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John Rosier
Jul 24, 20241 min read
JIC Portfolio Trades - Increased two positions to 3.0%, funded by the complete sale of another
#jicportfoliotrades Wilmington (WIL.L.  Market capitalisation: £338m, 375p, 3.0% of JIC Portfolio. Medium Risk/High Reward = 3.0% target...
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John Rosier
Jul 19, 20244 min read
Hargreaves Lansdown - Q4 Trading update
Hargreaves Lansdown (HL.L FTSE 100, Cap, Market Cap £5.3bn, 1108p, 2.0 per cent of JIC Portfolio (Medium Risk/High Reward 2.0 per cent...
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John Rosier
Jun 19, 20241 min read
JIC Portfolio Trades - Added to an existing position. Funded by reduction of Hargreaves Lansdown to 2.0%
#jicportfoliotrades Further to my earlier post, I have bought back the shares in NextEnergy Solar Fund that I sold on 6th February. I...
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John Rosier
Jun 18, 20243 min read
Hargreaves Lansdown - Proposed offer raised to 1140p. Position reduced to 3.0%
Hargreaves Lansdown (HL.L FTSE 100, Cap, Market Cap £5.0bn, 1125p, 5.0 per cent of JIC Portfolio (Medium Risk/High Reward 3.0 per cent...
330 views0 comments
John Rosier
Jun 13, 20241 min read
JIC Portfolio Trades - Increased a position to target weight, funded by reducing another
#jicportfoliotrade Bioventix (BVXP.L, AIM market, Market Capitalisation; £206m, 3950p, Low Risk/ Medium Reward, 5.0 per cent of JIC...
530 views0 comments
John Rosier
May 23, 20243 min read
Hargreaves Lansdown - Receives bid approach from a serious consortium
Hargreaves Lansdown (HL.L FTSE 100, Cap, Market Cap £3.7bn, 979p, 5.3 per cent of JIC Portfolio (Medium Risk/High Reward 5.0 per cent...
332 views0 comments
John Rosier
Apr 30, 20243 min read
Hargreaves Lansdown - Q3 update to 31st March. Encouraging numbers!
Hargreaves Lansdown (HL.L FTSE 100, Cap, Market Cap £3.7bn, 740p, 4.5 per cent of JIC Portfolio (Medium Risk/High Reward 5.0 per cent...
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John Rosier
Feb 22, 20243 min read
Next up - Hargeaves Lansdown Interims
Hargreaves Lansdown (HL.L FTSE 100, Cap, Market Cap £3.8bn, 740p, 5.1 per cent of JIC Portfolio (Medium Risk/High Reward 5.0 per cent...
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John Rosier
Oct 19, 20233 min read
Hargreaves Lansdown Q1 update - resilient performance with revenue up 13.8% y-o-y
Hargreaves Lansdown (HL.L FTSE 100, Cap, Market Cap £3.5bn, 737p, 4.7 per cent of JIC Portfolio (Medium Risk/High Reward 5.0 per cent...
291 views0 comments
John Rosier
Sep 25, 20232 min read
JIC Portfolio trades
#jicporfoliotrade Hargreaves Lansdown (HL.L FTSE 100, Cap, Market Cap £3.6bn, 828p, 5.0 per cent of JIC Portfolio (Medium Risk/High...
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John Rosier
Sep 19, 20234 min read
Hargreaves Lansdown - Final results look better than expected
Hargreaves Lansdown (HL.L FTSE 100, Cap, Market Cap £3.6bn, 765p, 3.3 per cent of JIC Portfolio (Medium Risk/High Reward 5.0 per cent...
290 views0 comments
John Rosier
Aug 15, 20231 min read
JIC Portfolio Trade - Added to an existing position
#jicportfoliotrade Hargreaves Lansdown (HL.L FTSE 100, Cap, Market Cap £3.7bn, 785p, 3.5 per cent of JIC Portfolio (Medium Risk/High...
572 views0 comments
John Rosier
Aug 10, 20234 min read
JIC Portfolio Trades - A Little Housekeeping
#jicportfoliotrade I have this morning completed four trades – all adding to existing positions and moving them to target weight or at...
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John Rosier
Jul 19, 20234 min read
Hargreaves Lansdown - Encouraging Q4 update
Hargreaves Lansdown (HL.L FTSE 100, Cap, Market Cap £3.9bn, 840p, 2.1 per cent of JIC Portfolio (Medium Risk/Medium reward 2.5 per cent...
292 views0 comments
John Rosier
Jun 7, 20234 min read
JIC Portfolio - New position added
#jicportfoliotrade Hargreaves Lansdown (HL.L FTSE 100, Cap, Market Cap £3.9bn, 826p, 2.0 per cent of JIC Portfolio (Medium Risk/Medium...
663 views0 comments