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Renew Holdings - Solid Trading Update
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £673m, 853p, 4.3% of JIC Portfolio. Medium Risk/High Reward = 5.0% target...

John Rosier
Jan 30, 20241 min read
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Funds' Portfolio Trades - Some rebalancing
#jicportfoliotrades

John Rosier
Jan 29, 20241 min read
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Funds' Portfolio - Analysis and some changes coming
#fundsportfoliocomment

John Rosier
Jan 29, 20242 min read
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2024 Share Competition - Deadline looming for entries
Please let me know if you have sent me an entry and cannot see it on the list. Remember, the starting date for prices is 31 January 2024....

John Rosier
Jan 28, 20241 min read
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Weekend Roundup
#weekendroundup

John Rosier
Jan 27, 20242 min read
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Calendar and Dividends
#calendar #dividends

John Rosier
Jan 27, 20241 min read
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Funds' Portfolio Trade - Added to an Existing Position
#fundsportfoliotrade

John Rosier
Jan 26, 20241 min read
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JIC Portfolio trade - Added to an Existing Position
#jicportfoliotrade

John Rosier
Jan 26, 20241 min read
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IG Group - H1 Results short of expectations
IG Group (IGG.L, FTSE Mid-250, Market Cap £3.0bn, 775p, Medium Risk/High Reward, 5.0% target, currently 6.1% of JIC Portfolio) IG Group...

John Rosier
Jan 25, 20247 min read
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Share competition - One week until the deadline for entries - Entries received so far are shown below
Please let me know if you have sent me an entry and cannot see it on the list. Remember, the starting date for prices is 31 January 2024....

John Rosier
Jan 24, 20241 min read
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JIC Portfolio Trade - Holding Reduced
#jicportfoliotrade

John Rosier
Jan 24, 20241 min read
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PayPoint - Confident Q3 update
PayPoint: (PAY.L; FTSE Small Cap, Market capitalisation: £387m, 533p, 5.5% of JIC Portfolio. Medium Risk/High Reward = 5.0% target...

John Rosier
Jan 24, 20249 min read
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JIC Portfolio Trade - New position
#jicportfoliotrade

John Rosier
Jan 23, 20243 min read
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Premier Foods - Robust Q3 trading (190 million mince pies!)
Premier Foods (PFD.L, FTSE 250, Market Cap £1.2bn, 140p, Medium Risk/High Reward, 5.0 per cent target, currently 4.0% of JIC Portfolio)...

John Rosier
Jan 23, 20243 min read
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A Position is Reduced in Both Portfolios
#jicportfoliotrade #fundsportfoliotrade BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1006m, 523p, 5.0% of JIC...

John Rosier
Jan 22, 20241 min read
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2024 Share Competition
There will be a competition this year. The starting price will be at close on 31st January 2024. The ending price will be at close on...

John Rosier
Jan 21, 20241 min read
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Weekend Roundup
#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the last week. Sorted by the...

John Rosier
Jan 20, 20243 min read
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Calendar and Dividends - Three scheduled updates next week
#calendar #dividends

John Rosier
Jan 19, 20241 min read
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Funds Portfolio Trades - One position was reduced to 5.0%, and a new holding bought.
#fundsportfoliotrade BlackRock Energy & Resources Income Trust: (BERI.L, FTSE Small Cap, Market Cap £138m, 110.5p, 5.0% of Funds’...

John Rosier
Jan 19, 20242 min read
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Harbour Energy - Year-end trading update and guidance
Harbour Energy (HBR.L, Market Capitalisation: £2.4bn, 295p, 6.7% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight)....

John Rosier
Jan 18, 20245 min read
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Niox - Trading update
Niox Group (CIR, AIM All-Share, Market Cap £265m, 63p, 4.3% of JIC Portfolio, Medium Risk/High Reward 5.0% target position)...

John Rosier
Jan 18, 20242 min read
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Fundsmith - Terry Smith's annual letter to shareholders
Fundsmith Equity Fund: (FUQUIT, 657.18p, 10.8% of JIC Funds’ Portfolio, 10.0% target weight but could go higher.) Terry Smith’s...

John Rosier
Jan 17, 20242 min read
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JIC Portfolio Trade - New holding
#jicportfoliotrade

John Rosier
Jan 15, 20243 min read
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JIC Portfolio Trade - Position sold
#jicportfoliotrade

John Rosier
Jan 15, 20242 min read
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