JIC Portfolio - sales to raise cash for the purchase of Ecofin Global Utilities...

Aug 22, 2022
3 min

JIC Portfolio - sales to raise cash for the purchase of Ecofin Global Utilities...

#jicportfoliotrades You can’t make an omelette without breaking some eggs! To finance the purchase of Ecofin Global Utilities and...

741 views0 comments

John Rosier

Jul 29, 2022
3 min

SigmaRoc - Strong H1

SigmaRoc (SRC.L, AIM All-Share, Market Cap £357m, 56p, 2.0% of JIC Portfolio, Medium Risk/Medium Reward, target 2.5%) SigmaRoc is a...

277 views0 comments

Thumbnail thoughts on each hollding - Part IV. Stocks 16-20

John Rosier

May 19, 2022
7 min

Thumbnail thoughts on each hollding - Part IV. Stocks 16-20

Somero Enterprises (SRC.L, AIM All-Share, Market Cap £219m, 385p, 3.9% of JIC Portfolio, Medium Risk/High Reward, target 5.0%)...

457 views0 comments

SigmaRoc reduced to 2.5% - Reducing risk in the portfolio

John Rosier

May 5, 2022
1 min

SigmaRoc reduced to 2.5% - Reducing risk in the portfolio

#jicportfoliotrade SigmaRoc (SRC.L, AIM All-Share, Market Cap £463m, 72p, 2.5% of JIC Portfolio, Medium Risk/Medium Reward, target 2.5%)...

404 views0 comments

John Rosier

Apr 26, 2022
3 min

SigmaRoc - Strong start to 2022

SigmaRoc (SRC.L, AIM All-Share, Market Cap £482m, 75.5p, 4.6% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) SigmaRoc is a...

188 views0 comments

John Rosier

Mar 23, 2022
3 min

SigmaRoc - Results ahead of forecasts

SigmaRoc (SRC.L, AIM All-Share, Market Cap £549m, 86p, 5.0% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) SigmaRoc is a United...

316 views0 comments

John Rosier

Mar 4, 2022
1 min

JIC Portfolio trade - Added to SigmaRoc

#jicportfoliotrade SigmaRoc (SRC.L, AIM All-Share, Market Cap £420m, 66p, 4.4% of JIC Portfolio, Medium Risk/High Reward, target 5.0%)...

477 views0 comments

SigmaRoc acquisition and for the record, Lundin Energy goes ex-dividend 45 USCents

John Rosier

Jan 4, 2022
3 min

SigmaRoc acquisition and for the record, Lundin Energy goes ex-dividend 45 USCents

SigmaRoc (SRC.L, AIM All-Share, Market Cap £533m, 83p, 4.4% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) SigmaRoc is a United...

361 views0 comments

SigmaRoc - Trading ahead of expectations

John Rosier

Dec 16, 2021
4 min

SigmaRoc - Trading ahead of expectations

SigmaRoc (SRC.L, AIM All-Share, Market Cap £507m, 83p, 4.3% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) SigmaRoc is a United...

319 views0 comments

John Rosier

Oct 20, 2021
3 min

SigmaRoc - Strong momentum continues

SigmaRoc (SRC.L, AIM All-Share, Market Cap £647m, 103p, 5.2% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) SigmaRoc is a United...

297 views0 comments

John Rosier

Sep 10, 2021
2 min

SigmaRoc - Collaboration with Marshalls

SigmaRoc (SRC.L, AIM All-Share, Market Cap £705m, 110p, 5.8% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) SigmaRoc announce a...

233 views0 comments

John Rosier

Aug 23, 2021
2 min

SigmaRoc - Robust half-year results

SigmaRoc (SRC.L, AIM All-Share, Market Cap 284m, 101p, 5.6% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) Results for the six...

264 views0 comments

SigmaRoc - completion of Nordkalk acquisition

John Rosier

Aug 16, 2021
1 min

SigmaRoc - completion of Nordkalk acquisition

SigmaRoc (SRC.L, AIM All-Share, Market Cap 280m, 100p, 5.3% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) Clearance for...

261 views0 comments

Three trades - Trimmed Venture Life, Added to Serica and SigmaRoc

John Rosier

Jul 30, 2021
2 min

Three trades - Trimmed Venture Life, Added to Serica and SigmaRoc

#jicportfoliotrade Venture Life Group: (VLG.L, AIM All Share: Market Cap £117m, 91p, Medium Risk/High Reward (5.0% target) currently 5.0%...

660 views0 comments

SigmaRoc - Transformational acquisition doubles size of Group

John Rosier

Jul 16, 2021
5 min

SigmaRoc - Transformational acquisition doubles size of Group

SigmaRoc (SRC.L, AIM All-Share, Market Cap 260m, 85p, 4.0% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) Transformational...

345 views0 comments

John Rosier

Jun 15, 2021
2 min

SigmaRoc - Another piece in the jigsaw

SigmaRoc (SRC.L, AIM All-Share, Market Cap 260m, 93p, 3.9% of JIC Portfolio, Medium Risk/Medium Reward, target 2.5%) It has announced a...

179 views0 comments

SigmaRoc update: Robust trading so far in 2021

John Rosier

May 19, 2021
2 min

SigmaRoc update: Robust trading so far in 2021

SigmaRoc (SRC.L, AIM All-Share, Market Cap £231m, 82.5p, 3.9 of JIC Portfolio, Medium Risk/Medium Reward) Trading update Conclusion: We...

236 views0 comments

SigmaRoc results - De La Rue update - CAML Q1's

John Rosier

Apr 13, 2021
5 min

SigmaRoc results - De La Rue update - CAML Q1's

SigmaRoc (SRC.L, AIM All-Share, Market Cap £231m, 83p, 3.8 of JIC Portfolio) Results for the year ended 31st December 2020. Conclusion: I...

189 views0 comments

SigmaRoc - expands Continental European business

John Rosier

Apr 7, 2021
2 min

SigmaRoc - expands Continental European business

SigmaRoc acquires Belgian concrete assets. SigmaRoc (SRC.L, AIM All-Share, Market Cap £210m, 75.0p, 3.4 of JIC Portfolio) Conclusion: ...

7 views0 comments

John Rosier

Mar 26, 2021
2 min

SigmaRoc - expands Belgian operations

SigmaRoc (SRC.L, AIM All-Share, Market Cap £203m, 75.25p, 3.1% of JIC Portfolio) Conclusion: On the face of it this looks sensible....

7 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