Private Investor's Diary

March 18, 2022
Private Investor's Diary: Commodities exposure cushions against chaos
Former City fund manager John Rosier's commodity exposure has tempered losses, but his next challenge is when to begin switching away
January 24, 2022
Private Investor's Diary: Preparing for tougher times
After a mixed year in 2021, former City fund manager John Rosier is preparing for an uncertain year ahead
December 17, 2021
Private Investor's Diary: Heading into choppier waters
With an eye on potentially tougher times ahead, former City fund manager John Rosier has been tweaking his Private Investor's Diary portfolio
November 09, 2021
Private Investor's Diary: Long-term commodity trends offer growth potential
Former City fund manager John Rosier has enjoyed a solid month in October and is looking to long-term commodity trends to underpin his portfolio
October 11, 2021
Private Investor's Diary: A smarter way to manage risk in my portfolio
John Rosier outlines why and how he is tightening his criteria for judging higher-risk investments
August 20, 2021
Banking on pent-up demand
John Rosier explains why he remains optimistic on the market outlook
June 18, 2021
Private Investor's Diary: Inflation concerns growing
John Rosier has an eye on inflation, but is staying fully invested for now.
May 14, 2021
Is copper the key to investment success in 2021?
John Rosier’s portfolio is back to its market-beating ways so he’s not making any changes – for the first time in nine years
April 09, 2021
Repositioning for reopening
John Rosier has been tweaking his portfolio in anticipation of a post-pandemic spending boom
March 12, 2021
What the big reopening will mean
John Rosier explains why he believes asset prices will remain robust going forward

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