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John Rosier
Nov 12, 20213 min read
Funds' Portfolio Trades - Out of semiconductors back into gold
#fundsportfoliotrade I hope I’m wrong but what was thought to be a “transitory” bout of inflation looks like it could be rather more...
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Jerry Fryars
Mar 23, 20213 min read
VanEck Investments Semiconductors ETF - new holding
18th February 2021 VanEck Investments Semiconductor UCITS ETF (SMGB, 1702.8p, 0.8% of JIC Funds Portfolio) I’ve recently read a lot...
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Jerry Fryars
Mar 19, 20215 min read
VanEck Investments Semi-Conductors ETF - blog history to 24th March
2nd March 2021 Further rebalancing from Growth to Value but no change to the holding in the Semi-conductor ETF. The trades in the JIC...
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