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John Rosier
Oct 14, 20232 min read
Weekend Roundup
From Marseille #weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the week....
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John Rosier
Oct 14, 20231 min read
Calendar and Dividend Schedule
#calendar #dividends
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John Rosier
Oct 12, 20233 min read
Polar Capital Holdings - Assets under management on 30th September
Polar Capital Holdings (POLR.L, Market Capitalisation: £4343, 437p, 5.0% of JIC Portfolio, Medium Risk/High Reward = 5.0% target)...
327 views0 comments
John Rosier
Oct 11, 20233 min read
JIC Portfolio Trade - New position
#jicportfoliotrade PayPoint: (PAY.L; FTSE Small Cap, Market capitalisation: £380m, 515p, 0.7% of JIC Portfolio. Medium Risk/Medium Reward...
866 views0 comments
John Rosier
Oct 7, 20232 min read
A miserable start to October
This chart from Investing.com shows movement in US Treasury yields since 1st June. #weekendroundup Returns of selected markets over the...
314 views0 comments
John Rosier
Oct 7, 20231 min read
Calendar and Dividend Schedule
#calendar #dividends
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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
Oct 4, 20239 min read
September 2023 Review
Formentor, Mallorca Background How August went, September continued. News on the inflationary front remained encouraging, no more so than...
361 views0 comments
John Rosier
Oct 2, 20232 min read
Renew Holdings - Year-end update - short and sweet!
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £564m, 713p, 2.7% of JIC Portfolio. Medium Risk/Medium Reward = 2.5% target...
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John Rosier
Sep 30, 20232 min read
Weekend Roundup - Another quarter ends - whisper it quietly, the UK equity market outperformed in Q3
Looking north from Mallorca #weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by...
330 views0 comments
John Rosier
Sep 26, 20235 min read
Niox - Half-year results
NIOX Group (CIR, AIM All-Share, Market Cap £296m, 70.4p, 3.8% of JIC Portfolio, Medium Risk/Medium Reward 2.5% target position)...
279 views0 comments
John Rosier
Sep 25, 20232 min read
JIC Portfolio trades
#jicporfoliotrade Hargreaves Lansdown (HL.L FTSE 100, Cap, Market Cap £3.6bn, 828p, 5.0 per cent of JIC Portfolio (Medium Risk/High...
546 views0 comments
John Rosier
Sep 23, 20232 min read
Weekend Roundup - Good news on UK inflation - Has the worm turned?
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...
318 views0 comments
John Rosier
Sep 22, 20231 min read
Calendar and Dividends - Next week Niox H1's and Ecora go ex 2.125 US cents
#dividends #calendar
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John Rosier
Sep 21, 20231 min read
Added to existing position
#jicportfoliotrade IG Group (IGG.L, FTSE Mid-250, Market Cap £2.5bn, 634p, Medium Risk/High Reward, 5.0% target, currently 5.0% of JIC...
504 views0 comments
John Rosier
Sep 19, 20234 min read
Hargreaves Lansdown - Final results look better than expected
Hargreaves Lansdown (HL.L FTSE 100, Cap, Market Cap £3.6bn, 765p, 3.3 per cent of JIC Portfolio (Medium Risk/High Reward 5.0 per cent...
290 views0 comments
John Rosier
Sep 19, 20236 min read
Serica Energy H1 Results - cash gusher
Serica Energy (SQZ.L AIM All-Share, Market Cap £1033m, 268p, 9.2% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
430 views0 comments
John Rosier
Sep 16, 20232 min read
Weekend Roundup - Nice to see big figure changes in the value of both Portfolios
#weekendroundup Recommendation: Listen to Material World on BBC Sounds. Starts Monday as "Book of the Week" Returns of selected markets...
367 views0 comments
John Rosier
Sep 16, 20231 min read
Calendar and Dividend Schedule
#calendar #dividends
136 views0 comments
John Rosier
Sep 15, 20232 min read
JIC Portfolio Transactions - Sold one holding completely and added to an existing position
#jicportfoliotrade BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1166m, 609p, 7.5% of JIC Portfolio (target 7.5%)...
603 views0 comments
John Rosier
Sep 14, 20231 min read
JIC Portfolio Trade - Added to an existing position
#jicportfoliotrade Ecora Resources (previously Anglo Pacific) (ECOR.L, Market Capitalisation: £276m, 109p, 5.0% of JIC Portfolio, Medium...
621 views0 comments
John Rosier
Sep 14, 20234 min read
IG Group - Q1 update - Steady as she goes
IG Group (IGG.L, FTSE Mid-250, Market Cap £2.67bn, 668p, Medium Risk/High Reward, 5.0% target, currently 5.0% of JIC Portfolio) IG Group...
281 views0 comments
John Rosier
Sep 14, 20234 min read
Brooks Macdonald - Results and outlook statement
Brooks Macdonald (BRK.L, Market Capitalisation: £317m, 1930p, 2.3 per cent of JIC Portfolio, Medium Risk/High Reward = 5.0 per cent...
238 views0 comments