opportunities (JEO)

Property investment trusts

• TR Property (TRY)

Alternative asset investment trusts

• Aircraft leasing funds
• Hipgnosis Songs Fund (SONG)

Venture capital trusts

• How the VCT market has changed
• Baronsmead Venture Trust (BVT)

Investment trust facts and stats

• 30 ISA Millionaires
• Long-term returns of the oldest trusts
• Best performing trusts of 2021
• Best performing trusts of 2020
• The industry in numbers
• When directors fire trust managers
• 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

• Junior ISAs
• Pension Lifetime Allowance
• Passing on your wealth
• Higher taxes on capital gains and dividends

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Disclaimer

Please note that I may own some of the investments mentioned above -- you can see my current holdings on my portfolio page.

Nothing on this website should be regarded as a buy or sell recommendation as I'm just a random person writing a blog in his spare time and I am not authorised to give financial advice. Always do your own research and seek financial advice if necessary!

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