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PORTFOLIOS:
John Baron's Investment Trust
Bearbull Income Portfolio
Private Investor's Diary
Simon Thompson's Bargain Shares
Expert Portfolios
Expert Portfolios
June 19, 2024
John Baron: The trusts I'm using to ride the stock market rally
Expert Portfolio: Our investment trust expert explains why he expects the recent rise in markets to keep on going, and which areas to back
Expert Portfolios
June 12, 2024
Private Investor's Diary: The UK market rally has much further to go
Expert Portfolio: John Rosier believes the drivers are in place for stock valuations to keep on rising
Expert Portfolios
May 22, 2024
Private Investor's Diary: My 'bonkers-cheap' and sleep-easy strategy
Expert Portfolio: John Rosier explains why he is feeling positive about further gains to come
Expert Portfolios
May 15, 2024
Are investors too bullish on Novo Nordisk shares?
Phil Oakley asks whether the Danish weight-loss company’s share price run has gone too far
Expert Portfolios
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 Portfolio
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
Expert Portfolios
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 Portfolio
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
Expert Portfolios
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
Expert Portfolios
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
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