Name: Bringing a top down ‘macro’ approach into the investing approach, and why the portfolio have such large commodity exposure
Uploaded: 2023-04-12T08:20:09.372154+00:00
Duration: 1977 s
Channel: Vox Markets
Description: Bringing a top down ‘macro’ approach into the investing approach, and why the portfolio have such large commodity exposure

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/821/005821/video_0dIZtwk.mp4#t=908

Vox Markets

Bringing a top down ‘macro’ approach into the investing approach, and why the portfolio have such large commodity exposure

Introducing John Rosier and Johns Investment Chronicle, the record of John’s journey as a private investor building wealth over the long term

Performance since inception, and the difficulties over the last 21 months since the portfolio value peaked before the current bear market

Describing the second portfolio, a funds only portfolio, and the rationale behind it.

Serica Energy (SQZ) and its recent reserve update

Why John recently added “classic compounder” Me Group (MEGP).

Why John recently added “classic compounder” Me Group (MEGP)

The importance of dividends – and the balance sheet strength and free cashflow generation behind them - as growth investing loses its shine.

The research process and finding new candidates for the portfolio

Bloomsbury Publishing (BMY) and how to identify companies in an earnings upgrade cycle

Bioventix (BVXP) and the importance of common sense in investing

The value of keeping an investment diary.

How Shoe Zone (SHOE) has bucked a difficult retail market, and the likelihood of earnings upgrades

IG Design (IGR) and how new management have refocused the US-centric greetings industry business.

The art of choosing when to sell and learning from past mistakes.

What’s on the watchlist, including Man Group (EMG), and the discipline of being fully invested.

In the first of a new monthly series, Vox Markets speaks to private investor John Rosier, one of the UK’s leading investment bloggers, about his investment approach, the value of keeping a detailed investment diary, and what he’s been adding to his portfolios in recent months.  
You can read John’s Investment Chronicle in full by visiting https://www.jicuk.com/jic-portfolio and signing up for a two-week free trial. 

1:05 Introducing John Rosier and Johns Investment Chronicle, the record of John’s journey as a private investor building wealth over the long term.
2:42 Performance since inception, and the difficulties over the last 21 months since the portfolio value peaked before the current bear market.
3:37 Describing the second portfolio, a funds only portfolio, and the rationale behind it.
6:00 Serica Energy (SQZ) and its recent reserve update
7:34 Describing John’s investment style, and his preference for bottom-up value investing.
8.59 Why John recently added “classic compounder” Me Group (MEGP).  
9:51 The importance of dividends – and the balance sheet strength and free cashflow generation behind them - as growth investing loses its shine.
11:14 The research process and finding new candidates for the portfolio.
12:48 Bloomsbury Publishing (BMY) and how to identify companies in an earnings upgrade cycle.
14: 11 Bioventix (BVXP) and the importance of common sense in investing.,
15:08 Bringing a top down ‘macro’ approach into the investing approach, and why the portfolio have such large commodity exposure.
18:33 The value of keeping an investment diary.
20:30 How Shoe Zone (SHOE) has bucked a difficult retail market, and the likelihood of earnings upgrades.
23:43 IG Design (IGR) and how new management have refocused the US-centric greetings industry business.
27:33 The art of choosing when to sell and learning from past mistakes.
29:20 What’s on the watchlist, including Man Group (EMG), and the discipline of being fully invested.

In the first of a new monthly series, Vox Markets speaks to private investor John Rosier, one of the UK’s leading investment bloggers, about his investment approach, the value of keeping a detailed investment diary, and what he’s been adding to his portfolios in recent months. You can read John’s Investment Chronicle in full by visiting <a href="https://www.jicuk.com/jic-portfolio" rel="noopener noreferrer" target="_blank">https://www.jicuk.com/jic-portfolio</a> and signing up for a two-week free trial. 1:05 Introducing John Rosier and Johns Investment Chronicle, the record of John’s journey as a private investor building wealth over the long term. 2:42 Performance since inception, and the difficulties over the last 21 months since the portfolio value peaked before the current bear market. 3:37 Describing the second portfolio, a funds only portfolio, and the rationale behind it. 6:00 Serica Energy (SQZ) and its recent reserve update 7:34 Describing John’s investment style, and his preference for bottom-up value investing. 8.59 Why John recently added “classic compounder” Me Group (MEGP). 9:51 The importance of dividends – and the balance sheet strength and free cashflow generation behind them - as growth investing loses its shine. 11:14 The research process and finding new candidates for the portfolio. 12:48 Bloomsbury Publishing (BMY) and how to identify companies in an earnings upgrade cycle. 14: 11 Bioventix (BVXP) and the importance of common sense in investing., 15:08 Bringing a top down ‘macro’ approach into the investing approach, and why the portfolio have such large commodity exposure. 18:33 The value of keeping an investment diary. 20:30 How Shoe Zone (SHOE) has bucked a difficult retail market, and the likelihood of earnings upgrades. 23:43 IG Design (IGR) and how new management have refocused the US-centric greetings industry business. 27:33 The art of choosing when to sell and learning from past mistakes. 29:20 What’s on the watchlist, including Man Group (EMG), and the discipline of being fully invested.

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/821/005821/video_0dIZtwk.mp4