Last month’s column highlighted the futility of trying to predict market levels and, by implication, of allowing portfolio management to be guided by such forecasts. It explained the tried-and-tested investment principles and disciplines that instead guide the eight real investment trust portfolios on the website www.johnbaronportfolios.co.uk – including the two covered by this column. In the round, and while never complacent, such an approach has served the portfolios well over the years.
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