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Two Trades: One in the JIC Portfolio, One in the Funds' Portfolio. Pragmatic trimming/profit taking in gold exposure
#jicportfoliotrade #fundsportfoliotrade

John Rosier
Oct 282 min read
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Funds' Portfolio: Review of Positions - Conclusions
Inching towards +20% YTD - Now +19.7%. Gold Mining ETF: This is what I wrote on 11 August: " I'm reluctant to take profits, though, as I...

John Rosier
Sep 94 min read
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Back from the Lakes - Funds' Portfolio - Review of Positions (I)
Angle Tarn (before the downpour) It's pleasing to see the Funds' Portfolio up 16.4% this year and 20.7% over the 12 months. I have been...

John Rosier
Aug 283 min read
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JIC Portfolio: Short Review of each of my positions (I)
Background: I have discussed a potential market melt-up in my last two monthly reviews. I think that is what we are witnessing. I...

John Rosier
Aug 115 min read
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I should go away more often!
I’m back from my hike along the Great Glen Way. Great fun with some old university friends, but not a route I would particularly...

John Rosier
Aug 82 min read
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Added to Gold Miners ETF in both Portfolios
#jicportfoliotrade #fundsportfoliotrade

John Rosier
Nov 14, 20241 min read
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Trade in both Portfolios - Added to an existing position
#jicportfoliotrades #fundsportfoliotrades

John Rosier
Oct 31, 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
#jicportfoliotrade

John Rosier
May 15, 20241 min read
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Funds' Portfolio Trades
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John Rosier
Apr 30, 20241 min read
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Funds' Portfolio Trades - Added to a position by trimming some others!
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John Rosier
Apr 29, 20242 min read
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Buy trades in both Portfolios
#jicportfoliotrade #fundsportfoliotrade

John Rosier
Apr 16, 20241 min read
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Funds' Portfolio trade
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John Rosier
May 10, 20231 min read
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Funds' Portfolio - Gold Miners ETF increased to 5.0%
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John Rosier
Feb 24, 20221 min read
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Funds' Portfolio Trades - Out of semiconductors back into gold
#fundsportfoliotrade

John Rosier
Nov 12, 20213 min read
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