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John Rosier
Oct 31, 20241 min read
Trade in both Portfolios - Added to an existing position
#jicportfoliotrades #fundsportfoliotrades L&G Gold Miners ETF (AUCP.L) Price 3478p 5.0% of the Funds’ Portfolio and 5.0% of the JIC...
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John Rosier
Oct 30, 20242 min read
JIC Portfolio Trades - Two positions reduced to 5.0% each - Provides a little cash for re-investment
#jicportfoliotrades Serica Energy (SQZ.L AIM All-Share, Market Cap £550m, 143p, 5.5% of JIC Portfolio, (Low Risk/High Reward, 5.0%...
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John Rosier
Oct 29, 20241 min read
JIC Portfolio Trade - Added to existing position
#jicportfoliotrades NIOX Group (NIOX, AIM All-Share, Market Cap £262m, 62p, 3.0% of JIC Portfolio, Medium Risk/High Reward 3.0% target...
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John Rosier
Jul 24, 20241 min read
JIC Portfolio Trades - Increased two positions to 3.0%, funded by the complete sale of another
#jicportfoliotrades Wilmington (WIL.L.  Market capitalisation: £338m, 375p, 3.0% of JIC Portfolio. Medium Risk/High Reward = 3.0% target...
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John Rosier
Jun 19, 20241 min read
JIC Portfolio Trades - Added to an existing position. Funded by reduction of Hargreaves Lansdown to 2.0%
#jicportfoliotrades Further to my earlier post, I have bought back the shares in NextEnergy Solar Fund that I sold on 6th February. I...
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John Rosier
Jun 18, 20241 min read
JIC Portfolio Trades - Two existing positions increased to target weights
#jicportfoliotrades With the proceeds of my sale of Hargreaves Lansdown to 3.0%, I have increased two positions up to their target...
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John Rosier
Feb 5, 20241 min read
JIC Portfolio Trades - Trimmed a position to add to today's big faller!
#jicportfoliotrades Serica Energy (SQZ.L AIM All-Share, Market Cap £700m, 179p, 7.0% of JIC Portfolio, (Low Risk/High Reward, 7.5%...
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John Rosier
Jan 29, 20241 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 15, 20231 min read
JIC Portfolio Trades: Tinkering!
#jicportfoliotrades Shoe Zone (SHOE.L AIM All-Share, Market Cap £109m, 234p, 5.0 per cent of JIC Portfolio, (Medium Risk/High Reward,...
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John Rosier
Aug 22, 20223 min read
JIC Portfolio - sales to raise cash for the purchase of Ecofin Global Utilities...
#jicportfoliotrades You can’t make an omelette without breaking some eggs! To finance the purchase of Ecofin Global Utilities and...
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