The Money Makers circle, a network of informed investment comment I started for like-minded investors earlier this year, has now been running for more than
Author: Jonathan Davis
Author, columnist and investment professional.
A MILESTONE FOR THE PODCAST
Next weekend will mark the first anniversary of the free Money Makers weekly investment trust podcast which I started a year ago. Every week Simon
Regular comments and updates
Since the start of 2021, as a new venture, I have been producing a wide range of premium content for the Money Makers website I
2021 Investment Trust Handbook ready to buy
The fourth edition of my annual publication The Investment Trusts Handbook is out in December 2021. The 300-page book includes a series of new articles
Trust portfolio update
Publication of the latest edition of the Investment Trusts Handbook has given me an excuse to update the model investment trust portfolio I started when the first edition was being planned three years ago. The seed capital of £100,000 has grown since January 2017 to £152,500 on 25 November this year, including retained dividend income. The portfolio now consists of 12 investment trusts, up from 10 at the outset, mainly run by longstanding fund managers and widely considered to be among the best in their class. In keeping with the philosophy of my favourite investment mentors, the portfolio is designed to be managed with minimal turnover and this year, apart from recycling the dividend income, I have made only a couple of changes. That follows a move to de-risk the portfolio somewhat in the middle of 2018, which proved to be timely when the stock market fell sharply in the final quarter of 2018. I will be giving regular updates on this and two other portfolios I monitor in 2020. More details shortly on the Money Makers website.
A freakish December
The current sell-off in the US stock market has been both dramatic and exceptional by historical standards, with the pre-Christmas declines making this the worst
Jonathan Davis 