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Private Investor's Diary

August 15, 2023
Private Investor's Diary: Sticking with the super cheap UK
The UK remains anomalously inexpensive, a situation unlikely to persist forever, says John Rosier
June 21, 2023
Private Investor's Diary: High-quality companies at attractive prices
May was a difficult month for the portfolio, but John Rosier remains focused on quality for the long term
May 23, 2023
Private Investor鈥檚 Diary: Two new high-quality bargain stocks
John Rosier has found two new holdings that meet key quality and value requirements
April 24, 2023
Private Investor鈥檚 Diary: Commodities caused damage 鈥� but I won't sell
The holdings had worked well over the prior 18 months, but are now a hindrance
March 20, 2023
Private Investor鈥檚 Diary: Evidence supports the commodities supercycle
With more than 40 per cent of his portfolio committed to one sector, John Rosier outlines the thinking behind his conviction
February 20, 2023
Private Investor's Diary: It's time for value and strong balance sheets
John Rosier expects 2023 to be another strong year of dividend income for the JIC Portfolio
January 03, 2023
Private Investor's Diary: Prepared for a bear market
John Rosier outlines why his portfolio should benefit regardless of the direction markets now take
November 21, 2022
Private Investor's Diary: A renewed commitment to commodities
John Rosier outlines the reasons for his extensive exposure to metals and mining
October 18, 2022
Private Investor's Diary: Pivot hopes remain slim
September proved to be a tough month for the markets and hopes of a rapid recovery remain slim
July 25, 2022
Private Investor's Diary: Sowing the seeds of future growth
John Rosier resolves to focus on long-term fundamentals rather than short-term drivers

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