Private Investor's Diary Portfolio

Expert Portfolio: John Rosier believes the outflow from UK equity funds will end, which could result in sharp increases in share prices

Expert Portfolio: After reducing his exposure to commodities last month, John Rosier has redistributed the proceeds in four new positions

John Rosier says it's time to reduce the focus on macro factors and pay more attention to interesting opportunities

John Rosier says it is far too soon to feel pessimistic despite the turbulent start to the year

John Rosier remains happy to be fully invested going into 2024

John Rosier adds another quality pick and thinks rate cuts may not be far off

The low valuation of the UK market mean a period of strong returns is around the corner

John Rosier says he is expecting better performance once economic pessimism peters out

The UK remains anomalously inexpensive, a situation unlikely to persist forever, says John Rosier

May was a difficult month for the portfolio, but John Rosier remains focused on quality for the long term