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Financial Times Guide to Investment Trusts by John C Baron

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9

The Investors Chronicle portfolios

Theories and words are fine, but the true test comes when putting these into action. This is the reason for the two Investors Chronicle portfolios, and my monthly column explaining how they are managed and why any changes are made.

The rationale

The columns were born out of a frustration that, while there was no shortage of good financial commentary about markets in general and equities in isolation, there was and remains precious little to help investors monitor or manage their portfolios as a whole. Good investment is not simply about getting a series of separate trades more right than wrong – difficult though some find that. It is about weaving these together in a coherent strategy via a portfolio ...

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