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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
July 11, 2019
Golden period
Our private investor diarist reflects on his portfolio's performance in June and cautions against being in a position where one stock can do irreparable damage
Expert Portfolios
July 04, 2019
Japan – anything but quiet
John Baron explains why now may be a good time to increase exposure
Expert Portfolios
June 13, 2019
On the defensive
Worries about a general election prompt John Rosier to make a series of changes to his portfolio
Expert Portfolios
June 06, 2019
Diversification and correlation
John Baron explains the portfolios’ change in sector view when seeking diversification
Expert Portfolios
May 16, 2019
Setting myself a tougher target
Our private investor diarist has compiled a unique and demanding benchmark for performance comparisons
Expert Portfolios
May 09, 2019
Do not sell in May
John Baron cautions against this old stock market adage for a number of reasons
Expert Portfolios
April 11, 2019
Sanguine, not second guessing
John Rosier continues to ensure he is well diversified geographically and from a currency perspective during the Brexit process
Expert Portfolios
April 11, 2019
When good strategies turn bad
After years of great performance, defensive and momentum investing has done badly recently. This might be only temporary
Expert Portfolios
April 11, 2019
Post-Brexit opportunities
John Baron suggests Brexit uncertainty is creating a compelling buying opportunity
Expert Portfolios
March 14, 2019
Bursting with Rock 'n' Rose energy
John Rosier is hoping for great things from one particular holding – energy production company RockRose and its potentially transformational deal
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