<p>Here&#8217;s a categorised list of articles on this blog:</p>
<h2>Portfolio reviews and strategy</h2>
<ul>
<li><strong>2025:</strong> <a href="https://www.itinvestor.co.uk/2026/01/my-2025-portfolio-review/">FY</a> &#8212; <a href="https://www.itinvestor.co.uk/2025/07/my-h1-2025-portfolio-review/">H1</a></li>
<li><strong>2024:</strong> <a href="https://www.itinvestor.co.uk/2025/01/my-2024-portfolio-review/">Q4</a> &#8212; <a href="https://www.itinvestor.co.uk/2024/10/my-q3-2024-portfolio-review/">Q3</a> &#8212; <a href="https://www.itinvestor.co.uk/2024/07/my-h1-2024-portfolio-review/">Q2</a> &#8212; <a href="https://www.itinvestor.co.uk/2024/04/q1-2024-portfolio-review/">Q1</a></li>
<li><strong>2023: </strong><a href="https://www.itinvestor.co.uk/2024/01/my-2023-portfolio-review/">Q4</a><strong> &#8212;</strong> <a href="https://www.itinvestor.co.uk/2023/10/my-q3-2023-portfolio-review/">Q3</a> &#8212; <a href="https://www.itinvestor.co.uk/2023/07/my-h1-2023-portfolio-review/">Q2</a> &#8212; <a href="https://www.itinvestor.co.uk/2023/04/my-q1-2023-portfolio-review/">Q1</a></li>
<li><strong>2022: </strong><a href="https://www.itinvestor.co.uk/2023/01/my-q4-2022-review/">Q4</a> &#8212; <a href="https://www.itinvestor.co.uk/2022/10/q3-2022-discounts-everywhere/">Q3</a> &#8212; <a href="https://www.itinvestor.co.uk/2022/07/q2-2022-the-big-bad-bear/">Q2</a> &#8212; <a href="https://www.itinvestor.co.uk/2022/04/q1-2022-keeping-it-simple/">Q1</a></li>
<li><strong>2021</strong>: <a href="https://www.itinvestor.co.uk/2022/01/q4-2021-the-four-year-mark/">Q4</a> &#8212; <a href="https://www.itinvestor.co.uk/2021/10/q3-2021-quality-fights-back/">Q3</a> &#8212; <a href="https://www.itinvestor.co.uk/2021/07/q2-2021-a-move-to-money-makers/">Q2</a> &#8212; <a href="https://www.itinvestor.co.uk/2021/04/q1-2021-rotation-rotation-rotation/">Q1</a></li>
<li><strong>2020</strong>: <a href="https://www.itinvestor.co.uk/2021/01/my-2020-portfolio-review/">Q4</a> &#8212; <a href="https://www.itinvestor.co.uk/2020/10/q3-2020-just-in-the-red/">Q3</a> &#8212; <a href="https://www.itinvestor.co.uk/2020/07/h1-2020/">Q2</a> &#8212; <a href="https://www.itinvestor.co.uk/2020/04/q1-2020-holding-on-tight/">Q1</a></li>
<li><strong>2019</strong>: <a href="https://www.itinvestor.co.uk/2020/01/2019-review-bumper-year-bumper-decade/">Q4</a> &#8212; <a href="https://www.itinvestor.co.uk/2019/10/q3-2019-one-eye-on-the-pound/">Q3</a> &#8212; <a href="https://www.itinvestor.co.uk/2019/07/my-2019-half-time-report/">Q2</a> &#8212; <a href="https://www.itinvestor.co.uk/2019/04/q1-2019-are-you-sitting-uncomfortably/">Q1</a></li>
<li><strong>2018</strong>: <a href="https://www.itinvestor.co.uk/2019/01/2018-review-reshuffling-my-pack/">Q4</a></li>
<li><a href="https://www.itinvestor.co.uk/2020/10/updating-my-investing-strategy/">My investing strategy</a></li>
<li><a href="https://www.itinvestor.co.uk/2019/06/picking-my-perfect-performance-measure/">Choosing a benchmark</a></li>
<li><a href="https://www.itinvestor.co.uk/2018/08/how-to-measure-your-portfolio-performance/">Measuring portfolio performance</a></li>
<li><a href="https://www.itinvestor.co.uk/2018/10/bear-essentials-how-i-approach-stock-market-falls/">Coping with market falls</a> and <a href="https://www.itinvestor.co.uk/2019/09/tackling-my-third-financial-crisis/">the next financial crisis</a></li>
<li><a href="https://www.itinvestor.co.uk/2018/11/go-global-or-go-home/">Assessing my domestic bias</a></li>
<li><a href="https://www.itinvestor.co.uk/2021/12/the-investment-trusts-handbook-2022/">The Investment Trusts Handbook 2022</a></li>
</ul>
<h2>Global investment trusts</h2>
<ul>
<li><a href="https://www.itinvestor.co.uk/2020/06/20-global-investment-trusts-compared/">20 global trusts: returns since 1992</a></li>
<li><a href="https://www.itinvestor.co.uk/2020/08/2020-the-year-of-baillie-gifford/">2020: the year of Baillie Gifford</a></li>
<li><a href="https://www.itinvestor.co.uk/2020/05/scottish-mortgage-the-biggest-and-the-best/">Scottish Mortgage</a> (SMT)</li>
<li><a href="https://www.itinvestor.co.uk/2020/06/scottish-american-investment-company-built-for-resilience/">Scottish American</a> (SAIN)</li>
<li><a href="https://www.itinvestor.co.uk/2020/01/mid-wynd-international/">Mid-Wynd International</a> (MWY)</li>
<li><a href="https://www.itinvestor.co.uk/2020/05/monks-investment-trust-with-change-comes-opportunity/">Monks</a> (MNKS)</li>
<li><a href="https://www.itinvestor.co.uk/2020/12/keystone-positive-change-baillie-giffords-latest-win/">Keystone Positive Change</a> (KPC)</li>
<li><a href="https://www.itinvestor.co.uk/2020/02/manchester-london-long-the-future/">Manchester &; London</a> (MNL)</li>
<li><a href="https://www.itinvestor.co.uk/2020/10/martin-currie-global-portfolio-a-little-known-gem/">Martin Currie Global Portfolio</a> (MNP)</li>
<li><a href="https://www.itinvestor.co.uk/2021/04/jpmorgan-global-growth-income-concentrating-its-firepower/">JPMorgan Global Growth &; Income</a> (JGGI)</li>
<li><a href="https://www.itinvestor.co.uk/2020/08/waving-goodbye-to-murray-international/">Murray International</a> (MYI)</li>
<li><a href="https://www.itinvestor.co.uk/2019/07/whats-a-sensible-premium-for-lindsell-train-investment-trust/">Lindsell Train Investment Trust</a> (LTI)</li>
<li><a href="https://www.itinvestor.co.uk/2018/10/independent-investment-trust-the-fever-subsides/">Independent Investment Trust</a> (IIT)</li>
</ul>
<h2>Global open-ended funds</h2>
<ul>
<li><a href="https://www.itinvestor.co.uk/2020/10/10-years-of-fundsmith-equity/">Fundsmith Equity</a></li>
<li><a href="https://www.itinvestor.co.uk/2021/02/10-years-of-lindsell-train-global-equity/">Lindsell Train Global Equity</a></li>
<li><a href="https://www.itinvestor.co.uk/2020/06/blue-whale-growth-fund-the-next-big-thing/">Blue Whale Growth Fund</a></li>
<li><a href="https://www.itinvestor.co.uk/2020/01/comparing-lindsell-trains-main-funds/">Comparing Lindsell Train&#8217;s four main funds</a></li>
<li><a href="https://www.itinvestor.co.uk/2020/05/combining-fundsmith-equity-and-lindsell-train-global-equity/">Combining Fundsmith and Lindsell Train Global</a></li>
</ul>
<h2>Trackers, passive investing, and Vanguard</h2>
<ul>
<li><a href="https://www.itinvestor.co.uk/2019/06/vanguard-all-world-etf-vwrl/">Vanguard All-World ETF</a> (VWRL)</li>
<li><a href="https://www.itinvestor.co.uk/2019/06/lifestrategy-target-retirement-funds/">Lifestrategy and target retirement funds</a></li>
<li><a href="https://www.itinvestor.co.uk/2020/08/is-qqq-all-you-need-to-do/">Nasdaq 100 trackers</a> (QQQ/CNDX)</li>
</ul>
<h2>Sector overviews</h2>
<ul>
<li><a href="https://www.itinvestor.co.uk/2019/03/a-tempting-time-to-turn-to-tech/">Technology</a></li>
<li><a href="https://www.itinvestor.co.uk/2020/08/buying-a-biotech-basket/">Healthcare &; biotechnology</a></li>
<li><a href="https://www.itinvestor.co.uk/2019/01/the-fruitless-search-for-global-small-caps/">Global small-caps</a></li>
<li><a href="https://www.itinvestor.co.uk/2018/12/sizing-up-uk-small-cap-funds/">UK small-caps</a></li>
<li><a href="https://www.itinvestor.co.uk/2020/09/china-investment-trusts-come-of-age/">China</a></li>
<li><a href="https://www.itinvestor.co.uk/2019/11/flexible-friends/">Flexible</a></li>
<li><a href="https://www.itinvestor.co.uk/2020/02/regional-and-country-specific-trusts/">Regional and country-specific trusts</a></li>
<li><a href="https://www.itinvestor.co.uk/2020/07/debt-investment-trusts-for-the-brave-only/">Debt and leasing</a></li>
<li><a href="https://www.itinvestor.co.uk/2020/09/commodity-investment-trusts-are-all-the-rage/">Commodities and natural resources</a></li>
</ul>
<h2>Small-cap investment trusts</h2>
<ul>
<li><a href="https://www.itinvestor.co.uk/2021/03/how-big-can-smithson-get/">Smithson</a> (SSON)</li>
<li><a href="https://www.itinvestor.co.uk/2020/05/herald-investment-trust-home-grown-tech/">Herald</a> (HRI)</li>
<li><a href="https://www.itinvestor.co.uk/2020/11/blackrock-smaller-companies-losing-its-lustre/">BlackRock Smaller Companies</a> (BRSC)</li>
<li><a href="https://www.itinvestor.co.uk/2020/08/henderson-smaller-companies-waiting-for-the-bounce-back/">Henderson Smaller Companies</a> (HSL)</li>
<li><a href="https://www.itinvestor.co.uk/2019/10/oryx-international-growth-small-cap-big-discount/">Oryx International Growth</a> (OIG)</li>
<li><a href="https://www.itinvestor.co.uk/2019/08/impax-environmental-markets-more-with-less/">Impax Environmental Markets</a> (IEM)</li>
<li><a href="https://www.itinvestor.co.uk/2019/02/rights-issues-investment-trust/">Rights &; Issues</a> (RIII)</li>
<li><a href="https://www.itinvestor.co.uk/2021/05/acorn-income-jumps-on-the-sustainable-bandwagon/">Acorn Income</a> (AIF) &#8211; delisted in October 2021</li>
<li><a href="https://www.itinvestor.co.uk/2018/12/big-returns-from-the-small-cap-effect/">The small-cap effect</a></li>
<li><a href="https://www.itinvestor.co.uk/2020/10/buffettology-smaller-companies-ipo-thoughts/">Buffettology Smaller Companies</a> (BUFF) &#8211; IPO postponed in October 2020</li>
</ul>
<h2>Flexible investment trusts</h2>
<ul>
<li><a href="https://www.itinvestor.co.uk/2020/04/rit-capital-partners/">RIT Capital Partners</a> (RCP)</li>
<li><a href="https://www.itinvestor.co.uk/2020/12/caledonia-investments/">Caledonia</a> (CLDN)</li>
<li><a href="https://www.itinvestor.co.uk/2019/11/capital-gearing-trust-playing-ultra-defensive/">Capital Gearing</a> (CGT)</li>
<li><a href="https://www.itinvestor.co.uk/2020/02/personal-assets-trust-bear-turned-up-to-11/">Personal Assets</a> (PNL)</li>
<li><a href="https://www.itinvestor.co.uk/2019/02/the-tale-of-tetragon-and-the-dastardly-discount/">Tetragon</a> (TFG)</li>
</ul>
<h2>Renewables and Infrastructure</h2>
<ul>
<li><a href="https://www.itinvestor.co.uk/2020/12/hicl-infrastructure-dividend-growth-on-hold/">HICL Infrastructure</a> (HICL)</li>
<li><a href="https://www.itinvestor.co.uk/2020/03/bluefield-solar-income-making-hay-while-the-sun-shines/">Bluefield Solar Income Fund</a> (BSIF)</li>
<li><a href="https://www.itinvestor.co.uk/2021/05/gresham-house-energy-storage-batteries-included/">Gresham House Energy Storage</a> (GRID)</li>
<li><a href="https://www.itinvestor.co.uk/2019/07/sdcl-energy-efficiency-income-trust/">SDCL Energy Efficiency</a> (SEIT)</li>
<li><a href="https://www.itinvestor.co.uk/2020/01/pondering-power-prices-and-premiums/">Power price forecasts</a></li>
</ul>
<h2>Biotech &; Healthcare</h2>
<ul>
<li><a href="https://www.itinvestor.co.uk/2021/03/bb-healthcare-trust-curing-the-health-system/">BB Healthcare</a> (BBH)</li>
<li><a href="https://www.itinvestor.co.uk/2020/09/worldwide-healthcare-trust/">Worldwide Healthcare</a> (WWH)</li>
<li><a href="https://www.itinvestor.co.uk/2020/11/international-biotechnology-trust/">International Biotechnology</a> (IBT)</li>
</ul>
<h2>Private Equity and Growth Capital</h2>
<ul>
<li><a href="https://www.itinvestor.co.uk/2020/09/hgcapital-trust-a-tech-trust-in-disguise/">HgCapital</a> (HGT)</li>
<li><a href="https://www.itinvestor.co.uk/2019/07/princess-private-equity/">Princess Private Equity</a> (PEY/PEYS)</li>
<li><a href="https://www.itinvestor.co.uk/2021/06/the-schiehallion-fund-early-and-patient/">Schiehallion</a> (MNTN)</li>
</ul>
<h2>Emerging market investment trusts</h2>
<ul>
<li><a href="https://www.itinvestor.co.uk/2021/06/fundsmith-emerging-equities-still-work-in-progress/">Fundsmith Emerging Equities</a> (FEET)</li>
<li><a href="https://www.itinvestor.co.uk/2018/09/mobius-investment-trust-new-frontiers/">Mobius Investment Trust</a> (MMIT)</li>
</ul>
<h2>European investment trusts</h2>
<ul>
<li><a href="https://www.itinvestor.co.uk/2020/06/european-opportunities-trust-whacked-by-wirecard/">European Opportunities</a> (JEO)</li>
</ul>
<h2>Property investment trusts</h2>
<ul>
<li><a href="https://www.itinvestor.co.uk/2019/09/tr-property-real-estate-superstar/">TR Property</a> (TRY)</li>
</ul>
<h2>Alternative asset investment trusts</h2>
<ul>
<li><a href="https://www.itinvestor.co.uk/2019/02/the-hidden-risks-behind-alternative-asset-funds/">Aircraft leasing funds</a></li>
<li><a href="https://www.itinvestor.co.uk/2019/10/catching-up-schiehallion-tetragon-mobius-and-hipgnosis/">Hipgnosis Songs Fund</a> (SONG)</li>
</ul>
<h2>Venture capital trusts</h2>
<ul>
<li><a href="https://www.itinvestor.co.uk/2018/11/vcts-take-a-brave-leap-forward/">How the VCT market has changed</a></li>
<li><a href="https://www.itinvestor.co.uk/2019/12/baronsmead-venture-trust-my-problem-child/">Baronsmead Venture Trust</a> (BVT)</li>
</ul>
<h2>Investment trust facts and stats</h2>
<ul>
<li><a href="https://www.itinvestor.co.uk/2022/03/30-isa-investment-company-millionaires/">30 ISA Millionaires</a></li>
<li><a href="https://www.itinvestor.co.uk/2023/04/returns-from-the-oldest-trusts-revisited/">Long-term returns of the oldest trusts</a></li>
<li><a href="https://www.itinvestor.co.uk/2021/03/the-best-performing-trusts-of-2021/">Best performing trusts of 2021</a></li>
<li><a href="https://www.itinvestor.co.uk/2020/11/the-best-performing-investment-trusts-of-2020/">Best performing trusts of 2020</a></li>
<li><a href="https://www.itinvestor.co.uk/2018/07/key-numbers-for-the-investment-trust-industry/">The industry in numbers</a></li>
<li><a href="https://www.itinvestor.co.uk/2021/04/when-investment-trusts-fire-their-managers/">When directors fire trust managers</a></li>
<li><a href="https://www.itinvestor.co.uk/2018/10/investment-trust-dividends/">Dividends</a> and <a href="https://www.itinvestor.co.uk/2020/04/will-investment-trust-dividends-hold-up/">will trusts cut their payouts</a>?</li>
<li><a href="https://www.itinvestor.co.uk/2019/04/should-you-avoid-investment-trusts-with-premiums/">Discounts and premiums</a> and <a href="https://www.itinvestor.co.uk/2020/03/dabbling-with-discounts/">discounts in volatile markets</a></li>
<li><a href="https://www.itinvestor.co.uk/2019/01/does-your-fund-charge-too-much/">Charges</a></li>
<li><a href="https://www.itinvestor.co.uk/2019/04/key-information-id-like-to-see/">Key Information Documents</a> and <a href="https://www.itinvestor.co.uk/2019/02/kids-the-gloves-are-off/">a follow-up piece</a></li>
<li><a href="https://www.itinvestor.co.uk/2019/11/should-we-pay-up-for-performance/">Performance fees</a></li>
<li><a href="https://www.itinvestor.co.uk/2019/05/save-the-savings-schemes/">Savings schemes</a></li>
<li><a href="https://www.itinvestor.co.uk/2018/07/should-you-use-z-scores/">Z-scores</a></li>
<li><a href="https://www.itinvestor.co.uk/2018/07/do-investment-trusts-outperform/">Trusts vs open-ended funds</a> and <a href="https://www.itinvestor.co.uk/2020/02/funds-vs-trusts-a-simple-ten-year-test/">a rematch</a></li>
<li><a href="https://www.itinvestor.co.uk/2020/01/introducing-the-double-doublers/">Double doublers</a></li>
<li><a href="https://www.itinvestor.co.uk/2019/02/who-runs-your-investment-trust/">Who runs your trust?</a></li>
<li><a href="https://www.itinvestor.co.uk/2019/05/mello-trusts-and-funds-4-companies/">Mello Trusts: May 2019</a></li>
<li><a href="https://www.itinvestor.co.uk/2020/07/mello-virtual-welcome-to-the-new-age/">Virtual Mello: July 2020</a></li>
</ul>
<h2>Tax-efficient investing</h2>
<ul>
<li><a href="https://www.itinvestor.co.uk/2019/09/why-i-opened-junior-isas-for-my-children/">Junior ISAs</a></li>
<li><a href="https://www.itinvestor.co.uk/2019/08/pension-lifetime-allowance/">Pension Lifetime Allowance</a></li>
<li><a href="https://www.itinvestor.co.uk/2021/01/passing-it-on/">Passing on your wealth</a></li>
<li><a href="https://www.itinvestor.co.uk/2019/12/trouble-brewing-on-the-tax-front/">Higher taxes on capital gains and dividends</a></li>
</ul>
 
 
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<h3>Disclaimer</h3>
<p>Please note that I may own some of the investments mentioned above -- you can see my current holdings on <a href="https://www.itinvestor.co.uk/portfolio/">my portfolio page</a>. </p>
<p>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!</p>
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