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John Rosier
Jan 291 min read
Funds' Portfolio Trades - Some rebalancing
#jicportfoliotrades Further to my earlier post, I have added Polar Capital Technology to the Funds’ Portfolio. Polar Capital Technology...
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John Rosier
Nov 10, 20221 min read
Adjustments to Funds' Portfolio - Increasing exposure to commodities
#fundsportfoliotrade I try to ensure consistency between the JIC Portfolio and the Funds’ Portfolio regarding themes. Commodity exposure:...
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John Rosier
Mar 24, 20224 min read
Temple Bar results and proposed 5 for 1 share split
Temple Bar Investment Trust (TMPL, FTSE Small Cap Index, Market Cap £764m, 1157p, 9.1% of Funds’ Portfolio, 10.0% target position)...
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John Rosier
Jan 26, 20222 min read
Funds' Portfolio- Further shift to "Value"
#fundsportfoliotrade In a move that I think makes sense given my more cautious approach this year, I have this morning reduced Blackrock...
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John Rosier
Jan 12, 20222 min read
New Funds' Holding - Temple Bar Investment Trust
#fundsportfoliotrade Temple Bar Investment Trust (TMPL, FTSE Small Cap Index, Market Cap £782m, 1204p, 6.0% of Funds’ Portfolio, 6.0%...
587 views0 comments