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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
March 07, 2019
Putting the spotlight on commercial property and KIDs
John Baron reminds investors of the merits of an unloved sector and of the perils of poor regulation
Expert Portfolios
February 14, 2019
Three new quality additions
John Rosier takes the plunge with a trio of high expectation shares
Expert Portfolios
February 07, 2019
Where are our pioneering giants?
John Baron highlights a corporate and financial malaise that has investment implications
Expert Portfolios
January 24, 2019
When stockpicking fails
Momentum and defensive investing did badly last year – as did lots of stockpicking strategies
Expert Portfolios
January 18, 2019
Fully invested and optimistic
John Rosier reviews the lessons learnt in 2018 and explains why he is comfortable starting the new year fully invested
Expert Portfolios
January 10, 2019
Reflecting on our portfolios’ 10th anniversary
John Baron’s column has been reporting on the portfolios’ progress since 1 January 2009 – both since having strongly outperformed their benchmarks. He remains positive about the future
Expert Portfolios
December 13, 2018
Judge a company by its dividend
Why it’s worth paying close attention to dividend payment patterns
Expert Portfolios
December 07, 2018
Assessing sentiment and fundamentals
John Baron reminds readers why this discipline suggests the UK market offers compelling value
Expert Portfolios
November 19, 2018
A good opportunity to upgrade
John Rosier is taking a sanguine view of market gyrations, using deratings to work for, rather than against, him
Expert Portfolios
November 09, 2018
Ports in a storm and inflationary winds
John Baron reminds readers of the importance of appropriate diversification
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