Fri 9:29pm


Real Name: John Rosier

Occupation: Blogger, Entrepreneur, Private Investor, Publisher

Interests: Stocks

Location: London

Twitter: @JohnRosier

Fantasy Fund: JIC top 10

About Me:

I manage my subscription website in which I show my portfolio and all transactions. I blog within an hour of trading, with an explanation, and send an alert email to all my subscribers. I do not pretend to have all the answers but I hope my portfolio, and the trades, provides food for thought as well as helping those who are new to managing their own portfolios.

I think what I do is unique. There are plenty of tipsters out there who will remind you of the good ones and quietly forget the duffers; I do not have that luxury as the portfolio is there for all to see. I have to confront my mistakes and deal with them. A tipster also does not show how a tip fits into the context of an overall portfolio. My portfolio of up to 30 holdings has different holding sizes based on my conviction behind the stock and its risk. 

I set up in January 2012. Prior to that :

In September 1984, I left university with a degree in Zoology and started work in the City of London. Over the next twenty five years most of my time was spent managing UK equity portfolios with Fleming Investment Management and Henderson Global Investors, for company and local authority pension schemes as well as the reserve fund for a well known charity. During 2009 I left full time employment and decided to take time out to consider the next stage of my career. In the meantime I have been putting my years of experience to good use investing the family savings. I have thoroughly enjoyed the freedom of investing from home and despite some tricky periods during 2011 it has been a rewarding experience. 

Investment Strategy
I trade... weekly
I tend to buy... according to my system
I hold for... a few months

In summary: Growth at the right price with the emphasis on "the right price".

I invest mainly in UK stocks as that is where I have gained my experience. Where I do have overseas exposure it is generally through holdings in investment funds. I prefer Investment Trusts but also use Exchange Traded Funds. I focus on mid-sized companies   The FTSE 250 is in my view, an excellent hunting ground for companies with good growth prospects and reasonable valuations.   I invest in FTSE 100 companies when there is a compelling reason and also in smaller companies but usually with a market capitalisation cut-off of £50m. Small companies can be incredibly rewarding but they are also far more risky as the share price can move violently on little news and it can be difficult to get out when you need to. Most of my individual stock holdings are in UK companies but I also invest in Exchange Traded Funds in order to gain low cost exposure to overseas markets, commodities or precious metals. Occasionally I invest in Investment Trusts. I favour companies that are valued attractively relative to their rate of profit growth In general I invest in companies where the projected PE ratio is below 15x and the PEG Ratio, (PE Ratio divided by the growth in earnings) is below 1.5x. I tend to steer clear of companies with high levels of debt. I like investing in companies that are hitting new price highs I regularly screen for companies that have hit a new 12 month share price high and then try and understand why it is doing so. If I think I have worked it out, and it meets my other criteria, than it may well be worth an investment. I do not invest in companies where the share price is in free fall. I will wait for it to stabilise and recover somewhat before being tempted to investigate. When making an investment I always set a stop-loss My view, learned through bitter experience, is that you are best cutting losses quickly. Conversely you should let your winners run. As Warren Buffet said “cut out your weeds and water your flowers”! All too often we are tempted to do the opposite. We add to our losers as it reinforces our original decision to buy it: “I was right to buy it at 100p so I must be even more right to buy more at 85p, after all it’s cheaper. Oh, and I will fund my purchase by selling some of my holding in another stock which is doing really well!” My view is that one should sell and move on – it saves a lot of emotional heart ache as well as money.

Johnrosier's Latest Blogs

Am I an assassin or a rabbit, a raider or a connoisseur?

johnrosier 28th Mar '16


johnrosier 10th Nov '15

JIC Portfolio; July Review

johnrosier 3rd Aug '15

Increase in AdEPT Telecom target price and target prices in general

johnrosier 31st Jul '15

Taking losses or cutting positions; my experience with JohnsInvestmentChronicle

johnrosier 21st Jun '15

Johnrosier's Latest Comments

Small Cap Value Report (Wed 15 May 2019) - PMP, ZYT, MOSB, SDI, ZTF, SDY

johnrosier 15th May '19

Small Cap Value Report (Thur 17 Jan 2019) - CAKE, GMD, DPEU, TAP, JDG, XLM, PMP, BWNG

johnrosier 17th Jan '19

Small Cap Value Report (Thur 17 Jan 2019) - CAKE, GMD, DPEU, TAP, JDG, XLM, PMP, BWNG

johnrosier 17th Jan '19

Small Cap Value Report - Part 2 - Wed 26 Apr 2017 - CRAW, PHD, WAND, REDS, HMLH, R4E, DSG

johnrosier 28th Apr '17

Small Cap Value Report - Part 2 - Wed 26 Apr 2017 - CRAW, PHD, WAND, REDS, HMLH, R4E, DSG

johnrosier 28th Apr '17
johnrosier's Top Awards 16

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