深夜影院

After a lacklustre 2016, it was a welcome relief for our diarist, John Rosier, to see his good start to 2017 continue through March

Defensive and momentum stocks continue to beat the market

John Baron reminds readers why the portfolios have an income focus relative to their benchmarks

After a solid start to 2017 our diarist John Rosier feels a 鈥渓ittle nervous鈥� and increases his cash position

John Baron explains why the portfolios are increasing exposure to UK 鈥榲alue鈥� stocks

After a poor 2016 John Rosier's portfolio is heading in the right direction again

John Baron explains why the portfolios are increasing their exposure to UK equities, while taking profits in the Far East

John Baron reports on 2016, reminds readers of the portfolios鈥� investment principles, and reviews strategy for 2017

Former City fund manager John Rosier says 2016 was a good year for equity markets, but not, alas, for his portfolio

Momentum and defensive stocks beat the market while taking surprisingly little risk.