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John Rosier
Feb 14, 20233 min read
All change to my exposure to biotech/healthcare
#fundsportfoliotrade #jicportfoliotrade Polar Capital Global Healthcare Trust (PCGH.L, FTSE Small Cap, Mkt cap. £406m, 336p and 7.5% of...
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John Rosier
Jan 27, 20235 min read
Thumbnail review of each position part IV - stocks 16-22
ME Group International (MEGP.L FTSE Small-Cap Index, Market Cap £488m, 128p, 2.8 per cent of JIC Portfolio, (Medium Risk/High Reward,...
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John Rosier
Dec 12, 20221 min read
JIC Portfolio Trades - K3 Capital goes up to 7.3%, funded by Biotech Growth Trust going down to 2.5%
#jicportfoliotrade K3 Capital: (K3C.L, AIM All Share: Market Cap £232m, 315p, 7.3% of JIC Portfolio, Low Risk/High Reward, target 7.5%) ...
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John Rosier
Aug 12, 20222 min read
Biotech Growth Trust - Position trimmed in both portfolios
#fundsportfoliotrade #jicportfoliotrade Biotech Growth Trust (BIOG.L, FTSE Small-Cap Index, Market Cap £401m, 977p, Medium Risk/Medium...
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John Rosier
May 19, 20227 min read
Thumbnail thoughts on each hollding - Part IV. Stocks 16-20
Somero Enterprises (SRC.L, AIM All-Share, Market Cap £219m, 385p, 3.9% of JIC Portfolio, Medium Risk/High Reward, target 5.0%)...
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John Rosier
May 12, 20222 min read
Added to Lloyds Bank, Biotech Growth and SDI in JIC Portfolio and Biotech Growth in Funds' Portfolio
#jicportfoliotrade #fundsportfoliotrade For what it's worth, and that's not much, I think we are at or close to a short term crescendo of...
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John Rosier
Jan 24, 20221 min read
Added to Biotech Growth Trust in both portfolios to 3.7%
#jicportfoliotrade #fundsportfoliotrade Biotech Growth Trust (BIOG.L, FTSE Small-Cap Index, Market Cap £390m, 880p, Medium Risk/Medium...
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John Rosier
Dec 6, 20211 min read
Funds' Portfolio Trade - Biotech Growth Trust down to 5.0%
#fundsportfoliotrade Biotech Growth Trust (BIOG.L, FTSE Small-Cap Index, Market Cap £464m, 1112p, Medium Risk/High Reward. 5.0% of JIC...
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John Rosier
Nov 12, 20214 min read
Biotech Growth Trust - Half-year report
Biotech Growth Trust (BIOG.L, FTSE Small-Cap Index, Market Cap £498m, 1206p, Low Risk/High Reward. 5.1% of JIC Portfolio (target 7.5%)...
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John Rosier
Jul 12, 20211 min read
Funds' Portfolio - Added to Biotech Growth Trust and Fundsmith - Rebalancing complete
#fundsportfoliotrade Following the receipt of proceeds from the partial sale of Chelverton UK Equity growth on Friday, I have today...
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John Rosier
Jun 8, 20211 min read
Biotech Growth Trust - Biogen's Alzheimer's Drug
Biotech Growth Trust (BIOG.L, FTSE Small-Cap Index, Market Cap £574m, 1378p, Low Risk/High Reward. 5.8% of JIC Portfolio (target 7.5%)...
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John Rosier
Jun 4, 20213 min read
Biotech Growth Trust - phenomenal performance v benchmark
Biotech Growth Trust (BIOG.L, FTSE Small-Cap Index, Market Cap £561m, £13.56, Low Risk/High Reward. 7.8% of JIC Portfolio (target 7.5%)...
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Jerry Fryars
Mar 17, 202124 min read
Biotech Growth Trust - blog history to 24th March
15th December 2020 Alexion Pharmaceuticals bid from Astra Zeneca Biotech Growth Trust (BIOG.L, FTSE Small-Cap Index, Market Cap £631m,...
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