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A rising Price Review! Brooks Macdonald
Brooks Macdonald (BRK.L, Market Capitalisation: £359m, 2190p, 2.7 per cent of JIC Portfolio, Medium Risk/High Reward = 5.0 per cent...

John Rosier
Jul 7, 20232 min read
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Added to an existing position after a Falling Price Review
#jicportfoliotrade

John Rosier
Jul 5, 20232 min read
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June 2023 Review
Background The Federal Reserve, encouraged by improving news on the inflation front, paused rate hikes at its June meeting. The Federal...

John Rosier
Jul 5, 20239 min read
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Me Group grows Japanese photo booth estate through acquisition
ME Group International (MEGP.L FTSE Small-Cap Index, Market Cap £619m, 163.6p, 6.9 per cent of JIC Portfolio, (Medium Risk/High Reward,...

John Rosier
Jul 3, 20234 min read
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Weekend Roundup
Just back from a lovely week in Crete #weekendroundup Returns of selected markets over the last week and since 1st January. This week is...

John Rosier
Jul 2, 20232 min read
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Another month flies by
The website has been updated with Portfolios as at last night's close. Weekend Roundup will be published tomorrow.

John Rosier
Jul 1, 20231 min read
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Calendar and dividend schedule
#calendar #dividends

John Rosier
Jun 30, 20231 min read
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Serica Energy - AGM update and ex-dividend 14p today
Serica Energy (SQZ.L AIM All-Share, Market Cap £868m, 226p, 7.9% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...

John Rosier
Jun 29, 20234 min read
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Niox Group - Falling Price Review
NIOX Group (CIR, AIM All-Share, Market Cap £243m, 54p, 2.9% of JIC Portfolio, Medium Risk/Medium Reward 2.5% target position)...

John Rosier
Jun 29, 20232 min read
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Schroder UK Mid Cap - Increases interim dividend by 10%
Schroder UK Mid-Cap Trust (SCP.L Market capitalisation £180m, 527p, 7.5 per cent of Funds Portfolio, (7.5 per cent target). The Company's...

John Rosier
Jun 28, 20233 min read
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NextEnergy Solar Fund - Falling Price Review
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £564m, 95.6p, 5.0 per cent of JIC Portfolio (5.0 per cent...

John Rosier
Jun 27, 20232 min read
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Polar Capital Results - Dividend held (9.3% yield)
Polar Capital Holdings (POLR.L, Market Capitalisation: £500m, 494p, 5.4% of JIC Portfolio, Medium Risk/High Reward = 5.0% target)...

John Rosier
Jun 26, 20234 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
Jun 24, 20232 min read
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Calendar and dividend schedule
#calendar #dividends

John Rosier
Jun 24, 20231 min read
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IG Design - Results as expected but cautious lilt to the outlook statement
IG Design (IGR.L AIM All-Share, Market Cap £150m, 133p, 4.0 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target) ...

John Rosier
Jun 20, 202310 min read
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Just buy the NASDAQ?
#portfoliothoughts The other day I was asked whether one should give up stock picking and just buy the NASDAQ. The question is because...

John Rosier
Jun 19, 20234 min read
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NextEnergy Solar Fund - Results
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £591m, 100.2p, 5.0 per cent of JIC Portfolio (5.0 per cent...

John Rosier
Jun 19, 20235 min read
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Weekend Roundup - Closed the gap a little further
#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
Jun 17, 20232 min read
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John Rosier
Jun 17, 20230 min read
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Weekend Roundup - JIC Portfolio back above £600k!
#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
Jun 10, 20233 min read
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Calendar and dividend schedule
#calendar #dividends

John Rosier
Jun 10, 20231 min read
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Happy Friday II - "Hunt to soften energy windfall tax"
Nice to see this on the front of the FT this morning. No details yet, but it must be good news for my two oil & gas positions, Serica...

John Rosier
Jun 9, 20231 min read
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Happy Friday! Shoe Zone trading update
Shoe Zone (SHOE.L AIM All-Share, Market Cap £97m, 220p, 5.1 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...

John Rosier
Jun 9, 20232 min read
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JIC Portfolio - New position added
#jicportfoliotrade

John Rosier
Jun 7, 20234 min read
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