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JIC Portfolio Trade - Holding sold
#jicportfoliotrade

John Rosier
Nov 20, 20231 min read
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Polar Capital Holdings - Interim Results - Resilient
Polar Capital Holdings (POLR.L, Market Capitalisation: £457m, 451p, 5.5% of JIC Portfolio, Medium Risk/High Reward = 5.0% target)...

John Rosier
Nov 20, 20234 min read
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Weekend Roundup
#weekendroundup

John Rosier
Nov 18, 20232 min read
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Calendar and Dividend Schedule
#calendar #dividends

John Rosier
Nov 18, 20231 min read
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Premier Foods: Strong H1 leads to full-year upgrades
Premier Foods (PFD.L, FTSE 250, Market Cap £1.1bn, 131p, Medium Risk/High Reward, 2.5 per cent initial target, currently 2.5% of JIC...

John Rosier
Nov 16, 20235 min read
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JIC Portfolio Trades: Tinkering!
#jicportfoliotrades

John Rosier
Nov 15, 20231 min read
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Glencore buys 77% of Teck's steelmaking coal business
Glencore (GLEN.L, Market Capitalisation: £55bn, 443p, 5.0% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight)....

John Rosier
Nov 14, 20236 min read
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JIC Portfolio Trade - Added to Position
#jicportfoliotrade

John Rosier
Nov 13, 20231 min read
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JIC Portfolio Trade - New Position
#jicportfoliotrade

John Rosier
Nov 13, 20234 min read
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JIC Portfolio Trade: Position reduced
#jicportfoliotrade

John Rosier
Nov 13, 20232 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 week. Sorted by the last...

John Rosier
Nov 11, 20232 min read
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Calendar and Dividend Schedule
#calendar #dividends

John Rosier
Nov 11, 20231 min read
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RS Group - Fascinating and encouraging share price action today
RS Group (RS1.L, FTSE 100, Market Cap £3.3bn, 695.4p, Medium Risk/High Reward, 3.3% target, currently 3.2% of JIC Portfolio) RS Group plc...

John Rosier
Nov 7, 20232 min read
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RS Group - Challenging H1
RS Group (RS1.L, FTSE 100, Market Cap £3.3bn, 682p, Medium Risk/High Reward, 3.3% target, currently 3.1% of JIC Portfolio) RS Group plc...

John Rosier
Nov 7, 20233 min read
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Weekend Roundup
#weekendroundup Richmond Park yesterday evening Government bond yields retreated further. Equity markets responded with a good first week...

John Rosier
Nov 4, 20232 min read
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Calendar and Dividend Schedule
#dividends #calendar

John Rosier
Nov 4, 20231 min read
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October 2023 Review
Background Another miserable month for financial markets. Government bonds and equities both fell. It started with continued weakness in...

John Rosier
Nov 2, 20239 min read
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JIC Portfolio Trade
#jicportfoliotrade

John Rosier
Nov 1, 20231 min read
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IG Group announces cost savings building up to £50m per annum.
IG Group (IGG.L, FTSE Mid-250, Market Cap £2.5bn, 640p, Medium Risk/High Reward, 5.0% target, currently 5.4% of JIC Portfolio) IG Group...

John Rosier
Oct 31, 20233 min read
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Glencore - Q3 Production Report
Glencore (GLEN.L, Market Capitalisation: £55bn, 447p, 5.3% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight). Q3 Production...

John Rosier
Oct 30, 20232 min read
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Bioventix - Results for the year ended 30th June
Bioventix (BVXP.L, AIM market, Market Capitalisation; £197m, 3780p, Low Risk/ Medium Reward, 8.4% of JIC Portfolio - Target 7.5% of JIC...

John Rosier
Oct 30, 202312 min read
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Weekend Roundup
#weekendroundup Magnificent Wells Cathedral Returns of selected markets over the last week and since 1st January. This week is sorted by...

John Rosier
Oct 28, 20232 min read
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Calendar and Dividend Schedule
#calendar #dividends

John Rosier
Oct 28, 20231 min read
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Unilever Q3 results - Underwhelming
Unilever PLC (ULVR.L FTSE 100, Market Cap £100bn, 4013p, 3.1 per cent of JIC Portfolio, (Medium Risk/Medium Reward, 3.0% target) Unilever...

John Rosier
Oct 26, 20235 min read
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