As promised I have recorded a short(ish) video explaining how the model portfolio which has featured in the Investment Trusts Handbook since its launch four years ago has performed both over the last 12 months and since initiation. Although I describe it as a model portfolio, it is not strictly speaking that, but rather an honest attempt to illustrate how picking a diversified selection of sector-leading trusts within an overall asset allocation and risk tolerance framework is capable of delivering good returns. Results to date have been good, but not spectacular, turning an initial investment...
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It has been a good week for the markets, with equity markets showing good gains despite bond yields edging up and further evidence of investors' love affair with technology stocks continuing, in the shape of IPOs jumping to huge premiums immediately after listing. The pound meanwhile is almost back to its pre-referendum level against the dollar, although that is at least partly due to the general weakness of the US currency. The Bank of England has instructed banks to prepare for negative interest rates, but appears to be shying away from suggesting it will resort to them - the latter, if true...
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It has been another fascinating week in the markets - lets be honest most weeks are like that - and so I am confining myself to a few thoughts, acknowledging (killjoy alert) that many of the most topical issues dominating the market headlines at the moment, such as the social media private investor revolt on Wall Street, are frankly not very relevant to any patient investor's real concerns. It is all too easy to get distracted from the main task of tracking the underlying trends in the market - are you on board with them or not? - while keeping an eye on the specific behaviour of your portfoli...
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There are a lot of valuable things to read this week - it goes like that sometimes. Other weeks nothing much of interest seems to pass my inbox. The week itself has been dominated by the inauguration of Joe Biden as President of the United States, which fortunately went off peacefully. The markets are expecting a big stimulus package to back up the already exceptional amounts of monetary stimulus and help reignite economic growth after the vaccines start to kick in and bring an end to the current wave of stringent lockdowns we are seeing across many countries, although there seems to be a clea...
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Stuart Widdowson is the manager of the Odyssean investment trust, a relatively recent newcomer to the UK smaller companies sector, it having IPOed in May 2018. The investment approach he adopts is the same however as the one which he pursued when managing the Strategy Equity Capital trust, with good results, from 2009 to 2016, so his track record therefore is effectively longer than it might at first appear.
The objective of the trust is to run a concentrated portfolio of UK-listed small and medium-sized companies that is largely neutral between a value and growth approach, with a focus on...
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Jonathan Davis These are the latest extracts from my weekly diary, highlighting interesting research and other odds and ends that I have read, heard or noted. Some will relate to specific stocks, others to more general market phenomena. In addition I will keep you updated on future developments and additions to the circle content.
Housekeeping update As before, if you are reading this it should mean that you have successfully logged into the Money Makers website and can see the latest content. From this weekend, the plan is for a list of premium content published in the week just gone to be ...
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