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All change to my exposure to biotech/healthcare
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John Rosier
Feb 14, 20233 min read
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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,...
John Rosier
Jan 27, 20235 min read
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JIC Portfolio Trades - K3 Capital goes up to 7.3%, funded by Biotech Growth Trust going down to 2.5%
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John Rosier
Dec 12, 20221 min read
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Biotech Growth Trust - Position trimmed in both portfolios
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John Rosier
Aug 12, 20222 min read
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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%)...
John Rosier
May 19, 20227 min read
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Added to Lloyds Bank, Biotech Growth and SDI in JIC Portfolio and Biotech Growth in Funds' Portfolio
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John Rosier
May 12, 20222 min read
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Added to Biotech Growth Trust in both portfolios to 3.7%
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John Rosier
Jan 24, 20221 min read
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Funds' Portfolio Trade - Biotech Growth Trust down to 5.0%
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John Rosier
Dec 6, 20211 min read
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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%)...
John Rosier
Nov 12, 20214 min read
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Funds' Portfolio - Added to Biotech Growth Trust and Fundsmith - Rebalancing complete
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John Rosier
Jul 12, 20211 min read
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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%)...
John Rosier
Jun 8, 20211 min read
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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%)...
John Rosier
Jun 4, 20213 min read
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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,...
Jerry Fryars
Mar 17, 202124 min read
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