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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
January 16, 2020
Expecting a correction, and a UK catch up
John Rosier thinks there is a strong case for the UK closing the valuation gap on overseas markets
Expert Portfolios
January 09, 2020
Another rewarding year
John Baron reports on the portfolios’ strong outperformance over the year and comments on the outlook for markets
Expert Portfolios
December 13, 2019
Drawn to US small caps
John Rosier explains how he plans to deal with a gap in his portfolio and why he still likes oil and gas
Expert Portfolios
December 05, 2019
Making the case for commercial property
John Baron highlights the sector’s attractions and those investment trusts set to benefit from the expected outperformance
Expert Portfolios
November 28, 2019
Super-cycle profit plays
Hedge funds seek winning calls on big investment trends. James Norrington scrutinises their latest investment letters
Expert Portfolios
November 21, 2019
Aligning ratings and weightings
John Rosier reports on the changes he has made to his portfolio
Expert Portfolios
November 07, 2019
Retaining trust in smaller companies
​​​​​​​John Baron explains why he is remaining committed to small-caps despite their recent underperformance
Expert Portfolios
October 10, 2019
Patience is usually a virtue
John Baron makes the case for emerging markets and explains why they look good value right now
Expert Portfolios
October 10, 2019
Do investors learn?
Momentum investing has done badly recently, which raises the possibility that investors have wised up to its great historic performance and so have eliminated it
Expert Portfolios
October 03, 2019
Heatmap shows up volatility (and hard workers)
John Rosier identifies areas of volatility in the portfolio but notes that reducing these holdings would impact returns
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