Investment Diary

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Mar 19, 202124 min read

SigmaRoc - blog history to 24th March

4th February 2021 Trading update SigmaRoc (SRC.L, AIM All-Share, Market Cap £180m, 64.5p, 3.1% of JIC Portfolio) Year-end trading update...

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Sylvania Platinum - blog history to 24th March

Jerry Fryars

Mar 19, 202126 min read

Sylvania Platinum - blog history to 24th March

26th February 2021 Simon Thompson in the Investors’ Chronicle Yesterday, Sylvania Platinum had a nice 7.8% move up, leaving it at a...

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Serica Energy - blog history to 24th March

Jerry Fryars

Mar 19, 202150 min read

Serica Energy - blog history to 24th March

17th March 2021 Spud of Columbus development well Serica Energy (SQZ.L AIM All-Share, Market Cap £308m, 120p, 2.2% of JIC Portfolio)...

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VanEck Investments Semi-Conductors ETF - blog history to 24th March

Jerry Fryars

Mar 19, 20215 min read

VanEck Investments Semi-Conductors ETF - blog history to 24th March

2nd March 2021 Further rebalancing from Growth to Value but no change to the holding in the Semi-conductor ETF. The trades in the JIC...

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Wisdom Tree Cloud Computing ETF - blog history to 24th March

Jerry Fryars

Mar 19, 20213 min read

Wisdom Tree Cloud Computing ETF - blog history to 24th March

5th November 2020 Increased Holding WisdomTree Cloud Computing ETF (WCLD 3297p, 2.5% of JIC Portfolio and 3.0% of JIC Funds Portfolio) I...

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Venture Life Group - blog history to 24th March

Jerry Fryars

Mar 19, 202130 min read

Venture Life Group - blog history to 24th March

2nd February 2021 Further thoughts Venture Life Group: (VLG.L, AIM All-Share: Market Cap £111m, 83p, 6.5% of JIC Portfolio) It seems from...

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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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Biotech Growth Trust - blog history to 24th March

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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JIC Funds Portfolio Trades - 30th June 2020 - 24th March 2021

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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Worldwide Healthcare Trust - blog history to 24th March

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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Baillie Gifford Positive Change - blog history to 24th March

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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Baillie Gifford Shin Nippon - blog history to 24th March

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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Renew Holdings - blog history to 24th March

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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Premier Miton UK Smaller Companies - blog history to 24th March

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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Lundin Energy - blog history to 24th March

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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L&G ROBO Global Robotics & Automation ETF - blog history to 24th March

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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JPMorgan Emerging Markets - blog history to 24th March

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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Fundsmith Equity Fund - blog history to 24th March

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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All Posts 1,349 postsNo categories yet.
Argonaut Absolute Return 11 postsNo categories yet.
BlackRock World Mining 34 postsNo categories yet.
Bloomsbury Publishing 19 postsNo categories yet.
Capita 8 postsNo categories yet.
European Smaller Companies Trust 3 postsNo categories yet.
4imprint 8 postsNo categories yet.
Fundsmith 13 postsNo categories yet.
Gamma Communications 8 postsNo categories yet.
Greggs 6 postsNo categories yet.
Herald Investment Trust 5 postsNo categories yet.
IG Design 19 postsNo categories yet.
IG Group 16 postsNo categories yet.
JP Morgan American 2 postsNo categories yet.
JP Morgan Global Growth & Income 2 postsNo categories yet.
L&G Gold Mining ETF 10 postsNo categories yet.
International Petroleum 5 postsNo categories yet.
Luceco 12 postsNo categories yet.
Lundin Mining 8 postsNo categories yet.
Me Group International 19 postsNo categories yet.
Moonpig 3 postsNo categories yet.
NGEX Minerals 9 postsNo categories yet.
NIOX Group 34 postsNo categories yet.
Nippon Active Value Fund 2 postsNo categories yet.
PayPoint 16 postsNo categories yet.
Polar Capital Holdings 24 postsNo categories yet.
Polar Capital Technology 2 postsNo categories yet.
Pollen Street Group 7 postsNo categories yet.
Pershing Square 3 postsNo categories yet.
Premier Foods 12 postsNo categories yet.
Ranmore Global Equity 2 postsNo categories yet.
Renew Holdings 32 postsNo categories yet.
Serica Energy 79 postsNo categories yet.
Strategic Equity Capital 1 postNo categories yet.
Temple Bar Investment Trust 5 postsNo categories yet.
VanEck Crypto & Blockchain ETF 3 postsNo categories yet.
Wilmington 8 postsNo categories yet.
Sylvania 50 postsNo categories yet.
NextEnergy Solar Fund 43 postsNo categories yet.
Hargreaves Lansdown 15 postsNo categories yet.
JP Morgan US Smaller Companies 2 postsNo categories yet.
Hvivo 7 postsNo categories yet.
Bioventix 25 postsNo categories yet.
Schroder UK Mid-Cap Fund 8 postsNo categories yet.
Polar Capital Global Healthcare 3 postsNo categories yet.
Smithson 8 postsNo categories yet.
Harbour Energy 25 postsNo categories yet.
Shoe Zone 20 postsNo categories yet.
Jet2 8 postsNo categories yet.
Global X Copper Miners ETF 8 postsNo categories yet.
Ecora Resources 42 postsNo categories yet.

My Approach to Investing

Summary

The most important number to me is the return of the Portfolio! I try not to get too emotionally involved with individual companies; if I cut a holding and it immediately bounces, so be it. All that matters is the return of the Portfolio, each month, each year, each decade!

I focus on mid and small-sized companies

My Approach to Investing

Summary

The most important number to me is the return of the Portfolio! I try not to get too emotionally involved with individual companies; if I cut a holding and it immediately bounces, so be it. All that matters is the return of the Portfolio, each month, each year, each decade!

I focus on mid and small-sized companies

ABOUT ME

I launched this website in January 2012 so that I could share with other investors how I manage my investment portfolio; the JIC Portfolio.

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