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Weekend Roundup
#weekendroundup

John Rosier
Jan 13, 20242 min read
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Calendar and Dividend Schedule
#dividends #calendar

John Rosier
Jan 12, 20241 min read
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Polar Capital Holdings - Encouraging Q3
Polar Capital Holdings (POLR.L, Market Capitalisation: £459m, 453p, 5.3% of JIC Portfolio, Medium Risk/High Reward = 5.0% target)...

John Rosier
Jan 11, 20243 min read
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Funds' Portfolio Trade - Time to grasp the nettle!
#fundsportfoliotrade

John Rosier
Jan 10, 20242 min read
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2024 Share Competition
Due to popular demand, there will be a 2024 share competition.

John Rosier
Jan 10, 20241 min read
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Shoe Zone - Results in line with upgraded forecasts and it is paying a nice final and special dividend
Shoe Zone (SHOE.L AIM All-Share, Market Cap £104m, 225p, 5.1 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...

John Rosier
Jan 9, 20248 min read
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December 2023 Review
Background It was a tremendous end to the year for equity and bond investors. Inflation on both sides of the Atlantic came in below...

John Rosier
Jan 8, 20249 min read
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Weekend Roundup - The first week of January sees some of December's gains given up.
#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 6, 20242 min read
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Calendar and Dividends
#dividends #calendar The final dividend income tally for 2023 was £35,809, up from £31,104 in 2022. 2024 Dividends Calendar Next week, we...

John Rosier
Jan 5, 20241 min read
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2023 Competition Results
The full table is below. Upstart Holdings was the best performer, followed by Tesla. Whether Upstart is profitable is debatable, but for...

John Rosier
Jan 2, 20241 min read
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Weekend Roundup - Super end to 2023
#weekendroundup

John Rosier
Dec 30, 20232 min read
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Weekend Roundup - 2023 is ending with a flourish
Returns of selected markets over the last week and since 1st January. This week is sorted by the week. Sorted by the last year can be...

John Rosier
Dec 23, 20232 min read
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Christmas comes early! Harbour Energy acquires a portfolio of assets in a transformative deal.
Harbour Energy (HBR.L, Market Capitalisation: £2.3bn, 295p, 6.1% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight)....

John Rosier
Dec 22, 20239 min read
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JIC Portfolio Trade - Added to existing position
#jicportfoliotrade

John Rosier
Dec 20, 20231 min read
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Rising Review Price breached - Renew Holdings
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £662m, 844.5p, 4.3% of JIC Portfolio. Medium Risk/High Reward = 5.0% target...

John Rosier
Dec 19, 20232 min read
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Falling Review Price breached - Niox
NIOX Group (CIR, AIM All-Share, Market Cap £273m, 63.0p, 4.5% of JIC Portfolio, Medium Risk/High Reward 5.0% target position)...

John Rosier
Dec 19, 20232 min read
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Falling Review Price breached - Me International.
ME International (MEGP.L FTSE 250 Index, Market Cap £478m, 128p, 5.5 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...

John Rosier
Dec 19, 20231 min read
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Funds' Portfolio - Thoughts
#portfoliothoughts

John Rosier
Dec 18, 20233 min read
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Serica Energy - New borrowing facility reveals its ambition
Serica Energy (SQZ.L AIM All-Share, Market Cap £810m, 207p, 7.3% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...

John Rosier
Dec 18, 20232 min read
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Weekend Roundup
#weekendroundup

John Rosier
Dec 16, 20232 min read
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Calendar and Dividend Schedule
#calendar #dividends

John Rosier
Dec 15, 20231 min read
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Funds' Portfolio - Two new holdings -Jerome Powell has lit the blue touch paper!
#fundsportfoliotrade

John Rosier
Dec 15, 20232 min read
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Polar Capital Global Healthcare Trust - Results and dividend for the year ended 30th September
Polar Capital Global Healthcare Trust (PCGH.L, FTSE Small Cap, Mkt cap. £378m, 318.5p and 7.5% of the Funds’ Portfolio, 7.5 per cent...

John Rosier
Dec 14, 20234 min read
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Two trades in JIC Portfolio - One holding was reduced to target, and another increased to target
#jicportfoliotrade

John Rosier
Dec 14, 20231 min read
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