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Pollen Street: Half-year results
Pollen Street Group (POLN.L; FTSE250 Index. Market capitalisation: £527m, 876p, 5.0% of JIC Portfolio)  Pollen Street Group Limited is...

John Rosier
Sep 165 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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JIC Portfolio Trades - Increasing cash through multiple sales
I have decided to raise a little cash in the JIC Portfolio. Â We are not far off the usually volatile summer months and there must be a...

John Rosier
May 221 min read
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Pollen Street - Q1 update
Pollen Street Group (POLN.L; FTSE250 Index. Market capitalisation: £487m, 802p, 5.7% of JIC Portfolio)  Pollen Street Group Limited is...

John Rosier
May 151 min read
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Pollen Street - Excellent 2024 Results
Pollen Street Group (POLN.L; FTSE250 Index. Market capitalisation: £436m, 716p, 5.3% of JIC Portfolio. 5.0% target weight)  Pollen...

John Rosier
Mar 254 min read
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JIC Portfolio Trade - Added to existing position
Pollen Street Group (POLN.L; FTSE Small Cap. Market capitalisation: £446m, 731p, 5.0% of JIC Portfolio. Medium Risk/High Reward = 5.0%...

John Rosier
Dec 12, 20241 min read
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Pollen Street - Decent Q3 update
Pollen Street Group (POLN.L; FTSE Small Cap. Market capitalisation: £446m, 728p, 4.2% of JIC Portfolio. Medium Risk/High Reward = 4.0%...

John Rosier
Dec 12, 20243 min read
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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...

John Rosier
Sep 11, 20247 min read
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JIC Portfolio Trades - Holding sold and added to an existing position (Pollen Street)
#jicportfoliotrade

John Rosier
Sep 4, 20241 min read
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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%...

John Rosier
Sep 4, 20244 min read
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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...

John Rosier
Jun 18, 20241 min read
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JIC Portfolio Trade - New position bought
#jicportfoliotrade

John Rosier
May 8, 20245 min read
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