Search
![Worldwide Healthcare Trust - Added to position in both portfolios](https://static.wixstatic.com/media/cb8ce5_90e532a0d74a479f8e8db48e1e9924d8~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_90e532a0d74a479f8e8db48e1e9924d8~mv2.webp)
John Rosier
Mar 11, 20221 min read
Worldwide Healthcare Trust - Added to position in both portfolios
#jicportfoliotrade #fundsportfoliotrade Worldwide Healthcare Trust (WWH.L, Market Capitalisation; £1986m, FTSE Mid 250 Index, 3065p,...
495 views0 comments
![](https://static.wixstatic.com/media/cb8ce5_d7b3bd5264b6424f91d7d660c9ffbba3~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/cb8ce5_d7b3bd5264b6424f91d7d660c9ffbba3~mv2.webp)
![Funds' Portfolio - Gold Miners ETF increased to 5.0%](https://static.wixstatic.com/media/cb8ce5_d7b3bd5264b6424f91d7d660c9ffbba3~mv2.jpg/v1/fill/w_296,h_222,fp_0.50_0.50,q_90,enc_auto/cb8ce5_d7b3bd5264b6424f91d7d660c9ffbba3~mv2.webp)
John Rosier
Feb 24, 20221 min read
Funds' Portfolio - Gold Miners ETF increased to 5.0%
#fundsportfoliotrade I added L&G Gold Miners ETF (AUCP.L) to the Funds’ Portfolio on 12thNovember. I have this morning increased the...
537 views0 comments
![Fundsmith - Reduced to 4.0% of Funds' Portfolio](https://static.wixstatic.com/media/cb8ce5_cfe1a311126643a78a44a60d6f6cf111~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_cfe1a311126643a78a44a60d6f6cf111~mv2.webp)
John Rosier
Feb 16, 20221 min read
Fundsmith - Reduced to 4.0% of Funds' Portfolio
#fundsportfoliotrade Fundsmith (FUQUIT, 590.5p, 4.0% of JIC Funds’ Portfolio, 4.0% target) Considering Saturday’s #portfoliothoughts...
210 views0 comments
![Funds' Portfolio - New position](https://static.wixstatic.com/media/cb8ce5_c94fc6610c5547a9b0e7ab0ca585aaa2~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_c94fc6610c5547a9b0e7ab0ca585aaa2~mv2.webp)
John Rosier
Feb 10, 20222 min read
Funds' Portfolio - New position
#fundsportfoliotrade Global X Copper Miners ETF: (COPG.L, 2145p, 4.0% of JIC Funds’ Portfolio) This ETF is a targeted play on copper...
631 views0 comments
![Funds' Portfolio Trades - Cash to 16%](https://static.wixstatic.com/media/cb8ce5_0c708abfa30f42dba71d6a53d65391ff~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_0c708abfa30f42dba71d6a53d65391ff~mv2.webp)
John Rosier
Feb 8, 20222 min read
Funds' Portfolio Trades - Cash to 16%
#fundsportfoliotrade #portfoliothoughts I just increased my cash to around 16% of the JIC Funds’ Portfolio. Government bond yields are...
461 views0 comments
![Funds' Portfolio- Further shift to "Value"](https://static.wixstatic.com/media/cb8ce5_6a8a6771334548b2bd349c5f8cb362b6~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_6a8a6771334548b2bd349c5f8cb362b6~mv2.webp)
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...
565 views0 comments
![Added to Biotech Growth Trust in both portfolios to 3.7%](https://static.wixstatic.com/media/cb8ce5_559160d3be6e45b4be7d4267b28431d8~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_559160d3be6e45b4be7d4267b28431d8~mv2.webp)
John Rosier
Jan 24, 20221 min read
Added to Biotech Growth Trust in both portfolios to 3.7%
#jicportfoliotrade #fundsportfoliotrade Biotech Growth Trust (BIOG.L, FTSE Small-Cap Index, Market Cap £390m, 880p, Medium Risk/Medium...
426 views0 comments
![Fundsmith trimmed to 6.0% in Funds' Portfolio](https://static.wixstatic.com/media/cb8ce5_32969c8cccae40eaae3e272e125ef94c~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_32969c8cccae40eaae3e272e125ef94c~mv2.webp)
John Rosier
Jan 21, 20221 min read
Fundsmith trimmed to 6.0% in Funds' Portfolio
#fundsportfoliotrade Fundsmith (FUQUIT, 616.25p, 6.0% of JIC Funds’ Portfolio, 6.0% target) This almost feels like sacrilege, but I have...
630 views0 comments
![Two trades in Funds' Portfolio](https://static.wixstatic.com/media/cb8ce5_2c92a5bcce62470b9a323923544da5b6~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_2c92a5bcce62470b9a323923544da5b6~mv2.webp)
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 &...
531 views0 comments
![Blackrock Energy & Resources Income - Added to position in Funds' Portfolio](https://static.wixstatic.com/media/cb8ce5_8a4e47bed2814b458b267887ea211754~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_8a4e47bed2814b458b267887ea211754~mv2.webp)
John Rosier
Jan 13, 20221 min read
Blackrock Energy & Resources Income - Added to position in Funds' Portfolio
#fundsportfoliotrade Blackrock Energy and Resource Income Trust (BERI.L, Mkt Cap £128m, 111p, FTSE Fledgeling Index, 8.0% of JIC Funds'...
402 views0 comments
![New Funds' Holding - Temple Bar Investment Trust](https://static.wixstatic.com/media/cb8ce5_c9f596e4ced34c8db60b2252c2fc459b~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_c9f596e4ced34c8db60b2252c2fc459b~mv2.webp)
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
![Trades in both Portfolios - Worldwide Healthcare Trust reduced](https://static.wixstatic.com/media/cb8ce5_e3cc04e5e96846ba87baaacc508c9661~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_e3cc04e5e96846ba87baaacc508c9661~mv2.webp)
John Rosier
Jan 10, 20221 min read
Trades in both Portfolios - Worldwide Healthcare Trust reduced
#jicportfoliotrade #fundsportfoliotrade Worldwide Healthcare Trust (WWH.L, Market Capitalisation; £22410m, FTSE Mid 250 Index, 3510p,...
462 views0 comments
![Biotech Growth Trust reduced in both portfolios](https://static.wixstatic.com/media/cb8ce5_e76ee72a01f742f78659367687ccf96e~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_e76ee72a01f742f78659367687ccf96e~mv2.webp)
John Rosier
Jan 7, 20221 min read
Biotech Growth Trust reduced in both portfolios
#jicportfoliotrade #fundsportfoliotrade Biotech Growth Trust (BIOG.L, FTSE Small-Cap Index, Market Cap £450m, 1090p, Medium Risk/Medium...
439 views0 comments
![Baillie Gifford Shin Nippon - Reduced in both the Funds' and JIC Portfolio](https://static.wixstatic.com/media/cb8ce5_8603104ed0c24e2eab5636f1c66533b6~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_8603104ed0c24e2eab5636f1c66533b6~mv2.webp)
John Rosier
Jan 6, 20221 min read
Baillie Gifford Shin Nippon - Reduced in both the Funds' and JIC Portfolio
#jicportfoliotrade #fundsportfoliotrade Baillie Gifford Shin Nippon (BGS.L, FTSE Mid 250 Index, Market Capitalisation £679m, 215p, 2.5%...
486 views0 comments
![Funds' Portfolio Trade - Value Factor ETF up to 6.0%](https://static.wixstatic.com/media/cb8ce5_6f95b1d0520748728d2bc515ecd245fe~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_6f95b1d0520748728d2bc515ecd245fe~mv2.webp)
John Rosier
Jan 5, 20221 min read
Funds' Portfolio Trade - Value Factor ETF up to 6.0%
#Fundsportfoliotrade iShares Edge MSCI USA Value Factor ETF (IUVF.L, 722p, now 6.0% of JIC Funds’ Portfolio) On 27th September I sold...
507 views0 comments
![Partial sale of Premier Miton UK Smaller Companies confirmed](https://static.wixstatic.com/media/cb8ce5_b12d44d0a3f944ab9f578737ae1cd2da~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_b12d44d0a3f944ab9f578737ae1cd2da~mv2.webp)
John Rosier
Dec 21, 20211 min read
Partial sale of Premier Miton UK Smaller Companies confirmed
#fundsportfoliotrade Premier Miton UK Smaller Companies Fund B Accumulation (CGSMLA, 5.0% of the JIC Funds’ Portfolio) Just to confirm...
178 views0 comments
![Funds' Portfolio Trade - Reducing Premier Miton UK Small Companies](https://static.wixstatic.com/media/cb8ce5_e39e46288a3648fea120ab7e835fe139~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_e39e46288a3648fea120ab7e835fe139~mv2.webp)
John Rosier
Dec 20, 20212 min read
Funds' Portfolio Trade - Reducing Premier Miton UK Small Companies
#Fundsportfoliotrade Premier Miton UK Smaller Companies Fund B Accumulation (CGSMLA, 9.6% of the JIC Funds’ Portfolio – reducing to 5.0%)...
435 views0 comments
![Funds' Portfolio Trades - Three changes - cash up to 6.0%](https://static.wixstatic.com/media/cb8ce5_3cdb93dbee6c47f681ebb197f2c8b05d~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_3cdb93dbee6c47f681ebb197f2c8b05d~mv2.webp)
John Rosier
Dec 15, 20213 min read
Funds' Portfolio Trades - Three changes - cash up to 6.0%
#fundsportfoliotrade Three changes to the Funds’ Portfolio. The result of the changes will be that cash rises to 6.0%. In the last week...
551 views0 comments
![Funds' Portfolio Trade - Biotech Growth Trust down to 5.0%](https://static.wixstatic.com/media/cb8ce5_0ff3d3f603504b28a3b02317dcfbabf7~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_0ff3d3f603504b28a3b02317dcfbabf7~mv2.webp)
John Rosier
Dec 6, 20211 min read
Funds' Portfolio Trade - Biotech Growth Trust down to 5.0%
#fundsportfoliotrade Biotech Growth Trust (BIOG.L, FTSE Small-Cap Index, Market Cap £464m, 1112p, Medium Risk/High Reward. 5.0% of JIC...
397 views0 comments
![Worldwide Healthcare Trust reduced in both Portfolios](https://static.wixstatic.com/media/cb8ce5_69562c1b67384724a525e168037ba353~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_69562c1b67384724a525e168037ba353~mv2.webp)
John Rosier
Dec 3, 20211 min read
Worldwide Healthcare Trust reduced in both Portfolios
#jicportfoliotrade #fundsportfoliotrade Worldwide Healthcare Trust (WWH.L, Market Capitalisation; £2345m, FTSE Mid 250 Index, 3510p,...
477 views0 comments