I’m John Rosier, a full time private investor with over 30 years’ experience and a regular contributor to the Investors Chronicle magazine.
This website should be helpful to experienced private investors and those just setting out on¬†their investment journey. It reports on the progress of two live portfolios. As well as showing the portfolios, I explain the rationale behind every investment decision and comment on latest company news, portfolio strategy, topical issues and performance.
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JIC PORTFOLIO:¬†I started the portfolio on 1st January 2012. The aim of the portfolio is simple; to build up a tidy sum to provide security in my latter 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 are re-invested in the portfolio.
JIC TOP 10: I started the Top 10 Portfolio on 29th August 2014. It aims to produce a higher return by focusing on my best ideas. With just 10 holdings, the JIC Top 10 is much more “risky”. Any big stock moves have a far greater impact on the whole portfolio; that works both ways but in the worst case, a company going bust, the portfolio could lose 10% or more of its value.
*I do not manage my portfolio with particular reference to the weightings of companies in the FTSE All Share (TR) Index. ¬†I do however, consider it a useful comparator, given that it is the index most widely used to measure the performance of the UK equity market. After all, if I can’t beat it I should put my money in a FTSE ¬†All Share Index tracker and spend my time doing something else!
“Past experience does not necessarily give a guide for the future.” Since¬†I started the Portfolio in 2012, the JIC Portfolio has done well. That is no¬†guarantee that it will do well in the future. ¬†Clearly, I will be doing my utmost to ensure it does as this is my money and my future financial security.¬†
¬†JIC Portfolio: Largest 6 positions as at 31st August 2018
A selection of recent blogs HERE
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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
An¬†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
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 ‚Äúeighth¬†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!
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“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
JIC Donates 10% of All Membership Income to Charity Each Year
2018′s Charity is ¬†“The Back-Up Trust”¬†
The money donated to Back Up between 2014 and 2017, covered the direct costs for nearly 300 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.”
Between 2015 and 2017, JIC donated over ¬£4,000 to
This website is for¬†educational purposes only. It is not a recommendation to buy or sell shares or other investments. You must do your own research before buying or selling any investment or seek professional financial advice. Please see full disclaimer below.
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: 71-75 Shelton Street, London, WC2H 9QJ