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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
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
Expert Portfolios
December 13, 2022
Investment Trust Portfolio: Seeking the right balance
John Baron checks the portfolios’ inflation-readiness but first hails a regulation success
Expert Portfolios
November 29, 2022
Investment Trust Portfolio: Questioning inflation forecasts
John Baron again questions policymakers’ grasp of the economic situation
Expert Portfolios
November 21, 2022
Private Investor's Diary: A renewed commitment to commodities
John Rosier outlines the reasons for his extensive exposure to metals and mining
Expert Portfolios
October 18, 2022
Private Investor's Diary: Pivot hopes remain slim
September proved to be a tough month for the markets and hopes of a rapid recovery remain slim
Expert Portfolios
October 12, 2022
Investment Trust Portfolio: Continuing to be cautious
John Baron explains portfolio changes during Q3
Expert Portfolios
October 03, 2022
US Shares: Blood on the carpet
US equities are looking shaky despite some key inflationary measures starting to ease
Expert Portfolios
September 26, 2022
Private Investor's Diary: Guarding against recession risks
John Rosier discusses how he is focusing his portfolio on its most reliable holdings
Expert Portfolios
September 20, 2022
Investment Trust Portfolio: The ending of an era
John Baron suggests the conventional equity/bond portfolio’s time has passed
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