Registered:
21/11/12
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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  www.JohnsInvestmentChronicle.com 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 www.JohnsInvestmentChronicle.com 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.


Website

I run a subscription website  www.JohnsInvestmentChronicle.com in which I show my JIC Portfolio and all transactions. I blog within an hour of trading, with an explanation, and send an alert email to all may 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. A history of all my postings can be found under "Company Blogs". Each week I publish a "Weekend Roundup" and at the end of each month a Monthly Review. The Risk section, (courtesy of StatPro PLC), shows how the Portfolio has performed relative to the FTSE All Share Index as well as comparing the volatility of the Portfolio to that of the Index.I think what I do is unique: There are plenty of tipsters out there who will remind you of the good tips and quietly forget the disasters; 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 as there is no hiding place.  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 the JIC Portfolio on 1st January 2012  with £151,110 cash. At 30th June 2014 it had grown to  £277,198

Web Address: http://www.johnsinvestmentchronicle.com

Address: 54 Brodrick Road
London
London
UNITED KINGDOM
SW17 7DY

Tel: 02083556893

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Johnrosier's Latest Blogs

Am I an assassin or a rabbit, a raider or connoisseur?I have just finished one of the best investment books I have read in a long time; it contains some great little gems, which I hope will improve my returns. One never stops learning; I continually strive to become a better investor and what better way than by learning from the mistakes and insights of…

Just back from the weekly shop at Tesco. (I'm a modern man, clearly not that modern or I'd been doing it online!) I love the Clapham South store; it is definitely "under-shopped", always has been since it converted from a womens' hospital about 10 years ago, so the aisle's are empty and the checkout free. But I like it, adequate selection of groceries, (except sell…

Background The main themes dominating markets during July were Greece, China and commodities. Continental European markets, relieved that some sort of agreement was reached with the Greek government in the 29th minute of overtime, managed quite decent returns; the French CAC was up 6.1%, the Italian MIB, +4.8%, The Spanish IBEX, +3.8% and the German DAX, +3.3%. Across the Atlantic the main topic of conversation…

Target Price ReviewsEarly in May I performed an exercise on all the stocks in the JIC Portfolio, where I asked myself if a 30% return over the next 12 months was a realistic prospect. If it was I set the target price for May 2016 at that level, if it wasn't I set the target price at a level that I thought was achievable. I…

Since launching the JIC Portfolio in January 2012 it is up 114.5% as of Friday 19th June 2015. I have had some losses along the way but in general I have tried to cut losses before they inflict too much damage. The table below shows the nine worst losses in the JIC Portfolio since inception in January 2012. Apart from Gem Diamonds, which I still…



Johnrosier's Latest Comments

Looking forward to Mello today and Friday. A slightly different take on SDI today. My conclusion this morning: "Conclusion: A reassuring trading update and given the recent performance of the shares, I think enough to maintain momentum. I think it sounds a measured trading update with it sensibly mentioning investment to support future growth. Looking to forecasts for the current year, which I anticipate will…

I do think Taptica is a fascinating stock. It is either one of the greatest opportunities around or all the people who don't hold it will be proved correct!

On Taptica, I'm as nervous a holder as all other holders and not as clever as all those who never held, sold at the top or even sold recently and I agree with Graham's comments that on a PE of something like 4, buying back shares would be hugely value accretive. That is not to say that an acqusition would also be accretive, as the…

I think the discount is quite large and will give a decent boost to margins and sales. I don't think it reverts to market price at end of year one. It will be at a discount to the prevailing market price, so still giving Craw a competitive advantage. As I said , it is a different story from when I first bought but I think…

Crawshaw: Yesterday I attended a meeting with Crawshaw management. I am sharing my notes on the meeting. My conclusion is purely my opinion and is not advice. I could be wrong, I often am!Crawshaw Group (Aim All Share, Market capitalisation: £23m, 29.5, 2.4% of JIC Portfolio and 7.6% of JIC Top 10): Meeting with management: I attended a meeting with Noel Collett, CEO and Alan…

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