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PORTFOLIOS:
John Baron's Investment Trust
Bearbull Income Portfolio
Private Investor's Diary
Simon Thompson's Bargain Shares
Expert Portfolios
Private Investor's Diary
April 15, 2025
Private Investor’s Diary: Why I’m looking east for growth
Expert Portfolio: John Rosier continues his purge of US holdings
John Baron's Investment Trust
March 19, 2025
John Baron: It’s time to add European companies
Expert Portfolio: John Baron explains the trusts he’s using to take advantage of the continent’s renaissance
Private Investor's Diary
March 12, 2025
Private Investor’s Diary: I’m done with US stocks
Expert Portfolio: John Rosier explains where he’s moving his money after calling time on his American exposure
Simon Thompson's Bargain Shares
February 19, 2025
Simon Thompson's Bargain Shares 2024 – a review
Our small-cap stockpicking expert looks back at his 2024 portfolio and provides updates on his eight calls
John Baron's Investment Trust
February 18, 2025
John Baron: Small company trusts are due their time in the sun
Our investment trust expert reflects on the sector’s outlook and Saba’s defeats
Simon Thompson's Bargain Shares
February 13, 2025
Simon Thompson's Bargain Shares 2025
Our small-cap stockpicking expert selects eight companies with the potential to deliver material returns over the next 12 months
Private Investor's Diary
February 12, 2025
Private Investor's Diary: 'Stop-losses' mean I've overhauled my portfolio
Expert Portfolio: John Rosier’s use of stop-losses has led to the clearout and the arrival of some promising new holdings
Private Investor's Diary
January 22, 2025
Private Investor's Diary: A new strategy to stop losses
Expert Portfolio: John Rosier considers the portfolio lessons he has learnt and the key investment themes ahead
Bearbull Income Portfolio
January 22, 2025
Bearbull Income Portfolio: Finding yield by going back to basics
Our dividend-focused portfolio lagged its benchmark but beat its long-term average in 2024. Onward.
John Baron's Investment Trust
January 15, 2025
John Baron: Trust investors must stand up to US activists
Expert Portfolio: John Baron explains why he will be voting against Saba’s proposal to oust boards at seven funds
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