My 2025 Portfolio Review
Here’s my portfolio review for 2025. I ended the year up 6%, while global markets rose by 14%, and the investment trust index did marginally better, gaining 16%.
The Investment Trusts Handbook 2026
It’s that time of the year again. The ninth edition of The Investment Trusts Handbook has just been published. It is edited, as always, by Jonathan Davis, my business partner at Money Makers.
My H1 2025 Portfolio Review
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%.
Trust ISA Millionaires: 2025 edition
For the last few years, the AIC has published a very useful piece of research showing which trusts would have performed best if you had put your full ISA subscription into them on 6 April each year since ISAs were introduced in 1999 and reinvested all the dividends received.
My 2024 Portfolio Review
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%.
The Investment Trusts Handbook 2025
Today sees the publication of the eighth edition of The Investment Trusts Handbook, the essential sector guide.
My Q3 2024 Portfolio Review
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 H1 2024 Portfolio Review
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%.
Q1 2024 Portfolio Review
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.