Here's the effect on the main portfolio
| Weekly Change | |||
| Portfolio cost | £34,806.25 | +£0 | |
| Portfolio value (share price) | £33,668.81 | (-2.8%) | -£233.40 |
| Portfolio sell value (bid price - commission) | £32,468.37 | (-6.7%) | -£170.91 |
| Potential profits | £2,035.90 | +£147.52 | |
| Dividends | £366.79 | +£0 | |
| Profit from sales | £1,988.25 | +£0 | |
| Average monthly cash profit | £303.79 | -£9.49 | |
| (Sold stocks profit + Dividends - Fees / Months) | |||
| Avg annual % of current portfolio cost | 10.5% |
It could have been a lot worse. Relatively small drop in portfolio value and even an increase in potential profits, in fact the first time they have been over £2,000. No dividends or sales, but next week should be interesting as I try and fathom out what the hell has happened with WRG:Wireless Group. I now have fewer shares, but appear to be getting cash for the original 250, but my share allocation has dropped to 178, with the share price just the same. I'm sure all will become clear on 1st April when the new shares kick in.
The SIPP looks like this
| Weekly Change | |||
| Portfolio cost | £10,288.52 | +£202.53 | |
| Portfolio value (share price) | £11,273.24 | (+9.6%) | +£301.11 |
| Portfolio sell value (bid price - commission) | £10,970.81 | (+6.6%) | +£245.61 |
| Potential profits | £807.67 | +£260.47 | |
| Dividends | £2.64 | +£0 | |
| Profit from sales | £500.25 | +£0 | |
| Average monthly cash profit | £126.55 | -£7.91 | |
| (Sold stocks profit + Dividends - Fees / Months) | |||
| Avg annual % of current portfolio cost | 14.8% |
Well, that's a lot more pleasing than the rest of the portfolio. The latest batch of tax rebate arrived the other day, giving me £200 to spend. I couldn't afford to add any more from my bank account, so settled on sacrificing the huge commission percentage by buying 38,735 shares in WRES: W Resources. These cost 0.492p each so it feels ok spending a small amount of money for so many shares. These add to the 60,000 I bought in my standard share account for 0.698p which are not doing very well. However, I have high hopes for them in the future.
So, that explains the increase in portfolio cost - but wait - surely not - it takes the overall portfolio cost past £45,000 and warrants another "Woohoo!". I'm really quite surprised - and happy - just how rapidly each £1,000 seems to be added to the cost. OK it's not the same as it adding to the value, but it's more money injected into the process.
Despite a crappy week for the FTSE 100, the SIPP portfolio value has gone up, as have potential profits. Eight of the eleven shares are in profit, but some are different. JLP:Jubilee Platinum have had a dreadful few weeks despite releasing really positive news, so they have gone from profit to £79 loss. TRX:Tissue Regenix were doing really well but have dropped to a £10 loss. Finally, my purchase of WRES:W Resources is down by £36 for spread and commission.
Happy stories this week are CWR:Ceres Power Holdings soaring 27% above what I paid and making £334 profit - and I assure you this is just the start for the most exciting share I own. The other turn-around is CAML:Central Asia Metals which was languishing for no good reason and is now wizzing up and making £124 profit
Another short week next week to hopefully get my main portfolio back on track towards being in profit.
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