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John Baron reminds readers of the importance of appropriate diversification
The rising oil price has helped John Rosier's portfolio recover after a difficult start to the year
Defensive stocks had a bad third quarter, but momentum continues to do amazingly well
John Baron explains why he is defying the sceptics and increasing the portfolios’ exposure to smaller companies
John Rosier turns to a few simple rules to create a new 20-stock portfolio he hopes will successfully capture their upwards rerating
John Baron explains why the portfolios are adding to their domestic equity exposure
It's difficult to ignore the powerful factors driving the world towards a robotics future. John Rosier is increasing his exposure to this next big phase in technological change
Why the portfolios have been adding to their Japanese exposure
It pays to react quickly and firmly to early warning signs, says John Rosier
Our no-thought momentum and defensive portfolios have continued to do well