A A A

Welcome.

The website reports on the progress of ten live investment trust portfolios including same-day details of trades, revised weightings and yields, while its layout is primarily designed to convey text in a clear and effective manner. Members can choose to be notified of updates by email and/or Twitter – the last update being on 6 December 2023.

The portfolios achieve a range of investment remits and income objectives with yields of up to 7.2%. Five portfolios pursue an investment journey which, over time, sees them increasingly diversify away from equities into other asset classes in order to reduce risk and so protect past gains, while generating a higher income.

The following ‘open’ pages contain more details:

  • Rationale: Contains a summary of the ten portfolios and overview of website pages
  • Performance: Shows the portfolios are performing well relative to benchmarks
  • Diversification: Describes the five portfolios’ risk-adjusted journey which ends with a 5.3% yield
  • Sustainability: Highlights the importance of investing sustainably
  • FAQs: Addresses those questions most commonly asked by members
  • Testimonial: Provides a fair selection of comments received
  • Investment policy: Summarises our investment approach and history
  • Subscription: Allows visitors to register for a trial and members to log in

In 2009, John started reporting on the Summer and Autumn portfolios in his monthly Investors Chronicle column and established the website in 2014 to help investors avoid the mistakes he made when first investing. As such, although the website caters for portfolios of all sizes, it is primarily designed and priced to assist members with smaller portfolios.

Our loyal and growing membership suggest the website’s evolving balance between service and cost is being well received. John also contributes to publications including The Investment Trusts Handbook 2024 and recently published a further edition of The Financial Times Guide to Investment Trusts. The Investment policy page contains more details and background.

 

 JO: “There's nothing wrong with your 'dreary grey' text-only design. It is right to the point and easily navigable/searchable. We don't want the distraction of gratuitous imagery found all over the many other sources.”
Powered by Netquest Consulting Ltd