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

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

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...

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

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...

18th March 2021 Smithson Investment Trust (SSON.L FTSE 250 Index. Market Capitalisation: £2,478m, 1630p, 3.6% of JIC Funds Portfolio,...

15th December 2020 Alexion Pharmaceuticals bid from Astra Zeneca Biotech Growth Trust (BIOG.L, FTSE Small-Cap Index, Market Cap £631m,...

#fundsportfoliotrade 2nd March 2021 Further rebalancing from Growth to Value The trades in the JIC Funds Portfolio on the 4th and 14th...

15th December 2020 WWH Trust benefits from bid for Alexion Pharmaceuticals In my earlier post, I should have mentioned, and thank you to...

4th August 2020 Background: Baillie Gifford Positive Change Fund (BGILC. 5.3% of JIC Funds Portfolio) I included this fund in my Funds...

17th March 2021 Results for the year ended 31st January 2021 Baillie Gifford Shin Nippon (BGS.L, FTSE Small Cap Index, Market...

10th February 2021 Very upbeat trading update SDI Group (SDI.L AIM All-Share, Market Cap £118m, 120p, 3.8% of JIC Portfolio) Conclusion:...

27th January 2021 Trading update Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £437m, 556p, 5.2% of JIC Portfolio) AGM...

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...

28th January 2021 Q4 update and dividend increased by 80% Lundin Energy (LUNE.SS, Market Cap £5590m, SEK 225, 5.1% of JIC Portfolio)...

February 2021: Not a bad month for both portfolios Background The reflation trade really accelerated. Commodities prices were strong,...

Both portfolios up, just! Background Trump went, Biden arrived. January got off to a good start before fizzling out in the last few days....

December 2020 Background There were some incredible returns in 2020, especially from across the Atlantic. The NASDAQ ended the year up...

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...

4th March 2021 Trading update; very nice! K3 Capital: (K3C.L, AIM All-Share: Market Cap £190m, 277p, 5.3% of JIC Portfolio) Trading...

3rd March 2021 Interim Results and Dividend held at 0.52p JPMorgan Emerging Markets Investment Trust: (JMG.L FTSE Mid 250, Market Cap...

20th January 2021 Terry Smith’s annual letter to shareholders Fundsmith Equity: 6.9% of the JIC Funds Portfolio Terry Smith has just...

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:...

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...