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Funds' Portfolio Trades - Go East! US reduced, Herald sold, China added and gold increased
Fidelity China Special Situations (FCSS. Market Cap£1.314bn. 265p. 8.0% of Funds’ Portfolio) https://investment-trusts.fidelity.co.uk/fi...
John Rosier
Feb 211 min read
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JIC Portfolio Trades - New position financed by sale of another
#jicportfoliotrade
John Rosier
Feb 201 min read
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Interesting development in the investment trust sector
Herald Investment Trust (HRI.L FTSE 250 Index, Market Cap £1202m, 2387p, 4.7% of JIC Portfolio, 5.2% of Funds’ Portfolio  ...
John Rosier
Dec 20, 20243 min read
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JIC Portfolio Trade - Added to existing position
#jicportfoliotrade
John Rosier
Nov 7, 20241 min read
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Current thoughts on my positions - Part V
L&G Gold Mining ETF 3376p, 2.8% of JIC Portfolio and 4.5% of Funds’ Portfolio. With the gold price hitting new highs, the US dollar is...
John Rosier
Sep 16, 20244 min read
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JIC Portfolio Trade - New Position
#jicportfoliotrade
John Rosier
Mar 4, 20241 min read
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Funds' Portfolio Trades - I have added a new position, funded by the sale of another
#fundsportfoliotrades
John Rosier
Mar 4, 20241 min read
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