FYR073 | 303% Return vs FTSE All share of 125%, Dividends, Stop Losses & Getting Started with John Rosier

Published: July 23, 2023, noon

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John Rosier is a former city fund manager turned esteemed financial writer who runs the model portfolio. The JIC Portfolio which John started in 2012 has returned 303% vs, the FTSE all share of 125% over the same period.

During this episode, John shares:

His investing philosophy and approach.

the value of keeping a detailed investment diary.

What he\\u2019s been adding to his portfolios in recent months.

Back testing stop losses and when is a good time to sell?

John discusses the importance of dividends, which have grown from \\xa32,000 a year to a projected \\xa329,000.

Finally, John shares what he would say to those who are just getting started.

Timestamps:

1:20 When and how John started his investing journey.

3:40 The type of investor John is today, his investment philosophy and approach.

6:00 Discussing John\\u2019s model portfolio, how it started, the returns and the role dividends play in that.

10:15 John\'s 10 biggest contributors in terms of monetary gain.

15:45 Discussing some of John\\u2019s biggest losers in the model portfolio.

18:10 Discussing the use of stop losses and when is the right time to sell.

23:10 John shares why keeping a diary helps with discipline.

25:45 John shares what he would say to those just getting started.

28:45 Closing thoughts and where you can follow and connect with John

Hope you enjoy this episode and have a wonderful day.

The FYR Team

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about portfolio management and stock analysis.

Guest Links & Resources:

Visit John Rosier\\u2019s website and the JIC model portfolio here: https://www.jicuk.com/

Follow John on Twitter here: https://twitter.com/JohnRosier

John\\u2019s articles on the Investors Chronicle: https://www.investorschronicle.co.uk/john-rosier/

Visit Fund Your Retirement:\\xa0https://www.fundyourretirement.com/

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Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

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