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PORTFOLIOS:
John Baron's Investment Trust
Bearbull Income Portfolio
Private Investor's Diary
Simon Thompson's Bargain Shares
Expert Portfolios
Expert Portfolios
January 24, 2022
Private Investor's Diary: Preparing for tougher times
After a mixed year in 2021, former City fund manager John Rosier is preparing for an uncertain year ahead
Expert Portfolios
January 13, 2022
Investment Trust Portfolio: Maintaining investment discipline
John Baron reflects on 2021 and the importance of portfolio discipline given expected volatility
Expert Portfolios
December 17, 2021
Private Investor's Diary: Heading into choppier waters
With an eye on potentially tougher times ahead, former City fund manager John Rosier has been tweaking his Private Investor's Diary portfolio
Expert Portfolios
December 14, 2021
Investment trust portfolio: Elephants still don’t gallop
John Baron explains why now may be a particularly good time to be overweight UK smaller companies
Bearbull Income Portfolio
December 01, 2021
Bearbull Income Portfolio: The great dividend re-set
UK company dividends are recovering, but may never be the same
Expert Portfolios
November 17, 2021
Achieving good 'green' returns
John Baron describes his company’s investment approach to climate change
Bearbull Income Portfolio
November 11, 2021
Bearbull Income Portfolio: a healthy dilemma
Bearbull is seeking new income candidates and has a choice to make between two healthcare property stocks
Expert Portfolios
November 09, 2021
Private Investor's Diary: Long-term commodity trends offer growth potential
Former City fund manager John Rosier has enjoyed a solid month in October and is looking to long-term commodity trends to underpin his portfolio
Expert Portfolios
November 02, 2021
Wanted: portfolio for inflation, stagflation and contagion
Tactical asset allocation choices are tough in a world beset by uncertainty.
Expert Portfolios
October 27, 2021
The case for private equity
John Baron highlights the attractions of an unloved sector and reports on Q3 activity
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