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One year since the 2023 low in UK Aim, mid-caps, small-caps and the JIC Portfolio!
#portfoliothoughts
John Rosier
Oct 28, 20242 min read
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Catch up with John Hughman (recorded yesterday) and a brief comment on Serica Energy.
#portfoliothoughts Yesterday, in addition to listening to the Serica Energy results presentation, I chatted with John Hughman, formerly...
John Rosier
Apr 25, 20241 min read
373 views
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Observations!
#portfoliothoughts I have just read the Herald Investment Trust 2023 Accounts. I was alerted to the following text in the manager’s...
John Rosier
Feb 23, 20243 min read
451 views
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Funds' Portfolio - Thoughts
#portfoliothoughts
John Rosier
Dec 18, 20233 min read
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A torrid start to October
#portfoliothoughts
John Rosier
Oct 6, 20235 min read
402 views
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Current thoughts on my positions - Part II
#portfoliothoughts
John Rosier
Jul 12, 20235 min read
626 views
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Current thoughts on my positions - Part I
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John Rosier
Jul 11, 20236 min read
754 views
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Just buy the NASDAQ?
#portfoliothoughts The other day I was asked whether one should give up stock picking and just buy the NASDAQ. The question is because...
John Rosier
Jun 19, 20234 min read
408 views
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Stop losses and all that! Introduction of "Falling Price Reviews"
#portfoliothoughts
John Rosier
May 19, 20234 min read
438 views
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Definition of a Bear Market
#portfoliothoughts
John Rosier
Apr 28, 20233 min read
398 views
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Market/Portfolio thoughts
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John Rosier
Mar 15, 20232 min read
546 views
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JIC 2023 Stock Competition Entries
#portfoliothoughts
John Rosier
Jan 9, 20231 min read
434 views
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Commodity Exposure - How has it performed?
#portfoliothoughts #commodities
John Rosier
Oct 24, 20222 min read
483 views
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All-Weather Portfolio - makes sense for some investors
#portfoliothoughts
John Rosier
Sep 29, 20223 min read
409 views
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Thumbnail thoughts on each holding Part III. Stocks 11-15
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John Rosier
May 17, 20226 min read
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Thoughts!
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John Rosier
May 10, 20223 min read
510 views
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Annual Review of Dividend Income
#portfoliothoughts
John Rosier
Mar 18, 20221 min read
332 views
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Thoughts and a few more charts
#portfoliothoughts #fundsportfoliocomment
John Rosier
Mar 7, 20222 min read
486 views
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Thinking out loud, again - Ukraine!
#portfoliothoughts
John Rosier
Feb 24, 20223 min read
588 views
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Fundsmith - Reduced to 4.0% of Funds' Portfolio
#fundsportfoliotrade
John Rosier
Feb 16, 20221 min read
210 views
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