Search
John Rosier
Jan 292 min read
Funds' Portfolio - Analysis and some changes coming
#fundsportfoliocomment The table below shows the geographic and thematic breakdown of the Funds’ Portfolio. It also shows the exposure to...
340 views0 comments
John Rosier
Jul 25, 20235 min read
Funds' Portfolio Review
#fundsportfoliocomment This year has been a challenging period for the Funds’ Portfolio. Since 31st December, it is down 2.4 per cent....
369 views0 comments
John Rosier
Jul 20, 20224 min read
Funds' Portfolio - second anniversary review part II
#fundsportfoliocomment The breakdown of the Funds’ Portfolio as of July 2021 And as of July 2022 – New positions shaded in orange and...
330 views0 comments
John Rosier
Jul 18, 20222 min read
Funds' Portfolio - Second-anniversary performance review
#fundsportfoliocomment What a difference a year makes! Writing last year’s review was more enjoyable than writing this year’s. The JIC...
351 views0 comments
John Rosier
Mar 7, 20222 min read
Thoughts and a few more charts
#portfoliothoughts #fundsportfoliocomment A “strategy report” by BCA Research received a lot of publicity over the weekend. My summary of...
486 views0 comments
John Rosier
Feb 16, 20221 min read
Funds' Portfolio - Geographic and thematic distribution - Now and last April
#fundsportfoliocomment The table below shows the distribution of the Funds’ Portfolio across geographic regions and themes. It includes...
381 views0 comments
John Rosier
Jul 8, 20212 min read
Funds' Portfolio - Some changes following its first anniversary
#fundsportfoliocomment Further to my post of 6th July, reviewing the Funds’ Portfolio’s first year, I have decided on some changes for...
402 views0 comments
John Rosier
Jul 6, 20213 min read
JIC Funds' Portfolio - 1st anniversary
#fundsportfoliocomment In its first 12 months to 30th June 2021, the JIC Funds’ Portfolio gained 34.5%, nicely ahead of the 25.0% for its...
263 views0 comments
John Rosier
Apr 23, 20214 min read
Funds' Portfolio - Top holdings and Risk
#fundsportfoliocomment On 6th April I published a high level look through of the JIC Funds’ portfolio. It can be found HERE Further...
397 views0 comments
John Rosier
Apr 6, 20211 min read
JIC Funds'Portfolio - High-level look-through
#fundsportfoliocomment A high-level look-through as at 1st April 2021 A reminder of what it looked like on 30th June last year. Since...
69 views0 comments