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PORTFOLIOS:
John Baron's Investment Trust
Bearbull Income Portfolio
Private Investor's Diary
Simon Thompson's Bargain Shares
Expert Portfolios
Simon Thompson's Bargain Shares
February 08, 2024
Bargain Shares 2024: Take advantage of this lucrative wind-down
The company holds attractive assets that could be turned to cash readily, a factor not reflected in the deep discount to NAV
Simon Thompson's Bargain Shares
February 08, 2024
Bargain Shares 2024: Markets will soon back this smart plan to cut debt
It could see a cash windfall from the Mercedes emissions class action and is cleverly recycling cash to de-risk earnings
Bearbull Income Portfolio
January 25, 2024
Bearbull Portfolio: Even a poor year has silver linings
The Bearbull income portfolio failed to beat its benchmark for the second year in a row – but is poised to bounce back
Expert Portfolios
January 24, 2024
Private Investor's Diary: Stock market hangover was inevitable – but don't lose hope
John Rosier says it is far too soon to feel pessimistic despite the turbulent start to the year
Expert Portfolios
January 17, 2024
John Baron: Why I'm buying smaller companies
Our investment trust expert picks out funds to add global small caps to his portfolio
Expert Portfolios
December 27, 2023
Private Investor's Diary: Why I'm optimistic going into 2024
John Rosier remains happy to be fully invested going into 2024
Expert Portfolios
December 20, 2023
When is a cost not a cost?
John Baron issues a call to arms to resolve the cost disclosure issue that is bedeviling the sector
Bearbull Income Portfolio
December 07, 2023
Bearbull Portfolio: Which holdings are private equity circling?
Private equity’s attack dogs are prowling around Bearbull holdings
Bearbull Income Portfolio
November 23, 2023
Bearbull Portfolio: Why adding weak links helps your portfolio
Markowitz's theory stands true today as it ever has: distance between two securities matters
Expert Portfolios
November 22, 2023
Private Investor's Diary: A high-quality addition to my portfolio
John Rosier adds another quality pick and thinks rate cuts may not be far off
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