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John Rosier
Mar 191 min read
Funds' Portfolio Trades
#fundsportfoliotrade BlackRock World Mining (BRWM) up to a new target of 10.0% - GlobalX Copper Miners ETF (COPG) sold completely I have...
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John Rosier
Dec 13, 20221 min read
Funds' Portfolio Trade - Global X Copper Miners ETF bought
#fundsportfoliotrade Global X Copper Miners ETF: (COPG.L, 2188p, 6.0% of JIC Funds’ Portfolio) Some more unambiguously good news out of...
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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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John Rosier
May 12, 20225 min read
Thumbnail thoughts on each holding - Part II - Holdings 6-10
CentralNic (CNIC.L, AIM All Share, Market Cap £360m, 123p, Medium Risk/High Reward, 5.0% target, currently 6.1% of JIC Portfolio)...
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John Rosier
Mar 28, 20221 min read
Funds' Portfolio- Added to Global X Copper Miners ETF
#fundsportfoliotrade Global X Copper Miners ETF: (COPG.L, 2471p, 5.0% of JIC Funds’ Portfolio) This ETF is a targeted play on copper...
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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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John Rosier
Feb 28, 20221 min read
JIC Portfolio Trades: Central Asia Metals sold - Global X Copper Miners ETF added
#jicportfoliotrade Central Asia Metals (CAML, AIM UK 50, Market Cap £388m, 220p, 0.0% of JIC Portfolio, High Risk/High Reward 5.0% target...
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John Rosier
Feb 10, 20222 min read
Funds' Portfolio - New position
#fundsportfoliotrade Global X Copper Miners ETF: (COPG.L, 2145p, 4.0% of JIC Funds’ Portfolio) This ETF is a targeted play on copper...
631 views0 comments