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John Rosier
Sep 1, 20224 min read
Funds' Portfolio - BH Macro added, and JP Morgan Emerging Markets sold
#fundsportfoliotrade BH Macro Ltd (BHMG.L, FTSE Mid 250, Market Cap £1.5bn, £46.37p, 7.5 per cent of Funds’ Portfolio, (7.5 per cent...
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John Rosier
Jan 26, 20222 min read
Funds' Portfolio- Further shift to "Value"
#fundsportfoliotrade In a move that I think makes sense given my more cautious approach this year, I have this morning reduced Blackrock...
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John Rosier
Oct 18, 20212 min read
Funds' Portfolio Trades - Blackrock Energy and Resource Income Trust added - funded by three sales
#fundsportfoliotrade Blackrock Energy and Resource Income Trust (BERI.L, Mkt Cap £117m, FTSE Fledgeling Index, 5.0% of JIC Funds'...
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John Rosier
Jul 8, 20211 min read
JIC Portfolio Trades - Added to Central Asia Metals, sold JP Morgan Emerging Markets
#jicportfoliotrade Up until now, I have been relaxed about the target weightings in the JIC Portfolio not adding up to 100. The reason...
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Jerry Fryars
Mar 8, 20217 min read
JPMorgan Emerging Markets - blog history to 24th March
3rd March 2021 Interim Results and Dividend held at 0.52p JPMorgan Emerging Markets Investment Trust: (JMG.L FTSE Mid 250, Market Cap...
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