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

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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:

  1. His investing philosophy and approach.
  2. The value of keeping a detailed investment diary.
  3. What has he been adding to his portfolios in recent months?
  4. Back testing stop losses and when is a good time to sell?
  5. John discusses the importance of dividends, which have grown from £2,000 a year to a projected £29,000.
  6. 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’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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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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