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Added to Supreme, trimmed Serica
#jicportfoliotrade
John Rosier
Mar 7, 20221 min read
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Lundin Energy - 10% of position sold
#jicportfoliotrade
John Rosier
Mar 7, 20221 min read
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Thoughts and a few more charts
#portfoliothoughts #fundsportfoliocomment
John Rosier
Mar 7, 20222 min read
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Weekend Roundup - Markets face up to reality (panic)
#weekendroundup Returns of selected markets; over one week and since 1st January. This week Sorted by the last week. Sorted by...
John Rosier
Mar 5, 20223 min read
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JIC Portfolio trade - Added to SigmaRoc
#jicportfoliotrade
John Rosier
Mar 4, 20221 min read
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CentralNic - Update on open-offer
CentralNic (CNIC.L, AIM All Share, Market Cap £335m, 133p, Medium Risk/High Reward, 5.0% target, currently 4.9% of JIC Portfolio)...
John Rosier
Mar 4, 20222 min read
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Sylvania ex-dividend 2.25p and some commodity charts
This morning, Sylvania Platinum went ex its windfall dividend of 2.25p per share With commodities on the move again, there are some up to...
John Rosier
Mar 3, 20221 min read
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February Review - Difficult markets -Commodities on top
February 2022 Background Difficult times! The build-up of Russian hostility and eventual invasion of Ukraine on the 24th dominated...
John Rosier
Mar 2, 20226 min read
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K3 Capital acquisition and, FYI, Jefferies raises target price for Serica to 360p from 290p
K3 Capital: (K3C.L, AIM All Share: Market Cap £212m, 290p, 5.7% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) ...
John Rosier
Mar 1, 20224 min read
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John Rosier
Feb 28, 20221 min read
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CentralNic results, acquisition and placing
CentralNic (CNIC.L, AIM All Share, Market Cap £335m, 133p, Medium Risk/High Reward, 5.0% target, currently 4.9% of JIC Portfolio)...
John Rosier
Feb 28, 20226 min read
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Weekend Roundup - markets fall, markets bounce
#weekendroundup
John Rosier
Feb 26, 20223 min read
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Added to Lloyds Bank Group in the JIC Portfolio
#jicportfoliotrade
John Rosier
Feb 24, 20221 min read
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Funds' Portfolio - Gold Miners ETF increased to 5.0%
#fundsportfoliotrade
John Rosier
Feb 24, 20221 min read
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Thinking out loud, again - Ukraine!
#portfoliothoughts
John Rosier
Feb 24, 20223 min read
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Lloyds Bank Results. Portfolio thoughts later!
Lloyds Banking Group (LLOY.L, FTSE 100, Market capitalisation, £37bn, 52.25p and 5.2% of JIC Portfolio, (Medium Risk/High Reward = Target...
John Rosier
Feb 24, 20223 min read
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Sylvania Platinum - Half year results with "windfall dividend"
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £276m, 101p, 6.9% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....
John Rosier
Feb 21, 20224 min read
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Weekend Roundup - Further falls
#weekendroundup
John Rosier
Feb 19, 20222 min read
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Funds' Portfolio - Geographic and thematic distribution - Now and last April
#fundsportfoliocomment
John Rosier
Feb 16, 20221 min read
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Fundsmith - Reduced to 4.0% of Funds' Portfolio
#fundsportfoliotrade
John Rosier
Feb 16, 20221 min read
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CentralNic - Good start to 2022
CentralNic (CNIC.L, AIM All Share, Market Cap £327m, 130p, Medium Risk/High Reward, 5.0% target, currently 4.7% of JIC Portfolio) www.centralnic.com
John Rosier
Feb 14, 20223 min read
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Thinking out loud, again!
#portfoliothoughts #books
John Rosier
Feb 12, 20224 min read
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Weekend Roundup - Inflation's out of the bag!
#weekendroundup
John Rosier
Feb 12, 20222 min read
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Funds' Portfolio - New position
#fundsportfoliotrade
John Rosier
Feb 10, 20222 min read
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