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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...
John Rosier
Oct 17, 20235 min read
Polar Capital Holdings - Assets under management on 30th September
Polar Capital Holdings (POLR.L, Market Capitalisation: £4343, 437p, 5.0% of JIC Portfolio, Medium Risk/High Reward = 5.0% target)...
John Rosier
Oct 12, 20233 min read
Polar Capital - AUM at 30th June
Polar Capital Holdings (POLR.L, Market Capitalisation: £478m, 444p, 5.2% of JIC Portfolio, Medium Risk/High Reward = 5.0% target)...
John Rosier
Jul 13, 20232 min read
Current thoughts on my positions - Part I
#portfoliothoughts
John Rosier
Jul 11, 20236 min read
Polar Capital Results - Dividend held (9.3% yield)
Polar Capital Holdings (POLR.L, Market Capitalisation: £500m, 494p, 5.4% of JIC Portfolio, Medium Risk/High Reward = 5.0% target)...
John Rosier
Jun 26, 20234 min read
Polar Capital Holdings - AUM on 31st March, and for the record, Harbour Energy went ex 9.65p today
Polar Capital Holdings (POLR.L, Market Capitalisation: £465m, 466p, 4.8% of JIC Portfolio, Medium Risk/High Reward = 5.0% target)...
John Rosier
Apr 13, 20233 min read
Thumbnail review of each position part II - Stocks 6-10
Ecora Resources (ECOR.L, Market Capitalisation: £387m, 151p, 5.7% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight) ...
John Rosier
Jan 26, 20234 min read
Polar Capital - Assets Under management on 31st December
Polar Capital Holdings (POLR.L, Market Capitalisation: £504m, 500p, 4.9% of JIC Portfolio, Medium Risk/High Reward = 5.0% target)...
John Rosier
Jan 12, 20233 min read
John Rosier
Dec 16, 20222 min read
Polar Capital Holdings - Half-Year Results
Polar Capital Holdings (POLR.L, Market Capitalisation: £476, 472p, 4.5% of JIC Portfolio, Medium Risk/High Reward = 5.0% target...
John Rosier
Nov 21, 20224 min read
Polar Capital - Assets under management update
Polar Capital Holdings (POLR.L, Market Capitalisation: £4207, 403p, 3.9% of JIC Portfolio, Medium Risk/High Reward = 5.0% target...
John Rosier
Oct 13, 20223 min read
Added to two positions in JIC Portfolio
#jicportfoliotrade
John Rosier
Sep 27, 20222 min read
JIC Portfolio trade - added to Polar Capital Holdings
#jicportfoliotrade
John Rosier
Jul 7, 20221 min read
New Position - Polar Capital Holdings -Being paid to wait!
#jicportfoliotrade
John Rosier
Jul 4, 20223 min read