Search
John Rosier
Oct 282 min read
One year since the 2023 low in UK Aim, mid-caps, small-caps and the JIC Portfolio!
#portfoliothoughts Just over a year ago, in response to market malaise, I wrote a couple of diary entries (6th and 17th October) with...
295 views0 comments
John Rosier
Apr 251 min read
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...
350 views0 comments
John Rosier
Feb 233 min read
Observations!
#portfoliothoughts I have just read the Herald Investment Trust 2023 Accounts. I was alerted to the following text in the manager’s...
451 views0 comments
John Rosier
Dec 18, 20233 min read
Funds' Portfolio - Thoughts
#portfoliothoughts The Funds’ Portfolio as of Friday night: This morning, I adjusted the target weights so that the total adds up to 100...
458 views0 comments
John Rosier
Oct 6, 20235 min read
A torrid start to October
#portfoliothoughts Background: Over the last few years, longer-term government bond yields have increased decisively on both sides of the...
402 views0 comments
John Rosier
Jul 12, 20235 min read
Current thoughts on my positions - Part II
#portfoliothoughts Ecora Resources: last comment on 26th April – “Ecora resources – Q1 update” Little to the 26th of April conclusion....
626 views0 comments
John Rosier
Jul 11, 20236 min read
Current thoughts on my positions - Part I
#portfoliothoughts Bioventix: Last commented on it in March with its interim results – “Another six months of robust growth -dividend up...
752 views0 comments
John Rosier
Jun 19, 20234 min read
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...
408 views0 comments
John Rosier
May 19, 20234 min read
Stop losses and all that! Introduction of "Falling Price Reviews"
#portfoliothoughts Yesterday, I was preparing for a podcast with “Fund Your Retirement”, which will be published in a few weeks’ time. I...
437 views0 comments
John Rosier
Apr 28, 20233 min read
Definition of a Bear Market
#portfoliothoughts “A phase of falling prices when you can no longer bear to think about what a fool you were for not selling your...
398 views0 comments
John Rosier
Mar 15, 20232 min read
Market/Portfolio thoughts
#portfoliothoughts As another difficult day draws to a close, time to dust off an old favourite from Jason Zweig: Definition of a bear...
546 views0 comments
John Rosier
Jan 9, 20231 min read
JIC 2023 Stock Competition Entries
#portfoliothoughts Thank you to all those who entered this year's competition. The entries are below, sorted by the number of times a...
434 views0 comments
John Rosier
Oct 24, 20222 min read
Commodity Exposure - How has it performed?
#portfoliothoughts #commodities A year ago, I posted two diary entries outlining why I had such a high exposure to commodities: Here and...
483 views0 comments
John Rosier
Sep 29, 20223 min read
All-Weather Portfolio - makes sense for some investors
#portfoliothoughts In the 16th September issue of the Investors' Chronicle, the cover article was “An All-Weather portfolio – The...
409 views0 comments
John Rosier
May 17, 20226 min read
Thumbnail thoughts on each holding Part III. Stocks 11-15
#portfoliothoughts K3 Capital: (K3C.L, AIM All Share: Market Cap £165m, 225p, 4.5% of JIC Portfolio, Medium Risk/High Reward, target 5.0%)...
534 views0 comments
John Rosier
May 10, 20223 min read
Thoughts!
#portfoliothoughts A horrible start to May and the year, with NASDAQ down 5.8% this month (25.7% year-to-date), FTSE AIM down 7.5%...
510 views0 comments
John Rosier
Mar 18, 20221 min read
Annual Review of Dividend Income
#portfoliothoughts Annual Review of Dividend Income In its first year back in 2012, the JIC Portfolio generated dividend income of...
332 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 24, 20223 min read
Thinking out loud, again - Ukraine!
#portfoliothoughts I came across this chart the other day. I think it’s quite the best I have seen in a long time. The dark blue column...
588 views0 comments
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