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John Rosier
1 hour ago3 min read
JIC Portfolio Trade - New position
#jicportfoliotrade Moonpig: (MOON.L, FTSE 250, Market Cap £900m, 263p, 4.0% of JIC Portfolio. 4.0% target weight. www.moonpig.group "At...
175 views0 comments
John Rosier
3 hours ago3 min read
JIC Portfolio Trades - Two positions sold
#jicportfoliotrade In my November review, I mentioned that December’s performance will determine whether 2024 is a good, average, or...
285 views0 comments
John Rosier
4 hours ago9 min read
November 2024 - Review
Background The main event was the US presidential election. Donald Trump's election for a second term was greeted with dismay by many...
140 views0 comments
John Rosier
9 hours ago3 min read
Me Group - Year-end trading update - No fireworks but steady as she goes
ME International (MEGP.L FTSE 250 Index, Market Cap £828m, 225p, 4.8 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
203 views0 comments
John Rosier
4 days ago2 min read
Weekend Roundup - Old dogs, new tricks!
#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the last week. Sorted by the...
313 views0 comments
John Rosier
Nov 271 min read
A quick canter around the JICUK Website
Please find a video that contains a five-minute tour of the members' area of the JICUK website. I thought it might be useful to new...
324 views1 comment
John Rosier
Nov 265 min read
Serica Energy - Trading update
Serica Energy (SQZ.L AIM All-Share, Market Cap £540m, 133p, 4.6% of JIC Portfolio, (Low Risk/High Reward, 5.0% target) ...
341 views0 comments
John Rosier
Nov 263 min read
Renew Holdings - Full-year results
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £855m, 1080p, 3.0% of JIC Portfolio. Medium Risk/High Reward = 3.0% target...
196 views0 comments
John Rosier
Nov 264 min read
IG Design - H1 Results
IG Design (IGR.L AIM All-Share, Market Cap £120m, 125p, 4.0 per cent of JIC Portfolio, (Medium Risk/High Reward, 4.0% target) ...
264 views0 comments
John Rosier
Nov 232 min read
Weekend Roundup - Nice week for both portfolios
#weekendroundup Will Elon Musk at the DOGE get a grip on US government spending? Market Overview It was a positive week for UK equities...
319 views0 comments
John Rosier
Nov 221 min read
Calendar and Dividends - Results from IG Design and Renew on Tuesday
#calendar #dividends
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John Rosier
Nov 222 min read
Funds' Portfolio Trades
#fundsportfoliotrade On Monday, I sold my holding in Polar Capital Global Healthcare, bringing my cash to 7.8% of the Portfolio. This...
426 views0 comments
John Rosier
Nov 213 min read
PayPoint - Interim Results
PayPoint: (PAY.L; FTSE Small Cap, Market capitalisation: £600m, 799p, 5.6% of JIC Portfolio. Medium Risk/High Reward = 5.0% target...
276 views0 comments
John Rosier
Nov 213 min read
NextEnergy Solar Fund - Interim Results
NextEnergy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £419m, 72p, 3.9 per cent of JIC Portfolio Interim results...
287 views0 comments
John Rosier
Nov 181 min read
Funds' Portfolio Trade - Position Sold
#fundsportfoliotrade Polar Capital Global Healthcare Trust (PCGH.L, FTSE Small Cap, Mkt cap. £454m, 370p and 0.0% of the Funds’...
419 views1 comment
John Rosier
Nov 184 min read
Polar Capital Holdings: Dividend maintained -"positive outlook"
Polar Capital Holdings (POLR.L, Market Capitalisation: £486m, 512p, 4.0 % of JIC Portfolio, Medium Risk/High Reward = 4.0% target)...
271 views0 comments
John Rosier
Nov 162 min read
Weekend Roundup
#weekendroundup Chart of the week - Will the October 2023 high of 4.67% prove a ceiling? Returns of selected markets over the last week...
263 views0 comments
John Rosier
Nov 151 min read
JIC Portfolio Trade - Added to existing position
#jicportfoliotrade Premier Foods (PFD.L, FTSE 250, Market Cap £1.6bn, 180p, Medium Risk/High Reward, 5.0 per cent target, currently 5.0%...
379 views0 comments
John Rosier
Nov 141 min read
Added to Gold Miners ETF in both Portfolios
#jicportfoliotrade #fundsportfoliotrade L&G Gold Miners ETF (AUCP.L) Price 3076p 5.0% of the Funds’ Portfolio and 5.0% of the JIC...
357 views0 comments
John Rosier
Nov 145 min read
Premier Foods - H1 Results - Solid progress
Premier Foods (PFD.L, FTSE 250, Market Cap £1.6bn, 188p, Medium Risk/High Reward, 5.0 per cent target, currently 4.4% of JIC Portfolio) ...
195 views0 comments
John Rosier
Nov 135 min read
NGEx Minerals - Q3 Results
NGEx Minerals (TSX: NGEX, Market Cap C$ 2.2bn (£1.25bn) C$ 11.38 (640p) High Risk/High Reward, 4.0% target, currently 4.0% of JIC...
217 views0 comments
John Rosier
Nov 121 min read
PayPoint - Rising Price Review
PayPoint: (PAY.L; FTSE Small Cap, Market capitalisation: £589m, 809p, 5.5% of JIC Portfolio. Medium Risk/High Reward = 5.0% target...
242 views0 comments