Funds' Portfolio Trades
JIC Portfolio Trades - Holding sold and added to an existing position (Pollen Street)
JIC Portfolio Trade - BlackRock World Mining reduced to 2.5%. Proceeds invested in new position
BlackRock World Mining - Half-year report and some thoughts on my exposure to the trust.
Funds' Portfolio Trades - Added to a position by trimming some others!
Funds' Portfolio Trades
BlackRock World Mining—2023 results and dividend. (Stop Press: Yesterday, the chairman of Serica bought another 20,462 shares at 180p)
A Position is Reduced in Both Portfolios
JIC Portfolio Trade - Added to existing position
JIC Portfolio Transactions - Sold one holding completely and added to an existing position
BlackRock World Mining Trust - Half-year report
Current thoughts on my positions - Part I
Trade in both the JIC and Funds' Portfolio following "Falling Price Review"
BlackRock World Mining - 2022 results and final dividend
Thumbnail New Year review of each position - Numbers 1-5
Today's dividends and BlackRock World Mining update
Adjustments to Funds' Portfolio - Increasing exposure to commodities
Commodity Exposure - Trades
Commodity Exposure III - Likely changes to the JIC Portfolio
Commodity Exposure - How has it performed?