¿Û¿Û´«Ã½

Private Investor's Diary: A high-quality addition to my portfolio

John Rosier adds another quality pick and thinks rate cuts may not be far off

Private Investor's Diary: Why I'm confident UK stocks will come good

The low valuation of the UK market mean a period of strong returns is around the corner

Private Investor's Diary: I'm getting my portfolio ready for the next stage

John Rosier says he is expecting better performance once economic pessimism peters out

Private Investor's Diary: Sticking with the super cheap UK

The UK remains anomalously inexpensive, a situation unlikely to persist forever, says John Rosier

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

Private Investor’s Diary: Two new high-quality bargain stocks

John Rosier has found two new holdings that meet key quality and value requirements

Private Investor’s Diary: Commodities caused damage – but I won't sell

The holdings had worked well over the prior 18 months, but are now a hindrance

Private Investor’s 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

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

Private Investor's Diary: Prepared for a bear market

John Rosier outlines why his portfolio should benefit regardless of the direction markets now take