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Refining the growth strategy

John Baron explains the changes to the Growth portfolio during August, after further strong outperformance year-to-date from both portfolios

Private Investor Diary: My 10-stock experiment

John Rosier's portfolio is performing strongly, helped by his mid- and small-cap holdings. But should he hold fewer stocks?

Comical and tragical

Comedy and tragedy mix in the drama at two holdings in the Bearbull income fund

Dividend discipline

John Baron reminds readers of the importance of dividends to total returns and why diversification is therefore important

A piece of cake

We examine money managers’ portfolios and ask whether DIY investors could do better

Investing cracked

Todd Wenning explains why making the most of your best ideas through concentrated positions can unlock fast, outsized gains

Momentum marches on

Momentum investing still works, as the recent strong performance of our no-thought holdings demonstrates

Private investor diary: Hitting the wall

John Rosier updates investors on the six-month performance of his portfolio

Staying invested

John Baron explains why the portfolios are ignoring the pessimists and remaining invested

Private investor's diary: Taking profits

John Rosier reports on changes made to his portfolio in May, and what the uncertainty created by the election means for his strategy