Week 18 Review

There was a bit left from the loan money which I was saving for potential Christmas costs, but as it's pay day on Tuesday, I decided some of it would be better invested. I added £450 to my standard share account and bought 5,700 shares at 8.3375p of APC:APC Technology costing £487.19. Although APC are making a loss overall, I was fascinated by their "Minimise" subsidiary, which supports companies in meeting sustainability targets. Earnings in this part of the company are doing really well, and with the Paris summit about to chuck loads of money at tightening up companies carbon footprints, this could easily take off in a big way. Worth risking £500 for anyway. Normally this company would have failed nearly all my investment criteria, but every now and again I feel a spot of speculation isn't too cardinal a crime.

			Weekly Change
Portfolio cost	£34,921.04		+£4,660.67
Portfolio value (share price)	£32,700.86	(-£2,098.50)	+£4,364.46
Portfolio sell value (bid price - commission)	£31,574.62	(-£3,346.42)	+£4,269.64
Dividends	£150.80		+£0
Profit from sales	£342.88		+£0
Overall profit	-£2,660.67		-£391.03
(Portfolio sale-cost+dividends+profit from sales)

All a bit mixed up with the extra shares. The FTSE 100 was down relentlessly all week, so I'm not too upset that overall performance is only down £391 when there's commission and spread for new shares, and no new dividends or sales. The portfolio has certainly performed a lot better than the FTSE 100 this week.

The weekly performance was helped hugely by TON:Titon holdings. These had lit up my whole spreadsheet greener than just about any other share, but had been running at a £43 loss until this week, when a good trading statement made them surge and they are now at a £195 profit and my most successful share. My other 7 in-profit shares all dwindled quite badly in comparison, and SHB:Shaftesbury went into loss after being in profit for weeks.

Other disasters were WRES:W Resources which were in profit last week and are now back down by £142, and AFPO:African Potash, which looked as if things were improving but is still down £219. AFG:Aquatic food have perked up a bit thanks to a director buying shares. These are still down £413 but I'm convinced will come good when the market's suspicion over them de-listing is proven wrong after a few years of good returns. GLEN:Glencore continue to be a roller coaster and are still down by £834. I'm still keeping the faith - copper will recover at some point!

Here's the SIPP summary

			Weekly Change
Portfolio cost	£3,298.08		+£2,500.90
Portfolio value (share price)	£3,176.13	(-£121.95)	+£2,409.19
Portfolio sell value (bid price - commission)	£3,100.28	(-£197.80)	+£2,145.29
Dividends	£0		+£0
Profit from sales	£0		+£0
Overall profit	-£197.80		-£155.61
(Portfolio sale-cost+dividends+profit from sales)

Added two more shares with resulting spread and commission, plus AA:Alcoa is down this week. I was hoping the pension fund would get into positive territory quickly, but given the torrid week it's not surprising it starts in the red.

Fingers crossed next week will finally bring some seasonal cheer to the market...