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

Published: July 23, 2023, noon

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’s 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 £2,000 a year to a projected £29,000.

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


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’s 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’s 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

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Guest Links & Resources:

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

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

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

Visit Fund Your Retirement: https://www.fundyourretirement.com/


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.