Weekly Change | |||
Portfolio cost | £34,670.57 | +£352.62 | |
Portfolio value (share price) | £31,371.30 | (-£3,158.23) | +£392.05 |
Portfolio sell value (bid price - commission) | £30,127.91 | (-£4,542.65) | +£303.64 |
Potential profits | £528.32 | -£113.62 | |
Dividends | £297.51 | +£0 | |
Profit from sales | £1,021.73 | +£360.07 | |
Average monthly cash profit | £222.76 | +£53.56 | |
(Sold stocks profit + Dividends - Fees / Months) | |||
Avg annual % of current portfolio cost | 7.71% |
Looks like it was a good week!
The portfolio cost increase was a result of re-investing the profits from the PAF:Pan African Resources sale. The £300+ increase in portfolio value takes that into account, so overall the portfolio is worth over £600 more.
Potential profits are down, as Pan African was one of my best shares, but I sold it for £360 profit and the potential profits only declined by a third of that.
The best news is the average monthly cash profit going over £200 per month and average annual percentage return going back over my 6% target. I can live with a paper loss for those sorts of returns.
It's also particularly pleasing that my big GVC:GVC Holdings purchase the other day has already gone up 5% and is £120 in profit. If this takes off in March when it joins the main stock exchange, it will be most exciting.
The pension now looks like this
Weekly Change | |||
Portfolio cost | £5,854.37 | +£0 | |
Portfolio value (share price) | £5,378.52 | (-£475.85) | +£94.97 |
Portfolio sell value (bid price - commission) | £5,243.04 | (-£611.33) | +£45.87 |
Potential profits | £0 | -£3.22 | |
Dividends | £0 | +£0 | |
Profit from sales | £366.10 | +£0 | |
Average monthly cash profit | £175.71 | -£21.97 | |
(Sold stocks profit + Dividends - Fees / Months) | |||
Avg annual % of current portfolio cost | 36.02% |
Generally positive, clawing back a small amount of the loss. There are no longer any shares in profit, so my magnificent £3.22 has gone. Average monthly profit and % yield is still good, so I won't need to consider selling anything for a while yet.
Lets hope for a few more weeks like this one to blow away those paper losses!
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