At the bottom of this page is a list of my holdings as of April 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 and most evidence I’ve come across seems to show it’s very hard to do on a consistent basis (if not impossible). Therefore, I’m typically fully invested almost all the time, and largely reinvesting any dividends I receive.

The thematic approach

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 have roughly 25% of my total portfolio in these three areas.

My investments are weighted towards the UK though. I reckon about 30% of my underlying holdings are UK-based businesses, which is far higher than the 5-6% you tend to get with a standard global tracker.

Where I have written about a trust or theme, I’ve linked to my most recent article about it in the list of holdings below.

You’ll see that, in addition to investment trusts, I also own an ETF (Vanguard All-World) and a couple of open-ended funds (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.

My strategy

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.

You can find my recent portfolio reviews here , where I track my performance against global and UK index trackers on a quarterly basis.

And I have produced an index page that sorts most of my blog posts into categories.

My portfolio

None of the trusts listed below, or anywhere on this site for that fact, should be considered as buy recommendations.

I am not registered to give any kind of financial advice and 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 my list of holdings 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

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


  • HICL Infrastructure (HICL)
  • Bluefield Solar Income (BSIF)
  • Gresham House Energy Storage (GRID)

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