Before I get into my usual portfolio review, I have some personal/blog news.
Exploring the world of investment trusts
Before I get into my usual portfolio review, I have some personal/blog news.
After three and a bit years, I’ve slipped back to being level with the global tracker that I use as my main benchmark.
I doubt any of us will look back upon 2020 with much fondness and this year hasn’t got off to the greatest of starts either. But purely from an investment point of view, 2020 was a pretty good year.
It’s difficult to know what to make of this year from an investing viewpoint.
I decided to take up running on my 30th birthday after realising my 20s lifestyle, though not overly excessive, had given me a bit of a paunch.
After a few decades of investing, it’s tempting to think that you’ve seen it all. But the stock market, not to mention the real world, never fails to surprise.
With two young kids at home for a week already, this blog is going to be a lot more sporadic over the next few months. But I wanted to set out some thoughts on how the bear market has impacted me so far and what I’m planning to do.
I matched the global indices last year with a return of 21.9% and a solitary losing position of just 1.2%. But few years are likely to turn out this well, so it’s important not to get carried away.
Some memories stick with you. I was working for a few weeks in Zimbabwe in the late 1990s and I still recall the events of one afternoon in particular. We were there with a small local team and I remember the shocked look on their faces as they trudged back into the office after lunch.…
My portfolio has returned 15.5% so far this year, a whisker behind global markets. I’ve also said goodbye to City of London, spreading the proceeds over a number of existing holdings.
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