This is the latest article from our contributor Reg Hoare, who has worked for 40 years in the City, initially in investment banking and the securities business, latterly as managing director of MHP Communications. He has been investing in investment trusts as a private investor for more than three decades. Here, he reviews the performance of his holdings over the third quarter of 2025.
Reg Hoare Onwards and upwards Q3 2025 was another decent quarter for my SIPP portfolio, with a 6% rise. For the year to date, the SIPP is now 14.4% ahead, a very satisfactory outcome, albeit this almost exactly...
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This is the latest article from our contributor Reg Hoare, who has worked for 40 years in the City, initially in investment banking and the securities business, latterly as managing director of MHP Communications. He has been investing in investment trusts as a private investor for more than three decades. Here, he reviews the performance of his holdings over the second quarter of 2025.
Reg Hoare The best quarter After the tricky first quarter, Q2 2025 was a much-needed return to rising markets and to form for my SIPP portfolio, which produced its best three-monthly return since I started thi...
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This is the latest article from our contributor Reg Hoare, who has worked for 40 years in the City, initially in investment banking and the securities business, latterly as managing director of MHP Communications. He has been investing in investment trusts as a private investor for more than three decades. Here he reviews the performance of his holdings over the first quarter of 2025.
Reg Hoare A tricky quarter Q1 proved to be a tricky quarter, with volatility driven by continued geopolitical and macroeconomic uncertainty. Against this background, my portfolio unsurprisingly gave up some of ...
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Exclusive to subscribers to the Money Makers Circle Contents - On the podcast this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Thoughts on the news/portfolio reviews - Good reads - This week's biggest movers - Investment Trusts Handbook - Video reviews - Appendices
On the podcast this week On the podcast this week I talk first to Richard Staveley, the manager of Rockwood Strategic (RKW), the best-performing trust in the UK small-cap sector, though one that specialises in riskier small caps at the bottom of the market capitalisation scale. It is...
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This is the latest article from our contributor Reg Hoare, who has worked for 40 years in the City, initially in investment banking and the securities business, latterly as managing director of MHP Communications. He has been investing in investment trusts as a private investor for more than three decades. Here he reviews the performance of his holdings over calendar year 2024.
Reg Hoare A year of two halves It felt like a struggle to be honest – but in the end my SIPP’s 2024 return of 12.8% was pretty respectable, and it outperformed both the FTSE100 and FTSE All-Share indices. The portfolio...
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Exclusive to subscribers to the Money Makers Circle Contents - On the podcast this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Thoughts on the news - Good reads - Investment Trusts Handbook - This week's biggest movers - Video reviews - Appendices
On the podcast this week This week's episode features one of my most popular guests, in the form of a return appearance from Marcus Phayre-Mudge, the manager of TR Property (TRY). We discuss whether the commercial property business has finally turned the corner after a torrid few years and if the wave...
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This is the latest article from our contributor Reg Hoare, who has worked for 40 years in the City, initially in investment banking and the securities business, latterly as managing director of MHP Communications. He has been investing in investment trusts as a private investor for more than three decades. Here he reviews the performance of his holdings in the third quarter of 2024.
Reg Hoare Not as good as it promised Following the UK General Election and in light of the first UK interest rate cut, Q3 promised much, but rather like the British summer weather, it failed to deliver and subsequ...
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