Finfluencers: John Rosier and his diary of a private investor

In a new series, Finfluencers, we meet the people who have developed a retail investor following. Our first guest is John Rossier, a former city fund manager who now runs two portfolios. Those who subscribe to John’s Investment Chronicle get an update on every change John makes to the portfolio and why. He discusses how he’s moved from growth to value and, in particular, how he has invested heavily into the resources sector, which now makes up 45% of his stock portfolio. We hear about the importance of dividends, which have grown from £2,000 a year to a projected £29,000 in his portfolio. John gives us an overview of how he carries out research on stocks and, alongside Edison content, uses tools like Stockopedia, Research Tree and ShareScope. He goes through recent additions to the portfolio, winners and detractors to performance and some long-term favourites. We discuss the following stocks in the interview: Temple Bar Investment Trust (TMPL.L), Serica Energy (SQZ.L), Harbour Energy (HBR.L), BlackRock World Mining Trust (BRWM.L), Sylvania Platinum (SLPL.L), SDI Group (SDIS.L), Glencore (GLEN.L), IOG (IOG.L) and Bioventix (BVXP.L).