Portfolio reviews Archives – IT Investor Exploring the world of investment trusts Mon, 24 Nov 2025 11:56:39 +0000 en-GB hourly 1 https://wordpress.org/?v=6.9.4 https://www.itinvestor.co.uk/wp-content/uploads/2019/08/cropped-IT_icon-32x32.png Portfolio reviews Archives – IT Investor 32 32 My H1 2025 Portfolio Review https://www.itinvestor.co.uk/2025/07/my-h1-2025-portfolio-review/ https://www.itinvestor.co.uk/2025/07/my-h1-2025-portfolio-review/#respond Wed, 02 Jul 2025 08:44:21 +0000 https://www.itinvestor.co.uk/?p=6496 Here’s my portfolio review for the first half of 2025. I ended the period up 0.4%, the same as global markets, while the investment trust index did better, gaining 4.6%. My performance This table summarises my returns against a range of comparators: Portfolio/comparators H1 2025 2024 2023 2022 Since Jan 2018 My portfolio +0.4% +10.1% +9.2%… 

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]]> https://www.itinvestor.co.uk/2025/07/my-h1-2025-portfolio-review/feed/ 0 My 2024 Portfolio Review https://www.itinvestor.co.uk/2025/01/my-2024-portfolio-review/ https://www.itinvestor.co.uk/2025/01/my-2024-portfolio-review/#comments Fri, 03 Jan 2025 15:27:18 +0000 https://www.itinvestor.co.uk/?p=6433 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%. My performance This table summarises my returns against a range of comparators: Portfolio/comparators 2024 2023 2022 Since Jan 2018 My portfolio +10.1% +9.2% -13.0% +7.2% pa Vanguard FTSE Global All Cap… 

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]]> https://www.itinvestor.co.uk/2025/01/my-2024-portfolio-review/feed/ 2 My Q3 2024 Portfolio Review https://www.itinvestor.co.uk/2024/10/my-q3-2024-portfolio-review/ https://www.itinvestor.co.uk/2024/10/my-q3-2024-portfolio-review/#comments Tue, 01 Oct 2024 11:52:24 +0000 https://www.itinvestor.co.uk/?p=6368 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%. My performance This table summarises both my recent and longer-term performance against a range of comparators: Portfolio/comparators YTD 2024 2023 2022… 

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]]> https://www.itinvestor.co.uk/2024/10/my-q3-2024-portfolio-review/feed/ 1 My H1 2024 Portfolio Review https://www.itinvestor.co.uk/2024/07/my-h1-2024-portfolio-review/ https://www.itinvestor.co.uk/2024/07/my-h1-2024-portfolio-review/#comments Sun, 07 Jul 2024 16:00:45 +0000 https://www.itinvestor.co.uk/?p=6334 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%. My performance This table summarises both my recent and longer-term performance against a range of comparators: Portfolio/comparators H1 2024 2023 2022 Annualised since Jan 2018 My portfolio +7.1% +9.2% -13.0%… 

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]]> https://www.itinvestor.co.uk/2024/07/my-h1-2024-portfolio-review/feed/ 4 Q1 2024 Portfolio Review https://www.itinvestor.co.uk/2024/04/q1-2024-portfolio-review/ https://www.itinvestor.co.uk/2024/04/q1-2024-portfolio-review/#comments Tue, 02 Apr 2024 14:52:41 +0000 https://www.itinvestor.co.uk/?p=6293 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. My performance This table summarises both my recent and longer-term performance against a range of comparators: Portfolio/comparators Q1 2024 2023 2022 Annualised since Jan 2018 My portfolio +4.2% +9.2% -13.0%… 

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]]> https://www.itinvestor.co.uk/2024/04/q1-2024-portfolio-review/feed/ 11 My 2023 Portfolio Review https://www.itinvestor.co.uk/2024/01/my-2023-portfolio-review/ https://www.itinvestor.co.uk/2024/01/my-2023-portfolio-review/#comments Tue, 02 Jan 2024 14:45:33 +0000 https://www.itinvestor.co.uk/?p=6211 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%. My performance This table summarises both my recent and longer-term performance against a range of comparators: Portfolio/comparators 2023 2022 2021 Annualised since Jan 2018 My portfolio +9.2% -13.0% +16.2% +6.7% Vanguard… 

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]]> https://www.itinvestor.co.uk/2024/01/my-2023-portfolio-review/feed/ 4 My Q3 2023 Portfolio Review https://www.itinvestor.co.uk/2023/10/my-q3-2023-portfolio-review/ https://www.itinvestor.co.uk/2023/10/my-q3-2023-portfolio-review/#comments Tue, 03 Oct 2023 13:38:27 +0000 https://www.itinvestor.co.uk/?p=6140 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%. My performance This table summarises both my recent and longer-term performance against a few comparators: Portfolio/comparators Q1-Q3… 

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]]> https://www.itinvestor.co.uk/2023/10/my-q3-2023-portfolio-review/feed/ 2 My H1 2023 Portfolio Review https://www.itinvestor.co.uk/2023/07/my-h1-2023-portfolio-review/ https://www.itinvestor.co.uk/2023/07/my-h1-2023-portfolio-review/#respond Sun, 09 Jul 2023 14:45:41 +0000 https://www.itinvestor.co.uk/?p=6084 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%. My performance This table summarises my recent and longer-term performance against the usual range of comparators: Portfolio/comparators H1 2023 FY 2022 FY 2021 Annualised since Jan 2018… 

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]]> https://www.itinvestor.co.uk/2023/07/my-h1-2023-portfolio-review/feed/ 0 My 2022 Portfolio Review https://www.itinvestor.co.uk/2023/01/my-q4-2022-review/ https://www.itinvestor.co.uk/2023/01/my-q4-2022-review/#comments Thu, 05 Jan 2023 16:25:00 +0000 https://www.itinvestor.co.uk/?p=5904 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. My performance I’ve been tracking my portfolio returns on this website for five years although I started out as an active investor back in 1995. Here’s a quick summary of my… 

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