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Funds' Portfolio Trades - Cash to 16%
#fundsportfoliotrade #portfoliothoughts

John Rosier
Feb 8, 20222 min read
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K3 Capital - Robust H1and good start to H2
K3 Capital: (K3C.L, AIM All Share: Market Cap £243m, 333p, 6.4% of JIC Portfolio, Medium Risk/High Reward, target 5.0%)...

John Rosier
Feb 7, 20224 min read
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Weekend Roundup - fascinating times
#weekendroundup

John Rosier
Feb 5, 20222 min read
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Blackrock Energy & Resources Income Trust - Results and dividend declaration
Blackrock Energy and Resource Income Trust (BERI.L, Mkt Cap £135m, 114p, FTSE Fledgeling Index, 8.5% of JIC Funds' Portfolio, Target...

John Rosier
Feb 4, 20223 min read
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January Review - A tricky start to 2022
Richmond Park - January 2022 January 2022 Background The markets and the JIC Portfolios got off to a poor start to 2022. The Federal...

John Rosier
Feb 3, 20228 min read
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Lundin Energy - 2021 Report
Lundin Energy (LUNE.SS, Market Cap £8524m, SEK 375, 8.3% of JIC Portfolio, Low Risk/High Reward = 7.5% target weight)...

John Rosier
Feb 1, 20224 min read
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Sylvania Platinum - Q2 update
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £270m, 99p, 6.7% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight. ...

John Rosier
Jan 31, 20223 min read
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Weekend Roundup - Eventful and volatile!
#weekendroundup Returns of selected markets; over one week and since 1st January. This week Sorted by the year-to-date column. Sorted by...

John Rosier
Jan 29, 20222 min read
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Anglo Pacific - Excellent update
Anglo Pacific (APF.L, Market Capitalisation: £301m, 140p, 5.3% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight) Anglo...

John Rosier
Jan 27, 20224 min read
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Funds' Portfolio- Further shift to "Value"
#fundsportfoliotrade

John Rosier
Jan 26, 20222 min read
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Renew Holdings - correction and have increased position to 5.0%
#jicportfoliotrade

John Rosier
Jan 26, 20221 min read
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Somero Enterprises - another upgrade
Somero Enterprises (SRC.L, AIM All-Share, Market Cap £300m, 535p, 5.3% of JIC Portfolio, Medium Risk/High Reward, target 5.0%)...

John Rosier
Jan 26, 20222 min read
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Renew Holdings update - Everything is fine
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £559m, 709p, 4.5% of JIC Portfolio. Medium Risk/High Reward = 5.0% target...

John Rosier
Jan 26, 20221 min read
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Added to Biotech Growth Trust in both portfolios to 3.7%
#jicportfoliotrade #fundsportfoliotrade

John Rosier
Jan 24, 20221 min read
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Thinking out loud
#portfoliothoughts

John Rosier
Jan 24, 20223 min read
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De La Rue - Position sold
#jicportfoliotrade

John Rosier
Jan 24, 20221 min read
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De La Rue - Profit warning
De La Rue: (DLAR.L: FTSE Small Cap Index. Market Cap £293m, 150p, 5.1% of JIC Portfolio, High Risk/High Reward = 0.0% target weight). ...

John Rosier
Jan 24, 20222 min read
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Weekend Roundup - Tough week as US "big dogs" roll over!
#weekendroundup

John Rosier
Jan 22, 20222 min read
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Fundsmith - Terry Smith's annual letter to shareholders
Fundsmith Equity Fund: (FUQUIT, 616p, 6.0% of JIC Funds’ Portfolio, 6.0% target weight) Terry Smith’s annual letter to shareholders. As...

John Rosier
Jan 21, 20224 min read
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Fundsmith trimmed to 6.0% in Funds' Portfolio
#fundsportfoliotrade

John Rosier
Jan 21, 20221 min read
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Serica Energy - Year-end update
Serica Energy (SQZ.L AIM All Share, Market Cap £645m, 240p, 7.7% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target) ...

John Rosier
Jan 20, 20223 min read
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Two trades in Funds' Portfolio
#fundsportfoliotrade

John Rosier
Jan 19, 20221 min read
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In a nutshell, what's going on in the market and interview with managers of Temple Bar
#portfoliothoughts

John Rosier
Jan 18, 20222 min read
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JIC Portfolio Trade - Lundin Energy up to 7.5%
#jicportfoliotrade

John Rosier
Jan 18, 20222 min read
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