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John Rosier
- Feb 26
- 1 min
Funds' Portfolio Trades - One position sold, another increased
#fundsportfoiliotrade As I hinted in my Weekend Roundup, I have increased my exposure to Nippon Active Value Fund to 10.0% of the Funds’...
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John Rosier
- Jan 19
- 2 min
Funds Portfolio Trades - One position was reduced to 5.0%, and a new holding bought.
#fundsportfoliotrade BlackRock Energy & Resources Income Trust: (BERI.L, FTSE Small Cap, Market Cap £138m, 110.5p, 5.0% of Funds’...
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John Rosier
- Dec 8, 2023
- 2 min
BlackRock Energy & Resources Income - Dividend Increase - Every little bit helps!
BlackRock Energy & Resources Income Trust: (BERI.L, FTSE Small Cap Index, Market Cap £142m, 110.5p, 9.8% of Funds’ Portfolio (target...
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John Rosier
- Nov 10, 2022
- 1 min
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:...
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John Rosier
- Oct 24, 2022
- 2 min
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...
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John Rosier
- Feb 4, 2022
- 3 min
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...
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