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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
February 04, 2021
2020's Bargain Share growth potential still on offer
Simon Thompson reveals how his 2020 Bargain Share Portfolio beat the market, and updates all 10 companies
Expert Portfolios
January 21, 2021
Defensives and momentum still win
2020 continued the great long-run performance of defensive and momentum investing
Expert Portfolios
January 14, 2021
Banking on a trio of themes
John Rosier explains why he thinks resources, healthcare and technology will continue to benefit his portfolio
Expert Portfolios
January 07, 2021
Investment trust portfolio: Sticking with my growth mandate
John Baron reflects on another good year for the portfolios, suggests some pointers for 2021 and explains fourth-quarter changes
Bearbull Income Portfolio
January 07, 2021
Hard times
Investing in UK equities increasingly looks like a losers’ game
Expert Portfolios
December 18, 2020
Two good lessons learnt
John Rosier reflects on a year in the markets and why he remains in bullish mode
Expert Portfolios
December 10, 2020
The great British bargain hunt
John Baron explains why the outcome of the EU trade negotiations may spark a market rerating
Expert Portfolios
November 19, 2020
Spoilt for choice even in lockdown
Things might seem gloomy again, but John Rosier can’t help feeling bullish as he pictures the collective mood a year from now
Expert Portfolios
November 12, 2020
Time to reassess and be contrarian
John Baron reminds readers of the importance of portfolio rebalancing and highlights some contrarian calls
Expert Portfolios
October 30, 2020
The Alpha Podcast: John Rosier
John Rosier on maintaining discipline in choppy markets, why he's eyeing value as his next move, and why doing nothing may sometimes be the best option
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