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John Rosier
Nov 12, 20213 min read
Funds' Portfolio Trades - Out of semiconductors back into gold
#fundsportfoliotrade I hope I’m wrong but what was thought to be a “transitory” bout of inflation looks like it could be rather more...
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John Rosier
Oct 18, 20212 min read
Funds' Portfolio Trades - Blackrock Energy and Resource Income Trust added - funded by three sales
#fundsportfoliotrade Blackrock Energy and Resource Income Trust (BERI.L, Mkt Cap £117m, FTSE Fledgeling Index, 5.0% of JIC Funds'...
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John Rosier
Sep 27, 20212 min read
JIC Funds' Portfolio Trades - Cloud Computing ETF sold - Value Factor ETF bought
#fundsportfoliotrade WisdomTree Cloud Computing ETF (WCLD.L, $60.22 (£4391p), now 0.0% of JIC Funds’ Portfolio) iShares Edge MSCI USA...
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John Rosier
Jul 12, 20211 min read
Funds' Portfolio - Added to Biotech Growth Trust and Fundsmith - Rebalancing complete
#fundsportfoliotrade Following the receipt of proceeds from the partial sale of Chelverton UK Equity growth on Friday, I have today...
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John Rosier
Jul 9, 20211 min read
Funds' Portfolio Trades
#fundsportfoliotrade Further to yesterday’s diary entry I have this morning carried out the planned trades mentioned. I sold 225...
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John Rosier
Mar 25, 20211 min read
Baillie Gifford Shin Nippon - added to the position in JIC Funds' Portfolio
#fundsportfoliotrade Baillie Gifford Shin Nippon (BGS.L, FTSE Mid 250 Index, Market Capitalisation £733m, 239p, 4.5% (target 5.0%) of JIC...
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Jerry Fryars
Mar 16, 202113 min read
JIC Funds Portfolio Trades - 30th June 2020 - 24th March 2021
#fundsportfoliotrade 2nd March 2021 Further rebalancing from Growth to Value The trades in the JIC Funds Portfolio on the 4th and 14th...
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