Investment Trust Bits
You’re trying to reach a page that is behind our paywall. You can sign up to read it by pressing the Patreon button below – thanks. Patreon is a membership…
by Mike Rawson · Published September 14, 2016 · Last modified March 21, 2018
You’re trying to reach a page that is behind our paywall. You can sign up to read it by pressing the Patreon button below – thanks. Patreon is a membership…
Investment Trusts / Costs / Passive
by Mike Rawson · Published May 23, 2016 · Last modified March 23, 2018
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 look at back-testing the Investment Trust Portfolio, and decide on a time frame, some benchmarks, a data source and trust substitutions
We complete our look at the MoneyWeek Investment Trust Portfolio by deciding which of the 24 trusts they have recommended will be added to our portfolio.
Our second post on the topic of constructing an Investment Trust portfolio looks at the portfolio run by Merryn Somerset Webb at MoneyWeek.
We take the first step towards an Investment Trust portfolio by looking at the five IT portfolios run by John Baron of the Investors Chronicle.
UK budget breakdown – income and spending
Mark Minervini 1 – Specific Entry Point Analysis (SEPA®)
Drawdown Strategy – Joining the Chain Gang
Stan Weinstein’s Stage System 1 – Charts and Buying
Tom Claugus – A Change of Plans
Becoming a Lloyd’s Name
John Bender – Question Everything
Investment Trust Portfolio 2 – Money Week
Freakonomics 4 – Names
Jamie Mai – Seeking Asymmetry
More
When markets fall, an investor who has courage but lacks cash is as powerless as one who has cash but no courage.

