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JIC Portfolio Trades - New Position, funded by reducing WisdomTree European Defence ETF to 4.0%

#jicportfoliotrades

John Rosier

Oct 202 min read

JIC Portfolio Trades: Added to existing position and sold one position in its entirety

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John Rosier

Sep 111 min read

Trade in both Portfolios - Added to an existing position

#jicportfoliotrades #fundsportfoliotrades

John Rosier

Oct 31, 20241 min read

JIC Portfolio Trades - Two positions reduced to 5.0% each - Provides a little cash for re-investment

#jicportfoliotrades

John Rosier

Oct 30, 20242 min read

JIC Portfolio Trade - Added to existing position

#jicportfoliotrades

John Rosier

Oct 29, 20241 min read

JIC Portfolio Trades - Increased two positions to 3.0%, funded by the complete sale of another

#jicportfoliotrades

John Rosier

Jul 24, 20241 min read

JIC Portfolio Trades - Added to an existing position. Funded by reduction of Hargreaves Lansdown to 2.0%

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John Rosier

Jun 19, 20241 min read

JIC Portfolio Trades - Two existing positions increased to target weights

#jicportfoliotrades With the proceeds of my sale of Hargreaves Lansdown to 3.0%, I have increased two positions up to their target...

John Rosier

Jun 18, 20241 min read

JIC Portfolio Trades - Trimmed a position to add to today's big faller!

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John Rosier

Feb 5, 20241 min read

Funds' Portfolio Trades - Some rebalancing

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John Rosier

Jan 29, 20241 min read

JIC Portfolio Trades: Tinkering!

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John Rosier

Nov 15, 20231 min read

JIC Portfolio - sales to raise cash for the purchase of Ecofin Global Utilities...

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John Rosier

Aug 22, 20223 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

JIC Portfolio Trades - New Position, funded by reducing WisdomTree European Defence ETF to 4.0%

JIC Portfolio Trades: Added to existing position and sold one position in its entirety

Trade in both Portfolios - Added to an existing position

JIC Portfolio Trades - Two positions reduced to 5.0% each - Provides a little cash for re-investment

JIC Portfolio Trade - Added to existing position

JIC Portfolio Trades - Increased two positions to 3.0%, funded by the complete sale of another

JIC Portfolio Trades - Added to an existing position. Funded by reduction of Hargreaves Lansdown to 2.0%

JIC Portfolio Trades - Two existing positions increased to target weights

JIC Portfolio Trades - Trimmed a position to add to today's big faller!

Funds' Portfolio Trades - Some rebalancing

JIC Portfolio Trades: Tinkering!

JIC Portfolio - sales to raise cash for the purchase of Ecofin Global Utilities...