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Halozyme Therapeutics (HALO. NASDAQ. Market capitalisation: $6.2bn, $50.23, 2.5% of JIC Portfolio)   www.halozyme.com   Halozyme...

KraneShares CSI China Internet ETF (KWEB.L,   1850p, 5.0% of JIC Portfolio, 5.0% of Funds’ Portfolio)   Position increased to 5.0% from...

IG Group (IGG.L, FTSE Mid-250, Market Cap £3.8bn, 1089p, currently 5.9% of JIC Portfolio)   IG Group Holdings plc is a global financial...

#weekendroundup

I recommend this episode of the Merryn Talks Money podcast You can listen to it HERE I happen to agree with most of it, which might or...

Halozyme Therapeutics (HALO. NASDAQ. Market capitalisation: $8.5bn, $68.64, 3.0% of JIC Portfolio)   www.halozyme.com   Halozyme...

Plus 500 (PLUS.L, FTSE 250. Market capitalisation: £2,360m, 3265p, 3.0% of JIC Portfolio)   www.plus500.com   Plus500 Ltd is an online...

Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £620m, 783p, 0.0% of JIC Portfolio)   On 24 January, having been “stopped out”...

Halozyme Therapeutics (HALO. NASDAQ. Market capitalisation: $7.4bn, $59.38, 2.0% of JIC Portfolio)   www.halozyme.com   Halozyme...

Lundin Mining (TSX: LUN, Market Cap C$ 10.2bn (£5.7bn) C$ 11.90       (647p) currently 4.3% of JIC Portfolio). (In the portfolio view in...

Blenheim Background:   Let's be honest. What a shambles! Donald Trump's punitive tariffs were revealed on 2 April, Liberation Day. They...

International Petroleum (TSX: IPCO, Market Cap C$2.3bn (£1.3bn). Share price C$18.33 (998p). 4.7% of JIC Portfolio). (In the portfolio...

MSCI World Market Cap as a percentage of MSCI Developed World. Has the worm turned?

Gamma Communications (GAMA.L, FTSE 250, Market Cap £1.24bn, 1336p, 3.0% of JIC Portfolio). www.gamma.co.uk   Gamma Communications plc is...

Fireweed Metals (TSX: FWZ, Market Cap C$345 m (£186m) C$1.90 (102p), currently 2.2% of JIC Portfolio). (In the portfolio view in my...

IG Group (IGG.L, FTSE Mid-250, Market Cap £3.7bn, 1069p, currently 6.0% of JIC Portfolio)   IG Group Holdings plc is a global financial...

Plus 500 (PLUS.L, FTSE 250. Market capitalisation: £2,207m, 3048p, 2.4% of JIC Portfolio)   www.plus500.com   Plus500 Ltd is an online...

#weekendroundup

NGEx Minerals (TSX: NGEX, Market Cap C$2.49bn (£1.4 bn) C$ 12.04  (654p) currently 4.4% of JIC Portfolio). (In the portfolio view in my...

PayPoint: (PAY.L; FTSE Small Cap, Market capitalisation: £458m, 649p, 4.7% of JIC Portfolio , 5.0% target weight)   www.paypoint.com  ...

#weekendroundup

XPS Pensions (XPS.L; FTSE 250. Market capitalisation: £813m, 389p, 2.4% of JIC Portfolio. 2.0% target weight)   XPS Pensions Group PLC is...

Argonaut Flexible Fund (M11TPV3, 111.12p, 5.0 of Funds’ Portfolio) Objective: The  Argonaut Flexible Fund  is a long-only strategy...