Slides I prepared, (but didn't have time to use), focusing on the JIC Funds Portfolio. Includes themes for 2021 and largest positions.

1. JohnsInvestmentChronicle
Mello Monday Zoom
December 2020
www.JohnsInvestmentChronicle.com
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2. Disclaimer
• The contents of this website, JohnsInvestmentChronicle.com, is not intended as investment advice and must
not be construed as such. I am publishing my portfolio and trades only as a record of my own decisions and
it should not in any way be considered as advice to buy or sell anything. Any information on the website is
given in general terms and does not constitute personal advice to any individual. It is important readers
understand that I am not “tipping” or making recommendations: I am not authorised to do so, and I urge
readers not to blindly follow my trades. Readers should always do their own research and be comfortable
with the suitability and risks before making an investment. Furthermore, readers should obtain independent
financial advice from an FCA regulated intermediary before investing money. Information or views in older
blogs may become outdated and should not be relied upon unless confirmed by recent comment.
JohnsInvestmentChronicle takes every care to ensure that the factual information on its website is accurate
but cannot guarantee this.
• Investing in shares involves an element of risk: shares go up and down, (often in a manner that seems
irrational), and in the worst case, a company going into receivership, you can lose all of your investment in
that stock.
• JohnsInvestmentChronicle Limited is not authorised or regulated by the Financial Conduct Authority and
does not provide financial advice. Any information that you use is entirely at your own risk. Past
performance is no guarantee of future results.
• JohnsInvestmentChronicle Limited shall not have any liability for any loss sustained by anyone who has relied
on the information contained in any publication published by JohnsInvestmentChronicle Limited.
www.JohnsInvestmentChronicle.com
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3. JohnsInvestmentChronicle
www.JohnsInvestmentChronicle.com
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• Manage two live portfolios
• JIC Portfolio
• Started in January 2012
• My SIPP and my wife’s and my ISA
• JIC Funds Portfolio
• My wife’s SIPP
• Started in August 2014 as JIC Top 10 Portfolio but changed to JIC Funds Portfolio on 30th June this year
• Holds only funds; Investment Trusts, OEICS and ETFs
• A ”do-little” portfolio

4. JIC Funds Portfolio
• Down 35.8% on 18th March
• Shifted to a funds' portfolio on
30th June
• At close tonight up 14.1% in
2020 v -11.0% for FTSE All Share
(TR) Index and +13.3% for FTSE
All-World (TR) GBP Index
• Since 30th June, up 21.6% v
+7.9% for FTSE All-Share and
+12.6% for FTSE All-World
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5. Lessons from 2020 (and other pullbacks)
• Don’t panic and throw good stocks out at any price
• Be wary of buying on margin, especially illiquid small caps
• A reasonable amount of diversification is important
• Try to ignore the noise, (screen watching)
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6. 2021 Outlook
Bit of a mug’s game as what would I have written a year ago?
• What assumptions am I making:
• Governments and central banks will remain accommodative
• Post COVID bounce back will be robust, (savings ratio)
• Companies that have survived will post strong recoveries
• Main themes
• Commodities, especially metals (copper, iron ore, zinc, nickel, PGM)
• Robotics, automation, AI
• Green economy
• UK market is cheap
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7. My Largest Position; BlackRock World Mining Trust
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8. Other positions within the sixteen:
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9. Other positions within the sixteen:
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10. Disclaimer:
• The contents of this website, JohnsInvestmentChronicle.com, is not intended as investment advice and must
not be construed as such. I am publishing my portfolio and trades only as a record of my own decisions and
it should not in any way be considered as advice to buy or sell anything. Any information on the website is
given in general terms and does not constitute personal advice to any individual. It is important readers
understand that I am not “tipping” or making recommendations: I am not authorised to do so, and I urge
readers not to blindly follow my trades. Readers should always do their own research and be comfortable
with the suitability and risks before making an investment. Furthermore, readers should obtain independent
financial advice from an FCA regulated intermediary before investing money. Information or views in older
blogs may become outdated and should not be relied upon unless confirmed by recent comment.
JohnsInvestmentChronicle takes every care to ensure that the factual information on its website is accurate
but cannot guarantee this.
• Investing in shares involves an element of risk: shares go up and down, (often in a manner that seems
irrational), and in the worst case, a company going into receivership, you can lose all of your investment in
that stock.
• JohnsInvestmentChronicle Limited is not authorised or regulated by the Financial Conduct Authority and
does not provide financial advice. Any information that you use is entirely at your own risk. Past
performance is no guarantee of future results.
• JohnsInvestmentChronicle Limited shall not have any liability for any loss sustained by anyone who has relied
on the information contained in any publication published by JohnsInvestmentChronicle Limited.
www.JohnsInvestmentChronicle.com 10

11. www.johnsinvestmentchronicle.com
www.JohnsInvestmentChronicle.com
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