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John Rosier
Jan 22, 20222 min read
Weekend Roundup - Tough week as US "big dogs" roll over!
#weekendroundup Returns of selected markets; over one week and since 1st January. This week Sorted by the year-to-date column Not a very...
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John Rosier
Jan 21, 20224 min read
Fundsmith - Terry Smith's annual letter to shareholders
Fundsmith Equity Fund: (FUQUIT, 616p, 6.0% of JIC Funds’ Portfolio, 6.0% target weight) Terry Smith’s annual letter to shareholders. As...
417 views0 comments
John Rosier
Jan 21, 20221 min read
Fundsmith trimmed to 6.0% in Funds' Portfolio
#fundsportfoliotrade Fundsmith (FUQUIT, 616.25p, 6.0% of JIC Funds’ Portfolio, 6.0% target) This almost feels like sacrilege, but I have...
630 views0 comments
John Rosier
Jan 20, 20223 min read
Serica Energy - Year-end update
Serica Energy (SQZ.L AIM All Share, Market Cap £645m, 240p, 7.7% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target) ...
349 views0 comments
John Rosier
Jan 19, 20221 min read
Two trades in Funds' Portfolio
#fundsportfoliotrade Cash in the Funds’ Portfolio has fallen back to 5.5% as I have added to “Value” areas such as Blackrock Energy &...
531 views0 comments
John Rosier
Jan 18, 20222 min read
In a nutshell, what's going on in the market and interview with managers of Temple Bar
#portfoliothoughts It has been an interesting start to the year with highly valued stocks being derated and money flowing into lowly...
566 views0 comments
John Rosier
Jan 18, 20222 min read
JIC Portfolio Trade - Lundin Energy up to 7.5%
#jicportfoliotrade Lundin Energy (LUNE.SS, Market Cap £8100m, SEK 356, 7.5% of JIC Portfolio, Low Risk/High Reward = 7.5% target weight)...
490 views0 comments
John Rosier
Jan 17, 20221 min read
CentralNic - Year-end trading update
CentralNic (CNIC.L, AIM All Share, Market Cap £325m, 129p, Medium Risk/High Reward, 4.5% target, currently 5.2% of JIC Portfolio)...
283 views0 comments
John Rosier
Jan 15, 20222 min read
Weekend Roundup - Another tough week
#weekendroundup Richmond Park at dusk yesterday Returns of selected markets; over one week and since 1st January. (Sorted by one-week...
398 views0 comments
John Rosier
Jan 14, 20224 min read
JIC Green Rectangles!
#portfoliothoughts Green Rectangles In my diary entry of 28th December “JIC 10th Anniversary – Winners and Losers” I said: "Henceforth,...
408 views0 comments
John Rosier
Jan 14, 20222 min read
Lloyds Banking Group - Back in the JIC Portfolio
#jicportfoliotrade Lloyds Banking Group (LLOY.L, FTSE 100, Market capitalisation, £38.3bn, 54.25p and 5.0% of JIC Portfolio, (Medium...
574 views0 comments
John Rosier
Jan 13, 20221 min read
Blackrock Energy & Resources Income - Added to position in Funds' Portfolio
#fundsportfoliotrade Blackrock Energy and Resource Income Trust (BERI.L, Mkt Cap £128m, 111p, FTSE Fledgeling Index, 8.0% of JIC Funds'...
402 views0 comments
John Rosier
Jan 13, 20222 min read
Circassia 2021 update - Ahead of expectations
Circassia Group (CIR, AIM All-Share, Market Cap £182m, 46p, 5.2% of JIC Portfolio, Medium Risk/High Reward 5.0% target position)...
382 views0 comments
John Rosier
Jan 12, 20222 min read
New Funds' Holding - Temple Bar Investment Trust
#fundsportfoliotrade Temple Bar Investment Trust (TMPL, FTSE Small Cap Index, Market Cap £782m, 1204p, 6.0% of Funds’ Portfolio, 6.0%...
587 views0 comments
John Rosier
Jan 12, 20225 min read
New position in JIC Portfolio - Circassia
#jicportfoliotrade Circassia Group (CIR, AIM All-Share, Market Cap £182m, 43.25p, 5.0% of JIC Portfolio, Medium Risk/High Reward 5.0%...
695 views0 comments
John Rosier
Jan 11, 20222 min read
Central Asia Metals - Solid year-end update
Central Asia Metals (CAML, AIM UK 50, Market Cap £401m, 228p, 5.0% of JIC Portfolio, Medium Risk/High Reward 5.0% target position)...
340 views0 comments
John Rosier
Jan 10, 20221 min read
2022 Competition Entries
The entries for the 2022 competition are shown below and are ranked by the number of times a stock was entered. Last year's most popular,...
456 views0 comments
John Rosier
Jan 10, 20221 min read
Trades in both Portfolios - Worldwide Healthcare Trust reduced
#jicportfoliotrade #fundsportfoliotrade Worldwide Healthcare Trust (WWH.L, Market Capitalisation; £22410m, FTSE Mid 250 Index, 3510p,...
462 views0 comments
John Rosier
Jan 8, 20222 min read
JIC Weekend Roundup - Fascinating start to 2022
#weekendroundup Returns of selected markets; since 1st January. An eventful first week to 2022. It felt like a year in a week! The...
423 views0 comments
John Rosier
Jan 7, 20227 min read
December 2021 Review - A better month to end on
December 2021 Background At its December meeting, the Federal Reserve announced a tightening of monetary policy in response to higher and...
378 views0 comments
John Rosier
Jan 7, 20221 min read
Biotech Growth Trust reduced in both portfolios
#jicportfoliotrade #fundsportfoliotrade Biotech Growth Trust (BIOG.L, FTSE Small-Cap Index, Market Cap £450m, 1090p, Medium Risk/Medium...
439 views0 comments
John Rosier
Jan 7, 20224 min read
SDI Group - Acquisition and new orders at Atik
SDI Group (SDI.L AIM All Share, Market Cap £200m, 200p, 2.3% of JIC Portfolio, (Medium Risk/Medium Reward, target position 2.5%)...
310 views0 comments
John Rosier
Jan 6, 20221 min read
Baillie Gifford Shin Nippon - Reduced in both the Funds' and JIC Portfolio
#jicportfoliotrade #fundsportfoliotrade Baillie Gifford Shin Nippon (BGS.L, FTSE Mid 250 Index, Market Capitalisation £679m, 215p, 2.5%...
486 views0 comments
John Rosier
Jan 5, 20224 min read
JIC Portfolio Trade - New Holding
#jicportfoliotrade Somero Enterprises (SOM.L, AIM All-Share, Market Cap £308m, 555p, 5.0% of JIC Portfolio, Medium Risk/High Reward,...
682 views0 comments