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John Rosier
Mar 18, 20216 min read
Smithson - blog history to 24th march
18th March 2021 Smithson Investment Trust (SSON.L FTSE 250 Index. Market Capitalisation: £2,478m, 1630p, 3.6% of JIC Funds Portfolio,...
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Jerry Fryars
Mar 17, 202124 min read
Biotech Growth Trust - blog history to 24th March
15th December 2020 Alexion Pharmaceuticals bid from Astra Zeneca Biotech Growth Trust (BIOG.L, FTSE Small-Cap Index, Market Cap £631m,...
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Jerry Fryars
Mar 16, 202113 min read
JIC Funds Portfolio Trades - 30th June 2020 - 24th March 2021
#fundsportfoliotrade 2nd March 2021 Further rebalancing from Growth to Value The trades in the JIC Funds Portfolio on the 4th and 14th...
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Jerry Fryars
Mar 16, 202113 min read
Worldwide Healthcare Trust - blog history to 24th March
15th December 2020 WWH Trust benefits from bid for Alexion Pharmaceuticals In my earlier post, I should have mentioned, and thank you to...
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Jerry Fryars
Mar 16, 20212 min read
Baillie Gifford Positive Change - blog history to 24th March
4th August 2020 Background: Baillie Gifford Positive Change Fund (BGILC. 5.3% of JIC Funds Portfolio) I included this fund in my Funds...
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Jerry Fryars
Mar 16, 202127 min read
Baillie Gifford Shin Nippon - blog history to 24th March
17th March 2021 Results for the year ended 31st January 2021 Baillie Gifford Shin Nippon (BGS.L, FTSE Small Cap Index, Market...
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Jerry Fryars
Mar 11, 202125 min read
SDI Group - blog history to 24th March
10th February 2021 Very upbeat trading update SDI Group (SDI.L AIM All-Share, Market Cap £118m, 120p, 3.8% of JIC Portfolio) Conclusion:...
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Jerry Fryars
Mar 11, 202116 min read
Renew Holdings - blog history to 24th March
27th January 2021 Trading update Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £437m, 556p, 5.2% of JIC Portfolio) AGM...
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Jerry Fryars
Mar 10, 20216 min read
Premier Miton UK Smaller Companies - blog history to 24th March
2nd March 2021 Position increased to 10.0% Further rebalancing from Value to Growth The trades in the JIC Funds Portfolio on the 4th and...
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Jerry Fryars
Mar 10, 202116 min read
Lundin Energy - blog history to 24th March
28th January 2021 Q4 update and dividend increased by 80% Lundin Energy (LUNE.SS, Market Cap £5590m, SEK 225, 5.1% of JIC Portfolio)...
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Jerry Fryars
Mar 9, 20216 min read
2021 Monthly Reports - February
February 2021: Not a bad month for both portfolios Background The reflation trade really accelerated. Commodities prices were strong,...
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Jerry Fryars
Mar 9, 20217 min read
2021 Monthly Reports - January 2021
Both portfolios up, just! Background Trump went, Biden arrived. January got off to a good start before fizzling out in the last few days....
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Jerry Fryars
Mar 9, 202172 min read
2020 Monthly Reports
December 2020 Background There were some incredible returns in 2020, especially from across the Atlantic. The NASDAQ ended the year up...
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Jerry Fryars
Mar 8, 20219 min read
L&G ROBO Global Robotics & Automation ETF - blog history to 24th March
4th March 2021 Holding reduced to 2.5% to fund increase in Central Asia Metals The big problem is how to fund the purchase the purchase...
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Jerry Fryars
Mar 8, 202112 min read
K3 Capital - blog history to 24th March
4th March 2021 Trading update; very nice! K3 Capital: (K3C.L, AIM All-Share: Market Cap £190m, 277p, 5.3% of JIC Portfolio) Trading...
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Jerry Fryars
Mar 8, 20217 min read
JPMorgan Emerging Markets - blog history to 24th March
3rd March 2021 Interim Results and Dividend held at 0.52p JPMorgan Emerging Markets Investment Trust: (JMG.L FTSE Mid 250, Market Cap...
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Jerry Fryars
Mar 8, 20212 min read
Fundsmith Equity Fund - blog history to 24th March
20th January 2021 Terry Smith’s annual letter to shareholders Fundsmith Equity: 6.9% of the JIC Funds Portfolio Terry Smith has just...
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Jerry Fryars
Mar 8, 202114 min read
De La Rue - blog history to 24th March
28th January 2021 Trading update De La Rue: (DLAR.L: FTSE Small Cap Index. Market Cap £298m, 153p, 4.8% of JIC Portfolio) Trading update:...
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Jerry Fryars
Mar 8, 202110 min read
Central Asia Metals - blog history to 24th March
4th March 2021 Holding increased to 5.0% Central Asia Metals (CAML, AIM UK 50, Market Cap £461m, 255p, 5.0% of JIC Portfolio) I have just...
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Jerry Fryars
Mar 8, 20216 min read
Calnex Solutions - blog history to 24th March
19th February 2021 Holding increased to 2.2% Calnex Solutions (CLX.L AIM All-Share, Market Cap £103m, 115p, High Risk/High Reward, 2.2%...
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Jerry Fryars
Mar 3, 202112 min read
BlackRock World Mining Trust - blog history to 24th March
BlackRock World Mining 3rd December 2020 JIC Funds Portfolio Trade BlackRock World Mining to 12.0% Having sold VanEck Vectors Junior Gold...
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Jerry Fryars
Mar 3, 20217 min read
Bioventix - blog history to 24th March
5th January 2021 My aim is to increase cash to 5.0% of the JIC Portfolio by the end of the week. I want to get to 5.0% cash so that I...
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Jerry Fryars
Mar 3, 202132 min read
Anglo Pacific - blog history to 24th March
12th March 2021 Completion of Voisey’s Bay Cobalt Stream Acquisition Anglo Pacific Group (APF.L, Market Capitalisation: £300m, 135p, 5.0%...
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