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John Rosier
Apr 251 min
Catch up with John Hughman (recorded yesterday) and a brief comment on Serica Energy.
#portfoliothoughts Yesterday, in addition to listening to the Serica Energy results presentation, I chatted with John Hughman, formerly...
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John Rosier
Feb 233 min
Observations!
#portfoliothoughts I have just read the Herald Investment Trust 2023 Accounts. I was alerted to the following text in the manager’s...
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John Rosier
Dec 18, 20233 min
Funds' Portfolio - Thoughts
#portfoliothoughts The Funds’ Portfolio as of Friday night: This morning, I adjusted the target weights so that the total adds up to 100...
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John Rosier
Oct 6, 20235 min
A torrid start to October
#portfoliothoughts Background: Over the last few years, longer-term government bond yields have increased decisively on both sides of the...
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John Rosier
Jul 12, 20235 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....
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John Rosier
Jul 11, 20236 min
Current thoughts on my positions - Part I
#portfoliothoughts Bioventix: Last commented on it in March with its interim results – “Another six months of robust growth -dividend up...
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John Rosier
Jun 19, 20234 min
Just buy the NASDAQ?
#portfoliothoughts The other day I was asked whether one should give up stock picking and just buy the NASDAQ. The question is because...
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John Rosier
May 19, 20234 min
Stop losses and all that! Introduction of "Falling Price Reviews"
#portfoliothoughts Yesterday, I was preparing for a podcast with “Fund Your Retirement”, which will be published in a few weeks’ time. I...
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John Rosier
Apr 28, 20233 min
Definition of a Bear Market
#portfoliothoughts “A phase of falling prices when you can no longer bear to think about what a fool you were for not selling your...
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John Rosier
Mar 15, 20232 min
Market/Portfolio thoughts
#portfoliothoughts As another difficult day draws to a close, time to dust off an old favourite from Jason Zweig: Definition of a bear...
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John Rosier
Jan 9, 20231 min
JIC 2023 Stock Competition Entries
#portfoliothoughts Thank you to all those who entered this year's competition. The entries are below, sorted by the number of times a...
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John Rosier
Oct 24, 20222 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...
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John Rosier
Sep 29, 20223 min
All-Weather Portfolio - makes sense for some investors
#portfoliothoughts In the 16th September issue of the Investors' Chronicle, the cover article was “An All-Weather portfolio – The...
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John Rosier
May 17, 20226 min
Thumbnail thoughts on each holding Part III. Stocks 11-15
#portfoliothoughts K3 Capital: (K3C.L, AIM All Share: Market Cap £165m, 225p, 4.5% of JIC Portfolio, Medium Risk/High Reward, target 5.0%)...
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John Rosier
May 10, 20223 min
Thoughts!
#portfoliothoughts A horrible start to May and the year, with NASDAQ down 5.8% this month (25.7% year-to-date), FTSE AIM down 7.5%...
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John Rosier
Mar 18, 20221 min
Annual Review of Dividend Income
#portfoliothoughts Annual Review of Dividend Income In its first year back in 2012, the JIC Portfolio generated dividend income of...
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John Rosier
Mar 7, 20222 min
Thoughts and a few more charts
#portfoliothoughts #fundsportfoliocomment A “strategy report” by BCA Research received a lot of publicity over the weekend. My summary of...
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John Rosier
Feb 24, 20223 min
Thinking out loud, again - Ukraine!
#portfoliothoughts I came across this chart the other day. I think it’s quite the best I have seen in a long time. The dark blue column...
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John Rosier
Feb 16, 20221 min
Fundsmith - Reduced to 4.0% of Funds' Portfolio
#fundsportfoliotrade Fundsmith (FUQUIT, 590.5p, 4.0% of JIC Funds’ Portfolio, 4.0% target) Considering Saturday’s #portfoliothoughts...
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John Rosier
Feb 12, 20224 min