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John Rosier
Oct 152 min read
Funds' Portfolio Trades - Mrs Rosier is not unhappy with her SIPP's performance, but she thinks her manager could do better!
#fundsportfoliotrade I will do a full review of the Funds’ Portfolio before the end of the month. In the meantime, I have added a new...
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John Rosier
Feb 293 min read
Smithson Annual Report - Spend your time wisely and pick your stocks carefully!
Smithson Investment Trust (SSON.L FTSE 250 Index. Market Capitalisation: £2,170m, 1373p, 5.6% of JIC Funds Portfolio (target 6.0%) Report...
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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
May 12, 20221 min read
Added to Smithson and Fundsmith in Funds' Portfolio
#fundsportfoliotrade Smithson Investment Trust (SSON.L FTSE 250 Index. Market Capitalisation: £2,278m, 1249p, 4.0% of JIC Funds...
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John Rosier
Mar 16, 20223 min read
Smithson 2021 Results - Another good year
Smithson Investment Trust (SSON.L FTSE 250 Index. Market Capitalisation: £2,647m, 1543p, 2.7% of JIC Funds Portfolio, (target 3.0%)...
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John Rosier
Jan 19, 20221 min read
Two trades in Funds' Portfolio
#fundsportfoliotrade Cash in the Funds’ Portfolio has fallen back to 5.5% as I have added to “Value” areas such as Blackrock Energy &...
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John Rosier
Aug 10, 20212 min read
Smithson - Half Year Report
Smithson Investment Trust (SSON.L FTSE 250 Index. Market Capitalisation: £3,051m, 1887p, 3.8% of JIC Funds Portfolio, (target 4.0%)...
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John Rosier
Mar 18, 20216 min read
Smithson - blog history to 24th march
18th March 2021 Smithson Investment Trust (SSON.L FTSE 250 Index. Market Capitalisation: £2,478m, 1630p, 3.6% of JIC Funds Portfolio,...
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