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Private Investor's Diary: A renewed commitment to commodities

John Rosier outlines the reasons for his extensive exposure to metals and mining

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

Private Investor's Diary: Sowing the seeds of future growth

John Rosier resolves to focus on long-term fundamentals rather than short-term drivers

Private Investor's Diary: Challenges are growing

Former City fund manager John Rosier is battening down the hatches

Private Investor's Diary: Adjusting the energy mix

Former City fund manager John Rosier's underexposure to large caps is affecting returns, but the focus remains on energy positions for now

Private Investor's Diary: Commodities to the rescue but be wary of inflation

Former City fund manager John Rosier's exposure to commodities helped his portfolios enjoy a solid month, but he is concerned about inflation's corrosive effects on the wider economy

Private Investor's Diary: Commodities exposure cushions against chaos

Former City fund manager John Rosier's commodity exposure has tempered losses, but his next challenge is when to begin switching away

Private Investor's Diary: Preparing for tougher times

After a mixed year in 2021, former City fund manager John Rosier is preparing for an uncertain year ahead

Private Investor's Diary: Heading into choppier waters

With an eye on potentially tougher times ahead, former City fund manager John Rosier has been tweaking his Private Investor's Diary portfolio

Private Investor's Diary: Long-term commodity trends offer growth potential

Former City fund manager John Rosier has enjoyed a solid month in October and is looking to long-term commodity trends to underpin his portfolio