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John Rosier
Apr 301 min
Funds' Portfolio Trades
#fundsportfoliotrade L&G Gold Miners ETF (AUCP.L) Price 2876p 5.0% of the Funds’ Portfolio and 0.7% of the JIC Portfolio. Further to...
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John Rosier
Apr 292 min
Funds' Portfolio Trades - Added to a position by trimming some others!
#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...
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John Rosier
Jan 172 min
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...
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John Rosier
Jan 12, 20235 min
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...
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John Rosier
Jul 21, 20221 min
Contract notes for Fundsmith and Chelverton UK Equity Growth trades
#fundsportfoliotrade
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John Rosier
Jul 20, 20221 min
Funds Portfolio trades
#fundsportfoliotrade Further to my earlier post, I made three trades this morning. I have bought back some of the Blackrock World Mining...
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John Rosier
Jul 6, 20222 min
Funds' Portfolio Trade - Added to Fundsmith
#fundsportfoliotrade Fundsmith (FUQUIT 563p, 8.3% of JIC Funds Portfolio, (target 8.3%) On 13th May I added to my position in Fundsmith...
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John Rosier
May 12, 20221 min
Added to Smithson and Fundsmith in Funds' Portfolio
#fundsportfoliotrade Smithson Investment Trust (SSON.L FTSE 250 Index. Market Capitalisation: £2,278m, 1249p, 4.0% of JIC Funds...
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John Rosier
Feb 16, 20221 min
Fundsmith - Reduced to 4.0% of Funds' Portfolio
#fundsportfoliotrade Fundsmith (FUQUIT, 590.5p, 4.0% of JIC Funds’ Portfolio, 4.0% target) Considering Saturday’s #portfoliothoughts...
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John Rosier
Jan 21, 20224 min
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...
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John Rosier
Jan 21, 20221 min
Fundsmith trimmed to 6.0% in Funds' Portfolio
#fundsportfoliotrade Fundsmith (FUQUIT, 616.25p, 6.0% of JIC Funds’ Portfolio, 6.0% target) This almost feels like sacrilege, but I have...
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John Rosier
Jul 12, 20211 min
Funds' Portfolio - Added to Biotech Growth Trust and Fundsmith - Rebalancing complete
#fundsportfoliotrade Following the receipt of proceeds from the partial sale of Chelverton UK Equity growth on Friday, I have today...
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Jerry Fryars
Mar 8, 20212 min
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...
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