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Polar Capital Holdings (POLR.L, Market Capitalisation: £346m, 365p, 3.9 % of JIC Portfolio, 4.0% target) www.polarcapital.co.uk Polar...

The returns of selected markets over the last week, sorted by year-to-date, can be found at the end of this post. Market Overview There...

NIOX Group (NIOX, AIM All-Share, Market Cap £280m, 70p, 4.0% of JIC Portfolio) www.investors.niox.com   Niox Group Plc is a United...

This might appear like sacrilege, but I have entered a trade to sell all my Fundsmith. It still has nearly 70% invested in the US. Put...

In the world of Donald Trump, who knows what next. Everything is pure speculation. Having said that, it seems highly unlikley that the US...

I have increased Zegona to 4.0% of JIC Portfolio on the last week's pullback.

I have just added to four of my positions. In most cases they have sufferred big falls in the last week and are now in oversiold...

NIOX Group (NIOX, AIM All-Share, Market Cap £300m, 69p, 4.0% of JIC Portfolio) www.investors.niox.com   Niox Group Plc is a United...

Wilmington (WIL.L.  Market capitalisation: £315m, 350p, 0% of JIC Portfolio)   Wilmington plc is a United Kingdom-based company, which is...

The returns of selected markets over the last week, sorted by year-to-date, can be found at the end of this post. Market Overview Trump’s...

When I bought the HanETF Future of Defence ETF last month, there was not an ETF focused purely on European defence companies. Following...

My stop-loss was triggered earlier today. The 20% drop in what was a one per cent position, means the impact on the JIC Portfolio, was...

Trump informs President Pingu of the Heard and McDonald Islands about the imposition of reciprocal tariffs of 10% Background: Donald...

NIOX Group (NIOX, AIM All-Share, Market Cap £322m, 76p, 2.6% of JIC Portfolio) www.investors.niox.com   Niox Group Plc is a United...

Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £520m, 662p, 2.0% of JIC Portfolio. 2.0% target weight)   Trading update:  ...

Serica Energy (SQZ.L AIM All-Share, Market Cap £523m, 134p, 4.8% of JIC Portfolio. (5.0% target)  www.serica-energy.com   North Sea oil &...

S&P 500 is off 10% so far. Do I think it will fall 20% from the high (4928 on the chart below)? Yes. Could it fall more? Quite possibly....

WH Smith (SMWH.L FTSE 250, Market Cap £1.4bn, 1090p, currently 0.9% of JIC Portfolio) www.whsmithplc.co.uk   WH Smith PLC is a U.K....

NGEx Minerals (TSX: NGEX, Market Cap C$2.99bn (£1.6bn), C$ 14.48   (804p) currently 5.1% of JIC Portfolio). (In the portfolio view in my...

Gamma Communications (GAMA.L, AIM 50, Market Cap £1.15bn, 1206p, 4.0% target, currently 3.0% of JIC Portfolio). www.gamma.co.uk   Gamma...

Pollen Street Group (POLN.L; FTSE250 Index. Market capitalisation: £436m, 716p, 5.3% of JIC Portfolio. 5.0% target weight)   Pollen...

#weekendroundup The returns of selected markets over the last week, sorted by year-to-date, are included at the end of this post. Market...

NIOX Group (NIOX, AIM All-Share, Market Cap £310m, 73.3p, 2.5% of JIC Portfolio) www.investors.niox.com   Niox Group Plc is a United...