The Investment Cuddle

11 investment trusts for a £10,000 annual income

Edison research - https://www.edisongroup.com

Articles

Nine investment trusts to generate a £10,000 income in 2026

Nine investment trusts for a £10,000 income in 2025

Domestic Base

The City of London Investment Trust plc (CTY) https://www.janushenderson.com/en-gb/investor/product/the-city-of-london-investment-trust-plc/

Diverse Income Trust (DIVI) Premier Miton Group

Merchants Trust (MRCH) The Merchants Trust PLC - MRCH

Global Income

Murray International Trust (MYI) https://www.murray-intl.co.uk

Henderson High Income Trust plc (HHI) Henderson High Income Trust | Janus Henderson Investment Trusts

Specialist Trusts

The North American Income Trust plc (NAIT) The North American Income Trust plc | Janus Henderson Investment Trusts

The European Smaller Companies Trusts (ESCT) The European Smaller Companies Trust plc | Janus Henderson Investment Trusts

Blackrock Energy and Resources Income Trust (BERI) www.blackrock.com/uk/individual/products/investment-trusts/our-range/blackrock-energy-and-resources-income-trust/trust-information

BlackRock Frontiers Investment Trust plc (BRFI) https://www.blackrock.com/uk/solutions/investment-trusts/our-range/blackrock-frontiers-investment-trust/performance-holdings

CC Japan Income & Growth Trust plc (CCJI) https://ccjapanincomeandgrowthtrust.com

Episode 59 Good, Bad, Ugly - 2025

Tue, 27 Jan 2026 20:00:00 +0000

This month the Cuddle covers what went on in the markets in 2025, looking at indexes and individual sectors. We talk through how our portfolio performed and review our best and worst performers and what to expect in 2026.

Music by https://audionautix.com

Information links

CC Japan Income & Growth Trust plc (CCJI) https://ccjapanincomeandgrowthtrust.com

Murray International Trust (MYI) https://www.murray-intl.co.uk

Blackrock Energy and Resources Income Trust (BERI) www.blackrock.com/uk/individual/products/investment-trusts/our-range/blackrock-energy-and-resources-income-trust/trust-information

BlackRock Frontiers Investment Trust plc (BRFI) https://www.blackrock.com/uk/solutions/investment-trusts/our-range/blackrock-frontiers-investment-trust/performance-holdings

Henderson High Income Trust plc (HHI) Henderson High Income Trust | Janus Henderson Investment Trusts

The North American Income Trust plc (NAIT) The North American Income Trust plc | Janus Henderson Investment Trusts

Index and sector performance

Sector Screener: a review of 2025 and look ahead to 2026

Episode 58 Pull the other one – Christmas Special

Sat, 27 Dec 2025 08:00:00 +0000

This month the Cuddle covers its Christmas Crackers, looking at the previous two years with the best winners and losers! We talk through how these Christmas cracker gifts have performed.

Music by https://audionautix.com

Information links

Christmas Cracker Gifts 2023

Analogue Devices (ADI) Investor Relations - Analog Devices

Andrada Mining (ATM.L) Andrada Mining | Investors

The Buckle, Inc (BKE) The Buckle, Inc. - Investor Overview

Hanesbrands Inc. (HBI) Hanesbrands, Inc. - Investors - Investor Relations Home | Hanesbrands Inc.

Norwegian Cruise Line Holdings Ltd. (NCLH) Investor Relations :: Norwegian Cruise Line Holdings Ltd. (NCLH) (nclhltd.com)

Tharisa plc (THS.L) Investment Overview | Tharisa

Christmas Cracker Gifts 2024

Japan Gold Corp. (JG) Corporate

PureCycle Technologies (PCT) PureCycle Technologies, Inc. (PCT)

Microstrategy (MSTR) Explore MicroStrategy's Investor Relations: Stay Informed on Financial Performance and Corporate Governance

Pan African Resources (PAF) Pan African Resources: Home

3M Company (MMM) 3M Company (MMM)

On Holdings (OnOn) On - Home

Episode 57 FIRE 2 - Literature and Podcasts

Thu, 27 Nov 2025 20:00:00 +0000

This month the Cuddle looks at the FIRE movement. We talk through the different resources available to further understand Financial Independence Retire Early (FIRE) including a book review to inspire your journey.

Music by https://audionautix.com

Information links

Mr. Money Mustache (Pete Adeney) - Mr. Money Mustache — Early Retirement through Badassity

Choose FI Podcast: Hosted by Jonathan Mendonsa and Brad Barrett, ChooseFI - Podcast - Apple Podcasts

Tanja Hester: Author of Work Optional – ISBN-13 978-0316450898

The Escape Artist (Barney Whiter) - Start here | The Escape Artist

Monevator - Financial Independence Retire Early (FIRE): my journey from first steps to leaving work - Monevator

Ken Okoroafor (The Humble Penny) - Home - The Humble Penny

Europe

Retire in Progress (Switzerland) - Retire In Progress - Switzerland

Nordic FIRE - FIRE Europe - Financial Independence Retire Early for Europeans

Rest of the World

Canada: Raptitude (David Cain) - About Raptitude

Australia: The Aussie FIREbug podcast - Podcast - Aussie Firebug

Singapore & Hong Kong – Fat FIRE - F.I.R.E. in Singapore: Navigating the Path to Early Retirement | Media OutReach Newswire APAC

Podcasts

Afford Anything Paula Pant - Home - Afford Anything

The Mad Scientist Podcast Brandon (Mad Scientist) - The Mad Scientist Podcast

FIRE Drill Podcast Gwen & J Women - Fire Drill | Podcast on Spotify

The Humble Penny Podcast Ken & Mary Okoroafor - The Humble Penny | Podcast on Spotify

Books

Your Money or Your Life Vicki Robin & Joe Dominguez – ISBN-13 9780143115762

Financial Freedom Grant Sabatier – ISBN-13 978-0525534587

The Simple Path to Wealth JL Collins - ISBN-13‎ 979-8893310474

Quit Like a Millionaire Kristy Shen & Bryce Leung – ISBN-13 9781529407204

Set for Life Scott Trench – ISBN-13 9781947200807

Playing with FIRE Scott Rieckens – ISBN-13 9781608685806

From Zero to Financial Independence in Less Than 10 Years Robert Tracey – ISBN-13 978-1541095670

Episode 56 FIRE

Mon, 27 Oct 2025 20:00:00 +0000

This month the Cuddle looks at the FIRE movement. We talk through the different flavours of Financial Independence Retire Early (FIRE) including rules to live by through your journey.

Music by https://audionautix.com

Information links

Financial Freedom Documentary | Playing With FIRE

Investopedia

FIRE Explained: Financial Independence, Retire Early – Rules, Types & Planning

The Rule of Twenty Five

What is the 25x retirement rule and does it work? | MoneyWeek

Four Percent Rule

https://www.fidelity.co.uk/markets-insights/personal-finance/saving-for-retirement/the-4-percent-rule-the-basics/

Retirement Stats

Moneywise

Here’s why more Americans are retiring earlier than ever before — even if they don’t want to. Is it your turn to hang it up in 2025?

Gallop

More in U.S. Retiring, or Planning to Retire, Later

Episode 55 Terry Alternatives - Update

Sat, 27 Sep 2025 20:00:00 +0100

This month the Cuddle looks at an update on investment alternatives to Terry. We talk through more potential alternatives and how our previous funds have performed over the last three years.

Music by https://audionautix.com

Information links

Funds to outperform over the next 10 years (Update)

GuardCap Global Equity: GuardCap Global Equity Fund I GBP Acc|IE00BVSS1C10 (morningstar.co.uk), GuardCap Global Equity I GBP Price & Performance | Bestinvest
Stonehage Fleming Global Best Ideas: Stonehage Fleming Global Best Ideas Equity (D) Income Fund Price & Information (hl.co.uk)
Seilern World Growth: Seilern World Growth GBP U R|IE00B2NXKV01 (morningstar.co.uk)

Additional alternative funds that may outperform the baseline over the next 8 to 10 years

Evenlode Global Equity: IFSL Evenlode Global Equity F GBP Accumulation, GB00BMFX1P94:GBX charts - FT.com
Seilern World Growth: Seilern World Growth GBP U R|IE00B2NXKV01 (morningstar.co.uk)
Jupiter India Fund OEIC: Jupiter India Fund J GBP Acc , GB00BJJQ5G28:GBP performance - FT.com
Artemis Global Income Fund: Artemis Global Income Fund I Acc , GB00B5ZX1M70:GBP summary - FT.com
Fidelity Global Technology Fund: Fidelity Funds - Global Technology Fund I-Acc -GBP, LU2786262373:GBP charts - FT.com

Episode 54 Terry Alternatives – Funds (Rebroadcast)

Sun, 27 Jul 2025 20:00:00 +0100

This month the Cuddle takes another look at the OEIC investment riddle, looking at investment alternatives to Terry. We talk through potential alternatives and how they have performed over the last five years and what they may provide in returns over the next decade.

Music by https://audionautix.com

Information links

Funds that have Outperformed over the last 5 years

Artemis UK Select: https://www.artemisfunds.com/en/gbr/investor/funds/explorer/artemis-uk-select-fund/class-i-accumulation-units-gbp
Fidelity Special Situations: https://www.fidelity.co.uk/factsheet-data/factsheet/GB00B88V3X40-fidelity-special-situations-w-acc/key-statistics
TM RWC RedWheel UK Equity Income: https://www.redwheel.com/uk/en/professional/product-page/tm-redwheel-uk-equity-income-fund_tmei/#

Funds to outperform over the next 10 years

GuardCap Global Equity: GuardCap Global Equity Fund I GBP Acc|IE00BVSS1C10 (morningstar.co.uk), GuardCap Global Equity I GBP Price & Performance | Bestinvest
Stonehage Fleming Global Best Ideas: Stonehage Fleming Global Best Ideas Equity (D) Income Fund Price & Information (hl.co.uk)
Seilern World Growth: Seilern World Growth GBP U R|IE00B2NXKV01 (morningstar.co.uk)

Episode 53 Pull the other one – Christmas Special

Thu, 26 Dec 2024 08:00:00 +0000

This month the Cuddle covers its Christmas Crackers, looking at the different types of companies within our cuddle crackers. We talk through how last year’s Christmas cracker gifts performed and whether to keep or exchange this year’s gifts!

Music by https://audionautix.com

Information links

Christmas Cracker Gifts 2024

Japan Gold Corp. (JG) Corporate

PureCycle Technologies (PCT) PureCycle Technologies, Inc. (PCT)

Microstrategy (MSTR) Explore MicroStrategy's Investor Relations: Stay Informed on Financial Performance and Corporate Governance

Pan African Resources (PAF) Pan African Resources: Home

3M Company (MMM) 3M Company (MMM)

On Holdings (OnOn) On - Home

Christmas Cracker Gifts 2023

Analogue Devices (ADI) Investor Relations - Analog Devices

Andrada Mining (ATM.L) Andrada Mining | Investors

The Buckle, Inc (BKE) The Buckle, Inc. - Investor Overview

Hanesbrands Inc. (HBI) Hanesbrands, Inc. - Investors - Investor Relations Home | Hanesbrands Inc.

Norwegian Cruise Line Holdings Ltd. (NCLH) Investor Relations :: Norwegian Cruise Line Holdings Ltd. (NCLH) (nclhltd.com)

Tharisa plc (THS.L) Investment Overview | Tharisa

Episode 52 Income Portfolio – 10k income from 250k portfolio

Wed, 27 Nov 2024 20:00:00 +0000

This month the Cuddle covers income portfolios, looking at and paying homage to the Helen Pridham portfolio. We talk through how it is structured and how it has performed.

Music by https://audionautix.com

Information links

Helen Pridham Investment portfolio for £10k income
2020
https://www.ii.co.uk/analysis-commentary/11-investment-trusts-ps10000-annual-income-ii510420

Additional Links

https://www.ii.co.uk/authors/helen-pridham

2019

https://www.ii.co.uk/analysis-commentary/how-make-ps10000-investment-trusts-2019-ii507709

2021

https://www.ii.co.uk/analysis-commentary/12-fund-picks-ps10000-income-2021-ii514990

2022
https://www.ii.co.uk/analysis-commentary/11-investment-trusts-earn-ps10000-income-2022-ii522668

2023
https://www.ii.co.uk/analysis-commentary/12-investment-trusts-ps10000-annual-income-2023-ii526750

Episode 51 Where in Asia should I look for dividends

Thu, 27 Jun 2024 20:00:00 +0100

This month the Cuddle covers dividends, looking at Asia. We talk through whether Asian companies good for dividends and options for longer-term dividend and capital growth.

Music by https://audionautix.com

Information links

Data

https://www.fundinfo.com/en/GB-priv/fund?OFST020000=IE00BKPX3K41

S&P UK High Yield Dividend Aristocrats Index https://www.spglobal.com/spdji/en/indices/dividends-factors/sp-uk-high-yield-dividend-aristocrats-index/#overview

S&P 500 Dividend Aristocrats https://www.spglobal.com/spdji/en/indices/dividends-factors/sp-500-dividend-aristocrats/#overview

iShares plc - iShares MSCI AC Far East ex-Japan UCITS ETF

SPDR S&P Pan Asia Dividend Aristocrats UCITS ETF (PADV)

https://www.fidelity.co.uk/factsheet-data/factsheet/IE00B9KNR336-ssga-spdr-etfs-europe-i-plc/performance

Schroder Oriental Income Fund Limited (SOI)

https://www.fidelity.co.uk/factsheet-data/factsheet/GB00B0CRWN59-schroder-oriental-income-fund-ltd/fidelity-insight

abrdn Asian Income Fund Limited (AAIF)

https://www.asian-income.co.uk

Henderson Far East Income Limited (HFEL)

https://www.fidelity.co.uk/factsheet-data/factsheet/JE00B1GXH751-henderson-far-east-income-ltd/key-statistics

Episode 50 Are small companies best for dividend & capital growth

Mon, 27 May 2024 08:00:00 +0100

This month the Cuddle covers dividends, looking at small companies. We talk through whether UK small companies are good for dividends and longer-term dividend and capital growth.

Music by https://audionautix.com

Information links

Data

https://www.athelneytrust.co.uk/performance/

City Of London (CTY) https://www.janushenderson.com/en-gb/investor/product/the-city-of-london-investment-trust-plc/

Athelney Trust (ATY)

Aberforth Smaller Companies Trust plc (ASL)

https://www.aberforth.co.uk/trusts-and-funds/aberforth-smaller-companies-trust-plc/share-price-performance

BlackRock Smaller Companies Trust plc

https://www.blackrock.com/uk/solutions/investment-trusts/our-range/blackrock-smaller-companies-investment-trust/trust-information

The Henderson Smaller Companies Investment Trust plc

https://www.janushenderson.com/en-gb/uk-investment-trusts/trust/the-henderson-smaller-companies-investment-trust-plc/

Episode 49 Are UK dividends stable

Sat, 27 Apr 2024 20:00:00 +0100

This month the Cuddle covers dividends, looking at the UK market. We talk through whether the UK is good for stable dividends and longer-term dividend growth.

Music by https://audionautix.com

Information links

Data

iShares Core FTSE 100 UCITS ETF https://www.ishares.com/uk/individual/en/products/251795/ishares-ftse-100-ucits-etf-inc-fund?switchLocale=y&siteEntryPassthrough=true

S&P UK High Yield Dividend Aristocrats Index https://www.spglobal.com/spdji/en/indices/dividends-factors/sp-uk-high-yield-dividend-aristocrats-index/#overview

S&P 500 Dividend Aristocrats https://www.spglobal.com/spdji/en/indices/dividends-factors/sp-500-dividend-aristocrats/#overview

City Of London (CTY) https://www.janushenderson.com/en-gb/investor/product/the-city-of-london-investment-trust-plc/

JPMorgan Claverhouse Trust (JCH) https://am.jpmorgan.com/gb/en/asset-management/adv/products/jpmorgan-claverhouse-investment-trust-plc-gb0003422184#for_professional%20clients

Murray Income Trust (MUT) https://www.murray-income.co.uk/en-gb

Finsbury Growth & Income Trust (FGT) https://www.finsburygt.com/

Diverse Income Trust (DIVI) https://www.diverseincometrust.com/

Episode 48 Is the US good for dividends

Wed, 27 Mar 2024 20:00:00 +0000

This month the Cuddle covers dividends, looking at the US market. We talk through whether the US is good for dividends and longer-term dividend growth.

Music by https://audionautix.com

Information links

Data

https://www.visualcapitalist.com/best-and-worst-performing-sectors-in-2023/

Invesco EQQQ Nasdaq-100 UCITS ETF Dist (EQQQ) https://www.invesco.com/uk/en/financial-products/etfs/invesco-eqqq-nasdaq-100-ucits-etf-dist.html

iShares Core S&P 500 ETF https://www.ishares.com/us/products/239726/ishares-core-sp-500-etf

S&P 500 Dividend Aristocrats https://www.spglobal.com/spdji/en/indices/dividends-factors/sp-500-dividend-aristocrats/#overview

North American Income Trust (NAI) https://www.northamericanincome.co.uk/en-gb

JPMorgan American Investment Trust (JAM) https://am.jpmorgan.com/gb/en/asset-management/per/products/jpmorgan-american-investment-trust-plc-gb00bkzgvh64#for_personal%20investors

Episode 47 Defence – Funds

Tue, 27 Feb 2024 20:00:00 +0000

This month the Cuddle covers Defence, looking at the different types of funds including a few ETFs. We talk through how to invest in this sector and review an alternative investment option.

Music by https://audionautix.com

Information links

Fidelity Select Defense and Aerospace Fund (FSDAX) FSDAX - Fidelity ® Select Defense and Aerospace Portfolio | Fidelity Investments

iShares U.S. Aerospace & Defense ETF (ITA) iShares U.S. Aerospace & Defense ETF | ITA

SPDR S&P Aerospace & Defense ETF (XAR) XAR: SPDR® S&P® Aerospace & Defense ETF (ssga.com)

Invesco Aerospace & Defense ETF (PPA) Invesco | Product Detail | Invesco Aerospace & Defense ETF

The City of London Investment Trust plc (CTY) https://www.janushenderson.com/en-gb/investor/product/the-city-of-london-investment-trust-plc/

Episode 46 Good, Bad, Ugly - 2023

Sat, 27 Jan 2024 20:00:00 +0000

This month the Cuddle covers what went on in the markets in 2023, looking at indexes, bonds and individual companies. We talk through how our portfolio performed and review our best and worst performers.

Music by https://audionautix.com

Information links

CC Japan Income & Growth Trust plc (CCJI) https://ccjapanincomeandgrowthtrust.com

BlackRock Frontiers Investment Trust plc (BRFI) https://www.blackrock.com/uk/solutions/investment-trusts/our-range/blackrock-frontiers-investment-trust/performance-holdings

Henderson Diversified Income Trust plc (HDIV) https://www.janushenderson.com/en-gb/investor/product/henderson-diversified-income-trust-plc/

Murray International Trust (MYI) https://www.murray-intl.co.uk

Henderson International Income Trust plc (HINT) https://www.janushenderson.com/en-gb/investor/product/henderson-international-income-trust-plc/

Blackrock Energy and Resources Income Trust (BERI) www.blackrock.com/uk/individual/products/investment-trusts/our-range/blackrock-energy-and-resources-income-trust/trust-information

Index and sector performance

Episode 45 Pull the other one – Christmas Special

Wed, 27 Dec 2023 20:00:00 +0000

This month the Cuddle covers its Christmas Crackers, looking at the different types of companies within our cuddle crackers. We talk through whether to keep our gifts and whether that is all we wanted for Christmas!

Music by https://audionautix.com

Information links

Christmas cracker Gifts

Analogue Devices (ADI) Investor Relations - Analog Devices

Andrada Mining (ATM.L) Andrada Mining | Investors

The Buckle, Inc (BKE) The Buckle, Inc. - Investor Overview

Hanesbrands Inc. (HBI) Hanesbrands, Inc. - Investors - Investor Relations Home | Hanesbrands Inc.

Norwegian Cruise Line Holdings Ltd. (NCLH) Investor Relations :: Norwegian Cruise Line Holdings Ltd. (NCLH) (nclhltd.com)

Tharisa plc (THS.L) Investment Overview | Tharisa

Episode 44 Defence – Companies

Mon, 27 Nov 2023 20:00:00 +0000

This month the Cuddle covers Defence, looking at the different types of companies within the US and UK. We talk through how to invest in this sector and review a few investment options.

Music by https://audionautix.com

Information links

Lockheed Martin – LMT, $108B Lockheed Martin Corp, LMT:NYQ profile - FT.com
Boeing Co – BA, $123B Boeing Co, BA:NYQ summary - FT.com
Raytheon Technologies Corporation – RTX, $109B RTX Corp, RTX:NYQ profile - FT.com
BAE Systems plc – BA., $40B BAE Systems PLC, BA.:LSE summary - FT.com
Northrop Grumman Corporation – NOC, $67B NORTHROP GRUMMAN CORP, NOC:NYQ summary - FT.com

Episode 43 The Investment Company Showcase Review

Fri, 27 Oct 2023 20:00:00 +0100

This month the Cuddle covers our visit to The Investment Company Showcase, the second year the Association of Investment Companies (AIC) have held their showcase event. We talk through our best bits and cover the funds and managers that caught the eye.

Music by https://audionautix.com

Information links

Association of Investment Companies (AIC)

https://www.theaic.co.uk
The Investment Company Showcase 2023:
https://www.theaic.co.uk/the-investment-company-showcase-2023

https://www.theaic.co.uk/the-investment-company-showcase-2023/mancy-room

The big income panel
- Simon Gergel, Merchants Trust
- Rebecca Maclean, Dunedin Income Growth
- James de Uphaugh, Edinburgh Investment Trust
Keynote speaker: Lawrence Burns of Scottish Mortgage Investment Trust:
How small should you go?
- Roland Arnold, BlackRock Smaller Companies
- Jean Roche, Schroder UK Mid Cap Fund
- Gervais Williams, Miton UK MicroCap Trust & Diverse Income Trust

https://www.theaic.co.uk/the-investment-company-showcase-2023/avize-room

It’s all about the dividends: Gervais Williams of Diverse Income Trust
Infrastructure - Built to last
- Chris Morgan, International Public Partnerships
- Edward Hunt, HICL Infrastructure
- Steve Cook, Sequoia Economic Infrastructure Income

Keynote speaker: Nick Robinson, Presenter, The Today Programme

Episode 42 Terry Alternatives - Funds

Wed, 27 Sep 2023 20:00:00 +0100

This month the Cuddle the OEIC investment riddle continues, looking at investment alternatives to Terry. We talk through potential alternatives and how they have performed over the last five years and what they may provide in returns over the next decade.

Music by https://audionautix.com

Information links

Funds that have Outperformed over the last 5 years

Artemis UK Select: https://www.artemisfunds.com/en/gbr/investor/funds/explorer/artemis-uk-select-fund/class-i-accumulation-units-gbp
Fidelity Special Situations: https://www.fidelity.co.uk/factsheet-data/factsheet/GB00B88V3X40-fidelity-special-situations-w-acc/key-statistics
TM RWC RedWheel UK Equity Income: https://www.redwheel.com/uk/en/professional/product-page/tm-redwheel-uk-equity-income-fund_tmei/#

Funds to outperform over the next 10 years

GuardCap Global Equity: GuardCap Global Equity Fund I GBP Acc|IE00BVSS1C10 (morningstar.co.uk), GuardCap Global Equity I GBP Price & Performance | Bestinvest
Stonehage Fleming Global Best Ideas: Stonehage Fleming Global Best Ideas Equity (D) Income Fund Price & Information (hl.co.uk)
Seilern World Growth: Seilern World Growth GBP U R|IE00B2NXKV01 (morningstar.co.uk)

Episode 41 Terry Alternatives – Investment Strategy

Sun, 27 Aug 2023 20:00:00 +0100

This month the Cuddle covers the OEIC investment riddle, looking at investment alternatives to Terry. We talk through alternatives with a similar philosophy and how to create your own strategy.

Music by https://audionautix.com

Information links

Fundsmith https://www.fundsmith.co.uk/factsheet/

BlueWhale https://bluewhale.co.uk/factsheet

Episode 40 Energy – Non-Renewables – ‘The Energy Transition’

Thu, 27 Jul 2023 20:00:00 +0100

This month the Cuddle covers non-renewable energy, looking at the different types of fossil fuel energy companies and funds. We talk through how to invest in this sector with a few investment options.

Music by https://audionautix.com

Information links

Harmony Energy Income Trust plc – HEIT - https://www.heitp.co.uk
Blackrock Energy & Resources Income (BERI) - https://www.blackrock.com/uk/solutions/investment-trusts/our-range/blackrock-energy-and-resources-income-trust/performance-holdings

Oil & Gas Companies

Episode 39 Energy – Fuel Cells et al.,

Tue, 27 Jun 2023 20:00:00 +0100

This month the Cuddle covers renewable energy, looking at the alternative to wind and solar. We talk through how to invest in technologies such as Fuels, Fuel cells, Energy storage, Hydrogen within the renewables sector and review a few investment options.

Music by https://audionautix.com

Information links

Shares – Fuel Cells & Electrolysers

Fuelcell Energy Inc – FCEL https://www.fuelcellenergy.com
Ceres Power – CWR https://www.ceres.tech/investors/
Plug Power – PLUG https://www.plugpower.com/fuel-cell-power/
ITM Power plc – ITM – electrolysers https://itm-power.com

Funds - Hydrogen

Legal & General ETF, Hydrogen Economy UCITS ETF USD (GBP) – HTWG

https://fundcentres.lgim.com/en/uk/institutional/fund-centre/ETF/Hydrogen-Economy/

VanEck Investments Ltd, Hydrogen Economy UCITS ETF Acc – HDRO

https://www.vaneck.com/uk/en/hdro/overview/

HydrogenOne Capital Growth plc – HGEN

https://hydrogenonecapitalgrowthplc.com

Funds - Energy Storage

Gresham House Energy Storage (GRID)

https://greshamhouse.com/real-assets/new-energy/gresham-house-energy-storage-fund-plc/

Episode 38 Energy - Funds - Wind

Sat, 27 May 2023 20:00:00 +0100

This month the Cuddle covers renewable energy, looking at the different types of wind energy funds. We talk through how to invest in this technology within the sector and review a few investment options.

Music by https://audionautix.com

Information links

Greencoat UK Wind plc – UKW - https://www.greencoat-ukwind.com/disclaimer-country

The Renewables Infrastructure Group Limited – TRIG - https://www.trig-ltd.com

WNDY Wind Energy ETF - https://www.globalxetfs.com/funds/wndy/

Global X ETF ICAV Wind Energy UCITS ETF Acc WNDG - https://www.morningstar.co.uk/uk/etf/snapshot/snapshot.aspx?id=0P0001OF8R

Vestas Wind Systems AS – VWS - https://www.vestas.com/en/investor

Episode 37 Energy - Funds - Solar

Thu, 27 Apr 2023 21:00:00 +0100

This month the Cuddle covers renewable energy, looking at the different types of solar energy funds. We talk through how to invest in this technology within the sector and review a few investment options.

Music by https://audionautix.com

Information links

Bluefield Solar Income Fund Limited – BSIF https://bluefieldsif.com/investors/

Foresight Solar Fund Ltd – FSFL https://fsfl.foresightgroup.eu

NextEnergy Solar Fund Ltd – NESF https://www.nextenergysolarfund.com

News article - https://citywire.com/investment-trust-insider/news/nextenergy-solar-puts-assets-up-for-sale-to-raise-capital-buy-back-shares/a2415552?re=108593&ea=1099249&utm_source=BulkEmail_Investment+Trust+Insider+Weekend&utm_medium=BulkEmail_Investment+Trust+Insider+Weekend&utm_campaign=BulkEmail_Investment+Trust+Insider+Weekend

US Solar Fund PLC – USFP (bid situation) https://www.ussolarfund.co.uk

Global X Solar ETF – RAYS https://www.globalxetfs.com/funds/rays/

Episode 36 Energy - Funds - Renewables

Mon, 27 Mar 2023 22:30:00 +0100

This month the Cuddle covers renewable energy, looking at the different types of renewable energy funds. We talk through how to invest in the sector and review more than a few investment funds.

Music by https://audionautix.com

Information links

Aquila European Renewables – AERS, https://www.aquila-european-renewables.com
Downing Renewables & Infrastructure Trust plc – DORE, https://www.doretrust.com/investor-relations
Ecofin US Renewables Infrastucture trust – RNEP, https://uk.ecofininvest.com/funds/ecofin-us-renewables-infrastructure-trust-plc/
VH Global Sustainable Energy Opportunities Plc – GSEO, https://www.vh-gseo.com/investors
Octopus Renewables Infrastructure Trust plc – ORIT, https://octopusrenewablesinfrastructure.com
Premier Miton Global Renewables Trust – PMGR, https://www.globalrenewablestrust.com
Triple Point Energy Transition – TENT, https://www.tpenergytransition.com
The Renewables Infrastructure Group Limited – TRIG, https://www.trig-ltd.com

Episode 35 Energy - Renewables

Mon, 27 Feb 2023 21:00:00 +0000

This month the Cuddle covers renewable energy, looking at the different types of energy generation. We talk through technology within the sector and review a few technology challenges.

Music by https://audionautix.com

Episode 34 Good, Bad, Ugly - 2022

Sat, 28 Jan 2023 08:00:00 +0000

This month the Cuddle covers what went on in the markets in 2022, looking at indexes, bonds and individual companies. We talk through how our portfolio performed and review our best and worst performers.

Music by https://audionautix.com

Information links

Blackrock Energy and Resources Income Trust (BERI) www.blackrock.com/uk/individual/products/investment-trusts/our-range/blackrock-energy-and-resources-income-trust/trust-information

Murray International Trust (MYI)

https://www.murray-intl.co.uk

Henderson International Income Trust plc (HINT)

https://www.janushenderson.com/en-gb/investor/product/henderson-international-income-trust-plc/

European Assets Trust (EAT)

https://www.columbiathreadneedle.co.uk/european-assets-trust/

Henderson Diversified Income Trust plc (HDIV)

https://www.janushenderson.com/en-gb/investor/product/henderson-diversified-income-trust-plc/

VinaCapital Vietnam Opportunity Fund (VOF)

https://vinacapital.com/investment-solutions/offshore-funds/vof/overview/

Episode 33 Precious Metals - What to buy

Sun, 27 Nov 2022 08:00:00 +0000

This month the Cuddle covers precious metals, looking at the different opinions people have taken regarding the yellow metal. We talk through the options for what to buy with a look at individual companies, ETFs and funds.

Music by https://audionautix.com

Information links

ES Baker Steel Gold and Precious Metals, Class B, Accumulation (GBP) http://www.bakersteelcap.com/en/baker-steel-funds/

Golden Prospect Precious Metals Ltd, GPM

https://ncim.co.uk/wp/golden-prospect-precious-metals-ltd/#

iShares Physical Metals plc Physical Silver ETC, SSLN https://www.ishares.com/uk/individual/en/products/258443/ishares-physical-silver-etc-fund

iShares Physical Metals plc Physical Gold USD ETC, IGLN https://www.ishares.com/uk/individual/en/products/258441/ishares-physical-gold-etc-fund

Ninety One Global Gold, Class I, Accumulation (GBP) https://www.fidelity.co.uk/factsheet-data/factsheet/GB00B1XFGM25-ninety-one-global-gold-fund/key-statistics

Sylvania Platinum Ltd, SLP https://www.sylvaniaplatinum.com

Episode 32 Pensions - What to buy

Tue, 27 Sep 2022 08:00:00 +0100

This month the Cuddle covers pensions, looking at the different types. We talk through the options for what to buy with a look at pension transfers.

Music by https://audionautix.com

Information links

Defined benefit vs Defined contribution

https://www.investopedia.com/ask/answers/032415/how-does-defined-benefit-pension-plan-differ-defined-contribution-plan.asp

SIPP https://www.investopedia.com/terms/s/self-invested-personal-pension-sipp.asp

IRA Individual Retirement Account (IRA) Definition (investopedia.com)

Roth IRA Roth IRA Basics: How It Works and How to Get Started (investopedia.com)

ISA Individual Savings Accounts (ISAs): Overview - GOV.UK (www.gov.uk)

Invest talk podcast https://kppfinancial.com/investTalk

Episode 31 Inflation - What shares to buy

Sat, 27 Aug 2022 08:00:00 +0100

This month the Cuddle looks at inflation with a focus on what to buy in an inflationary environment. We talk through some company examples and look more broadly at the sector they sit within.

Music by https://audionautix.com

Information links

Abbvie inc https://www.abbvie.com

B&G Foods https://bgfoods.com

British America Tobacco https://www.bat.com

Shell https://www.shell.com

Diversified Energy Company https://www.div.energy

Polymetal https://polymetalinternational.com/en/

Episode 30 Inflation - What funds to buy

Wed, 27 Jul 2022 08:00:00 +0100

This month the Cuddle looks at inflation with a focus on what to buy in an inflationary environment. We talk through some example investment funds.

Music by https://audionautix.com

Information links

Episode 29 information and data sources Part 2

Mon, 27 Jun 2022 19:00:00 +0100

This month the Cuddle looks at information sources with a focus on the written word and data sources for shares and trading. We talk through what information sources we use and why.

Music by https://audionautix.com

Information links

FT - https://www.ft.com

Share Magazine - https://www.sharesmagazine.co.uk

Investors Chronicle – https://www.investorschronicle.co.uk

Moneyweek - https://moneyweek.com

Internet Data

Trustnet - https://www.trustnet.com

Citywire - https://citywire.com/funds-insider

Motley fool - https://www.fool.co.uk

Research

Morning star - https://www.morningstar.co.uk/uk/

Edison research - https://www.edisongroup.com

Quoted data - https://quoteddata.com

Stocks

Stockopedia - https://www.stockopedia.com

Share pad - https://www.sharescope.co.uk/sharepad.jsp

Dividend Max. https://www.dividendmax.com

Episode 28 Information and data sources Part 1

Fri, 27 May 2022 08:00:00 +0100

This month the Cuddle looks at information sources with a focus on the written word and data sources for funds and ETFs. We talk through what information sources we use and why.

Music by https://audionautix.com

Information links

FT - https://www.ft.com

Share Magazine - https://www.sharesmagazine.co.uk

Investors Chronicle – https://www.investorschronicle.co.uk

Moneyweek - https://moneyweek.com

Internet Data

Trustnet - https://www.trustnet.com

Citywire - https://citywire.com/funds-insider

Motley fool - https://www.fool.co.uk

Research