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John Rosier
Mar 12, 20242 min read
Shoe Zone - Could have done without that!
This is a first - on my mobile in a taxi! I'm away for a few days and having just landed in Turin, I see Shoe Zone is down 14% at 240p....
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John Rosier
Mar 9, 20242 min read
Weekend Roundup
#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the last week. Sorted by the...
346 views0 comments
John Rosier
Mar 9, 20241 min read
Calendar and Dividends
#calendar #dividends JIC Portfolio Funds' Portfolio
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John Rosier
Mar 8, 20244 min read
BlackRock World Mining—2023 results and dividend. (Stop Press: Yesterday, the chairman of Serica bought another 20,462 shares at 180p)
BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £988m, 515p, 4.8% of JIC Portfolio (target 5.0%) and 4.6% of JIC Funds...
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John Rosier
Mar 7, 20241 min read
Updated Funds' Portfolio table, director buying and commodities
Director buying : Premier Foods chairman Colin Day bought 50,000 shares yesterday when the share price was up 10% to 153p. Serica Energy...
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John Rosier
Mar 7, 20244 min read
Harbour Energy - Results
Harbour Energy (HBR.L, Market Capitalisation: £2.1bn, 273p, 4.0% of JIC Portfolio, Medium Risk/High Reward =4.0% target weight)....
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John Rosier
Mar 7, 20243 min read
Serica Energy - Increases its Reserves
Serica Energy (SQZ.L AIM All-Share, Market Cap £700m, 172p, 6.6% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
344 views0 comments
John Rosier
Mar 6, 20242 min read
Premier Foods - Pension Fund agreement boosts annual cash flow
Premier Foods (PFD.L, FTSE 250, Market Cap £1.2bn, 138.8p, Medium Risk/High Reward, 5.0 per cent target, currently 4.2% of JIC Portfolio)...
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John Rosier
Mar 5, 20249 min read
February 2024 Review
Background February proved to be a profitable month for equities, particularly in Japan. The Nikkei 225 index experienced a surge of...
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John Rosier
Mar 4, 20241 min read
JIC Portfolio Trade - New Position
#jicportfoliotrade Herald Investment Trust (HRI.L FTSE 250 Index, Market Cap £1162m, 2123p, 2.5% of JIC Portfolio, (2.0% target), 5.0% of...
535 views0 comments
John Rosier
Mar 4, 20241 min read
Funds' Portfolio Trades - I have added a new position, funded by the sale of another
#fundsportfoliotrades Herald Investment Trust (HRI.L FTSE 250 Index, Market Cap £1162m, 2120p, 5.0 per cent of Funds' Portfolio, (5.0%...
555 views0 comments
John Rosier
Mar 4, 20241 min read
JIC Portfolio Trade
#jicportfoliotrade ME International (MEGP.L FTSE 250 Index, Market Cap £628m, 165p, 5.0 per cent of JIC Portfolio, (Medium Risk/High...
441 views0 comments
John Rosier
Mar 4, 202411 min read
JP Morgan Growth & Income - H1 Results
JP Morgan Global Growth and Income (JGGI.L, FTSE Mid 250, Market Cap £2.4bn, £550p, 7.4 per cent of Funds’ Portfolio, (7.0 per cent...
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John Rosier
Mar 4, 20241 min read
Using funds to increase overseas exposure in the JIC Portfolio
In my January Review, I said: “I also looked at earlier years of the JIC Portfolio. In addition to my UK stock positions, I used to have...
367 views0 comments
John Rosier
Mar 2, 20242 min read
Weekend Roundup
#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the last week. Sorted by the...
338 views0 comments
John Rosier
Mar 2, 20241 min read
Calendar and Dividend Schedule (for both funds)
#calendar #dividends JIC Portfolio Dividends Funds' Portfolio Dividends
131 views0 comments
John Rosier
Mar 1, 20244 min read
The European Smaller Companies Trust - H1 results
The European Smaller Companies Trust (ESCT, FTSE Mid-250, Mkt cap. £627m, 164p and 4.0% of the Funds’ Portfolio, 4.0 per cent target). On...
265 views0 comments
John Rosier
Mar 1, 20242 min read
Luceco - Sensible acquisition
Luceco (LUCE.L; AFTSE Small Cap. Market capitalisation: £225m, 140p, 2.3% of JIC Portfolio. Medium Risk/High Reward = 4.0% target weight)...
283 views0 comments
John Rosier
Feb 29, 20243 min read
Smithson Annual Report - Spend your time wisely and pick your stocks carefully!
Smithson Investment Trust (SSON.L FTSE 250 Index. Market Capitalisation: £2,170m, 1373p, 5.6% of JIC Funds Portfolio (target 6.0%) Report...
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John Rosier
Feb 29, 20245 min read
NextEnergy Solar Fund - Quarterly update
NextEnergy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £443m, 75p, 3.7 per cent of JIC Portfolio (4.0 per cent...
373 views0 comments
John Rosier
Feb 26, 20241 min read
Funds' Portfolio Trades - One position sold, another increased
#fundsportfoiliotrade As I hinted in my Weekend Roundup, I have increased my exposure to Nippon Active Value Fund to 10.0% of the Funds’...
531 views0 comments
John Rosier
Feb 24, 20243 min read
Weekend Roundup
No rain this morning! #weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the...
355 views0 comments
John Rosier
Feb 23, 20243 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...
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John Rosier
Feb 22, 20244 min read
And now Sylvania Platinum Interims
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £140m, 47.5p, 2.5% of JIC Portfolio, Medium Risk/High Reward = 2.5% target weight....
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