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Welcome

The website reports on the progress of nine real 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 21 September 2020.

The portfolios achieve a range of investment strategies and income objectives with yields of up to 5.7%. Five portfolios pursue an investment journey which, over time, sees them increasingly diversify away from equities into other asset classes in order to reduce risk and so protect past gains, while generating a higher income.

The following ‘open’ pages contain more details:

  • Rationale: contains a summary of the nine portfolios and overview of website pages
  • Performance: shows the portfolios are performing well relative to benchmarks
  • Diversification: describes the five portfolios’ risk-adjusted journey which ends with a 4.3% yield
  • FAQs: addresses those questions most commonly asked by members
  • Investment policy: summarises our investment approach and history
  • Your views: allows members to ask questions not covered on the FAQs page
  • Subscription: allows visitors to register for a trial and members to log in

The website caters for members with portfolios of all sizes. However, its unique offering is primarily designed and priced to assist members with smaller portfolios to better understand how investment trusts can help attain financial objectives. Our loyal and growing membership suggests the website’s evolving balance between service and cost is being well received.

John Baron is founder of Equi Ltd, which manages the website. Since 2009, he has reported on two of our portfolios in his monthly Investors Chronicle column. He also addresses investment seminars, contributes to publications including ‘The Investment Trusts Handbook 2020’, and recently published a further edition of ‘The Financial Times Guide to Investment Trusts’.

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