Search
John Rosier
Sep 117 min read
Current thoughts on my positions: Part II
Serica Energy is 123p, 5.4% of the JIC Portfolio. My last comments were yesterday, when I added to my position at 113p. I watched the...
615 views3 comments
John Rosier
Sep 41 min read
JIC Portfolio Trades - Holding sold and added to an existing position (Pollen Street)
#jicportfoliotrade BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1034m, 503p, 0.0% of JIC Portfolio (target 0.0%)...
515 views0 comments
John Rosier
Sep 44 min read
Pollen Street - Interim Results - steady growth
Pollen Street Group (POLN.L; FTSE Small Cap. Market capitalisation: £436m, 700p, 3.7% of JIC Portfolio. Medium Risk/High Reward = 4.0%...
305 views0 comments
John Rosier
Jun 181 min read
JIC Portfolio Trades - Two existing positions increased to target weights
#jicportfoliotrades With the proceeds of my sale of Hargreaves Lansdown to 3.0%, I have increased two positions up to their target...
590 views0 comments
John Rosier
May 85 min read
JIC Portfolio Trade - New position bought
#jicportfoliotrade Intermediate Capital, an FTSE 100 company, was valued at one-tenth of its current valuation fifteen years ago. In...
916 views0 comments