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The Unanswered Postbox
In recent months, we have received some good feedback and comments on surveys, for which we are grateful. I couldn’
TMAI
A diversified portfolio service that blends traditional bonds and equities with alternative assets such as gold, commodities, and digital assets
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Investment Trusts Part III
We continue our review of the investment trusts held in the Soda Portfolio. With markets so quiet, it’s a good time to do this and get up to speed for 2026.
Investment Trusts Part II
As we approach the quiet time of year in markets, I’ll continue to update you on the investment trusts.
Update on Caledonia Trust
This week, I will touch on the Caledonia Investment Trust (CLDN). The portfolio is £3bn, yet the market cap is £2bn. So, by investing in CLDN, you get a share of £1bn for free.
Malaysian Bond Yields Are Lower than Gilts
Not only does Malaysia have a lower cost of borrowing than the UK, its currency, the Ringgit (MYR), has beaten the pound since the Asia crisis in 1997/8.
Yodel
Switzerland is a European democracy, except that, unlike the UK, it is a well-managed democracy. They vote on everything, stay out of trouble, and, above all, they balance their budgets, only embracing deficits during major events such as the pandemic.