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?
The back-testing of the Investment Trust Portfolio is complete, and the results are in. How did the portfolio stack up against the benchmark?
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 for the UK Private Investor: retirement savings, stamps, benefits and tax credits, fracking and a half-year review of the markets.
We look at back-testing the Investment Trust Portfolio, and decide on a time frame, some benchmarks, a data source and trust substitutions
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A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty.