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Funds' Portfolio - Five trades - One out, one reduced and three new positions
#fundsportfoliotrade

John Rosier
Jan 72 min read
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Funds' Portfolio Trades
#fundsportfoliotrade

John Rosier
Nov 22, 20242 min read
520 views
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JIC Portfolio Trades - Holding sold and added to an existing position (Pollen Street)
#jicportfoliotrade

John Rosier
Sep 4, 20241 min read
529 views
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JIC Portfolio Trade - BlackRock World Mining reduced to 2.5%. Proceeds invested in new position
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...

John Rosier
Aug 28, 20245 min read
577 views
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BlackRock World Mining - Half-year report and some thoughts on my exposure to the trust.
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...

John Rosier
Aug 28, 20246 min read
406 views
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Funds' Portfolio Trades - Added to a position by trimming some others!
#fundportfoliotrade

John Rosier
Apr 29, 20242 min read
600 views
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Funds' Portfolio Trades
#fundsportfoliotrade BlackRock World Mining (BRWM) up to a new target of 10.0% - GlobalX Copper Miners ETF (COPG) sold completely I have...

John Rosier
Mar 19, 20241 min read
529 views
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BlackRock World Mining—2023 results and dividend. (Stop Press: Yesterday, the chairman of Serica bought another 20,462 shares at 180p)
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...

John Rosier
Mar 8, 20244 min read
361 views
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A Position is Reduced in Both Portfolios
#jicportfoliotrade #fundsportfoliotrade BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1006m, 523p, 5.0% of JIC...

John Rosier
Jan 22, 20241 min read
448 views
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JIC Portfolio Trade - Added to existing position
#jicportfoliotrade

John Rosier
Dec 20, 20231 min read
622 views
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JIC Portfolio Transactions - Sold one holding completely and added to an existing position
#jicportfoliotrade

John Rosier
Sep 15, 20232 min read
603 views
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BlackRock World Mining Trust - Half-year report
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...

John Rosier
Aug 25, 20238 min read
380 views
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Current thoughts on my positions - Part I
#portfoliothoughts

John Rosier
Jul 11, 20236 min read
754 views
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Trade in both the JIC and Funds' Portfolio following "Falling Price Review"
#jicportfoliotrade #fundsportfoliotrade

John Rosier
May 24, 20232 min read
806 views
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BlackRock World Mining - 2022 results and final dividend
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...

John Rosier
Mar 3, 202326 min read
427 views
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Thumbnail New Year review of each position - Numbers 1-5
Here is my latest thumbnail review of each position. Numbers one to five represent 36% of the portfolio by value. I will endeavour to...

John Rosier
Jan 25, 20234 min read
739 views
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Today's dividends and BlackRock World Mining update
NextEnergy Solar Fund goes ex-dividend 1.88p per share today, payable on 30th December. Yesterday, BlackRock World Mining announced that...

John Rosier
Nov 17, 20221 min read
429 views
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Adjustments to Funds' Portfolio - Increasing exposure to commodities
#fundsportfoliotrade

John Rosier
Nov 10, 20221 min read
660 views
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Commodity Exposure - Trades
#jicportfoliotrade

John Rosier
Oct 26, 20221 min read
640 views
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John Rosier
Oct 26, 20225 min read
551 views
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