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John Baron's Investment Trust Bearbull Income Portfolio Private Investor's Diary Simon Thompson's Bargain Shares

Expert Portfolios

Bearbull Income PortfolioMay 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
Expert PortfoliosMay 10, 2023
Why I'm buying equity investment trusts
John Baron: It was right for my portfolios to be defensive, but the time has come to re-risk
Expert PortfoliosMay 03, 2023
The stocks benefiting from America's infrastructure boom
Trillions must be spent to replace unsafe bridges, old dams and mediocre roads
Expert PortfoliosApril 24, 2023
Private Investor’s Diary: Commodities caused damage – but I won't sell
The holdings had worked well over the prior 18 months, but are now a hindrance
Expert PortfoliosMarch 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
Expert PortfoliosMarch 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
Expert PortfoliosMarch 01, 2023
Using trusts to invest in themes
John Baron explains how he's investing in themes of the future
Expert PortfoliosFebruary 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 PortfoliosFebruary 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 PortfoliosFebruary 06, 2023
An investment portfolio designed for all conditions
Introducing the IC All-Weather Portfolio; the ultimate buy-and-hold strategy

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