Here’s a list of my holdings as of September 2019. They are in no particular order. Some I have held for more than twenty years, while others are fairly recent additions.
The themeatic approach
Most of my portfolio is in global funds but I’m also investing in a few themes that I like being small-caps, private equity and infrastructure/renewables. Where I have written about a trust or theme, I’ve linked to my most recent article about it.
You’ll see that I also own an ETF (Vanguard All-World) and a couple of funds that aren’t investment trusts (Lindsell Train Global and Fundsmith Equity).
What’s not listed here
I sometimes hold shares in individual companies, should I get a sudden rush of blood to the head, but I don’t intend to list them here. I only have one at the moment.
In terms of other assets, a decent chunk of my net worth consists of residential and commerical property so I’m certainly not all in on equities. I also keep the usual ’emergency fund’ of cash to cover unexpected expenses.
I don’t own any fixed-income securities (i.e. bonds/gilts) right now. That’s something I am thinking of adding, although it’s not an asset class that’s well served by investment trusts.
I’ve written about my investing strategy here with an overview of what I am aiming to do and how I plan to do it. And you can find my recent portfolio reviews here. I’m doing quarterly reviews at the moment, but I might move to half-yearly at some point.
None of the trusts listed below should be considered as buy recommendations. What I think suits my investment purposes and my tolerance for risk may not be appropriate for others. As the saying goes, you should always do your own research.
- RIT Capital Partners (RCP)
- Caledonia Investments (CLDN)
- Murray International (MYI)
- JPMorgan Global Growth and Income (JPGI)
- Vanguard FTSE All-World ETF (VWRL)
- Lindsell Train Global Equity (Fund)
- Fundsmith Equity (Fund)
- Henderson Smaller Companies (HSL)
- BlackRock Smaller Companies (BRSC)
- Acorn Income Fund (AIF)
- Smithson (SSON)
Private Equity / Venture Capital Trusts
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