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John Rosier
Nov 16, 20241 min read
Calendar and Dividend Schedule
#calendar #dividends
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John Rosier
Nov 15, 20241 min read
JIC Portfolio Trade - Added to existing position
#jicportfoliotrade Premier Foods (PFD.L, FTSE 250, Market Cap £1.6bn, 180p, Medium Risk/High Reward, 5.0 per cent target, currently 5.0%...
386 views0 comments
John Rosier
Nov 14, 20241 min read
Added to Gold Miners ETF in both Portfolios
#jicportfoliotrade #fundsportfoliotrade L&G Gold Miners ETF (AUCP.L) Price 3076p 5.0% of the Funds’ Portfolio and 5.0% of the JIC...
366 views0 comments
John Rosier
Nov 14, 20245 min read
Premier Foods - H1 Results - Solid progress
Premier Foods (PFD.L, FTSE 250, Market Cap £1.6bn, 188p, Medium Risk/High Reward, 5.0 per cent target, currently 4.4% of JIC Portfolio) ...
197 views0 comments
John Rosier
Nov 13, 20245 min read
NGEx Minerals - Q3 Results
NGEx Minerals (TSX: NGEX, Market Cap C$ 2.2bn (£1.25bn) C$ 11.38 (640p) High Risk/High Reward, 4.0% target, currently 4.0% of JIC...
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John Rosier
Nov 12, 20241 min read
PayPoint - Rising Price Review
PayPoint: (PAY.L; FTSE Small Cap, Market capitalisation: £589m, 809p, 5.5% of JIC Portfolio. Medium Risk/High Reward = 5.0% target...
243 views0 comments
John Rosier
Nov 12, 20242 min read
Funds' Portfolio Trade - The return of the VT Argonaut Absolute Return Fund
#fundsportfoliotrade Argonaut Absolute Return Fund (2FHAAK, 291p, 5.0 of JIC Funds’ Portfolio Objective: To provide positive absolute...
417 views0 comments
John Rosier
Nov 12, 20243 min read
4imprint - Trading update
4imprint (FOUR.L, FTSE 250, Market Cap £1.74bn, 6190p, Medium Risk/High Reward, 2.9 per cent target, currently 3.0% of JIC Portfolio) ...
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John Rosier
Nov 11, 20242 min read
Funds' Portfolio Trade - New Position
Pershing Square Holdings (PSH, FTSE 100, Mkt cap. £6584m, 3646p and 6.0% of the Funds’ Portfolio, 6.0 per cent target). ...
495 views2 comments
John Rosier
Nov 11, 20241 min read
Funds' Portfolio Trades: Strategic Shift for Evolving Markets
#fundsportfoliotrades Schroder UK Mid-Cap Trust (SCP.L Market capitalisation £212m, 600p, 0 per cent of Funds Portfolio, (0 per cent...
411 views0 comments
John Rosier
Nov 11, 20241 min read
Me Group - Rising Review Price raised and position trimmed
ME International (MEGP.L FTSE 250 Index, Market Cap £804m, 233p, 5.0 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
301 views0 comments
John Rosier
Nov 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...
319 views0 comments
John Rosier
Nov 7, 20242 min read
JIC Portfolio Trade - Added a position which will be exciting, if not risky
VanEck Crypto and Blockchain Innovators ETF (DAGB, 2.5% position in the Funds’ Portfolio, and a 2.0% position in the JIC Portfolio) The...
585 views1 comment
John Rosier
Nov 7, 20241 min read
JIC Portfolio Trade - Added to existing position
#jicportfoliotrade Herald Investment Trust (HRI.L FTSE 250 Index, Market Cap £1292m, 2128p, 4.0% of JIC Portfolio, (4.0% target), 4.6% of...
450 views0 comments
John Rosier
Nov 7, 20245 min read
Lundin Mining - Q3 update
Lundin Mining (TSX: LUN, Market Cap C$ 10.0bn (£5.6bn) C$ 13.64 (760p) Medium Risk/High Reward, 5.0% target, currently 5.0% of JIC...
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John Rosier
Nov 6, 20248 min read
October 2024 - Review
Background The Federal Reserve's recent move to cut interest rates by 0.5 per cent in September didn't have the calming effect it might...
313 views0 comments
John Rosier
Nov 5, 20241 min read
International Petroleum Corp - Q3 update and...I have added to my position.
#jicportfoliotrade International Petroleum (TSX: IPCO, Market Cap C$2.3bn (£1.3bn). Share price C$15.55 (862p). Medium Risk/High Reward,...
281 views0 comments
John Rosier
Nov 4, 20241 min read
JIC Portfolio Trade - Added to two existing positions
#jicportfoliotrade NGEx Minerals (TSX: NGEX, Market Cap C$ 2.2bn (£1.25bn) C$ 11.63 (645p) High Risk/High Reward, 4.0% target, currently...
492 views0 comments
John Rosier
Nov 4, 20243 min read
JIC Portfolio Trade - Long-standing holding sold
#jicportfoliotrade Bioventix (BVXP.L, AIM market, Market Capitalisation; £170m, 3618p, Low Risk/ Medium Reward, 0.0 per cent of JIC...
472 views0 comments
John Rosier
Nov 2, 20242 min read
Weekend Roundup - It could have been worse!
#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the last week. Sorted by the...
294 views0 comments
John Rosier
Nov 1, 20241 min read
The summer investing season ends. Now for the winter!
The JIC Portfolio ended October up 1.0%, contributing to a 6.5% return for the six months. That is slightly better than the average for...
266 views0 comments
John Rosier
Oct 31, 20241 min read
Trade in both Portfolios - Added to an existing position
#jicportfoliotrades #fundsportfoliotrades L&G Gold Miners ETF (AUCP.L) Price 3478p 5.0% of the Funds’ Portfolio and 5.0% of the JIC...
501 views0 comments