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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
November 21, 2019
Aligning ratings and weightings
John Rosier reports on the changes he has made to his portfolio
Expert Portfolios
November 07, 2019
Retaining trust in smaller companies
​​​​​​​John Baron explains why he is remaining committed to small-caps despite their recent underperformance
Expert Portfolios
October 10, 2019
Patience is usually a virtue
John Baron makes the case for emerging markets and explains why they look good value right now
Expert Portfolios
October 10, 2019
Do investors learn?
Momentum investing has done badly recently, which raises the possibility that investors have wised up to its great historic performance and so have eliminated it
Expert Portfolios
October 03, 2019
Heatmap shows up volatility (and hard workers)
John Rosier identifies areas of volatility in the portfolio but notes that reducing these holdings would impact returns
Expert Portfolios
September 12, 2019
Ranking by risk and reward
John Rosier adopts a new approach to evaluating his portfolio holdings
Expert Portfolios
September 05, 2019
Time to profit from no-deal hysteria
John Baron suggests now is the time to overweight the cheapest market in the developed world – while stocks last
Expert Portfolios
August 15, 2019
Searching for 100-baggers
John Rosier focuses on the art of finding shares that have the potential to rise in value by at least 100 times
Expert Portfolios
August 08, 2019
Retaining faith in technology
John Baron suggests the latest technology revolution is still in its early stages
Expert Portfolios
July 18, 2019
Momentum recovers
Momentum investing has paid off recently, while deep value investing has done badly
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