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PORTFOLIOS:
John Baron's Investment Trust
Bearbull Income Fund
Private Investor's Diary
Tactical Asset Allocation
Bargain Shares
Expert Portfolios
John Baron's Investment Trust
May 15, 2024
John Baron: The case for commodities and common sense
Expert Portfolio: John Baron explains the portfolios’ increased exposure to this asset class – and highlights an important shareholder vote
Bearbull Income Fund
May 02, 2024
Bearbull Portfolio: Five (more) thoughts on BHP’s Anglo bid
Anglo investors – including Bearbull – must now think through what might come next
Private Investor's Diary
April 17, 2024
Private Investor's Diary: Why I'm buying this once-sold small-cap trust
Expert Portfolio: John Rosier believes the outflow from UK equity funds will end, which could result in sharp increases in share prices
Bearbull Income Fund
April 04, 2024
Bearbull Portfolio: A new buy just for the Isa window
I am treating my new position as a free hit on UK value
John Baron's Investment Trust
April 03, 2024
John Baron: I'm buying bonds but being picky
Expert Portfolio: Our investment trust expert explains his rationale for dipping back into bonds and unveils which funds he's backing
Private Investor's Diary
March 28, 2024
Private Investor's Diary: Four new companies for my portfolio
Expert Portfolio: After reducing his exposure to commodities last month, John Rosier has redistributed the proceeds in four new positions
John Baron's Investment Trust
March 20, 2024
John Baron: It's time to buy infrastructure trusts
Expert portfolio: John Baron suggests reasons to be positive, including in relation to the issue of cost disclosure
Bearbull Income Fund
March 07, 2024
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
February 22, 2024
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
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