Investment Diary

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Serica Energy - Robust cash flow even after high EPL. Tailwind tax losses help - 9.0p interim dividend

19 minutes ago
6 min

Serica Energy - Robust cash flow even after high EPL. Tailwind tax losses help - 9.0p interim dividend

Serica Energy (SQZ.L AIM All-Share, Market Cap £457m, 118p, 4.6% of JIC Portfolio, (Low Risk/High Reward, 5.0% target) ...

61 views0 comments

Current thoughts on my positions: Part I (stocks 1 - 6)

John Rosier

17 hours ago
7 min

Current thoughts on my positions: Part I (stocks 1 - 6)

Rated 5 out of 5 stars.(2)

Paypoint 666p, 6.1% of the JIC Portfolio : My last update was on the 1 August update . The share price is down 4.0% since then, including...

310 views3 comments

JIC Weekend Roundup - Poor start to September - it often is!

John Rosier

3 days ago
3 min

JIC Weekend Roundup - Poor start to September - it often is!

Rated 5 out of 5 stars.(4)

#weekendroundup As an experiment, I have switched on "Allow Commenting on this post"—let's see how it goes! Returns of selected markets...

339 views8 comments

Calendar and Dividends - Lots of news next week

John Rosier

4 days ago
0 min

Calendar and Dividends - Lots of news next week

134 views0 comments

John Rosier

5 days ago
3 min

Jet2 - Trading update

Jet2 (JET2.L, AIM 50, Market Cap £3.1bn, 1455p, Medium Risk/High Reward, 3.0% target, currently 3.4% of JIC Portfolio) www.jet2plc.com...

303 views0 comments

JIC Portfolio Trades - Added to three of my commodity positions with the cash raised this morning

John Rosier

6 days ago
1 min

JIC Portfolio Trades - Added to three of my commodity positions with the cash raised this morning

#jicportfoliotrade Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £136m, 55p, 2.5% of JIC Portfolio, Medium Risk/High Reward = 2.5%...

435 views0 comments

John Rosier

6 days ago
8 min

August 2024 Review

Morecambe Bay August Background While I was away in Peru exploring the Amazon and hiking the Inca trail to Machu Pichu, I was...

231 views0 comments

JIC Portfolio Trades - Holding sold and added to an existing position (Pollen Street)

John Rosier

6 days ago
1 min

JIC Portfolio Trades - Holding sold and added to an existing position (Pollen Street)

#jicportfoliotrade BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1034m, 503p, 0.0% of JIC Portfolio (target 0.0%)...

462 views0 comments

Pollen Street - Interim Results - steady growth

John Rosier

6 days ago
4 min

Pollen Street - Interim Results - steady growth

Pollen Street Group (POLN.L; FTSE Small Cap. Market capitalisation: £436m, 700p, 3.7% of JIC Portfolio. Medium Risk/High Reward = 4.0%...

287 views0 comments

Weekend Roundup - Disappointing end to August

John Rosier

Aug 31
2 min

Weekend Roundup - Disappointing end to August

#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the last week. Sorted by the...

292 views0 comments

John Rosier

Aug 31
1 min

Calendar and Dividend Schedule

#calendar #dividends

131 views0 comments

JIC Portfolio Trade - BlackRock World Mining reduced to 2.5%. Proceeds invested in new position

John Rosier

Aug 28
5 min

JIC Portfolio Trade - BlackRock World Mining reduced to 2.5%. Proceeds invested in new position

NGEX Minerals (TSX: NGEX, Market Cap C$ 1.6bn (£1.16bn) C$ 10.91 (613p) High Risk/High Reward, 2.5% target, currently 2.5% of JIC...

486 views0 comments

BlackRock World Mining - Half-year report and some thoughts on my exposure to the trust.

John Rosier

Aug 28
6 min

BlackRock World Mining - Half-year report and some thoughts on my exposure to the trust.

BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1034m, 532p, 4.4% of JIC Portfolio (target 5.0%) and 8.9% of JIC Funds...

388 views0 comments

John Rosier

Aug 24
1 min

Calendar and Dividends

#calendar #dividends JIC Portfolio dividends Funds' Portfolio dividends

125 views0 comments

John Rosier

Aug 24
2 min

Weekend Roundup

#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the last week. Sorted by the...

298 views0 comments

JIC Portfolio Trade - The other side of the trade made earlier today

John Rosier

Aug 22
1 min

JIC Portfolio Trade - The other side of the trade made earlier today

International Petroleum (TSX: IPCO, Market Cap C$2.3bn (£1.3bn). Share price C$19.6 (1100p). Medium Risk/High Reward, 3.0% target,...

419 views0 comments

JIC Portfolio Trade - Another sale to fund the purchase of a company, which, I believe, has better prospects

John Rosier

Aug 22
4 min

JIC Portfolio Trade - Another sale to fund the purchase of a company, which, I believe, has better prospects

#jicportfoliotrade Wouldn’t it be nice to invest in an oil & gas company which: - Operates in a region where the government...

580 views0 comments

JIC Portfolio Trade - I have just increased the new holding, added yesterday, to my target weight of 3.0%

John Rosier

Aug 21
1 min

JIC Portfolio Trade - I have just increased the new holding, added yesterday, to my target weight of 3.0%

#jicportfoliotrade Lundin Mining (TSX: LUN, Market Cap C$ 10.0bn (£5.6bn) C$ 13.43 (756p) Medium Risk/High Reward, 3.0% target,...

419 views0 comments

JIC Portfolio Trades: Trimmed a position and added to another

John Rosier

Aug 21
1 min

JIC Portfolio Trades: Trimmed a position and added to another

#jicportfoliotrade Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £578m, 710p and 5.0% of the JIC Portfolio, Medium Risk/High...

491 views0 comments

JIC Portfolio Trade - New position added - funded by selling (taking a loss) in Glencore

John Rosier

Aug 20
5 min

JIC Portfolio Trade - New position added - funded by selling (taking a loss) in Glencore

#jicportfoliotrade Lundin Mining (TSX: LUN, Market Cap C$ 10.0bn (£5.6bn) Price: C$ 13.43 (757p) MediumRisk/High Reward, 3.0% target,...

684 views0 comments

John Rosier

Aug 20
2 min

IG Group - Rising Review Price - Review

IG Group (IGG.L, FTSE Mid-250, Market Cap £3.6bn, 975p, Medium Risk/High Reward, 5.0% target, currently 5.8% of JIC Portfolio) IG Group...

304 views0 comments

John Rosier

Aug 17
2 min

Weekend Roundup - markets bounce back

Quito My Peru and Ecuador adventure ends tomorrow. I haven’t followed the news in the UK so it will be back to reality on Monday. ...

369 views0 comments

John Rosier

Aug 15
3 min

Back on Grid!

Back on the grid following a gruelling four-day hike (three nights camping) along the Inca Trail to Maccha Picchu. I've done many...

463 views0 comments

John Rosier

Aug 10
1 min

Weekend Roundup from Peru

It's 5:30 am in the Sacred Valley of the Inca. This will have to be brief as we leave early to hike the Inca Trail. Three nights of...

330 views0 comments

My Approach to Investing

Summary

The most important number to me is the return of the Portfolio! I try not to get too emotionally involved with individual companies; if I cut a holding and it immediately bounces, so be it. All that matters is the return of the Portfolio, each month, each year, each decade!

I focus on mid and small-sized companies

My Approach to Investing

Summary

The most important number to me is the return of the Portfolio! I try not to get too emotionally involved with individual companies; if I cut a holding and it immediately bounces, so be it. All that matters is the return of the Portfolio, each month, each year, each decade!

I focus on mid and small-sized companies

ABOUT ME

I launched this website in January 2012 so that I could share with other investors how I manage my investment portfolio; the JIC Portfolio.

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