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PORTFOLIOS:
John Baron's Investment Trust
Bearbull Income Portfolio
Private Investor's Diary
Simon Thompson's Bargain Shares
Expert Portfolios
Expert Portfolios
February 19, 2021
Four reasons to like commodities
John Rosier explains why he is staying fully invested and why commodities remain a dominant theme in his portfolio
Expert Portfolios
January 14, 2021
Banking on a trio of themes
John Rosier explains why he thinks resources, healthcare and technology will continue to benefit his portfolio
Expert Portfolios
December 18, 2020
Two good lessons learnt
John Rosier reflects on a year in the markets and why he remains in bullish mode
Expert Portfolios
November 19, 2020
Spoilt for choice even in lockdown
Things might seem gloomy again, but John Rosier can’t help feeling bullish as he pictures the collective mood a year from now
Expert Portfolios
October 30, 2020
The Alpha Podcast: John Rosier
John Rosier on maintaining discipline in choppy markets, why he's eyeing value as his next move, and why doing nothing may sometimes be the best option
Expert Portfolios
October 15, 2020
Turning risk back on
John Rosier decides to revert back to his original target weightings for individual stocks, having reduced them earlier in the pandemic
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