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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

Smaller returns

John Baron reminds readers why smaller companies remain favoured by the portfolios

Private investor's diary: a meaty performance

The dramatic recovery of an Aim-traded butcher meant a decent month for our diarist John Rosier's portfolio

Emerging returns

John Baron explains why he is increasing exposure to emerging markets - but gradually

2017 asset allocation portfolios check-up

Nearly a third of the way through 2017 and we assess the make-up of our solidly performing Christmas special ETF portfolios

Private Investor's Diary: Marching up

After a lacklustre 2016, it was a welcome relief for our diarist, John Rosier, to see his good start to 2017 continue through March

Simple rules that make us money

Defensive and momentum stocks continue to beat the market

Yielding returns

John Baron reminds readers why the portfolios have an income focus relative to their benchmarks

Private investor's diary: predicting a correction

After a solid start to 2017 our diarist John Rosier feels a “little nervous” and increases his cash position

Seeking value

John Baron explains why the portfolios are increasing exposure to UK ‘value’ stocks