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Expert Portfolios

Private Investor's DiaryDecember 27, 2023
Private Investor's Diary: Why I'm optimistic going into 2024
John Rosier remains happy to be fully invested going into 2024
John Baron's Investment TrustDecember 20, 2023
When is a cost not a cost?
John Baron issues a call to arms to resolve the cost disclosure issue that is bedeviling the sector
Bearbull Income PortfolioDecember 07, 2023
Bearbull Portfolio: Which holdings are private equity circling?
Private equity鈥檚 attack dogs are prowling around Bearbull holdings
Bearbull Income PortfolioNovember 23, 2023
Bearbull Portfolio: Why adding weak links helps your portfolio
Markowitz's theory stands true today as it ever has: distance between two securities matters
Private Investor's DiaryNovember 22, 2023
Private Investor's Diary: A high-quality addition to my portfolio
John Rosier adds another quality pick and thinks rate cuts may not be far off
John Baron's Investment TrustNovember 15, 2023
Why renewable investment trust doom and gloom is overdone
John Baron explains why he favours the sector and discusses recent purchases
Private Investor's DiaryOctober 16, 2023
Private Investor's Diary: Why I'm confident UK stocks will come good
The low valuation of the UK market mean a period of strong returns is around the corner
Expert PortfoliosOctober 13, 2023
Our 'All-Weather Portfolio' comes up against a storm
What was supposed to be an ultra-smooth strategy will now need some tweaking
John Baron's Investment TrustOctober 11, 2023
Attractive investment trusts despite the deluge of bad news
John Baron reflects on the gloom engulfing investment trust investors but offers hope for those willing to be patient
September 22, 2023
How to make crucial decisions about your investment portfolio
Choose the right level of risk and target a realistic return.

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