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JohnsInvestmentChronicle, “The diary of a private investor”

Become a member HERE

 

IMG_0179Founded in 2012, JohnsInvestmentChronicle is edited by John Rosier, a former City fund manager with 40 years investment experience

21 years at Henderson Global Investors and Fleming Investment Management, Head of UK Equities at Flemings

Writes a monthly column for the Investors Chronicle Magazine

 

John reports on the progress of two live portfolios. He shows all trades in real-time and explains the rationale behind every investment decision. He comments on the latest company news, portfolio strategy, topical issues and performance

 

  • JIC PORTFOLIO: Started on 1st January 2012. The aim is to use the power of compounding to grow the value of the portfolio over time. He holds around 25 stocks, including investment trusts, to gain overseas and thematic exposure. Many¬†of the holdings pay dividends, which are re-invested in the portfolio. He eats his own cooking – his SIPP and ISA replicates the JIC Portfolio

 

  • JIC FUNDS PORTFOLIO: Started on 1st July 2020. It invests only in funds (investment trusts, OEICS and ETFs). It’s got off to a good start, gaining 7.6% in its first four months, (to 31st Oct’ 20) v -6.6% for the FTSE All-Share and +0.9% for the FTSE All-World. Mrs R’s SIPP replicates the JIC Funds Portfolio

Progress!

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 For detailed performance figures, please click HERE

To learn more about my investment approach, please click HERE

 

 

Become a member HERE (30-day money-back guarantee)

 

JIC Donates 10% of All Membership Revenue to Charity

Over the last five years, it has donated nearly £20,000 to the charities listed towards the bottom of this page

 

Chat with John Hughman, editor of Investors Chronicle

 

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Members get

 

  • Access to both Portfolios: The¬†live¬†”JIC Portfolio” and the “JIC Funds 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, cancel within one month and I will return your subscription immediately

 

 My promise

  • Total transparency: All trades, performance of both portfolios and 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 cooking: The JIC and JIC Funds portfolios reflect my 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!

 

 

*The portfolio is not managed with particular reference to the weightings of companies in the FTSE All-Share (TR) Index or the FTSE All-World GBP (TR) Index. ¬†I do, however, consider them useful comparators. After all, if I can’t beat them, I should put my money in a tracker fund and spend my time doing something else!

“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. ¬†I will be doing my utmost to ensure it does as this is my money and my future financial security

 

“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

 

2020′s Charities are¬†“The Back-Up Trust”¬†and “The Cure Parkinson’s Trust”

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The money donated to Back Up between 2014 and 2019, covered the direct costs for nearly 600 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.”

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The Cure Parkinson’s Trust (CPT) is the only organisation in the UK solely dedicated to finding a cure for Parkinson’s. Founded in 2005 by four people living with the condition, CPT takes a patient-centric approach to funding innovative projects and inspirational scientists to modify the progression of Parkinson’s and to find a cure.

Between 2015 and 2017, JIC donated over £4,000 to:

 CRY heart & text lge 

 

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.

 

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: 71-75 Shelton Street, London, WC2H 9QJ

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