Steady H1 for JPMorgan Global Growth & Income:
The trust had a respectable six months to December 2025 but was behind the momentum-driven benchmark.
#JGGI $JGGI #quality #growth
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UK companies in the news:
#AIRA #ATYM #BA #BP #CAML #CAPD #CRCL #DFS #EAH #ENOG #ENRG #GFTU #GKP #GRID #IGG #INVP #JGGI #LAND #LSL #NANO #PCTN #RBN #SNWS #SYNT #TBLD #TUNE #USF
Head to Sharesify.com for news, views and analysis.
Latest Sharesify podcast: Nvidia, trusts, results highlights, lowlights and what to watch next week... #NVDA $NVDA #LSEG $LSEG #JGGI $JGGI #IEM $IEM #WPP $WPP #DELL $DELL #GRG $GRG
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Morning all and a positive week for the portfolio +0.85%.
⭐️assets: Tech (#PCT); Private Equity (#HGT).
💩assets: Gold (#SGLG); REITs (#TRY).
Dividend from #JGGI
Portfolio now +6.55% YTD - have great weekends 🍻.
Portfolio for 2025:
#ALW Global
Artemis SmartGARP EM
#AGT Global Value
#BERI Resources
#HGT PE
#INPP Infra
#SGLN Gold
#JGGI Global
#JUGI UK Small Co's
#LWDB UK
#MYI Growth/Inc
#PCT Tech
Ranmore Global Eq (Value)
#TRY REIT
VT Argonaut Ab Return
Eq 63%, Gold/INPP 20%, Alt 15%.
Back in on #JGGI at 536p after selling in Oct at 548p. I watched it run away but a 12% drop has given me an opportunity to buy back in. Will try and hold long-term 🤞
Ex divis this week
#ASLI
#TRI
#DOCS
#CFX
#GLE
#PZC
#TMPL
#NEXS
#S32
#RSW
#FGEN
#WIL
#BHP
#AGR
#HSBA
#RIO
#RIII
#JGGI
#ENRG
#UEM
#CLIG
#PNL
#RCOI
#JEMI
#PMGR
#LMP
#HICL
#VSL
#NAS
#BBGI
#ENOG
#GNS
#MWY
#BKG
#RMII
Oct end...Nov more challenging 😬
Lucky finish to a tough mth:
ISA +40.8% ytd (Sep +40.1%)
✅ #MGNS saved the month as it flew on a positive TU
💰 #IQG payout, sold #JGGI #COST #III to inc. cash during current volatility & #GROW (disappointing TU)
💰 Topped up: #ALU #W7L
❌ #SOS lagging but stores opened