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John Rosier
Jan 21, 20241 min read
2024 Share Competition
There will be a competition this year. The starting price will be at close on 31st January 2024. The ending price will be at close on...
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John Rosier
Jan 20, 20243 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...
312 views0 comments
John Rosier
Jan 19, 20241 min read
Calendar and Dividends - Three scheduled updates next week
#calendar #dividends
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John Rosier
Jan 19, 20242 min read
Funds Portfolio Trades - One position was reduced to 5.0%, and a new holding bought.
#fundsportfoliotrade BlackRock Energy & Resources Income Trust: (BERI.L, FTSE Small Cap, Market Cap £138m, 110.5p, 5.0% of Funds’...
525 views0 comments
John Rosier
Jan 18, 20245 min read
Harbour Energy - Year-end trading update and guidance
Harbour Energy (HBR.L, Market Capitalisation: £2.4bn, 295p, 6.7% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight)....
315 views0 comments
John Rosier
Jan 18, 20242 min read
Niox - Trading update
Niox Group (CIR, AIM All-Share, Market Cap £265m, 63p, 4.3% of JIC Portfolio, Medium Risk/High Reward 5.0% target position)...
274 views0 comments
John Rosier
Jan 17, 20242 min read
Fundsmith - Terry Smith's annual letter to shareholders
Fundsmith Equity Fund: (FUQUIT, 657.18p, 10.8% of JIC Funds’ Portfolio, 10.0% target weight but could go higher.) Terry Smith’s...
378 views0 comments
John Rosier
Jan 15, 20243 min read
JIC Portfolio Trade - New holding
#jicportfoliotrade Jet2 (JET2.L, AIM 50, Market Cap £2.7bn, 1291p, Medium Risk/High Reward, 5.0% target, currently 2.5% of JIC Portfolio)...
634 views0 comments
John Rosier
Jan 15, 20242 min read
JIC Portfolio Trade - Position sold
#jicportfoliotrade RS Group (RS1.L, FTSE 100, Market Cap £3.6bn, 758p, Medium Risk/High Reward, 0.0% target, currently 0.0% of JIC...
498 views0 comments
John Rosier
Jan 13, 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...
351 views0 comments
John Rosier
Jan 12, 20241 min read
Calendar and Dividend Schedule
#dividends #calendar
165 views0 comments
John Rosier
Jan 11, 20243 min read
Polar Capital Holdings - Encouraging Q3
Polar Capital Holdings (POLR.L, Market Capitalisation: £459m, 453p, 5.3% of JIC Portfolio, Medium Risk/High Reward = 5.0% target)...
335 views0 comments
John Rosier
Jan 10, 20242 min read
Funds' Portfolio Trade - Time to grasp the nettle!
#fundsportfoliotrade BH Macro Ltd (BHMG.L, FTSE Mid 250, Market Cap £1.43bn, £362p, 0.0 per cent of Funds’ Portfolio, (0.0 per cent...
543 views0 comments
John Rosier
Jan 10, 20241 min read
2024 Share Competition
Due to popular demand, there will be a 2024 share competition. This year, the competition will run from closing prices on 31st January to...
252 views0 comments
John Rosier
Jan 9, 20248 min read
Shoe Zone - Results in line with upgraded forecasts and it is paying a nice final and special dividend
Shoe Zone (SHOE.L AIM All-Share, Market Cap £104m, 225p, 5.1 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
288 views0 comments
John Rosier
Jan 8, 20249 min read
December 2023 Review
Background It was a tremendous end to the year for equity and bond investors. Inflation on both sides of the Atlantic came in below...
397 views0 comments
John Rosier
Jan 6, 20242 min read
Weekend Roundup - The first week of January sees some of December's gains given up.
#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the last week. Sorted by the...
324 views0 comments
John Rosier
Jan 5, 20241 min read
Calendar and Dividends
#dividends #calendar The final dividend income tally for 2023 was £35,809, up from £31,104 in 2022. 2024 Dividends Calendar Next week, we...
219 views0 comments
John Rosier
Jan 2, 20241 min read
2023 Competition Results
The full table is below. Upstart Holdings was the best performer, followed by Tesla. Whether Upstart is profitable is debatable, but for...
397 views0 comments
John Rosier
Dec 30, 20232 min read
Weekend Roundup - Super end to 2023
#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the year. Sorted by the last...
496 views0 comments
John Rosier
Dec 23, 20232 min read
Weekend Roundup - 2023 is ending with a flourish
Returns of selected markets over the last week and since 1st January. This week is sorted by the week. Sorted by the last year can be...
465 views0 comments
John Rosier
Dec 22, 20239 min read
Christmas comes early! Harbour Energy acquires a portfolio of assets in a transformative deal.
Harbour Energy (HBR.L, Market Capitalisation: £2.3bn, 295p, 6.1% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight)....
400 views0 comments
John Rosier
Dec 20, 20231 min read
JIC Portfolio Trade - Added to existing position
#jicportfoliotrade BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1103m, 678p, 7.5% of JIC Portfolio (target 7.5%)...
622 views0 comments
John Rosier
Dec 19, 20232 min read
Rising Review Price breached - Renew Holdings
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £662m, 844.5p, 4.3% of JIC Portfolio. Medium Risk/High Reward = 5.0% target...
287 views0 comments