FYR073 | 303% Return vs FTSE All share of 125%, Dividends, Stop Losses & Getting Started with John Rosier
Hosted by Lee Cleasby
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:
- His investing philosophy and approach.
- The value of keeping a detailed investment diary.
- What has he 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.
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.