Jonathan Davis My notes at the weekend were delayed because Simon Elliott and I were making an appearance at the Master Investor show in London, where, I am happy to report, we attracted a good crowd for our presentation. I also chaired some interesting corporate sessions. 250 copies of the Investment Trusts Handbook meanwhile were snapped up by visitors to the show, a pleasing outcome. Jim Mellon, who owns the Master Investor franchise, has been highly successful as a professional investor over the years and always gives an interesting annual outlook at the show. I comment on that below, as w...
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Jonathan Davis The profile this week covers the Renewables Infrastructure Group (ticker: TRIG), one of the more established and diversified renewable energy trusts. I have added a link to a podcast that I recorded last week with Charlie Morris, a gold and bitcoin expert I consult periodically and which you may find relevant. I have also republished the Q and A with Hamish Baillie, co-manager of the Ruffer Investment Company (link here), which it seems some of you may have missed when it was first published a week ago. This note looks at the recent performance of the illustrative portfolios we ...
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This is my latest review of the Money Makers Handbook portfolio which has featured in all five editions of the Investment Trusts Handbook, having been launched in January 2017 and so now celebrating its fifth anniversary. Although I sometimes describe it as a model portfolio, it is not really that, but rather an honest attempt to illustrate how picking a diversified selection of the best sector-leading trusts within an overall asset allocation and risk tolerance framework should be capable of delivering good returns in most market conditions.
Jonathan Davis Results to date Results to date h...
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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 This week I have recorded a second video, this time looking mainly at the performance of the original handbook portfolio and the soon-to-be-finalised income portfolio. Stuart Watson, our new contributor, has added an in-depth analysis of Fidelity's proposed takeover of the Genesis Emerging Markets mandate, as well as a useful summary of first half investment trust performance. The next Q and A will be with Kartik Kumar, the young manager of the Artemis Alpha trust, and that will be posted as soon as it is ready (it has been recorded, but not yet processed). Most of the links to ...
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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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