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PORTFOLIOS:
John Baron's Investment Trust
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Private Investor's Diary
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Expert Portfolios
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Bearbull Portfolio: Five (more) thoughts on BHP’s Anglo bid
Anglo investors – including Bearbull – must now think through what might come next
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Private Investor's Diary: Why I'm buying this once-sold small-cap trust
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Bearbull Portfolio: A new buy just for the Isa window
I am treating my new position as a free hit on UK value
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Private Investor's Diary: Four new companies for my portfolio
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Bearbull Income Fund
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Bearbull Portfolio: Why I'm sticking with this UK wind fund
Wind power’s many moving parts can make for a frustrating investing experience, but I’m learning to live with my allocation to turbines
Private Investor's Diary
February 28, 2024
Private Investor's Diary: Time to cut back on commodities
John Rosier says it's time to reduce the focus on macro factors and pay more attention to interesting opportunities
Bearbull Income Fund
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Bearbull Portfolio: Decision time for this quasi-bond holding
It's time to decide whether to increase my position in this bedrock of my Income Portfolio
Bearbull Income Fund
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
Private Investor's Diary
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
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