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Serica Energy - Increases its Reserves
Serica Energy (SQZ.L AIM All-Share, Market Cap £700m, 172p, 6.6% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...

John Rosier
Mar 7, 20243 min read
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Premier Foods - Pension Fund agreement boosts annual cash flow
Premier Foods (PFD.L, FTSE 250, Market Cap £1.2bn, 138.8p, Medium Risk/High Reward, 5.0 per cent target, currently 4.2% of JIC Portfolio)...

John Rosier
Mar 6, 20242 min read
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February 2024 Review
Background February proved to be a profitable month for equities, particularly in Japan. The Nikkei 225 index experienced a surge of...

John Rosier
Mar 5, 20249 min read
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JIC Portfolio Trade - New Position
#jicportfoliotrade

John Rosier
Mar 4, 20241 min read
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Funds' Portfolio Trades - I have added a new position, funded by the sale of another
#fundsportfoliotrades

John Rosier
Mar 4, 20241 min read
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JIC Portfolio Trade
#jicportfoliotrade

John Rosier
Mar 4, 20241 min read
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JP Morgan Growth & Income - H1 Results
JP Morgan Global Growth and Income (JGGI.L, FTSE Mid 250, Market Cap £2.4bn, £550p, 7.4 per cent of Funds’ Portfolio, (7.0 per cent...

John Rosier
Mar 4, 202411 min read
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Using funds to increase overseas exposure in the JIC Portfolio
In my January Review, I said: “I also looked at earlier years of the JIC Portfolio. In addition to my UK stock positions, I used to have...

John Rosier
Mar 4, 20241 min read
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Weekend Roundup
#weekendroundup

John Rosier
Mar 2, 20242 min read
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Calendar and Dividend Schedule (for both funds)
#calendar #dividends JIC Portfolio Dividends Funds' Portfolio Dividends

John Rosier
Mar 2, 20241 min read
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The European Smaller Companies Trust - H1 results
The European Smaller Companies Trust (ESCT, FTSE Mid-250, Mkt cap. £627m, 164p and 4.0% of the Funds’ Portfolio, 4.0 per cent target). On...

John Rosier
Mar 1, 20244 min read
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Luceco - Sensible acquisition
Luceco (LUCE.L; AFTSE Small Cap. Market capitalisation: £225m, 140p, 2.3% of JIC Portfolio. Medium Risk/High Reward = 4.0% target weight)...

John Rosier
Mar 1, 20242 min read
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Smithson Annual Report - Spend your time wisely and pick your stocks carefully!
Smithson Investment Trust (SSON.L FTSE 250 Index. Market Capitalisation: £2,170m, 1373p, 5.6% of JIC Funds Portfolio (target 6.0%) Report...

John Rosier
Feb 29, 20243 min read
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NextEnergy Solar Fund - Quarterly update
NextEnergy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £443m, 75p, 3.7 per cent of JIC Portfolio (4.0 per cent...

John Rosier
Feb 29, 20245 min read
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Funds' Portfolio Trades - One position sold, another increased
#fundsportfoiliotrade

John Rosier
Feb 26, 20241 min read
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Weekend Roundup
No rain this morning! #weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the...

John Rosier
Feb 24, 20243 min read
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Observations!
#portfoliothoughts I have just read the Herald Investment Trust 2023 Accounts. I was alerted to the following text in the manager’s...

John Rosier
Feb 23, 20243 min read
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And now Sylvania Platinum Interims
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £140m, 47.5p, 2.5% of JIC Portfolio, Medium Risk/High Reward = 2.5% target weight....

John Rosier
Feb 22, 20244 min read
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Next up - Hargeaves Lansdown Interims
Hargreaves Lansdown (HL.L FTSE 100, Cap, Market Cap £3.8bn, 740p, 5.1 per cent of JIC Portfolio (Medium Risk/High Reward 5.0 per cent...

John Rosier
Feb 22, 20243 min read
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Busy morning! Start with Me Group results.
ME International (MEGP.L FTSE 250 Index, Market Cap £500m, 132.8p, 5.8 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...

John Rosier
Feb 22, 20242 min read
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Glencore - 2023 Results
Glencore (GLEN.L, Market Capitalisation: £48bn, 390p, 2.5% of JIC Portfolio, Medium Risk/Medium Reward =2.5% target weight)....

John Rosier
Feb 21, 20246 min read
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Bloomsbury - Rising Price Review
Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £540m, 550p and 5.6% of the JIC Portfolio, Medium Risk/High Reward =5.0 per cent...

John Rosier
Feb 19, 20242 min read
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Bioventix - Rising Price Review
Bioventix (BVXP.L, AIM market, Market Capitalisation; £258m, 4900p, Low Risk/ Medium Reward, 5.6 per cent of JIC Portfolio - Target 5.0%...

John Rosier
Feb 19, 20242 min read
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Wilmington - Interim Results
Wilmington (WIL.L.  Market capitalisation: £308m, 344p, 2.5% of JIC Portfolio. Medium Risk/High Reward = 4.0% target weight) Wilmington...

John Rosier
Feb 19, 20243 min read
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