Fidelity Asian Values

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Funds' Portfolio Trades - I have added a new position, funded by the sale of another

Mar 4, 20241 min read

Funds' Portfolio Trades - I have added a new position, funded by the sale of another

#fundsportfoliotrades Herald Investment Trust (HRI.L FTSE 250 Index, Market Cap £1162m, 2120p, 5.0 per cent of Funds' Portfolio, (5.0%...

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John Rosier

Jun 5, 20232 min read

Funds' Portfolio trade - New Position

#fundsportfoliotrade Fidelity Asian Values (FAS.L FTSE Small Cap, Market Cap £371m, 523p, 5.0 per cent of Funds’ Portfolio. Fidelity...

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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.

Contact Us

REFER A FRIEND AND
CLAIM REWARDS!

Funds' Portfolio Trades - I have added a new position, funded by the sale of another

Funds' Portfolio trade - New Position

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.

Contact Us

REFER A FRIEND AND CLAIM REWARDS!

Funds' Portfolio Trades - I have added a new position, funded by the sale of another

Funds' Portfolio trade - New Position

REFER A FRIEND AND
CLAIM REWARDS!