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John Rosier
Jul 1, 202414 min read
Schroder UK Mid Cap Fund - Half-year results including a 9.1% dividend increase.
Schroder UK Mid-Cap Trust (SCP.L Market capitalisation £212m, 615p, 7.7 per cent of Funds Portfolio, (7.5 per cent target)) The Company's...
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John Rosier
Jun 29, 20242 min read
Weekend Roundup as another month draws to a close
#weekendroundup Margate Beach at low tide Returns of selected markets over the last week and since 1st January. This week is sorted by...
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John Rosier
Jun 29, 20241 min read
Calendar and Dividend schedule
#calendar #dividends
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John Rosier
Jun 27, 20244 min read
Serica Energy AGM statement and it went ex-dividend a massive 14p this morning
Serica Energy (SQZ.L AIM All-Share, Market Cap £534m, 137p, 4.7% of JIC Portfolio, (Low Risk/High Reward, 5.0% target) ...
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John Rosier
Jun 27, 20243 min read
Wilmington - Sale of UK Healthcare
Wilmington (WIL.L.  Market capitalisation: £338m, 375p, 2.4% of JIC Portfolio. Medium Risk/High Reward = 3.0% target weight) Wilmington...
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John Rosier
Jun 27, 20244 min read
Polar Capital Holdings - Results - Dividend maintained, Assets under Management growing
Polar Capital Holdings (POLR.L, Market Capitalisation: £549m, 541p, 4.2 % of JIC Portfolio, Medium Risk/High Reward = 4.0% target)...
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John Rosier
Jun 25, 20246 min read
IG Design - Results demonstrate the extent of the recovery - Now for the next stage.
IG Design (IGR.L AIM All-Share, Market Cap £226m, 230p, 6.7 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target) ...
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John Rosier
Jun 22, 20242 min read
JIC Weekend Roundup on concert day!
#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
Jun 20, 20243 min read
Funds' Portfolio Trades - New position added, funded by reducing another
#fundsportfoliotrade VanEck Crypto and Blockchain Innovators ETF (DAGB, Price: 696.4p, 1.5% position in the Funds’ portfolio) There is a...
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John Rosier
Jun 20, 20241 min read
Public Service Announcement - Problems with the Spaces App and a suggestion
I know some members have had problems with the Spaces App, ranging from not receiving notifications of new diary posts to new posts not...
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John Rosier
Jun 19, 20241 min read
JIC Portfolio Trades - Added to an existing position. Funded by reduction of Hargreaves Lansdown to 2.0%
#jicportfoliotrades Further to my earlier post, I have bought back the shares in NextEnergy Solar Fund that I sold on 6th February. I...
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John Rosier
Jun 19, 20245 min read
NextEnergy Solar Fund - At last - £20m share buyback
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £453m, 77p, 3.2 per cent of JIC Portfolio The company has...
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John Rosier
Jun 18, 20241 min read
JIC Portfolio Trades - Two existing positions increased to target weights
#jicportfoliotrades With the proceeds of my sale of Hargreaves Lansdown to 3.0%, I have increased two positions up to their target...
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John Rosier
Jun 18, 20243 min read
Hargreaves Lansdown - Proposed offer raised to 1140p. Position reduced to 3.0%
Hargreaves Lansdown (HL.L FTSE 100, Cap, Market Cap £5.0bn, 1125p, 5.0 per cent of JIC Portfolio (Medium Risk/High Reward 3.0 per cent...
330 views0 comments
John Rosier
Jun 16, 20242 min read
Weekend Roundup
#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the last week. Sorted by the...
317 views0 comments
John Rosier
Jun 15, 20241 min read
Calendar and Dividends (Weekend Roundup tomorrow)
#calendar #dividends JIC Portfolio Dividends Funds' Portfolio Dividends
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John Rosier
Jun 14, 20243 min read
The elephant in the room!
Serica Energy (SQZ.L AIM All-Share, Market Cap £567m, 144.6p, 5.0% of JIC Portfolio, (Low Risk/High Reward, 5.0% target) ...
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John Rosier
Jun 13, 20241 min read
JIC Portfolio Trades - Increased a position to target weight, funded by reducing another
#jicportfoliotrade Bioventix (BVXP.L, AIM market, Market Capitalisation; £206m, 3950p, Low Risk/ Medium Reward, 5.0 per cent of JIC...
530 views0 comments
John Rosier
Jun 13, 20244 min read
PayPoint - Results and commencement of share buyback.
PayPoint: (PAY.L; FTSE Small Cap, Market capitalisation: £412m, 453p, 5.1% of JIC Portfolio. Medium Risk/High Reward = 5.0% target...
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John Rosier
Jun 11, 20243 min read
Renew Holdings - Small but typical acquisition
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £850m, 1074p, 3.1% of JIC Portfolio. Medium Risk/High Reward = 3.0% target...
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John Rosier
Jun 10, 20243 min read
Me Group - H1 Trading Update - Robust trading despite forex headwinds
ME International (MEGP.L FTSE 250 Index, Market Cap £642m, 170p, 4.5 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
269 views0 comments
John Rosier
Jun 8, 20242 min read
Weekend Roundup - from Corfu
#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the last week. Sorted by the...
341 views0 comments
John Rosier
Jun 7, 20241 min read
Calendar and Dividends
#calendar #dividends JIC Portfolio Funds' Portfolio
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