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John Baron's Investment Trust Bearbull Income Portfolio Private Investor's Diary Simon Thompson's Bargain Shares

Expert Portfolios

Expert PortfoliosFebruary 06, 2020
Bargain Shares for 2020
Simon Thompson reveals his Bargain Shares for 2020
Expert PortfoliosFebruary 06, 2020
How the 2019 Bargain Shares portfolio beat the market
Simon Thompson's 2019 Bargain Shares portfolio smashed the market. Our ace small-cap stockpicking expert explains just how this was achieved, and why there is still material valuation upside to the portfolio
Expert PortfoliosFebruary 06, 2020
Seeking superior returns
John Baron highlights some favoured investment strategies
Bearbull Income PortfolioFebruary 05, 2020
The viral effect
Even a virulent coronavirus will barely dent the case for overseas exposure in an equity portfolio
Expert PortfoliosJanuary 23, 2020
Defensives come back
Defensive stocks did very well in 2019. This is not as surprising as it seems
Expert PortfoliosJanuary 16, 2020
Expecting a correction, and a UK catch up
John Rosier thinks there is a strong case for the UK closing the valuation gap on overseas markets
Expert PortfoliosJanuary 09, 2020
Another rewarding year
John Baron reports on the portfolios鈥� strong outperformance over the year and comments on the outlook for markets
Expert PortfoliosDecember 13, 2019
Drawn to US small caps
John Rosier explains how he plans to deal with a gap in his portfolio and why he still likes oil and gas
Expert PortfoliosDecember 05, 2019
Making the case for commercial property
John Baron highlights the sector鈥檚 attractions and those investment trusts set to benefit from the expected outperformance
Expert PortfoliosNovember 28, 2019
Super-cycle profit plays
Hedge funds seek winning calls on big investment trends. James Norrington scrutinises their latest investment letters

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