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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
June 11, 2020
Seeking sustainable dividends
John Baron highlights the scale of the challenge and suggests opportunities
Bearbull Income Portfolio
May 20, 2020
The Roosevelt moment
Is the developed world heading for a Roosevelt moment? Could be
Expert Portfolios
May 14, 2020
Skewed towards survivors
Active management and focusing on companies that should benefit from the current crisis have reaped rewards for John Rosier
Expert Portfolios
May 14, 2020
Reappraising diversification
John Baron suggests ways of increasing portfolio resilience
Expert Portfolios
April 16, 2020
Looking beyond the mayhem
John Rosier explains why focusing on where companies will be in a year’s time has led him to increase his market exposure
Expert Portfolios
April 08, 2020
Keep calm and carry on
John Baron comments on markets and explains portfolio changes during Q1
Expert Portfolios
April 08, 2020
Normal markets
Although these have been extraordinary times for the aggregate stock market, individual shares have behaved much as you'd expect given the market's slump
Expert Portfolios
March 12, 2020
Keeping up in virus-stricken markets
John Rosier explains his strategy for managing his portfolio through the current volatile conditions
Expert Portfolios
March 12, 2020
An inconvenient truth
John Baron examines the implications for investors of important research highlighting the composition of market returns
Expert Portfolios
February 13, 2020
Safety is golden
Our private investor diarist feels a degree of caution is warranted until the economic impact of the coronavirus outbreak is clearer, and he has added to his position in gold as a result
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