Tag: Portfolio reviews

Here’s my portfolio review for 2024. I ended the year up 10% while global markets rose 18% and the investment trust index gained 9%.

Here’s my portfolio review for the third quarter of 2024. I was up 7.5% over the first nine months of the year while global markets rose 12% and the investment trust index gained 6%.

Here’s my portfolio review for the first half of 2024. I was up 7.1% while global markets rose 11.1% and the trust sector gained 5.8%.

Here’s my portfolio review for the first quarter of 2024. I was up 4.2% while global markets powered ahead once again with an 8.6% gain.

Here’s my portfolio review for 2023. I ended the year up 9%, global markets rose around 15%, and the investment trust index gained 5%.

Here’s my portfolio review for the third quarter of 2023. I am up 2% year-to-date having been up 4% at the end of June. Global markets have risen 8% year-to-date while the investment trust index has lost 3%.

Here’s my portfolio review for the first half of 2023. I was up 4% while global markets were up 7% and the investment trust index was down 3%.

Here’s my portfolio review for the fourth quarter of 2022. I ended the year down 13% while global markets fell 8% in sterling terms.

Here’s my portfolio review for the third quarter of 2022. I’m down 15% for the year with many of my holdings trading at what look like very wide discounts.

Here’s my portfolio review for the first half of 2022.