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Biotech Growth Trust - phenomenal performance v benchmark
Biotech Growth Trust (BIOG.L, FTSE Small-Cap Index, Market Cap £561m, £13.56, Low Risk/High Reward. 7.8% of JIC Portfolio (target 7.5%)...

John Rosier
Jun 4, 20213 min read
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Worldwide Healthcare Trust - An excellent year
Worldwide Healthcare Trust (WWH.L, Market Capitalisation; £2358m, FTSE Mid 250 Index, 3625p, Low Risk/High Reward. 5.8% of JIC Portfolio...

John Rosier
Jun 4, 20213 min read
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John Rosier
Jun 3, 20210 min read
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Red-Letter Day - JIC Portfolio closes above £700,000
#portfoliothoughts

John Rosier
Jun 2, 20211 min read
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JIC May Review- It's a record - out by lunchtime on the 1st of the month!
Background Inflation was the topic of the month. Anecdotal evidence and hard data showed that inflation was picking up as economies...

John Rosier
Jun 1, 20217 min read
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John Rosier
May 29, 20213 min read
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Quiet morning - just BlackRock World Mining goes ex 4.5p dividend
Blackrock World Mining goes ex its Q1 4.5p per share dividend

John Rosier
May 27, 20211 min read
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Trade: De La Rue up to target
#jicportfoliotrade

John Rosier
May 26, 20211 min read
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SDI Group - If Carlsberg did trading updates
SDI Group (SDI.L AIM All Share, Market Cap £177m, 180p, 5.4% of JIC Portfolio, Medium Risk/High Reward) Trading update for year ending...

John Rosier
May 26, 20212 min read
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De La Rue - Results - that's the way to do it!
De La Rue: (DLAR.L: FTSE Small Cap Index. Market Cap £392m, 201p, 7.0% of JIC Portfolio, Low Risk/High Reward) Results for the year ended...

John Rosier
May 26, 20212 min read
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New Holding - Supreme PLC
#jicportfoliotrade Supreme: (SUP.L: AIM. Market Cap £224m, 189p, 2.5% of JIC Portfolio, High Risk/High Reward) New Holding: Supreme...

John Rosier
May 25, 20215 min read
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John Rosier
May 25, 20211 min read
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Serica Energy - Columbus update
Serica Energy (SQZ.L AIM All Share, Market Cap £308m, 115p, 2.1% of JIC Portfolio, Medium Risk/Medium Reward)

John Rosier
May 25, 20212 min read
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Calnex Solutions - Great results but an underwhelming outlook
Calnex Solutions (CLX.L AIM All-Share, Market Cap £101m, 115p, High Risk/High Reward, 2.0% of JIC Portfolio) Results for the year ended...

John Rosier
May 25, 20213 min read
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De La Rue - increased to 6.5%
#jicportfoliotrade

John Rosier
May 24, 20211 min read
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Renew Holdings - Reduced to 4.0%
#jicportfoliotrade

John Rosier
May 24, 20211 min read
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K3Capital - Maiden debt facility demonstrates its ambition
K3 Capital: (K3C.L, AIM All Share: Market Cap £236m, 343p, 6.4% of JIC Portfolio, Medium Risk/High Reward) K3 Capital has negotiated its...

John Rosier
May 24, 20212 min read
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Weekend Roundup - Markets thrashing about
Returns of selected markets; over one week and since 1st January. (Sorted by one-week column) Another week in which markets thrashed...

John Rosier
May 22, 20211 min read
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SigmaRoc update: Robust trading so far in 2021
SigmaRoc (SRC.L, AIM All-Share, Market Cap £231m, 82.5p, 3.9 of JIC Portfolio, Medium Risk/Medium Reward) Trading update Conclusion: We...

John Rosier
May 19, 20212 min read
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Renew Holdings - Robust H1, strong current trading and confident outlook
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £504m, 640p, 5.6% of JIC Portfolio. Medium Risk, High Reward) Interim results...

John Rosier
May 18, 20213 min read
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Weekend Roundup: Inflation prompts spike in volatility
#weekendroundup

John Rosier
May 15, 20212 min read
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"Sell in May" still works!
#portfoliothoughts

John Rosier
May 13, 20213 min read
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De La Rue reminds us that it's on course
De La Rue: (DLAR.L: FTSE Small Cap Index. Market Cap £364, 174p, (My rating: Medium Risk, High Reward) 5.0% of JIC Portfolio)...

John Rosier
May 13, 20212 min read
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Weekend Roundup - As April ended, May started
Returns of selected markets; over one week and since 1st January. (Sorted by one-week column) As April ended, May started: Commodities...

John Rosier
May 8, 20211 min read
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