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Funds' Portfolio Trade - Position sold
This might appear like sacrilege, but I have entered a trade to sell all my Fundsmith. It still has nearly 70% invested in the US. Put...
John Rosier
Apr 91 min read
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Funds' Portfolio Trades
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John Rosier
Apr 30, 20241 min read
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Funds' Portfolio Trades - Added to a position by trimming some others!
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John Rosier
Apr 29, 20242 min read
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Fundsmith - Terry Smith's annual letter to shareholders
Fundsmith Equity Fund: (FUQUIT, 657.18p, 10.8% of JIC Funds’ Portfolio, 10.0% target weight but could go higher.) Terry Smith’s...
John Rosier
Jan 17, 20242 min read
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Fundsmith – Terry Smith’s annual letter to shareholders
Fundsmith Equity Fund: (FUQUIT, 600p, 9.4% of JIC Funds’ Portfolio, 10.0% target weight) Terry’s entertaining and informative letter to...
John Rosier
Jan 12, 20235 min read
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Contract notes for Fundsmith and Chelverton UK Equity Growth trades
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John Rosier
Jul 21, 20221 min read
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Funds Portfolio trades
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John Rosier
Jul 20, 20221 min read
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Funds' Portfolio Trade - Added to Fundsmith
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John Rosier
Jul 6, 20222 min read
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Added to Smithson and Fundsmith in Funds' Portfolio
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John Rosier
May 12, 20221 min read
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Fundsmith - Reduced to 4.0% of Funds' Portfolio
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John Rosier
Feb 16, 20221 min read
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Fundsmith - Terry Smith's annual letter to shareholders
Fundsmith Equity Fund: (FUQUIT, 616p, 6.0% of JIC Funds’ Portfolio, 6.0% target weight) Terry Smith’s annual letter to shareholders. As...
John Rosier
Jan 21, 20224 min read
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Fundsmith trimmed to 6.0% in Funds' Portfolio
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John Rosier
Jan 21, 20221 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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Fundsmith Equity Fund - blog history to 24th March
20th January 2021 Terry Smith’s annual letter to shareholders Fundsmith Equity: 6.9% of the JIC Funds Portfolio Terry Smith has just...
Jerry Fryars
Mar 8, 20212 min read
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