Jonathan Davis The notebook this week has more about the 20 trusts I wrote about last week, and a number of shorter notes. There is no Q and A but instead there will be an imminent video about market and trust performance. Looking ahead, I expect to have more news shortly about additional content to round out the offering to circle members, including regular reviews of specific investment trusts.
20 investment trusts (continued) Some more comments on the 20 investment trusts that I recruited for my original 20-strong list in 2010, about which I wrote last week. Alert readers may have noted ...
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Jonathan Davis The notebook this week lists the 20 trusts that made up the original 20-trust portfolio that I wrote about last week. I also add a series of short notes and links across a variety of topics. In this week's Q and A I talk to Stephanie Sirota, a director of RTW Ventures, a recently launched trust that invests in medicines, biotech and medical technology. It is not a trust that I own myself (it does not meet enough of my criteria), but it has performed spectacularly since its launch in 2019 and operates in what is clearly potentially a very high growth area.
PRS REIT I am pleased ...
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Jonathan Davis The notebook this week outlines some future plans, recounts my history in tracking the performance of investment trusts and explains the thinking that lies behind the Handbook portfolio and my other holdings. In this week's Q and A Richard Curling, an experienced manager at Jupiter Asset Management, who runs two funds that only invest in investment trusts, explains how he picks trusts for income and the rationale for owning his largest holdings in the alternative asset space.
The perfect income stock If you are worried about inflation, or merely interested in generating income ...
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