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"?
Budget July 2015
We give our reaction to this year’s extra Budget. What was confirmed, what didn’t happen, and what surprises did the Chancellor spring?
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
