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PORTFOLIOS:
John Baron's Investment Trust
Bearbull Income Portfolio
Private Investor's Diary
Simon Thompson's Bargain Shares
Expert Portfolios
Bearbull Income Portfolio
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
Bearbull Income Portfolio
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
Bearbull Income Portfolio
December 07, 2023
Bearbull Portfolio: Which holdings are private equity circling?
Private equity’s attack dogs are prowling around Bearbull holdings
Bearbull Income Portfolio
November 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
Bearbull Income Portfolio
August 23, 2023
Bearbull Portfolio: What to do with the worst performers
When interest rates rise, exposure to the property sector is never fun
Bearbull Income Portfolio
July 20, 2023
Bearbull Portfolio: Why currencies deserve a place in all serious portfolios
Not losing money is the same as making money
Bearbull Income Portfolio
June 15, 2023
Bearbull Portfolio: Where to find quality and stable US income stocks
Bearbull explains the rationale behind his income portfolio’s latest acquisition
Bearbull Income Portfolio
May 10, 2023
The UK companies most attractive to private equity investors
Bearbull: Here's how to find out which portfolio holdings have the best characteristics
Bearbull Income Portfolio
December 29, 2022
Inflation oddity
Strange that UK inflation is higher than the yield on income funds
Bearbull Income Portfolio
December 14, 2022
A Topps target
Here’s a new angle on activist investing
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