Search
John Rosier
Jan 5, 20221 min read
Funds' Portfolio Trade - Value Factor ETF up to 6.0%
#Fundsportfoliotrade iShares Edge MSCI USA Value Factor ETF (IUVF.L, 722p, now 6.0% of JIC Funds’ Portfolio) On 27th September I sold...
507 views0 comments
John Rosier
Jan 4, 20223 min read
SigmaRoc acquisition and for the record, Lundin Energy goes ex-dividend 45 USCents
SigmaRoc (SRC.L, AIM All-Share, Market Cap £533m, 83p, 4.4% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) SigmaRoc is a United...
361 views0 comments
John Rosier
Jan 2, 20221 min read
2022 Share Competition is now open
JIC 2022 Share Competition Prize: Annual membership of JIC Entries by midnight Sunday 9th January Pricing will be close of business,...
380 views0 comments
John Rosier
Jan 1, 20221 min read
2021 Share Competition Results
The winning entry was Argo Blockchain at +196.4%. The winning member will receive a year's free membership. It went up like a rocket...
505 views0 comments
John Rosier
Jan 1, 20221 min read
Weekend Roundup - Happy New Year from St.Ives
#weekendroundup Returns of selected markets; over one week and since 1st January. (Sorted by one-year column) The table above shows what...
386 views0 comments
John Rosier
Dec 28, 20214 min read
JIC 10th Anniversary - Winners and Losers!
#tenthanniversary With the tenth anniversary of the JIC Portfolio on 31st December, I have looked at the most significant contributors to...
508 views0 comments
John Rosier
Dec 24, 20211 min read
Happy Christmas
The JIC Portfolio and Funds' Portfolio have been updated on the website as at close at lunchtime today. It's nice to see the Santa rally...
207 views0 comments
John Rosier
Dec 22, 20211 min read
JIC Portfolio Trade - Added to Lundin Energy
#jicportfoliotrade Lundin Energy (LUNE.SS, Market Cap £8100m, SEK 339, 5.4% of JIC Portfolio, Medium Risk/High Reward = 5.0% target...
516 views0 comments
John Rosier
Dec 22, 20215 min read
Lundin Energy does its deal
Lundin Energy (LUNE.SS, Market Cap £8797m, SEK 375, 5.1% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight)...
325 views0 comments
John Rosier
Dec 21, 20211 min read
Partial sale of Premier Miton UK Smaller Companies confirmed
#fundsportfoliotrade Premier Miton UK Smaller Companies Fund B Accumulation (CGSMLA, 5.0% of the JIC Funds’ Portfolio) Just to confirm...
178 views0 comments
John Rosier
Dec 21, 20213 min read
Keystone Positive Change Trust
Keystone Positive Change Investment Trust. (KPC.L, Mkt. Cap. - £189m, Price - 309.5p. Discount to NAV - 4.0%, 3.0% of the JIC Funds’...
323 views0 comments
John Rosier
Dec 20, 20212 min read
Funds' Portfolio Trade - Reducing Premier Miton UK Small Companies
#Fundsportfoliotrade Premier Miton UK Smaller Companies Fund B Accumulation (CGSMLA, 9.6% of the JIC Funds’ Portfolio – reducing to 5.0%)...
435 views0 comments
John Rosier
Dec 18, 20214 min read
Weekend Roundup
Returns of selected markets; over one week and since 1st January. (Sorted by one-week column) #weekendroundup The Federal Reserve was...
397 views0 comments
John Rosier
Dec 16, 20211 min read
Sale of BG Positive Change transacted - Funds' Portfolio updated, and two ex-dividends today
Yesterday's sale of Baillie Gifford Positive Change Fund confirmed by Hargreave Lansdown 1152.61 shares were sold at 380.1p per share,...
427 views0 comments
John Rosier
Dec 16, 20214 min read
SigmaRoc - Trading ahead of expectations
SigmaRoc (SRC.L, AIM All-Share, Market Cap £507m, 83p, 4.3% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) SigmaRoc is a United...
319 views0 comments
John Rosier
Dec 15, 20213 min read
Funds' Portfolio Trades - Three changes - cash up to 6.0%
#fundsportfoliotrade Three changes to the Funds’ Portfolio. The result of the changes will be that cash rises to 6.0%. In the last week...
551 views0 comments
John Rosier
Dec 14, 20211 min read
Lundin Energy reduced to target 5.0%
#jicportfoliotrade Lundin Energy (LUNE.SS, Market Cap £8589m, SEK 361, 5.0% of JIC Portfolio, Medium Risk/High Reward = 5.0% target...
403 views0 comments
John Rosier
Dec 14, 20212 min read
Time to wield the knife - Cash up to 11.8% - Calnex, Venture Life and Capita sold
#jicportfoliotrade Time to wield the knife! Cash increases to 11.8% of JIC Portfolio. Below I outline the sale of three positions. This...
669 views0 comments
John Rosier
Dec 13, 20213 min read
Capita - Trading update - steady progress
Capita (CPI.L FTSE 250 Index, Market Cap £761m, 45.25p, 2.5% of JIC Portfolio, (Medium Risk/High Reward, target position 5.0%....
355 views0 comments
John Rosier
Dec 13, 20212 min read
K3 Capital - Positive trading update
K3 Capital: (K3C.L, AIM All Share: Market Cap £243m, 332p, 6.2% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) K3 Capital Group...
247 views0 comments
John Rosier
Dec 11, 20212 min read
Weekend Roundup - That's better!
#weekendroundup Returns of selected markets; over one week and since 1st January. (Sorted by one-week column) Equity volatility dropped,...
391 views0 comments
John Rosier
Dec 9, 20212 min read
JIC Portfolio -Two Trades
#jicportfoliotrade Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £631m, 825p, 5.0% of JIC Portfolio. Medium Risk/High Reward...
641 views0 comments
John Rosier
Dec 9, 20213 min read
Serica Energy - Robust trading update
Serica Energy (SQZ.L AIM All Share, Market Cap £606m, 225p, 7.4% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target) ...
277 views0 comments
John Rosier
Dec 9, 20213 min read
Renew Holdings - Excellent results
enew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £631m, 793p, 3.6% of JIC Portfolio. Medium Risk/High Reward (Under review) =...
201 views0 comments