Backtesting the Investment Trust Portfolio – the results
The back-testing of the Investment Trust Portfolio is complete, and the results are in. How did the portfolio stack up against the benchmark?
Monthly Archive: July 2015
Who’s afraid of sequencing risk?
We re-visit current thinking around sequencing risk – are recent claims that it is exaggerated true, or should we still fear "pound cost ravaging"?
Weekly Roundup, 7th July 2015
Weekly Roundup for the UK Private Investor: retirement savings, stamps, benefits and tax credits, fracking and a half-year review of the markets.
Back-testing the Investment Trust Portfolio
We look at back-testing the Investment Trust Portfolio, and decide on a time frame, some benchmarks, a data source and trust substitutions
