The website reports on the progress of six ‘live’ investment trust portfolios including same-day details of trades, revised portfolio weightings and yields. Members are notified by email whenever the website is updated – the last being on 27 August 2016.
The portfolios pursue a range of strategies and income objectives. Four portfolios reflect an investment journey and are named after the seasons. Spring’s objective is capital growth via an all-equity portfolio. Over time, the bond and other asset weightings increase to generate a higher income and diversify holdings to protect past gains. Winter finishes with a yield of 6.1%.
The Thematic portfolio focuses on special situations and undervalued sectors. The Dividend portfolio seeks a high yield and income growth from equities and yields 5.3%. Whilst never complacent, all portfolios are performing well relative to benchmarks.
The Rationale page has more details including statistic summary of the six portfolios and overview of the other pages. The Subscription page gives details of the 30 day trial allowing free access to the website's nine 'closed' pages.
Since 2009, John Baron has reported on the Summer and Autumn portfolios in his monthly Investors Chronicle column (where they are called ‘Growth’ and ‘Income’). Visitors may also find his book ‘The FT Guide to Investment Trusts’ of interest.