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Private Investor's Diary: A smarter way to manage risk in my portfolio

John Rosier outlines why and how he is tightening his criteria for judging higher-risk investments

Banking on pent-up demand

John Rosier explains why he remains optimistic on the market outlook

Private Investor's Diary: Inflation concerns growing

John Rosier has an eye on inflation, but is staying fully invested for now.

Is copper the key to investment success in 2021?

John Rosier’s portfolio is back to its market-beating ways so he’s not making any changes – for the first time in nine years

Repositioning for reopening

John Rosier has been tweaking his portfolio in anticipation of a post-pandemic spending boom

What the big reopening will mean

John Rosier explains why he believes asset prices will remain robust going forward

Four reasons to like commodities

John Rosier explains why he is staying fully invested and why commodities remain a dominant theme in his portfolio

Banking on a trio of themes

John Rosier explains why he thinks resources, healthcare and technology will continue to benefit his portfolio

Two good lessons learnt

John Rosier reflects on a year in the markets and why he remains in bullish mode

Spoilt for choice even in lockdown

Things might seem gloomy again, but John Rosier can’t help feeling bullish as he pictures the collective mood a year from now