Portfolio

In the interest of good disclosure, here’s a list of my current portfolio holdings as of December 2018.

They are in no particular order. Some I have held for twenty years, while others are recent additions.

Most of my portfolio is in global funds but I’m also investing in a few themes that I like, namely small-caps, private equity and infrastructure/renewables.

I sometimes hold individual shares (not listed on this page) and you’ll see that I also own an ETF and a couple of funds that aren’t investment trusts.

In terms of other assets, a decent chunk of my net worth consists of residential and commerical property, providing some further diversification, and I keep a so-called ’emergency fund’ of cash to cover near-term living expenses. I don’t own any fixed-income securities (i.e. bonds/gilts) right now, but that’s something I may add to the mix sometime soon.

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 I reviewed my 2018 portfolio activity here.

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 other folks. As the saying goes, you should always do your own research.

Global

  • 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
  • Fundsmith Equity

UK

  • City Of London Investment Trust (CTY)

Small-Cap

  • Henderson Smaller Companies (HSL)
  • BlackRock Smaller Companies (BRSC)
  • Acorn Income Fund (AIF)
  • Smithson (SSON)

Private Equity / Venture Capital Trust

  • HG Capital (HGT)
  • Princess Private Equity (PEY/PEYS)
  • Baronsmead Venture Trust (BVT)

Infrastructure/Renewables

  • HICL Infrastructure (HICL)
  • Bluefield Solar Income (BSIF)

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