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Private Investor's Diary

April 15, 2025
Private Investor鈥檚 Diary: Why I鈥檓 looking east for growth
Expert Portfolio: John Rosier continues his purge of US holdings
March 12, 2025
Private Investor鈥檚 Diary: I鈥檓 done with US stocks
Expert Portfolio: John Rosier explains where he鈥檚 moving his money after calling time on his American exposure
February 12, 2025
Private Investor's Diary: 'Stop-losses' mean I've overhauled my portfolio
Expert Portfolio: John Rosier鈥檚 use of stop-losses has led to the clearout and the arrival of some promising new holdings
January 22, 2025
Private Investor's Diary: A new strategy to stop losses
Expert Portfolio: John Rosier considers the portfolio lessons he has learnt and the key investment themes ahead
December 10, 2024
Private Investor's Diary: Why I'm selling a share after 10 years
Expert Portfolio: John Rosier explains why he's calling time on Bioventix and where he's investing the proceeds
November 12, 2024
Private Investor's Diary: How I'm preparing for the challenges ahead
Expert Portfolio: John Rosier explains some major purchases and sales as he sets himself up for a new wave of risk
October 09, 2024
Private Investor's Diary: Getting ready for a stock market 'melt-up'
The Budget is creating uncertainty, but John Rosier sees better times ahead
September 11, 2024
Private Investor's Diary: Swapping the North Sea for copper
John Rosier is drawn to a company with a long history of creating shareholder value in the resources sector
August 07, 2024
Private Investor's Diary: Glimmers of a switch from growth to value
John Rosier outlines how his portfolio ended July at an all-time month-end high and what might happen now central banks are cutting rates
July 10, 2024
Private Investor's Diary: Why I'm buying bitcoin and blockchain stocks
John Rosier discusses his latest purchases and looks ahead to a period of political stability

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