BlackRock World Mining 2/2

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Jul 20, 20221 min read

Funds Portfolio trades

#fundsportfoliotrade Further to my earlier post, I made three trades this morning. I have bought back some of the Blackrock World Mining...

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Big Shift Monday! Non-oil commodity exposure reduced.

John Rosier

May 30, 20222 min read

Big Shift Monday! Non-oil commodity exposure reduced.

#jicportfoliotrade #fundsportfoliotrade BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1344m, 722p, 7.5% of JIC...

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Thumbnail thoughts on each holding - Part I - Holdings 1-5

John Rosier

May 11, 20224 min read

Thumbnail thoughts on each holding - Part I - Holdings 1-5

BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1240m, 670p, 9.6% of JIC Portfolio (target 7.5%) and 13.4% of JIC...

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Blackrock World Mining trimmed in both portfolios

John Rosier

May 5, 20221 min read

Blackrock World Mining trimmed in both portfolios

#jicportfoliotrade #fundsportfoliotrade BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1300m, 725p, 9.9% of JIC...

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Wow, Blackrock World Mining increases the final dividend by 225%

John Rosier

Mar 8, 20226 min read

Wow, Blackrock World Mining increases the final dividend by 225%

BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1408m, 764p, 11.7% of JIC Portfolio (target 7.5%) and 16.3% of JIC...

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Sylvania ex-dividend 2.25p and some commodity charts

John Rosier

Mar 3, 20221 min read

Sylvania ex-dividend 2.25p and some commodity charts

This morning, Sylvania Platinum went ex its windfall dividend of 2.25p per share With commodities on the move again, there are some up to...

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Commodities - Why do I have so much commodity exposure II - Metals

John Rosier

Oct 15, 20214 min read

Commodities - Why do I have so much commodity exposure II - Metals

#portfoliothoughts #books #commodities "The World for Sale" I have just finished a super book, “The World for Sale” by Javier Blas and...

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Blackrock World Mining Trust - H1 results and Q2 dividend increased by 37.5%

John Rosier

Aug 20, 20214 min read

Blackrock World Mining Trust - H1 results and Q2 dividend increased by 37.5%

BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1053m, 573p, 8.5% of JIC Portfolio and 11.5% of JIC Funds Portfolio...

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Blackrock World Mining - Spectacular results from Rio Tinto and Anglo American

John Rosier

Jul 30, 20212 min read

Blackrock World Mining - Spectacular results from Rio Tinto and Anglo American

BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1143m, 622p, 8.8% of JIC Portfolio and 12.4% of JIC Funds Portfolio...

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Quiet morning - just BlackRock World Mining goes ex 4.5p dividend

John Rosier

May 27, 20211 min read

Quiet morning - just BlackRock World Mining goes ex 4.5p dividend

Blackrock World Mining goes ex its Q1 4.5p per share dividend

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BlackRock World Mining - Quarterly dividend increased by 12.5%

John Rosier

Apr 30, 20211 min read

BlackRock World Mining - Quarterly dividend increased by 12.5%

BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1125m, 628p, 9.0% of JIC Portfolio and 14.0% of JIC Funds Portfolio Q1...

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Copper hits nine-year high - JIC Portfolio commodity exposure

John Rosier

Apr 27, 20214 min read

Copper hits nine-year high - JIC Portfolio commodity exposure

With copper closing at a nine year high yesterday, I thought it timely to review the JIC Portfolio’s exposure to commodities. Copper...

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BlackRock World Mining Trust - blog history to 24th March

Jerry Fryars

Mar 3, 202112 min read

BlackRock World Mining Trust - blog history to 24th March

BlackRock World Mining 3rd December 2020 JIC Funds Portfolio Trade BlackRock World Mining to 12.0% Having sold VanEck Vectors Junior Gold...

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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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