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PORTFOLIOS:
John Baron's Investment Trust
Bearbull Income Fund
Private Investor's Diary
Tactical Asset Allocation
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Bargain Shares
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John Baron's Investment Trust
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Investment trust portfolio: Navigating turbulent waters
John Baron considers portfolio construction given further market volatility is expected
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Bearbull Income Portfolio: A lesson from the future
Higher interest rates simply must mean lower value
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January 24, 2022
Private Investor's Diary: Preparing for tougher times
After a mixed year in 2021, former City fund manager John Rosier is preparing for an uncertain year ahead
Private Investor's Diary
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Private Investor's Diary: Heading into choppier waters
With an eye on potentially tougher times ahead, former City fund manager John Rosier has been tweaking his Private Investor's Diary portfolio
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Investment trust portfolio: Elephants still don’t gallop
John Baron explains why now may be a particularly good time to be overweight UK smaller companies
Bearbull Income Fund
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Bearbull Income Portfolio: The great dividend re-set
UK company dividends are recovering, but may never be the same
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Achieving good 'green' returns
John Baron describes his company’s investment approach to climate change
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Bearbull Income Portfolio: a healthy dilemma
Bearbull is seeking new income candidates and has a choice to make between two healthcare property stocks
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Private Investor's Diary: Long-term commodity trends offer growth potential
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November 02, 2021
Wanted: portfolio for inflation, stagflation and contagion
Tactical asset allocation choices are tough in a world beset by uncertainty.
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