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John Baron's Investment Trusts Portfolio

November 12, 2020
Time to reassess and be contrarian
John Baron reminds readers of the importance of portfolio rebalancing and highlights some contrarian calls
October 08, 2020
Consistent themes and special situations
John Baron reports on portfolio changes in the third quarter
September 10, 2020
Of testing markets and troublesome KIDs
John Baron sees through market volatility and reports on proposed investment trust regulation
July 09, 2020
The case for commodities
John Baron backs an unpopular sector and explains portfolio changes during the second quarter

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