Renew Holdings - Results - Another good year

Nov 28
4 min

Renew Holdings - Results - Another good year

Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £624m, 789p, 4.1% of JIC Portfolio. Medium Risk/High Reward = 5.0% target...

199 views0 comments

JIC Portfolio Trades; Added to three existing positions

John Rosier

Nov 21
2 min

JIC Portfolio Trades; Added to three existing positions

#jicportfoliotrade PayPoint: (PAY.L; FTSE Small Cap, Market capitalisation: £385m, 533.9p, 4.0% of JIC Portfolio. Medium Risk/High Reward...

566 views0 comments

Renew Holdings - Year-end update - short and sweet!

John Rosier

Oct 2
2 min

Renew Holdings - Year-end update - short and sweet!

Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £564m, 713p, 2.7% of JIC Portfolio. Medium Risk/Medium Reward = 2.5% target...

259 views0 comments

Current thoughts on my positions - Part II

John Rosier

Jul 12
5 min

Current thoughts on my positions - Part II

#portfoliothoughts Ecora Resources: last comment on 26th April – “Ecora resources – Q1 update” Little to the 26th of April conclusion....

606 views0 comments

John Rosier

May 16
6 min

Renew Holdings - Interim results

Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £571m, 727p, 2.7% of JIC Portfolio. Medium Risk/Medium Reward = 2.5% target...

228 views0 comments

John Rosier

Apr 3
2 min

Renew Holdings - trading update

Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £535m, 676p, 2.5% of JIC Portfolio. Medium Risk/Medium Reward = 2.5% target...

246 views0 comments

John Rosier

Feb 1
1 min

Renew Holdings - reassuring update

Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £577m, 732p, 2.5% of JIC Portfolio. Medium Risk/Medium Reward = 2.5% target...

279 views0 comments

Thumbnail review of each position part IV - stocks 16-22

John Rosier

Jan 27
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,...

554 views0 comments

Renew Holdings - Margins continue to expand and it moves to a net cash position

John Rosier

Nov 29, 2022
21 min

Renew Holdings - Margins continue to expand and it moves to a net cash position

Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £517m, 655p, 2.4% of JIC Portfolio. Medium Risk/Medium Reward = 2.5% target...

250 views0 comments

Renew Holdings - Year-end update - Steady as she goes

John Rosier

Oct 3, 2022
2 min

Renew Holdings - Year-end update - Steady as she goes

Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £450m, 570p, 2.2% of JIC Portfolio. Medium Risk/Medium Reward = 2.5% target...

295 views0 comments

Thumbnail thoughts on each holding - Part II - Holdings 6-10

John Rosier

May 12, 2022
5 min

Thumbnail thoughts on each holding - Part II - Holdings 6-10

CentralNic (CNIC.L, AIM All Share, Market Cap £360m, 123p, Medium Risk/High Reward, 5.0% target, currently 6.1% of JIC Portfolio)...

581 views0 comments

Renew Holdings - Position halved to 2.5%

John Rosier

May 12, 2022
2 min

Renew Holdings - Position halved to 2.5%

#jicportfoliotrade Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £544m, 682p, 5.0% of JIC Portfolio. Medium Risk/Medium...

377 views0 comments

Renew Holdings - trading update and Lundin Energy goes ex-dividend 56.25 USCents

John Rosier

Apr 1, 2022
2 min

Renew Holdings - trading update and Lundin Energy goes ex-dividend 56.25 USCents

Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £559m, 7684p, 4.5% of JIC Portfolio. Medium Risk/High Reward = 5.0% target...

262 views0 comments

Renew Holdings update - Everything is fine

John Rosier

Jan 26, 2022
1 min

Renew Holdings update - Everything is fine

Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £559m, 709p, 4.5% of JIC Portfolio. Medium Risk/High Reward = 5.0% target...

223 views0 comments

John Rosier

Dec 9, 2021
2 min

JIC Portfolio -Two Trades

#jicportfoliotrade Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £631m, 825p, 5.0% of JIC Portfolio. Medium Risk/High Reward...

640 views0 comments

John Rosier

Dec 9, 2021
3 min

Renew Holdings - Excellent results

enew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £631m, 793p, 3.6% of JIC Portfolio. Medium Risk/High Reward (Under review) =...

201 views0 comments

John Rosier

Sep 7, 2021
2 min

Renew Holdings - Wonderful update

Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £624m, 793p, 3.5% of JIC Portfolio. Medium Risk/Medium Reward (Under review) =...

257 views0 comments

Renew Holdings - Position trimmed to 3.2%

John Rosier

Jul 26, 2021
1 min

Renew Holdings - Position trimmed to 3.2%

#jicportfoliotrade Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £574m, 750p, 3.2% of JIC Portfolio. Medium Risk, Medium...

162 views0 comments

Quiet Thursday - Just Renew Holdings Ex-dividend 4.83p

John Rosier

Jun 17, 2021
1 min

Quiet Thursday - Just Renew Holdings Ex-dividend 4.83p

Renew Holdings goes ex-divdiend its 4.83p interim dividend. It wil be paid on 15th July.

52 views0 comments

John Rosier

May 24, 2021
1 min

Renew Holdings - Reduced to 4.0%

#jicportfoliotrade Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £527m, 650p, 4.0% of JIC Portfolio. Medium Risk, Medium...

170 views0 comments

Supreme
Surface Transforms
Sylvania
Temple Bar Investment Trust
Van-Eck Investment Trust
Van-Eck Investments Semi-Conductors
Van-Eck Video Gaming & eSports
Venture Life Group
Wisdom Tree Cloud Computing
Worldwide Healthcare Trust
Bloomsbury Publishing
Polar Capital Global Healthcare

My Approach to Investing

Summary

The most important number to me is the return of the Portfolio! I try not to get too emotionally involved with individual companies; if I cut a holding and it immediately bounces, so be it. All that matters is the return of the Portfolio, each month, each year, each decade!

I focus on mid and small-sized companies

My Approach to Investing

Summary

The most important number to me is the return of the Portfolio! I try not to get too emotionally involved with individual companies; if I cut a holding and it immediately bounces, so be it. All that matters is the return of the Portfolio, each month, each year, each decade!

I focus on mid and small-sized companies

ABOUT ME

I launched this website in January 2012 so that I could share with other investors how I manage my investment portfolio; the JIC Portfolio.

Contact Us

Supreme
Surface Transforms
Sylvania
Temple Bar Investment Trust
Van-Eck Investment Trust
Van-Eck Investments Semi-Conductors
Van-Eck Video Gaming & eSports
Venture Life Group
Wisdom Tree Cloud Computing
Worldwide Healthcare Trust
Bloomsbury Publishing
Polar Capital Global Healthcare

ABOUT ME

I launched this website in January 2012 so that I could share with other investors how I manage my investment portfolio; the JIC Portfolio.

Contact Us

Supreme Surface Transforms Sylvania Temple Bar Investment Trust Van-Eck Investment Trust Van-Eck Investments Semi-Conductors Van-Eck Video Gaming & eSports Venture Life Group Wisdom Tree Cloud Computing Worldwide Healthcare Trust Bloomsbury Publishing Polar Capital Global Healthcare

Supreme
Surface Transforms
Sylvania
Temple Bar Investment Trust
Van-Eck Investment Trust
Van-Eck Investments Semi-Conductors
Van-Eck Video Gaming & eSports
Venture Life Group
Wisdom Tree Cloud Computing
Worldwide Healthcare Trust
Bloomsbury Publishing
Polar Capital Global Healthcare