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Welcome

The website reports on the progress of eight real investment trust portfolios including same-day details of trades, revised weightings and yields. Members are notified whenever the website is updated – the last update being on 18 October 2018.

The portfolios pursue a range of strategies and income objectives. Four portfolios reflect an investment journey and are named after the seasons. Spring’s objective is capital growth via an all-equity portfolio. Over time, diversification away from equities helps to protect past gains and to generate a higher income. Winter finishes with a yield of 5.6%.

The four remaining equity portfolios pursue distinct objectives. The LISA portfolio helps smaller portfolios capitalise on the Government's Lifetime ISA (LISA) proposals. The Thematic portfolio focuses on undervalued themes. The Dividend portfolio seeks a high and growing income and yields 5.8%. The Overseas portfolio contains little UK exposure and yields 3.2%.

Whilst never complacent, the portfolios are performing well relative to benchmarks - the Performance page has details. Meanwhile, the Rationale page has a statistic summary of the eight portfolios and an overview of the other pages. The Subscription page gives details of the seven day trial allowing free access to the website's 11 'closed' pages.

Since 2009, John Baron has reported on the Summer and Autumn portfolios in his monthly Investors Chronicle column. He also regularly addresses investment seminars and is now preparing a further edition of his book ‘The Financial Times Guide to Investment Trusts’, having recently contributed to other publications including ‘The Investment Trusts Handbook 2018’.

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