Here’s a list of my holdings as of February 2020.
I don’t trade very often (typically just a few times a year) and when I do it’s usually to top up a holding I already own.
Market timing isn’t my thing, so I’m typically fully invested almost all the time.
The thematic approach
Most of my portfolio is in global funds but I’m also investing in a few themes that I like: 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 in my list of holdings.
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).
My wife and children also have some investments that I oversee although they are just global index trackers.
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 and it will probably be sold to re-invest in investment trusts sometime fairly soon.
In terms of other assets, a decent chunk of my net worth consists of residential and commercial 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, although there’s a few in the Flexible Investment sector that may fit the bill.
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, which I usually do on a quarterly basis.
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.
I’ve organised the list into themes but the order within each group is random.
- 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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