The website reports on the progress of seven real/live investment trust portfolios including same-day details of trades, revised weightings and yields. Members are notified whenever the website is updated – the last update being on 7 December 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 5.9%.
The remaining three equity-focused portfolios pursue distinct objectives. The LISA portfolio helps smaller portfolios capitalise on the Government's Lifetime ISA (LISA) proposals. The Thematic portfolio focuses exclusively on special situations and undervalued themes. The Dividend portfolio seeks a high and growing income and yields 5.3%.
Whilst never complacent, all portfolios are performing well relative to benchmarks. The Rationale page has more details including a statistic summary of the seven portfolios and overview of the other pages. The Subscription page gives details of the seven day trial allowing free access to the website's ten '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.