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Commodity Exposure - How has it performed?
#portfoliothoughts #commodities
John Rosier
Oct 24, 20222 min read
483 views
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Funds Portfolio trades
#fundsportfoliotrade
John Rosier
Jul 20, 20221 min read
506 views
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Big Shift Monday! Non-oil commodity exposure reduced.
#jicportfoliotrade #fundsportfoliotrade
John Rosier
May 30, 20222 min read
684 views
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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...
John Rosier
May 11, 20224 min read
672 views
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Blackrock World Mining trimmed in both portfolios
#jicportfoliotrade #fundsportfoliotrade
John Rosier
May 5, 20221 min read
439 views
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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...
John Rosier
Mar 8, 20226 min read
418 views
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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...
John Rosier
Mar 3, 20221 min read
415 views
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Commodities - Why do I have so much commodity exposure II - Metals
#portfoliothoughts #books #commodities
John Rosier
Oct 15, 20214 min read
497 views
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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...
John Rosier
Aug 20, 20214 min read
404 views
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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...
John Rosier
Jul 30, 20212 min read
291 views
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Quiet morning - just BlackRock World Mining goes ex 4.5p dividend
Blackrock World Mining goes ex its Q1 4.5p per share dividend
John Rosier
May 27, 20211 min read
60 views
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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...
John Rosier
Apr 30, 20211 min read
264 views
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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.
John Rosier
Apr 27, 20214 min read
510 views
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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...
Jerry Fryars
Mar 3, 202112 min read
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