Private Investor’s Diary: building a ‘sleep soundly’ portfolio
Episode 1865, Apr 25, 11:50 AM
Top private investor John Rosier returns to Vox Markets to talk us through how he’s responded to a tough 2023 by returning to the quality approach that’s delivered 12% annualised returns since he began reporting on his portfolios via his website https://www.jicuk.com/ a decade ago.
0:36 How overexposure to commodities hit performance in 2023
4:21 The improving performance since October, and signs of life in the UK market
7:21 Increasing overseas exposure via funds and trusts, and taking advantage of wide discounts to NAV
11:49 Improving the quality of the portfolio, via new holdings including such as Jet2 and 4imprint
14:28 Why John’s adopted lessons from the Nick Sleep Nomad fund ‘scalable economies shared’ approach
18:36 Why room for expansion means Greggs shares are attractive at their current valuation.
21:38 Why John’s introduced Luceco, Wilmington, and Gamma Communications.
24:44 How Hvivo is a great example of the ‘scalable economies shared’ approach.
27:35 How John introduces and scales new positions in the portfolio.
0:36 How overexposure to commodities hit performance in 2023
4:21 The improving performance since October, and signs of life in the UK market
7:21 Increasing overseas exposure via funds and trusts, and taking advantage of wide discounts to NAV
11:49 Improving the quality of the portfolio, via new holdings including such as Jet2 and 4imprint
14:28 Why John’s adopted lessons from the Nick Sleep Nomad fund ‘scalable economies shared’ approach
18:36 Why room for expansion means Greggs shares are attractive at their current valuation.
21:38 Why John’s introduced Luceco, Wilmington, and Gamma Communications.
24:44 How Hvivo is a great example of the ‘scalable economies shared’ approach.
27:35 How John introduces and scales new positions in the portfolio.