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JIC Portfolio Trade - The other side of the trade made earlier today
International Petroleum (TSX: IPCO, Market Cap C$2.3bn (£1.3bn). Share price C$19.6  (1100p). Medium Risk/High Reward, 3.0% target,...

John Rosier
Aug 22, 20241 min read
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JIC Portfolio Trade - Another sale to fund the purchase of a company, which, I believe, has better prospects
#jicportfoliotrade

John Rosier
Aug 22, 20244 min read
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JIC Portfolio Trade - I have just increased the new holding, added yesterday, to my target weight of 3.0%
#jicportfoliotrade

John Rosier
Aug 21, 20241 min read
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JIC Portfolio Trades: Trimmed a position and added to another
#jicportfoliotrade

John Rosier
Aug 21, 20241 min read
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JIC Portfolio Trade - New position added - funded by selling (taking a loss) in Glencore
#jicportfoliotrade

John Rosier
Aug 20, 20245 min read
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IG Group - Rising Review Price - Review
IG Group (IGG.L, FTSE Mid-250, Market Cap £3.6bn, 975p, Medium Risk/High Reward, 5.0% target, currently 5.8% of JIC Portfolio)  IG Group...

John Rosier
Aug 20, 20242 min read
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John Rosier
Aug 17, 20242 min read
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Back on Grid!
Back on the grid following a gruelling four-day hike (three nights camping) along the Inca Trail to Maccha Picchu. I've done many...

John Rosier
Aug 14, 20243 min read
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Weekend Roundup from Peru
It's 5:30 am in the Sacred Valley of the Inca. This will have to be brief as we leave early to hike the Inca Trail. Three nights of...

John Rosier
Aug 10, 20241 min read
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Harbour Energy - H1 Results
Harbour Energy (HBR.L, Market Capitalisation: £2.2bn, 280p, 3.6% of JIC Portfolio, Medium Risk/High Reward =4.0% target weight).  ...

John Rosier
Aug 8, 20243 min read
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Reporting from Puerto Maldonado airport.
What bliss! 72 hours without internet. I honestly can’t remember going that long incommunicado since the smartphone era started. Anyway,...

John Rosier
Aug 7, 20242 min read
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Weekend Roundup from Lima
Heading off to the Amazon tomorrow. No internet until Wednesday afternoon. Returns of selected markets over the last week and since 1st...

John Rosier
Aug 3, 20242 min read
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Calendar and Dividends
#calendar #dividends

John Rosier
Aug 3, 20241 min read
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July 2024 Review - New month end high for the JIC Portfolio (at last)
Background It is too early to call the pricking of the AI bubble. In the US, however, there was an apparent rotation out of the...

John Rosier
Aug 1, 20249 min read
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Paypoint - Q1 Trading update
PayPoint: (PAY.L; FTSE Small Cap, Market capitalisation: £502m, 692p, 5.9% of JIC Portfolio. Medium Risk/High Reward = 5.0% target...

John Rosier
Aug 1, 202410 min read
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Sylvania Platinum - Q4 update
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £146m, 55p, 1.8% of JIC Portfolio, Medium Risk/High Reward = 3.0% target weight....

John Rosier
Jul 31, 20244 min read
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JIC Portfolio Trade - added to an existing position
#jicportfoliotrade

John Rosier
Jul 30, 20243 min read
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Greggs - Half Year results - Dividend up 19%
Greggs (GRG.L; FTSE 250. Market capitalisation: £2800m, 2936p, 2.8% of JIC Portfolio. Medium Risk/High Reward = 3.0% target weight)...

John Rosier
Jul 30, 20242 min read
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Weekend Roundup
#weekendroundup Broad Hinton, Wiltshire

John Rosier
Jul 27, 20242 min read
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Calendar and Dividends
Funds' Portfolio dividends JIC Portfolio dividends

John Rosier
Jul 27, 20241 min read
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IG Group - Results for the year ended 31 May
IG Group (IGG.L, FTSE Mid-250, Market Cap £3.1bn, 845p, Medium Risk/High Reward, 5.0% target, currently 5.1% of JIC Portfolio)  IG Group Holdings plc is a global financial technology company based in the United Kingdom. It delivers online trading platforms and an educational ecosystem. The Company’s products include OTC leveraged derivatives, exchange-traded derivatives, and stock trading and investments.  Results for the year ended 31st May. The full results can be found H

John Rosier
Jul 25, 20247 min read
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JIC Portfolio Trades - Increased two positions to 3.0%, funded by the complete sale of another
#jicportfoliotrades

John Rosier
Jul 24, 20241 min read
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Wilmington - Year-end trading update
Wilmington (WIL.L.  Market capitalisation: £338m, 375p, 2.3% of JIC Portfolio. Medium Risk/High Reward = 3.0% target weight)  Wilmington plc is a United Kingdom-based company, which is engaged in providing data, information, education and training services in the global governance, risk and compliance (GRC), health, safety, and environmental markets. The Company's segments include Training & Education and Intelligence. It Training & Education division provides compliance tra

John Rosier
Jul 24, 20243 min read
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Luceco - H1 Trading update
Luceco (LUCE.L; FTSE Small Cap. Market capitalisation: £272m, 169p, 2.9% of JIC Portfolio. Medium Risk/High Reward = 3.0% target weight)  Luceco plc is a United Kingdom-based company that is engaged in the manufacturing and distribution of wiring accessories, light emitting diode (LED) lighting and portable power products for global markets. The Company’s product wiring accessories include switches and sockets, circuit protection, outdoor wiring devices, junction boxes, cabl

John Rosier
Jul 23, 20242 min read
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