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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
December 18, 2020
Two good lessons learnt
John Rosier reflects on a year in the markets and why he remains in bullish mode
Expert Portfolios
December 10, 2020
The great British bargain hunt
John Baron explains why the outcome of the EU trade negotiations may spark a market rerating
Expert Portfolios
November 19, 2020
Spoilt for choice even in lockdown
Things might seem gloomy again, but John Rosier can’t help feeling bullish as he pictures the collective mood a year from now
Expert Portfolios
November 12, 2020
Time to reassess and be contrarian
John Baron reminds readers of the importance of portfolio rebalancing and highlights some contrarian calls
Expert Portfolios
October 30, 2020
The Alpha Podcast: John Rosier
John Rosier on maintaining discipline in choppy markets, why he's eyeing value as his next move, and why doing nothing may sometimes be the best option
Expert Portfolios
October 22, 2020
Momentum triumphs again
Momentum and defensive stocks have done well in recent weeks – as economic research suggests they do
Expert Portfolios
October 15, 2020
Turning risk back on
John Rosier decides to revert back to his original target weightings for individual stocks, having reduced them earlier in the pandemic
Expert Portfolios
October 08, 2020
Consistent themes and special situations
John Baron reports on portfolio changes in the third quarter
Expert Portfolios
September 10, 2020
Of testing markets and troublesome KIDs
John Baron sees through market volatility and reports on proposed investment trust regulation
Expert Portfolios
August 13, 2020
Sticking with equities and gold
John Rosier continues to position his portfolio in stocks that will benefit from the "new normal" and not in companies where the financial or operational risk is high
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