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John Rosier
- Jan 27, 2023
- 5 min
Thumbnail review of each position part IV - stocks 16-22
ME Group International (MEGP.L FTSE Small-Cap Index, Market Cap £488m, 128p, 2.8 per cent of JIC Portfolio, (Medium Risk/High Reward,...
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John Rosier
- Jan 13, 2023
- 1 min
JIC Portfolio Trade - Next Energy Solar Fund reduced to 2.5%
#jicportfoliotrade I am about to add a new position to the JIC Portfolio. I have no cash, so something must give. I have therefore...
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John Rosier
- Nov 21, 2022
- 5 min
NextEnergy Solar Fund - Interim results including a nice jump in NAV
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £655m, 112.75, 5.1% of JIC Portfolio (5.0% target) and 5.3%...
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John Rosier
- Nov 17, 2022
- 1 min
Today's dividends and BlackRock World Mining update
NextEnergy Solar Fund goes ex-dividend 1.88p per share today, payable on 30th December. Yesterday, BlackRock World Mining announced that...
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John Rosier
- Nov 10, 2022
- 1 min
Adjustments to Funds' Portfolio - Increasing exposure to commodities
#fundsportfoliotrade I try to ensure consistency between the JIC Portfolio and the Funds’ Portfolio regarding themes. Commodity exposure:...
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John Rosier
- Nov 2, 2022
- 1 min
Move to targets in mining and oil & gas funded by reducing NextEnergy Solar Fund to 5.0%
#jicportfoliotrade Glencore (GLEN.L, Market Capitalisation: £67.8bn, 501p, 4.0% of JIC Portfolio, Medium Risk/High Reward =5.0% target...
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