Adjustments to Funds' Portfolio - Increasing exposure to commodities

#fundsportfoliotrade I try to ensure consistency between the JIC Portfolio and the Funds’ Portfolio regarding themes. Commodity exposure:...

Commodity Exposure - How has it performed?

#portfoliothoughts #commodities A year ago, I posted two diary entries outlining why I had such a high exposure to commodities: Here and...

Blackrock Energy & Resources Income Trust - Results and dividend declaration

Blackrock Energy and Resource Income Trust (BERI.L, Mkt Cap £135m, 114p, FTSE Fledgeling Index, 8.5% of JIC Funds' Portfolio, Target...

Blackrock Energy & Resources Income - Added to position in Funds' Portfolio

#fundsportfoliotrade Blackrock Energy and Resource Income Trust (BERI.L, Mkt Cap £128m, 111p, FTSE Fledgeling Index, 8.0% of JIC Funds'...

Sale of BG Positive Change transacted - Funds' Portfolio updated, and two ex-dividends today

Yesterday's sale of Baillie Gifford Positive Change Fund confirmed by Hargreave Lansdown 1152.61 shares were sold at 380.1p per share,...

Funds' Portfolio Trades - Blackrock Energy and Resource Income Trust added - funded by three sales

#fundsportfoliotrade Blackrock Energy and Resource Income Trust (BERI.L, Mkt Cap £117m, FTSE Fledgeling Index, 5.0% of JIC Funds'...

Supreme
Surface Transforms
Sylvania
Temple Bar Investment Trust
Van-Eck Investment Trust
Van-Eck Investments Semi-Conductors
Van-Eck Video Gaming & eSports
Venture Life Group
Wisdom Tree Cloud Computing
Worldwide Healthcare Trust
Bloomsbury Publishing
Polar Capital Global Healthcare

My Approach to Investing