Login Register
This website reports on the progress of two of John Rosier’s personal portfolios. John is a full time¬†investor, with more than 30 years’ experience in the industry and is a regular¬†contributor¬†to the Investors Chronicle magazine.
Subscribers see his live “JIC” and “JIC Top 10″ portfolios. He explains the rationale behind every investment decision, as well as commenting on the latest company news,¬†strategy, topical issues and performance. ¬†

 

JIC-Icon-Return        Performance

JIC-Icon-Testimonial        Recent Blogs

JIC-Icon-Membership    Subscription Plans

 

Portfolios:

  • The JIC Portfolio¬†launched on 1st January 2012. My aim with this portfolio is simple; to make money and build up a tidy sum to provide security in my later days. The maximum number of holdings is set at 30. I use investment trusts to gain overseas and thematic exposure. Most of my holdings pay decent dividends, which I re-invest within the Portfolio

  • The¬†JIC Top 10¬†followed, on 29th August 2014. The aim is to produce a higher return than the JIC Portfolio by focusing on my best ideas and running a more concentrated portfolio. It holds just 10 stocks which are also in the JIC Portfolio. With only 10 holdings, the JIC Top 10 is likely to be more volatile and more ‚Äúrisky‚ÄĚ. Any big moves in individual stocks will have a far greater impact on the whole portfolio; that works both ways but in the worst case, a holding in a company going bust, the Portfolio could lose 10% or more of its value.¬†¬†

  • Coming soon! Before the end of the year I intend to publish a new portfolio reflecting my SIPP drawdown portfolio. The emphasis will be on steady and growing dividends and long term capital appreciation.¬†

Performance:

  • At 31st August 2016, the JIC Portfolio¬†returned¬†+116.0%¬†since inception in January 2012, giving an annualised return of +17.9%, comparing favourably with the +53.2%, (+9.6% annualised) return of¬†the FTSE All Share (Total Return) Index

  • At 31st August 2016, the JIC Top 10 Portfolio, returned +10.9% since inception on 29th August 2014, an annualised return of +5.3%. Over the same period the FTSE All Share (Total Return) Index returned +9.3% or +4.5% annualised

Subscribers get:

  • Access to both Portfolios: The¬†live¬†”JIC Portfolio” and the more focused / concentrated / risky “JIC Top 10 Portfolio”

  • Prompt email alerts of every trade and website updates

  • A detailed explanation of every investment decision

  • Access to full transaction history and company blog archive¬†going back to January 2012

  • Weekend Roundup including week ahead

  • Monthly and annual reviews including performance and risk analysis from Statpro plc

  • A one month money back guarantee. If you decide it’s not for you, just cancel within one month and I will return your subscription immediately

 My promise:

  • Total transparency: All trades, performance of both portfolios and of every individual holding is published

  • A¬†sensible approach, aimed at achieving long term portfolio appreciation; taking full advantage of compounding, Einstein‚Äôs ‚Äúseventh¬†wonder of the world‚ÄĚ

  • A¬†calm and consistent¬†approach; especially important during periods of increased market volatility

  • I eat my own cooking: The JIC and JIC Top 10 portfolios reflect my own portfolios, with close to 100% of my family investments held in the same companies

  • A total¬†commitment¬†to improving my investment skills and sharing my observations with subscribers. You never stop learning!

 

  Choose a Subscription Plan

 

“I follow your chronicle and really like a lot of the stuff you‚Äôre doing and your results have been superb. I also like your very clear explanations of your rationale behind decisions. You‚Äôre doing a really good job at de-mystifying investment speak!”¬† ¬†David F

 

Sign up HERE to receive the latest FREE strategy articles and blogs

 

JIC Donates 10% of All Subscription Income to Charity Each Year

 

2016′s Charities are ¬†“The Back-Up Trust”¬†and¬†“CRY”

backup                 CRY heart & text lge

The money donated to Back Up in 2014 and 2015, covered the direct costs for over 100 people with spinal cord injury to attend Back Up’s wheelchair skills training sessions in hospital. “These training sessions are led by experienced wheelchair users and teach vital skills which help someone who is coming to terms with a life-changing injury to be more independent and feel more confident.”

Disclaimer

The contents of this website, JohnsInvestmentChronicle.com, is not intended as investment advice and must not be construed as such. I am publishing my portfolio and trades only as a record of my own decisions and it should not in any way be considered as advice to buy or sell anything. Any information on the website is given in general terms and does not constitute personal advice to any individual. It is important readers understand that I am not ‚Äútipping‚ÄĚ or making recommendations: I am not authorised to do so and I urge readers not to blindly follow my trades. Readers should always do their own research and be comfortable with the suitability and risks before making an investment. Furthermore, readers should obtain independent financial advice from an FCA regulated intermediary before investing money. Information or views in older blogs may become outdated and should not be relied upon unless confirmed by recent comment.JohnsInvestmentChronicle takes every care to ensure that the factual information on its website is accurate but cannot guarantee this. Investing in shares involves an element of risk: shares go up and down, (often in a manner that seems irrational), and in the worst case, a company going into receivership, you can lose all of your investment in that stock. JohnsInvestmentChronicle Limited is not authorised or regulated by the Financial Conduct Authority and does not provide financial advice. Any information that you use is entirely at your own risk. Past performance is no guarantee of future results. JohnsInvestmentChronicle Limited shall not have any liability for any loss sustained by anyone who has relied on the information contained in any publication published by JohnsInvestmentChronicle Limited. ¬† JohnsInvestmentChronicle is the trading name of JohnsInvestmentChronicle Ltd, Registered in England, Company No. 08783001 Registered address: 54 Brodrick Road, London, SW17 7DY

Back to Top