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John Rosier
Jul 27, 20242 min read
Weekend Roundup
#weekendroundup Broad Hinton, Wiltshire For nearly three weeks from next Friday, I may struggle to update my diary as regularly as...
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John Rosier
Jul 27, 20241 min read
Calendar and Dividends
Funds' Portfolio dividends JIC Portfolio dividends
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John Rosier
Jul 25, 20247 min read
IG Group - Results for the year ended 31 May
IG Group (IGG.L, FTSE Mid-250, Market Cap £3.1bn, 845p, Medium Risk/High Reward, 5.0% target, currently 5.1% of JIC Portfolio)  IG Group...
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John Rosier
Jul 24, 20241 min read
JIC Portfolio Trades - Increased two positions to 3.0%, funded by the complete sale of another
#jicportfoliotrades Wilmington (WIL.L.  Market capitalisation: £338m, 375p, 3.0% of JIC Portfolio. Medium Risk/High Reward = 3.0% target...
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John Rosier
Jul 24, 20243 min read
Wilmington - Year-end trading update
Wilmington (WIL.L.  Market capitalisation: £338m, 375p, 2.3% of JIC Portfolio. Medium Risk/High Reward = 3.0% target weight)  Wilmington...
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John Rosier
Jul 23, 20242 min read
Luceco - H1 Trading update
Luceco (LUCE.L; FTSE Small Cap. Market capitalisation: £272m, 169p, 2.9% of JIC Portfolio. Medium Risk/High Reward = 3.0% target weight)...
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John Rosier
Jul 20, 20241 min read
Calendar and Dividends
#calendar #dividends JIC Portfolio Dividends Funds' Portfolio Dividends
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John Rosier
Jul 20, 20242 min read
Weekend Roundup
Sarsen Stone - Barbury Castle Returns of selected markets over the last week and since 1st January. This week is sorted by the last week....
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John Rosier
Jul 19, 20244 min read
Hargreaves Lansdown - Q4 Trading update
Hargreaves Lansdown (HL.L FTSE 100, Cap, Market Cap £5.3bn, 1108p, 2.0 per cent of JIC Portfolio (Medium Risk/High Reward 2.0 per cent...
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John Rosier
Jul 18, 20244 min read
Premier Foods - Q1 Trading Update
Premier Foods (PFD.L, FTSE 250, Market Cap £1.5bn, 171.4p, Medium Risk/High Reward, 4.0 per cent target, currently 3.9% of JIC Portfolio)...
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John Rosier
Jul 17, 20242 min read
Niox Group - H1 Trading Update
NIOX Group (CIR, AIM All-Share, Market Cap £291m, 68.5p, 3.6% of JIC Portfolio, Medium Risk/High Reward 3.0% target position)...
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John Rosier
Jul 17, 20245 min read
Hvivo - H1 Trading Update
Hvivo (HVO.L; IM All-Share. Market capitalisation: £191m, 28p, 2.0% of JIC Portfolio. Medium Risk/High Reward = 3.0% target weight) hVIVO...
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John Rosier
Jul 16, 20243 min read
JIC Portfolio Trades - Revisiting an Old Position - funded by trimming another turnaround story and cash
#jicportfoliotrade Capita (CPI.L FTSE Small Cap Index, Market Cap £364m, 20.8p, 2.0% of JIC Portfolio, (Medium Risk/High Reward, target...
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John Rosier
Jul 16, 20243 min read
Bloomsbury Publishing - Trading update
Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £578m, 714p and 6.4% of the JIC Portfolio, Medium Risk/High Reward =5.0 per cent...
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John Rosier
Jul 15, 20242 min read
Bloomsbury Publishing - "Rising- Review-Price" Review
Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £578m, 704p and 6.3% of the JIC Portfolio, Medium Risk/High Reward =5.0 per cent...
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John Rosier
Jul 15, 20244 min read
Me Group - H1 Results - Cash machine
ME International (MEGP.L FTSE 250 Index, Market Cap £685m, 181p, 4.6 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
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John Rosier
Jul 13, 20241 min read
Calendar and Dividend Schedule
#calendar #dividends
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John Rosier
Jul 13, 20242 min read
Weekend Roundup - Little by little!
#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the last week. Sorted by the...
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John Rosier
Jul 12, 20242 min read
PayPoint - Rising-Review-Price Review
PayPoint: (PAY.L; FTSE Small Cap, Market capitalisation: £476m, 660p, 5.8% of JIC Portfolio. Medium Risk/High Reward = 5.0% target...
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John Rosier
Jul 11, 20243 min read
Polar Capital Holdings - Assets under management grows further, helped by net inflows
Polar Capital Holdings (POLR.L, Market Capitalisation: £552m, 582p, 4.5 % of JIC Portfolio, Medium Risk/High Reward = 4.0% target)...
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John Rosier
Jul 11, 20246 min read
Jet2 - Results
Jet2 (JET2.L, AIM 50, Market Cap £2.8bn, 1286p, Medium Risk/High Reward, 3.0% target, currently 2.9% of JIC Portfolio)  www.jet2plc.com...
290 views0 comments
John Rosier
Jul 6, 20242 min read
Weekend Roundup
#weekendroundup Source: Financial Times Returns of selected markets over the last week and since 1st January. This week is sorted by the...
340 views0 comments
John Rosier
Jul 6, 20241 min read
Calendar and Dividend Schedule
#calendar #dividends JIC Portfolio Funds' Portfolio
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John Rosier
Jul 3, 202410 min read
June 2024 Review - Election Fever
Corfu Background The UK and Continental European equity markets were held back by election fever. Despite the UK election results looking...
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