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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
January 22, 2025
Private Investor's Diary: A new strategy to stop losses
Expert Portfolio: John Rosier considers the portfolio lessons he has learnt and the key investment themes ahead
Bearbull Income Portfolio
January 22, 2025
Bearbull Income Portfolio: Finding yield by going back to basics
Our dividend-focused portfolio lagged its benchmark but beat its long-term average in 2024. Onward.
Expert Portfolios
December 10, 2024
Private Investor's Diary: Why I'm selling a share after 10 years
Expert Portfolio: John Rosier explains why he's calling time on Bioventix and where he's investing the proceeds
Bearbull Income Portfolio
November 27, 2024
Bearbull Income Portfolio: What we need to sell
How much Plus500 to buy, and how much existing portfolio to dump
Bearbull Income Portfolio
November 21, 2024
Bearbull Income Portfolio: The case for Plus500
Thinking the unthinkable? Or going with the overwhelming evidence?
Expert Portfolios
November 12, 2024
Private Investor's Diary: How I'm preparing for the challenges ahead
Expert Portfolio: John Rosier explains some major purchases and sales as he sets himself up for a new wave of risk
Expert Portfolios
October 09, 2024
Private Investor's Diary: Getting ready for a stock market 'melt-up'
The Budget is creating uncertainty, but John Rosier sees better times ahead
Bearbull Income Portfolio
October 03, 2024
Bearbull Income Portfolio: A new way to measure success
Measurement is part of investing. But what do you measure when income is the long-term goal?
Expert Portfolios
September 11, 2024
Private Investor's Diary: Swapping the North Sea for copper
John Rosier is drawn to a company with a long history of creating shareholder value in the resources sector
Bearbull Income Portfolio
September 05, 2024
Pets at Home: value trap or trapped value?
A CMA investigation has hampered Pets at Home’s appeal – I’m staying put
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