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John Rosier
- Jun 1
- 2 min
Funds' Portfolio trades - a few changes
#fundsportfoliotrade A few changes to the Funds’ Portfolio. A quick glance at the table below shows the Discount to NAV that the...
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John Rosier
- May 12, 2022
- 1 min
Added to Smithson and Fundsmith in Funds' Portfolio
#fundsportfoliotrade Smithson Investment Trust (SSON.L FTSE 250 Index. Market Capitalisation: £2,278m, 1249p, 4.0% of JIC Funds...
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John Rosier
- Mar 16, 2022
- 3 min
Smithson 2021 Results - Another good year
Smithson Investment Trust (SSON.L FTSE 250 Index. Market Capitalisation: £2,647m, 1543p, 2.7% of JIC Funds Portfolio, (target 3.0%)...
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John Rosier
- Jan 19, 2022
- 1 min
Two trades in Funds' Portfolio
#fundsportfoliotrade Cash in the Funds’ Portfolio has fallen back to 5.5% as I have added to “Value” areas such as Blackrock Energy &...
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John Rosier
- Aug 10, 2021
- 2 min
Smithson - Half Year Report
Smithson Investment Trust (SSON.L FTSE 250 Index. Market Capitalisation: £3,051m, 1887p, 3.8% of JIC Funds Portfolio, (target 4.0%)...
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John Rosier
- Mar 18, 2021
- 6 min
Smithson - blog history to 24th march
18th March 2021 Smithson Investment Trust (SSON.L FTSE 250 Index. Market Capitalisation: £2,478m, 1630p, 3.6% of JIC Funds Portfolio,...
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