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2 hours ago7 min read

December 2024 - Review

Background: Investors spent December analysing the potential impact of a second Trump term on the markets. Would he reintroduce trade...

171 views2 comments

Weekend Roundup - Early days but a nice start to 2025!

John Rosier

2 days ago1 min read

Weekend Roundup - Early days but a nice start to 2025!

#weekendroundup Returns of selected markets since 31 December 2024. Market Overview 2025 so far! Sterling is down, and government bond...

292 views0 comments

Herald Investment Trust - Board recommendation for upcoming General Meeting

John Rosier

3 days ago5 min read

Herald Investment Trust - Board recommendation for upcoming General Meeting

Herald Investment Trust (HRI.L FTSE 250 Index, Market Cap £1227m, 2237p, 4.7% of JIC Portfolio, 5.1% of Funds’ Portfolio ...

279 views0 comments

John Rosier

4 days ago1 min read

2024 Competition - Final update

An eagle-eyed member spotted that in my diary entry yesterday, I had mistakenly ended the 2024 competition on Christmas Eve, not 31...

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Happy New Year! 2024 performance, 2024 competition results, and 2025 competition is open for entries

John Rosier

5 days ago2 min read

Happy New Year! 2024 performance, 2024 competition results, and 2025 competition is open for entries

Camber Sands Happy New Year to all, and thank you again for your continued membership of JIC. I hope 2025 brings health, happiness and...

303 views0 comments

Weekend Roundup - The cost of UK borrowing continues to increase

John Rosier

Dec 28, 20241 min read

Weekend Roundup - The cost of UK borrowing continues to increase

- If growth doesn't pick up, there will be tax rises or spending cuts ahead Returns of selected markets over the last week and since 1st...

325 views0 comments

John Rosier

Dec 27, 20241 min read

2025 Share Competition - Rules

Due to popular demand, there will be a 2025 share competition. This year, the competition will run from closing prices on Friday, 10...

201 views0 comments

2024 share competition - important update - Tesla jumps to the top!

John Rosier

Dec 27, 20241 min read

2024 share competition - important update - Tesla jumps to the top!

On Tuesday, I published an update - I got the starting date wrong—many apologies. This morning, when I was preparing a post for the 2025...

176 views0 comments

Nvidia and Momentum - 2024 Share competition

John Rosier

Dec 24, 20241 min read

Nvidia and Momentum - 2024 Share competition

Top 20 in the 2024 share competition as of close on 23rd December There are still three trading days until the end of the year, and at...

307 views0 comments

John Rosier

Dec 21, 20242 min read

Weekend Roundup

#weekendroundup Whenever it was this bad before, the next twenty-five years were better! Returns of selected markets over the last week...

337 views0 comments

John Rosier

Dec 21, 20241 min read

Calendar and Dividends

#calendar #dividends

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Interesting development in the investment trust sector

John Rosier

Dec 20, 20243 min read

Interesting development in the investment trust sector

Herald Investment Trust (HRI.L FTSE 250 Index, Market Cap £1202m, 2387p, 4.7% of JIC Portfolio, 5.2% of Funds’ Portfolio ...

334 views0 comments

NGEX Minerals - An early Christmas present?

John Rosier

Dec 18, 20243 min read

NGEX Minerals - An early Christmas present?

NGEx Minerals (TSX: NGEX, Market Cap C$ 2. 5 bn (£ 1. 5 bn ) C$ 12.35 (679p) High Risk/High Reward, 4.0% target, currently 4.3% of JIC...

310 views0 comments

A bleak message from a former holding - Shoe Zone

John Rosier

Dec 18, 20242 min read

A bleak message from a former holding - Shoe Zone

Shoe Zone (SHOE.L AIM All-Share, Market Cap £38m, 82p, 0 per cent of JIC Portfolio www.shoezone.com/investors I rarely comment on...

306 views0 comments

JIC Portfolio Trade - Added to an existing position

John Rosier

Dec 17, 20241 min read

JIC Portfolio Trade - Added to an existing position

Capita (CPI.L FTSE Small Cap Index, Market Cap £295m, 15.9p, 2.3% of JIC Portfolio, (Medium Risk/High Reward, target position 3.0%)....

429 views0 comments

John Rosier

Dec 17, 20246 min read

Capita - Trading update

Capita (CPI.L FTSE Small Cap Index, Market Cap £295m, 17.44p, 2.3% of JIC Portfolio, (Medium Risk/High Reward, target position 3.0%)....

324 views0 comments

Weekend Roundup - Awaiting the Santa Rally! JIC Portfolio down a little, Funds' Portfolio up a little

John Rosier

Dec 14, 20242 min read

Weekend Roundup - Awaiting the Santa Rally! JIC Portfolio down a little, Funds' Portfolio up a little

#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the last week. Sorted by the...

249 views0 comments

John Rosier

Dec 13, 20241 min read

Calendar and Dividends

The next scheduled news is on 9 January- a trading update from Greggs, which, incidentally, RBC initiated research today with a 3240p...

125 views0 comments

JIC Portfolio Trade - Added to existing position

John Rosier

Dec 12, 20241 min read

JIC Portfolio Trade - Added to existing position

Pollen Street Group (POLN.L; FTSE Small Cap. Market capitalisation: £446m, 731p, 5.0% of JIC Portfolio. Medium Risk/High Reward = 5.0%...

428 views0 comments

John Rosier

Dec 12, 20243 min read

Pollen Street - Decent Q3 update

Pollen Street Group (POLN.L; FTSE Small Cap. Market capitalisation: £446m, 728p, 4.2% of JIC Portfolio. Medium Risk/High Reward = 4.0%...

271 views0 comments

John Rosier

Dec 12, 20243 min read

Serica Energy - Acquisition of assets

Serica Energy (SQZ.L AIM All-Share, Market Cap £512m, 131p, 4.4% of JIC Portfolio, (Low Risk/High Reward, 5.0% target) ...

290 views0 comments

John Rosier

Dec 10, 20241 min read

JIC Portfolio Trade - Added to an existing position

Moonpig: (MOON.L, FTSE 250, Market Cap £805m, 231p, 4.0% of JIC Portfolio. 4.0% target weight. www.moonpig.group Further to this...

432 views0 comments

John Rosier

Dec 10, 20245 min read

Moonpig - Interim Results

Moonpig: (MOON.L, FTSE 250, Market Cap £900m, 267p, 4.0% of JIC Portfolio. 4.0% target weight. www.moonpig.group Interim results – six...

322 views0 comments

Lundin Mining sells assets to focus on S. America. NGEx Minerals enters the TSX Composite Index on 23 December

John Rosier

Dec 9, 20244 min read

Lundin Mining sells assets to focus on S. America. NGEx Minerals enters the TSX Composite Index on 23 December

NGEx Minerals : On Friday, it was announced that NGEx will enter the TSX Composite Index on 23rd December. This is positive news as it...

260 views0 comments

All Posts 1,347 postsNo categories yet.
Argonaut Absolute Return 11 postsNo categories yet.
BlackRock World Mining 33 postsNo categories yet.
Bloomsbury Publishing 19 postsNo categories yet.
Capita 8 postsNo categories yet.
European Smaller Companies Trust 3 postsNo categories yet.
4imprint 8 postsNo categories yet.
Fundsmith 13 postsNo categories yet.
Gamma Communications 8 postsNo categories yet.
Greggs 6 postsNo categories yet.
Herald Investment Trust 5 postsNo categories yet.
IG Design 19 postsNo categories yet.
IG Group 16 postsNo categories yet.
JP Morgan American 2 postsNo categories yet.
JP Morgan Global Growth & Income 2 postsNo categories yet.
L&G Gold Mining ETF 10 postsNo categories yet.
International Petroleum 5 postsNo categories yet.
Luceco 12 postsNo categories yet.
Lundin Mining 8 postsNo categories yet.
Me Group International 19 postsNo categories yet.
Moonpig 3 postsNo categories yet.
NGEX Minerals 9 postsNo categories yet.
NIOX Group 34 postsNo categories yet.
Nippon Active Value Fund 2 postsNo categories yet.
PayPoint 16 postsNo categories yet.
Polar Capital Holdings 24 postsNo categories yet.
Polar Capital Technology 2 postsNo categories yet.
Pollen Street Group 7 postsNo categories yet.
Pershing Square 2 postsNo categories yet.
Premier Foods 12 postsNo categories yet.
Ranmore Global Equity 2 postsNo categories yet.
Renew Holdings 32 postsNo categories yet.
Serica Energy 78 postsNo categories yet.
Strategic Equity Capital 1 postNo categories yet.
Temple Bar Investment Trust 5 postsNo categories yet.
VanEck Crypto & Blockchain ETF 3 postsNo categories yet.
Wilmington 8 postsNo categories yet.
Sylvania 50 postsNo categories yet.
NextEnergy Solar Fund 43 postsNo categories yet.
Hargreaves Lansdown 15 postsNo categories yet.
JP Morgan US Smaller Companies 2 postsNo categories yet.
Hvivo 7 postsNo categories yet.
Bioventix 25 postsNo categories yet.
Schroder UK Mid-Cap Fund 8 postsNo categories yet.
Polar Capital Global Healthcare 3 postsNo categories yet.
Smithson 8 postsNo categories yet.
Harbour Energy 25 postsNo categories yet.
Shoe Zone 20 postsNo categories yet.
Jet2 8 postsNo categories yet.
Global X Copper Miners ETF 8 postsNo categories yet.
Ecora Resources 42 postsNo categories yet.

My Approach to Investing

Summary

The most important number to me is the return of the Portfolio! I try not to get too emotionally involved with individual companies; if I cut a holding and it immediately bounces, so be it. All that matters is the return of the Portfolio, each month, each year, each decade!

I focus on mid and small-sized companies

My Approach to Investing

Summary

The most important number to me is the return of the Portfolio! I try not to get too emotionally involved with individual companies; if I cut a holding and it immediately bounces, so be it. All that matters is the return of the Portfolio, each month, each year, each decade!

I focus on mid and small-sized companies

ABOUT ME

I launched this website in January 2012 so that I could share with other investors how I manage my investment portfolio; the JIC Portfolio.

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