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#fundsportfoliotrade As we move into 2025, I am making a few changes that will give the portfolio added exposure to themes that I think...

#fundsportfoliotrade On Monday, I sold my holding in Polar Capital Global Healthcare, bringing my cash to 7.8% of the Portfolio.   This...

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

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...

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...

#fundportfoliotrade L&G Gold Miners ETF (AUCP.L) Price 2976p 4.4% of the Funds’ Portfolio and 0.7% of the JIC Portfolio. In addition to...

#fundsportfoliotrade BlackRock World Mining (BRWM) up to a new target of 10.0% - GlobalX Copper Miners ETF (COPG) sold completely I have...

BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £988m, 515p, 4.8% of JIC Portfolio (target 5.0%) and 4.6% of JIC Funds...

#jicportfoliotrade #fundsportfoliotrade BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1006m, 523p, 5.0% of JIC...

#jicportfoliotrade BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1103m, 678p, 7.5% of JIC Portfolio (target 7.5%)...

#jicportfoliotrade BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1166m, 609p, 7.5% of JIC Portfolio (target 7.5%)...

BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1090m, 570p, 4.8% of JIC Portfolio (target 5.0%) and 7.4% of JIC Funds...

#portfoliothoughts Bioventix: Last commented on it in March with its interim results – “Another six months of robust growth -dividend up...

#jicportfoliotrade #fundsportfoliotrade BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1170m, 612p, 5.0% of JIC...

BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1344m, 722p, 7.5% of JIC Portfolio (target 7.5%) and 10.0% of JIC...

Here is my latest thumbnail review of each position. Numbers one to five represent 36% of the portfolio by value. I will endeavour to...

NextEnergy Solar Fund goes ex-dividend 1.88p per share today, payable on 30th December. Yesterday, BlackRock World Mining announced that...

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

#jicportfoliotrade Trades: I have cut my position in Lloyds Banking Group: The positive argument for holding Lloyds is that it should...

#commodities Today, the JIC Portfolio exposure to commodity stocks, excluding oil and gas, is as follows: Sylvania Platinum 7.1 per cent...