Oct 25
3 min

Sylvania Platinum Q1 update

Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £217m, 78.5p, 4.9% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....

397 views0 comments

JIC Portfolio Trade - Position trimmed to 5.0%

John Rosier

Oct 18
1 min

JIC Portfolio Trade - Position trimmed to 5.0%

#jicportfoliotrade Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £224m, 86p, 5.0% of JIC Portfolio, Medium Risk/High Reward = 5.0%...

424 views0 comments

Sylvania Platinum - Results including 5.0p final dividend - Bonkers Cheap!

John Rosier

Sep 7
6 min

Sylvania Platinum - Results including 5.0p final dividend - Bonkers Cheap!

Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £184m, 70p, 5.0% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....

424 views0 comments

JIC Portfolio Trades - A Little Housekeeping

John Rosier

Aug 10
4 min

JIC Portfolio Trades - A Little Housekeeping

#jicportfoliotrade I have this morning completed four trades – all adding to existing positions and moving them to target weight or at...

692 views0 comments

Sylvania Platinum - Enters Joint Venture with a three year payback.

John Rosier

Aug 9
4 min

Sylvania Platinum - Enters Joint Venture with a three year payback.

Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £175m, 67p, 4.3% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....

354 views0 comments

John Rosier

Jul 27
3 min

Sylvania Platinum - Q4 update

Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £183m, 69p, 4.4% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....

364 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....

604 views0 comments

Added to an existing position after a Falling Price Review

John Rosier

Jul 5
2 min

Added to an existing position after a Falling Price Review

#jicportfoliotrade Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £193m, 70p, 4.6% of JIC Portfolio, Medium Risk/High Reward = 5.0%...

553 views0 comments

John Rosier

Apr 28
3 min

Sylvania Platinum - Q3 update

Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £237m, 89p, 4.8% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....

371 views0 comments

John Rosier

Apr 3
1 min

JIC Portfolio Trade

#jicportfoliotrade Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £245m, 92p, 5.0% of JIC Portfolio, Medium Risk/High Reward = 5.0%...

519 views0 comments

Sylvania Platinum - H1 results and new dividend policy gives clarity

John Rosier

Feb 21
6 min

Sylvania Platinum - H1 results and new dividend policy gives clarity

Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £266m, 100p, 6.7% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....

400 views0 comments

John Rosier

Jan 30
3 min

Q2 update from Sylvania Platinum

Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £284m, 106.5p, 7.1% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....

372 views0 comments

Thumbnail New Year review of each position - Numbers 1-5

John Rosier

Jan 25
4 min

Thumbnail New Year review of each position - Numbers 1-5

Here is my latest thumbnail review of each position. Numbers one to five represent 36% of the portfolio by value. I will endeavour to...

729 views0 comments

Sylvania Platinum - target price breached and raised to 140p

John Rosier

Jan 16
2 min

Sylvania Platinum - target price breached and raised to 140p

Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £297m, 111.4p, 7.2% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....

448 views0 comments

Sylvania Platinum update - Excellent Q1- continues to gush gash

John Rosier

Oct 31, 2022
4 min

Sylvania Platinum update - Excellent Q1- continues to gush gash

Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £234m, 87.5p, 6.3% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....

357 views0 comments

Commodity Exposure III - Likely changes to the JIC Portfolio

John Rosier

Oct 26, 2022
5 min

Commodity Exposure III - Likely changes to the JIC Portfolio

#commodities Today, the JIC Portfolio exposure to commodity stocks, excluding oil and gas, is as follows: Sylvania Platinum 7.1 per cent...

548 views0 comments

Commodity Exposure - How has it performed?

John Rosier

Oct 24, 2022
2 min

Commodity Exposure - How has it performed?

#portfoliothoughts #commodities A year ago, I posted two diary entries outlining why I had such a high exposure to commodities: Here and...

479 views0 comments

Sylvania Platinum - future growth prospects

John Rosier

Oct 24, 2022
5 min

Sylvania Platinum - future growth prospects

Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £260m, 97p, 7.0% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....

344 views0 comments

John Rosier

Sep 8, 2022
3 min

Sylvania Platinum - 10% dividend yield!

Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £216m, 81p, 5.6% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....

402 views0 comments

John Rosier

Jul 28, 2022
3 min

Sylvania Platinum - Q4 update

Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £237m, 87p, 6.1% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....

387 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