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John Rosier
- Feb 8, 2022
- 2 min
Funds' Portfolio Trades - Cash to 16%
#fundsportfoliotrade #portfoliothoughts I just increased my cash to around 16% of the JIC Funds’ Portfolio. Government bond yields are...
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John Rosier
- Jan 24, 2022
- 3 min
Thinking out loud
#portfoliothoughts A tough day in the market even without De La Rue. One thing for certain is that it will not be the last to be hurt by...
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John Rosier
- Jan 18, 2022
- 2 min
In a nutshell, what's going on in the market and interview with managers of Temple Bar
#portfoliothoughts It has been an interesting start to the year with highly valued stocks being derated and money flowing into lowly...
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John Rosier
- Jan 14, 2022
- 4 min
JIC Green Rectangles!
#portfoliothoughts Green Rectangles In my diary entry of 28th December “JIC 10th Anniversary – Winners and Losers” I said: "Henceforth,...
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John Rosier
- Dec 1, 2021
- 3 min
Portfolio Thoughts - Some changes
#portfoliothoughts In my post this morning, I referenced the portfolio being like a team made up of many “players”. Clearly. I haven’t...
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John Rosier
- Oct 26, 2021
- 4 min
Loose ends - Cash, Sylvania Platinum, and Venture Life
#portfoliothoughts Cash! The other day I was asked whether there is a time that I would hold a greater percentage of cash in the...
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