Tag: Portfolio reviews

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.

Here’s my latest portfolio review showing my returns for the first quarter of 2022.

Here’s my latest portfolio review showing my returns for 2021 and over the last four years.