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![Funds' Portfolio Trades - Some rebalancing](https://static.wixstatic.com/media/cb8ce5_a3d4d7c66b064a368f7cf1d77e336735~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_a3d4d7c66b064a368f7cf1d77e336735~mv2.webp)
John Rosier
- Jan 29
- 1 min
Funds' Portfolio Trades - Some rebalancing
#jicportfoliotrades Further to my earlier post, I have added Polar Capital Technology to the Funds’ Portfolio. Polar Capital Technology...
486 views0 comments
![Adjustments to Funds' Portfolio - Increasing exposure to commodities](https://static.wixstatic.com/media/cb8ce5_1022c1f7d2684a7e81eebdb431f67eb7~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_1022c1f7d2684a7e81eebdb431f67eb7~mv2.webp)
John Rosier
- Nov 10, 2022
- 1 min
Adjustments to Funds' Portfolio - Increasing exposure to commodities
#fundsportfoliotrade I try to ensure consistency between the JIC Portfolio and the Funds’ Portfolio regarding themes. Commodity exposure:...
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![Temple Bar results and proposed 5 for 1 share split](https://static.wixstatic.com/media/cb8ce5_a9e32abdeca440979fbb3c5c8b78978c~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_a9e32abdeca440979fbb3c5c8b78978c~mv2.webp)
John Rosier
- Mar 24, 2022
- 4 min
Temple Bar results and proposed 5 for 1 share split
Temple Bar Investment Trust (TMPL, FTSE Small Cap Index, Market Cap £764m, 1157p, 9.1% of Funds’ Portfolio, 10.0% target position)...
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![Funds' Portfolio- Further shift to "Value"](https://static.wixstatic.com/media/cb8ce5_6a8a6771334548b2bd349c5f8cb362b6~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_6a8a6771334548b2bd349c5f8cb362b6~mv2.webp)
John Rosier
- Jan 26, 2022
- 2 min
Funds' Portfolio- Further shift to "Value"
#fundsportfoliotrade In a move that I think makes sense given my more cautious approach this year, I have this morning reduced Blackrock...
565 views0 comments
![New Funds' Holding - Temple Bar Investment Trust](https://static.wixstatic.com/media/cb8ce5_c9f596e4ced34c8db60b2252c2fc459b~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_c9f596e4ced34c8db60b2252c2fc459b~mv2.webp)
John Rosier
- Jan 12, 2022
- 2 min
New Funds' Holding - Temple Bar Investment Trust
#fundsportfoliotrade Temple Bar Investment Trust (TMPL, FTSE Small Cap Index, Market Cap £782m, 1204p, 6.0% of Funds’ Portfolio, 6.0%...
587 views0 comments