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PORTFOLIOS:
John Baron's Investment Trust
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Expert Portfolios
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
John Baron's Investment Trust
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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 Fund
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Bearbull Portfolio: Five (more) thoughts on BHP’s Anglo bid
Anglo investors – including Bearbull – must now think through what might come next
Private Investor's Diary
April 17, 2024
Private Investor's Diary: Why I'm buying this once-sold small-cap trust
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Bearbull Income Fund
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Bearbull Portfolio: A new buy just for the Isa window
I am treating my new position as a free hit on UK value
John Baron's Investment Trust
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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
Private Investor's Diary
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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John Baron: It's time to buy infrastructure trusts
Expert portfolio: John Baron suggests reasons to be positive, including in relation to the issue of cost disclosure
Bearbull Income Fund
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Bearbull Portfolio: Why I'm sticking with this UK wind fund
Wind power’s many moving parts can make for a frustrating investing experience, but I’m learning to live with my allocation to turbines
Private Investor's Diary
February 28, 2024
Private Investor's Diary: Time to cut back on commodities
John Rosier says it's time to reduce the focus on macro factors and pay more attention to interesting opportunities
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