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Funds' Portfolio Trades - Mrs Rosier is not unhappy with her SIPP's performance, but she thinks her manager could do better!

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John Rosier

Oct 15, 20242 min read

Funds' Portfolio Trades - New position added, funded by reducing another

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John Rosier

Jun 20, 20243 min read

Funds' Portfolio Trades

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John Rosier

Apr 30, 20241 min read

Buy trades in both Portfolios

#jicportfoliotrade #fundsportfoliotrade

John Rosier

Apr 16, 20241 min read

Funds' Portfolio Trades

#fundsportfoliotrade BlackRock World Mining (BRWM) up to a new target of 10.0% - GlobalX Copper Miners ETF (COPG) sold completely I have...

John Rosier

Mar 19, 20241 min read

Funds' Portfolio Trade - Added to an Existing Position

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John Rosier

Jan 26, 20241 min read

A Position is Reduced in Both Portfolios

#jicportfoliotrade #fundsportfoliotrade BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1006m, 523p, 5.0% of JIC...

John Rosier

Jan 22, 20241 min read

Funds Portfolio Trades - One position was reduced to 5.0%, and a new holding bought.

#fundsportfoliotrade BlackRock Energy & Resources Income Trust: (BERI.L, FTSE Small Cap, Market Cap £138m, 110.5p, 5.0% of Funds’...

John Rosier

Jan 19, 20242 min read

Funds' Portfolio Trade - Time to grasp the nettle!

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John Rosier

Jan 10, 20242 min read

Funds' Portfolio - Two new holdings -Jerome Powell has lit the blue touch paper!

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John Rosier

Dec 15, 20232 min read

Funds' Portfolio Trade - complete sale of an existing position

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John Rosier

Dec 14, 20231 min read

Funds' Portfolio Trade - New Holding

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John Rosier

Jun 6, 20233 min read

Funds' Portfolio trade - New Position

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John Rosier

Jun 5, 20232 min read

Confirmation of Sale of Chelverton UK Growth

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John Rosier

Jun 3, 20231 min read

Funds' Portfolio trades - a few changes

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John Rosier

Jun 1, 20232 min read

Funds' Portfolio - New position

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John Rosier

May 30, 20232 min read

Trade in both the JIC and Funds' Portfolio following "Falling Price Review"

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John Rosier

May 24, 20232 min read

Consolidation into Argonaut Absolute Return "R" Shares completed

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John Rosier

May 24, 20231 min read

Confirmation of Funds' Portfolio trade posted on Wednesday

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John Rosier

May 19, 20231 min read

Funds' Portfolio Trade - tidying up!

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John Rosier

May 17, 20232 min read

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

Funds' Portfolio Trades - Mrs Rosier is not unhappy with her SIPP's performance, but she thinks her manager could do better!

Funds' Portfolio Trades - New position added, funded by reducing another

Funds' Portfolio Trades

Buy trades in both Portfolios

Funds' Portfolio Trades

Funds' Portfolio Trade - Added to an Existing Position

A Position is Reduced in Both Portfolios

Funds Portfolio Trades - One position was reduced to 5.0%, and a new holding bought.

Funds' Portfolio Trade - Time to grasp the nettle!

Funds' Portfolio - Two new holdings -Jerome Powell has lit the blue touch paper!

Funds' Portfolio Trade - complete sale of an existing position

Funds' Portfolio Trade - New Holding

Funds' Portfolio trade - New Position

Confirmation of Sale of Chelverton UK Growth

Funds' Portfolio trades - a few changes

Funds' Portfolio - New position

Trade in both the JIC and Funds' Portfolio following "Falling Price Review"

Consolidation into Argonaut Absolute Return "R" Shares completed

Confirmation of Funds' Portfolio trade posted on Wednesday

Funds' Portfolio Trade - tidying up!