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Welcome.

The website reports on the progress of ten real investment trust portfolios including same-day details of trades, revised weightings and yields, while its layout is primarily designed to convey text in a clear and effective manner. Members can choose to be notified of updates by email and/or Twitter – the last update being on 17 August 2022.

The portfolios achieve a range of investment remits and income objectives with yields of up to 6.0%. 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 ten 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 4.5% yield
  • FAQs: Addresses those questions most commonly asked by members
  • Testimonial: Provides a fair selection of comments received
  • Investment policy: Summarises our investment approach and history
  • Subscription: Allows visitors to register for a trial and members to log in

In 2009, John started reporting on the Summer and Autumn portfolios in his monthly Investors Chronicle column and established the website in 2014 to help investors avoid the mistakes he made when first investing. As such, although the website caters for portfolios of all sizes, it is primarily designed and priced to assist members with smaller portfolios.

Our loyal and growing membership suggest the website’s evolving balance between service and cost is being well received. John also addresses investment seminars, contributes to publications, and recently published a further edition of ‘The Financial Times Guide to Investment Trusts’. The Investment policy page contains more details and background.

MH:Your Autumn and Thematic portfolios have both beaten my two portfolios. Well done indeed. Really enjoyed following your articles on this site and the IC. I continue to find the site very interesting and a useful source of investment ideas.
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