In this post and the accompanying video I summarise the final changes to the Money Makers income portfolio, explain the criteria I have used for the selection and look at its five-year track record. This can then be compared with the performance of the two other portfolios which I monitor, the Investment Trusts Handbook portfolio (launched 1st January 2017 to coincide with the first edition of the Handbook) and the older 2010 portfolio, the first one I created and the one which is closest to my own personal holdings.
The chart and table in the video below summarise the performance and the mak...
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Tritax Big Box REIT is by far the largest trust in the AIC's various property sectors, at nearly three times the size of the next largest fund, and it has one of the best performance records over the last five years. Like many of the newer property funds, it's a specialist, concentrating on large UK distribution centres leased to the likes of Amazon and major retailers. As well as looking to serve increasing demand from rising online sales, its tenants are increasingly turning to larger, state-of-the-art facilities to improve the robustness of their overall delivery networks. This REIT is curr...
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Bluefield Solar Income Fund (ticker BSIF) was one of the first renewable energy infrastructure trusts to list in 2013 and it has one of the best performance and income records in the sector. Change however is afoot. After a few years with little in the way of acquisitions, it's now expanding once again as technology improvements have made subsidy-free solar plants viable in the UK for the first time. The trust is also branching out into onshore wind and energy storage systems. Like many other renewable trusts, Bluefield has seen its premium to net assets contract over the past year, thanks to ...
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Supermarket Income REIT's 2017 IPO looks to have been very well timed. Increased demand for grocery services arising from the pandemic has helped drive rental yields steadily lower and therefore asset prices higher. Supermarket Income REIT has expanded its portfolio to 35 stores plus a share in a joint venture that owns a further 26. It targets larger omnichannel stores, i.e. those that offer delivery and in-store purchases, with the vast majority of its rental income contracted to rise in line with inflation. It's currently a member of the Money Makers income portfolio and has just this week ...
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Law Debenture's unique combination of a professional services business and a UK-focused portfolio with a strong value bias enabled it to navigate 2020 with relative ease. This trust was founded in 1889, making it one of the oldest in the UK, and it boasts a strong performance record over the last few decades plus a 42-year stretch of either maintaining or increasing its dividend.
If Law Debenture didn't exist, it seems highly unlikely that someone would try and create it from scratch. But this trust has proved its strength in recent years and seems to have a renewed sense of purpose since 201...
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Please do not share the video with others outside the Money Makers circle. For some accompanying notes and thoughts on this review, please see the Editor's Notebook from 10th July 2021 - link here. https://youtu.be/LovLcOfxwes ...
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Jonathan Davis When the Money Makers circle was launched back in January, I said that I expected that the range and balance of the content would evolve as time went by - and so it is proving. This week I am introducing two new features - the first of a series of periodic shorter podcasts (15 minutes in length) discussing specific topics of current interest - this week gold and bitcoin - and also the first steps towards creating a model income portfolio, to add to the Handbook portfolio that has already been up and running for more than four years. This week I also highlight some further inter...
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Stuart qualified as a chartered accountant before moving into journalism and has 20 years of experience of owning and writing about investment trusts from an independent standpoint. He is now producing regular fund profiles for the Money Makers circle. This post originally appeared on his blog but it has been added to our archive to build up our library of content.
JPMorgan Global Growth & Income has become one of my larger positions in the last few years. I first bought it in 2017 but in early 2019, after a decade in charge, the trust's then-manager decided on a career change. The trust'...
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