JP Morgan American

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Funds' Portfolio Trade - Added to an Existing Position

Jan 26, 20241 min read

Funds' Portfolio Trade - Added to an Existing Position

#fundsportfoliotrade JP Morgan American Investment Trust (JAM.L, FTSE Mid 250, Market Capitalisation: £1.6bn, 886p, 6.2% of Funds’...

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Funds Portfolio Trades - One position was reduced to 5.0%, and a new holding bought.

John Rosier

Jan 19, 20242 min read

Funds Portfolio Trades - One position was reduced to 5.0%, and a new holding bought.

#fundsportfoliotrade BlackRock Energy & Resources Income Trust: (BERI.L, FTSE Small Cap, Market Cap £138m, 110.5p, 5.0% of Funds’...

524 views0 comments

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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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