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John Rosier
Mar 191 min
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...
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John Rosier
Dec 13, 20221 min
Funds' Portfolio Trade - Global X Copper Miners ETF bought
#fundsportfoliotrade Global X Copper Miners ETF: (COPG.L, 2188p, 6.0% of JIC Funds’ Portfolio) Some more unambiguously good news out of...
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John Rosier
May 30, 20222 min
Big Shift Monday! Non-oil commodity exposure reduced.
#jicportfoliotrade #fundsportfoliotrade BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1344m, 722p, 7.5% of JIC...
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John Rosier
May 12, 20225 min
Thumbnail thoughts on each holding - Part II - Holdings 6-10
CentralNic (CNIC.L, AIM All Share, Market Cap £360m, 123p, Medium Risk/High Reward, 5.0% target, currently 6.1% of JIC Portfolio)...
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John Rosier
Mar 28, 20221 min
Funds' Portfolio- Added to Global X Copper Miners ETF
#fundsportfoliotrade Global X Copper Miners ETF: (COPG.L, 2471p, 5.0% of JIC Funds’ Portfolio) This ETF is a targeted play on copper...
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John Rosier
Mar 3, 20221 min
Sylvania ex-dividend 2.25p and some commodity charts
This morning, Sylvania Platinum went ex its windfall dividend of 2.25p per share With commodities on the move again, there are some up to...
415 views0 comments
John Rosier
Feb 28, 20221 min
JIC Portfolio Trades: Central Asia Metals sold - Global X Copper Miners ETF added
#jicportfoliotrade Central Asia Metals (CAML, AIM UK 50, Market Cap £388m, 220p, 0.0% of JIC Portfolio, High Risk/High Reward 5.0% target...
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John Rosier
Feb 10, 20222 min
Funds' Portfolio - New position
#fundsportfoliotrade Global X Copper Miners ETF: (COPG.L, 2145p, 4.0% of JIC Funds’ Portfolio) This ETF is a targeted play on copper...
631 views0 comments