Comments on: Portfolio https://www.itinvestor.co.uk/portfolio/ Exploring the world of investment trusts Mon, 20 Oct 2025 11:34:58 +0000 hourly 1 https://wordpress.org/?v=6.9.4 By: JJ https://www.itinvestor.co.uk/portfolio/#comment-11398 Wed, 04 Oct 2023 10:06:13 +0000 https://www.itinvestor.co.uk/?page_id=1210#comment-11398 Thanks for your update. Always an enjoyable read. Im glad I ditched Artemis Income, Lindell Train and Smithson from my portfolio and due to my retirement in a few years time moved to Vanguards. That said I still keep my nice IT like ATS, JGGI and Caledonian along with Bankers, City, Temple Bar, etc. Im now thinking of when to de-risk my Fundsmith… One thing I will never sell are my VCTs which just keep giving outside a wrapper as tax free divs.

]]> By: ITinvestor https://www.itinvestor.co.uk/portfolio/#comment-11215 Fri, 04 Aug 2023 15:50:35 +0000 https://www.itinvestor.co.uk/?page_id=1210#comment-11215 In reply to Sam.

Glad to hear you are enjoying the blog and the podcast, Sam. I tend to have a similar split with my holdings in that the pension holdings change far less frequently. MYI has had a good run recently – I should have a bit more patience with my holding in it!

]]> By: Sam https://www.itinvestor.co.uk/portfolio/#comment-11204 Wed, 02 Aug 2023 03:37:20 +0000 https://www.itinvestor.co.uk/?page_id=1210#comment-11204 Only just discovered this blog, really enjoying it so far. I already listen to the money makers podcast, which I also enjoy.

I have a split personality portfolio, part is in my work DC pension, the rest in an ISA. As the pension isn’t easy to swap and change, I’ve just got 5 funds in there, with most in 2 trackers (global ex uk and uk), the rest is in BG USA (why was I too greedy to sell!?!), Veritas asia and a JPM energy resources fund, all fine over my 7 years other than Veritas Asia which is flagging.

As for the ISA, I sold all my Fundsmith for the L&G Global 100 index fund, but do have SSON as my global small cap, and Mobius for EM. I also have a several more income focused trusts, but am also thinking of selling MYI, as the EM/Asia/Frontier theme is covered elsewhere, and I’ve little interest in bonds…might have a proper look in April.

]]> By: ITinvestor https://www.itinvestor.co.uk/portfolio/#comment-10652 Wed, 26 Apr 2023 15:48:32 +0000 https://www.itinvestor.co.uk/?page_id=1210#comment-10652 In reply to Nick Black.

Thanks, Nick. I’m planning to look at RIII for the Money Makers site at some point. Will probably wait until they have been running things for a year or so, although that will be still be early days of course!

]]> By: Nick Black https://www.itinvestor.co.uk/portfolio/#comment-10650 Wed, 26 Apr 2023 15:19:19 +0000 https://www.itinvestor.co.uk/?page_id=1210#comment-10650 Hi Stuart
I came across your blog and note the level of detail which you provide is impressive. I am often arguing that the typical retail investor is more sophisticated than many asset management firms like mine give them credit for. I wondered whether you would be interested in taking another look at Rights and Issues now that the new managers, Dan Nickols and Matt Cable have taken over from Simon Knott?
I look forward to hearing from you.
Kind regards
Nick

]]> By: ITinvestor https://www.itinvestor.co.uk/portfolio/#comment-5213 Wed, 26 May 2021 17:08:13 +0000 https://www.itinvestor.co.uk/?page_id=1210#comment-5213 Thanks, Peter.

Luckily, I can see that the gun’s not loaded so I might duck out of that question 🙂

Obviously, holding both of those myself, I would be somewhat biased anyway!

]]> By: Peter https://www.itinvestor.co.uk/portfolio/#comment-5210 Wed, 26 May 2021 14:40:42 +0000 https://www.itinvestor.co.uk/?page_id=1210#comment-5210 Always fascinating and educational.
Gun to your head for a simple global 2 holding portfolio.
Fundsmith (quality) and VWRL (or similar global tracker) split equally.
What do you think?

]]> By: ITinvestor https://www.itinvestor.co.uk/portfolio/#comment-5107 Tue, 04 May 2021 15:19:51 +0000 https://www.itinvestor.co.uk/?page_id=1210#comment-5107 In reply to Bill.

Thanks, Bill. I listened to this over the weekend as it happens and it was definitely interesting. You don’t seem to have to be an IC subscriber to listen — https://www.investorschronicle.co.uk/podcasts/2021/04/30/charles-plowden-it-is-too-simplistic-to-say-baillie-gifford-stocks-are-expensive-we-don-t-think-they-are/

He did another one with Moneyweek (might have been a video) a few months ago as well.

]]> By: Bill https://www.itinvestor.co.uk/portfolio/#comment-5106 Tue, 04 May 2021 11:14:00 +0000 https://www.itinvestor.co.uk/?page_id=1210#comment-5106 If you want to know what makes Baillie Gifford tick it might be worth listening to a longish Investors Chronicle interview with Charles Plowden, a senior partner of Baillie Gifford, who has headed the firm’s Global Alpha team and transformed the fortunes of Monks Investment Trust over the last five years. He is retiring after more than 30 years with Baillie Gifford (BG), and has some interesting thoughts on investing and why BG has been so successful in recent years.

Whilst the likes of Fundsmith’s Terry Smith, Finsbury Income and Growth’s Nick Train and Scottish Mortgage’s Stuart Anderson, are lauded by the media as investment management stars, I think Charles Plowden, who has had a much lower public profile, should be added to any list of top class investment trust fund managers.

The podcast on April 30, 2021, is on the IC website. I think you may have to be a IC subscriber to listen to the interview.

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