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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
April 18, 2023
Investment trust discounts are about to turn a corner
John Baron highlights the investments that are ready to rebound
John Baron's Investment Trust
March 28, 2023
Falling inflation creates investment trust bargains
Some investment companies with earnings linked to inflation are available at near-record discounts, John Baron writes
Private Investor's Diary
March 20, 2023
Private Investor’s Diary: Evidence supports the commodities supercycle
With more than 40 per cent of his portfolio committed to one sector, John Rosier outlines the thinking behind his conviction
John Baron's Investment Trust
March 01, 2023
Using trusts to invest in themes
John Baron explains how he's investing in themes of the future
Private Investor's Diary
February 20, 2023
Private Investor's Diary: It's time for value and strong balance sheets
John Rosier expects 2023 to be another strong year of dividend income for the JIC Portfolio
Expert Portfolios
February 08, 2023
Why it's time to remember America's forgotten industrials
A potential soft landing and lower energy prices are breathing life into venerable businesses
Expert Portfolios
February 06, 2023
An investment portfolio designed for all conditions
Introducing the IC All-Weather Portfolio; the ultimate buy-and-hold strategy
Expert Portfolios
January 24, 2023
Private Investor’s Diary: Value has a good few years to go
John Rosier is planning for sticky inflation and a shift to renewable energy
John Baron's Investment Trust
January 18, 2023
Investment Trust Portfolio: Seeking the right equity strategy
John Baron reflects on 2022 and explains equity preferences going forward
Private Investor's Diary
January 03, 2023
Private Investor's Diary: Prepared for a bear market
John Rosier outlines why his portfolio should benefit regardless of the direction markets now take
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