Hargreaves Lansdown

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JIC Portfolio Trades - Increased two positions to 3.0%, funded by the complete sale of another

Jul 24
1 min

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...

533 views0 comments

John Rosier

Jul 19
4 min

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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JIC Portfolio Trades - Added to an existing position. Funded by reduction of Hargreaves Lansdown to 2.0%

John Rosier

Jun 19
1 min

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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Hargreaves Lansdown - Proposed offer raised to 1140p. Position reduced to 3.0%

John Rosier

Jun 18
3 min

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...

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JIC Portfolio Trades - Increased a position to target weight, funded by reducing another

John Rosier

Jun 13
1 min

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...

519 views0 comments

Hargreaves Lansdown - Receives bid approach from a serious consortium

John Rosier

May 23
3 min

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...

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Hargreaves Lansdown - Q3 update to 31st March. Encouraging numbers!

John Rosier

Apr 30
3 min

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
3 min

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...

277 views0 comments

Hargreaves Lansdown Q1 update - resilient performance with revenue up 13.8% y-o-y

John Rosier

Oct 19, 2023
3 min

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, 2023
2 min

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...

546 views0 comments

Hargreaves Lansdown - Final results look better than expected

John Rosier

Sep 19, 2023
4 min

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

JIC Portfolio Trade - Added to an existing position

John Rosier

Aug 15, 2023
1 min

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

JIC Portfolio Trades - A Little Housekeeping

John Rosier

Aug 10, 2023
4 min

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...

696 views0 comments

Hargreaves Lansdown - Encouraging Q4 update

John Rosier

Jul 19, 2023
4 min

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, 2023
4 min

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

My Approach to Investing

Summary

The most important number to me is the return of the Portfolio! I try not to get too emotionally involved with individual companies; if I cut a holding and it immediately bounces, so be it. All that matters is the return of the Portfolio, each month, each year, each decade!

I focus on mid and small-sized companies

My Approach to Investing

Summary

The most important number to me is the return of the Portfolio! I try not to get too emotionally involved with individual companies; if I cut a holding and it immediately bounces, so be it. All that matters is the return of the Portfolio, each month, each year, each decade!

I focus on mid and small-sized companies

ABOUT ME

I launched this website in January 2012 so that I could share with other investors how I manage my investment portfolio; the JIC Portfolio.

Contact Us

My Approach to Investing

Summary

​

The most important number to me is the return of the Portfolio! I try not to get too emotionally involved with individual companies; if I cut a holding and it immediately bounces, so be it. All that matters is the return of the Portfolio, each month, each year, each decade!

I focus on mid and small-sized companies

​

My Approach to Investing

Summary

​

The most important number to me is the return of the Portfolio! I try not to get too emotionally involved with individual companies; if I cut a holding and it immediately bounces, so be it. All that matters is the return of the Portfolio, each month, each year, each decade!

I focus on mid and small-sized companies

​

ABOUT ME

I launched this website in January 2012 so that I could share with other investors how I manage my investment portfolio; the JIC Portfolio.

Contact Us