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Hello again. Here’s my latest quarterly portfolio review. After lagging behind global markets in the first quarter, I was a little ahead in both the second and the third. Year-to-date, both my portfolio and the global market tracker I benchmark against are up around 12.5%. Portfolio / Benchmark Q3 2021 Q2 2021 Q1 2021 Annualised…

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The post Q3 2021: Quality Fights Back appeared first on IT Investor.

Before I get into my usual portfolio review, I have some personal/blog news. I’m excited to say that I am teaming up with Jonathan Davis, editor of the Investment Trusts Handbook and host of the Money Makers weekly podcast. Jonathan has created the Money Makers circle, a premium website that focuses primarily on investment trusts…

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The post Q2 2021: A Move To Money Makers appeared first on IT Investor.