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Inching towards +20% YTD - Now +19.7%. Gold Mining ETF: This is what I wrote on 11 August: " I'm reluctant to take profits, though, as I...

Gamma Communications (GAMA.L, FTSE 250, Market Cap £980m, 1064p, 4.4% of JIC Portfolio). www.gamma.co.uk   Gamma Communications plc is a...

It's nice to see that the Funds' Portfolio continues to make progress - Now up 19.2% this year. Before pulling everything together...

The JIC Portfolio was down 0.6% last week, while the FTSE All-Share was up 0.2%. YTD, JIC Portfolio is up +10.0%, All-Share +14.7% The...

The Funds' Portfolio is holding up well during the current government bond sell-off. The Portfolio is now up 18.2% this year, with the...

With 7.0% of the Portfolio in cash, I have just invested 5.0% in the WisdomTree Physical Gold ETF (PHGP). I think it could be a good place to park cash for the time being. Gold looks to have decisively broken out of its recent trading range, and given what is happening to government bond yields (they are moving up), I think gold could have a sustained rally over the next few weeks. The UK bond market is performing very poorly, with the 30-year yield at a 27-year high and the

Borrowdale

China: Fidelity China Special Situations: 10.2% of JIC Portfolio and up 17.3% since purchase in March. Kraneshares China Internet ETF: ...

The JIC Portfolio was down 0.3% last week, while the FTSE All-Share was down 1.5%. In August, the JIC Portfolio was up 2.3%, while the...

Angle Tarn (before the downpour) It's pleasing to see the Funds' Portfolio up 16.4% this year and 20.7% over the 12 months. I have been...

Ennerdale Water

Premier Foods (PFD.L, FTSE 250, Market Cap £1.7bn, 187p, 4.5% of JIC Portfolio)   www.premierfoods.co.uk   Acquisition of Merchant...

#jicportfoliotrade

Halozyme Therapeutics : 3.0% of JIC Portfolio and up 9.2% on my average purchase price. I must admit, I'm glad to see this holding back...

Gold ($) Next move up or down?

#jicportfoliotrade

Bloomsbury Publishing: 4.4% of the portfolio and a total return of 24.9% so far. The performance of Bloomsbury has been disappointing in...

KraneShares China Internet ETF . Up 1.6% on my average purchase price (which was admittedly poorly timed). 4.8% of the JIC Portfolio. I'm...

NGEx Minerals (TSX: NGEX, Market Cap C$4.5bn (£2.5 bn), C$21.73 (1174p) currently 8.0% of JIC Portfolio). (In the portfolio view in my Investment Diary, I show the share price converted to sterling)

Background: I have discussed a potential market melt-up in my last two monthly reviews. I think that is what we are witnessing. I...

Plus 500 (PLUS.L, FTSE 250. Market capitalisation: £2,435m, 3424p, 2.9% of JIC Portfolio)   www.plus500.com   Plus500 Ltd is an online...

This made me laugh

I’m back from my hike along the Great Glen Way. Great fun with some old university friends, but not a route I would particularly...

Setting off early for the long final leg to Inverness. I will update with greater detail on Friday. Paypoint looks to have got off to a...