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John Rosier
- Apr 11
- 4 min
Polar Capital Holdings - Super Q4 and net inflows at last
Polar Capital Holdings (POLR.L, Market Capitalisation: £463m, 457p, 4.0 % of JIC Portfolio, Medium Risk/High Reward = 4.0% target)...
374 views0 comments
John Rosier
- Feb 2
- 1 min
JIC Portfolio Trades - Four positions were reduced to provide cash for three new positions
#jicportfoliotrade I will be adding three new stocks to the JIC Portfolio today. Two of the holdings are from the 2024 competition. They...
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John Rosier
- Jan 11
- 3 min
Polar Capital Holdings - Encouraging Q3
Polar Capital Holdings (POLR.L, Market Capitalisation: £459m, 453p, 5.3% of JIC Portfolio, Medium Risk/High Reward = 5.0% target)...
336 views0 comments
John Rosier
- Nov 20, 2023
- 4 min
Polar Capital Holdings - Interim Results - Resilient
Polar Capital Holdings (POLR.L, Market Capitalisation: £457m, 451p, 5.5% of JIC Portfolio, Medium Risk/High Reward = 5.0% target)...
333 views0 comments
John Rosier
- Oct 18, 2023
- 1 min
JIC Portfolio Trade - Added to position, taking it to target 5.0%.
#jicportfoliotrade Polar Capital Holdings (POLR.L, Market Capitalisation: £414m, 402p, 5.0% of JIC Portfolio, Medium Risk/High Reward =...
448 views0 comments
John Rosier
- Oct 17, 2023
- 5 min
Falling Review Price catchup and thoughts; it's tough out there.
I’ll start with a story. On 9th October, I was asked if I knew why Shoe Zone was down 10 per cent on the day, having already fallen by 15...
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