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John Rosier
Jun 1, 20232 min read
Funds' Portfolio trades - a few changes
#fundsportfoliotrade A few changes to the Funds’ Portfolio. A quick glance at the table below shows the Discount to NAV that the...
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John Rosier
Mar 2, 20232 min read
Five trades in JIC Portfolio - Tidying up and rejigging! Forecast dividend income increases
#jicportfoliotrade Ecofin Global Utilities and Infrastructure Trust (EGL.L, FTSE Small-Cap Index, Market Cap £242m, 214p, Medium...
655 views0 comments
John Rosier
Jan 26, 20234 min read
Thumbnail review of each position part II - Stocks 6-10
Ecora Resources (ECOR.L, Market Capitalisation: £387m, 151p, 5.7% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight) ...
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John Rosier
Dec 20, 20223 min read
Ecofin Global Utilities & Infrastructure results - Doing what it says on the tin!
Ecofin Global Utilities and Infrastructure Trust (EGL.L, FTSE Small-Cap Index, Market Cap £230m, 205p, Medium Risk/High Reward. 5.0 per...
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John Rosier
Nov 10, 20221 min read
Adjustments to Funds' Portfolio - Increasing exposure to commodities
#fundsportfoliotrade I try to ensure consistency between the JIC Portfolio and the Funds’ Portfolio regarding themes. Commodity exposure:...
659 views0 comments
John Rosier
Nov 9, 20221 min read
Glencore up to 5.0%, Harbour Energy up to 4.0% - funded by reducing Ecofin Global Utilities to 5.0%
#jicportfoliotrade Ecofin Global Utilities and Infrastructure Trust (EGL.L, FTSE Small-Cap Index, Market Cap £25241p, Medium Risk/High...
536 views0 comments
John Rosier
Oct 12, 20222 min read
Comment on renewable energy generators - difficult without detail from the government
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £591m, 97p, 7.4% of JIC Portfolio (7.5% target) and 8.9% of...
438 views0 comments
John Rosier
Aug 22, 20223 min read
Busy Monday morning - New holding added to both portfolios
#jicportfoliotrade #fundsportfoliotrade Ecofin Global Utilities and Infrastructure Trust (EGL.L, FTSE Small-Cap Index, Market Cap £254m,...
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