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...

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...

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%)...

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 &...

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%)...

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,...

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