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![Commodity Exposure - Trades](https://static.wixstatic.com/media/cb8ce5_d4a740dad7b14d01a13f03b58981c29c~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_d4a740dad7b14d01a13f03b58981c29c~mv2.webp)
John Rosier
Oct 26, 20221 min read
Commodity Exposure - Trades
#jicportfoliotrade Trades: I have cut my position in Lloyds Banking Group: The positive argument for holding Lloyds is that it should...
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![Lloyds Banking Group - H1 results](https://static.wixstatic.com/media/cb8ce5_c546821ab4074bddaeaf583bf08265cf~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_c546821ab4074bddaeaf583bf08265cf~mv2.webp)
John Rosier
Jul 27, 20226 min read
Lloyds Banking Group - H1 results
Lloyds Banking Group (LLOY.L, FTSE 100, Market capitalisation, £30bn, 43.5p and 5.2% of JIC Portfolio, (Medium Risk/High Reward = Target...
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![Added to Lloyds Bank, Biotech Growth and SDI in JIC Portfolio and Biotech Growth in Funds' Portfolio](https://static.wixstatic.com/media/cb8ce5_91a0885723b04188924de0b9ec783560~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_91a0885723b04188924de0b9ec783560~mv2.webp)
John Rosier
May 12, 20222 min read
Added to Lloyds Bank, Biotech Growth and SDI in JIC Portfolio and Biotech Growth in Funds' Portfolio
#jicportfoliotrade #fundsportfoliotrade For what it's worth, and that's not much, I think we are at or close to a short term crescendo of...
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![](https://static.wixstatic.com/media/cb8ce5_7c12748a9a644822b006795319bc6699~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/cb8ce5_7c12748a9a644822b006795319bc6699~mv2.webp)
![Thumbnail thoughts on each holding - Part II - Holdings 6-10](https://static.wixstatic.com/media/cb8ce5_7c12748a9a644822b006795319bc6699~mv2.jpg/v1/fill/w_296,h_222,fp_0.50_0.50,q_90,enc_auto/cb8ce5_7c12748a9a644822b006795319bc6699~mv2.webp)
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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![Lloyds Banking Group - Solid Q1](https://static.wixstatic.com/media/cb8ce5_c546821ab4074bddaeaf583bf08265cf~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_c546821ab4074bddaeaf583bf08265cf~mv2.webp)
John Rosier
Apr 27, 20222 min read
Lloyds Banking Group - Solid Q1
Lloyds Banking Group (LLOY.L, FTSE 100, Market capitalisation, £33bn, 46p and 4.9% of JIC Portfolio, (Medium Risk/High Reward = Target...
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![Added to Lloyds Bank Group in the JIC Portfolio](https://static.wixstatic.com/media/cb8ce5_b78774ab324b43e6869ff3831335d966~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_b78774ab324b43e6869ff3831335d966~mv2.webp)
John Rosier
Feb 24, 20221 min read
Added to Lloyds Bank Group in the JIC Portfolio
#jicportfoliotrade Lloyds Banking Group (LLOY.L, FTSE 100, Market capitalisation, £33bn, 46.4p and 5.2% of JIC Portfolio, (Medium...
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![Lloyds Bank Results. Portfolio thoughts later!](https://static.wixstatic.com/media/cb8ce5_7700848691bd4b9982e4f59fe4c51fb2~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_7700848691bd4b9982e4f59fe4c51fb2~mv2.webp)
John Rosier
Feb 24, 20223 min read
Lloyds Bank Results. Portfolio thoughts later!
Lloyds Banking Group (LLOY.L, FTSE 100, Market capitalisation, £37bn, 52.25p and 5.2% of JIC Portfolio, (Medium Risk/High Reward = Target...
369 views0 comments