On a lighter note, TRK:Torotrak gained 10% and broke through the psycological 5p barrier. Still no sign of selling anything though. SXX:Sirius Minerals climbed 14% but this just made up for the crazy drop following the results of the DFS. At least these are only 2% down overall. Very happy to say that the recent purchase with my GLEN:Glencore profits, EMH:European Metals has climbed 33% this week and is up 18% since the purchase, with £77 profit and wins the share of the week award.
The main portfolio has undergone lots of change this week, with the sell-off on Monday and transfer to ISA on Wednesday. Between them the new purchases are already up by £76.25 so I'm happy with that. Let's see what the stats say
| Weekly Change | |||
| Portfolio cost | £35,529.52 | +£861.94 | |
| Portfolio value (share price) | £34,071.14 | (-3.6%) | -£787.34 |
| Portfolio sell value (bid price - commission) | £32,929.06 | (-7.3%) | -£558.52 |
| Potential profits | £1,888.64 | -£490.75 | |
| Dividends | £408.79 | +£0 | |
| Profit from sales | £2,640.86 | +£652.61 | |
| Average monthly cash profit | £371.96 | +£71.75 | |
| (Sold stocks profit + Dividends - Fees / Months) | |||
| Avg annual % of current portfolio cost | 12.6% |
Portfolio cost went up quite a bit thanks to Monday's sales and the cash back from WLG:Wireless Group that caused a drop in cost last week, but not quite enough for a new "Woohoo". That will come next week I hope.
How to decipher whether it's been a good week? The profit from sales was £652 and the sell price has fallen less than that. Also the potential profits have dropped by less than the £652, so it suggests the week has seen a gain of around £100.
Performance on sales and dividends looks great, with the average monthly profit climbing by £71. This is encouraging given it's over a nearly 9 month period. The portfolio value is down 7.3% on purchase price, but profits and dividends exceed that loss, so things are better than they were when I started even with the paper losses.
There was a return of £1.05 from WLG:Wireless Group, which was the fractional difference when consolidating the shares. I've treated this the same as the return of cash and just ignored it, as it doesn't seem right to treat it as a dividend when my share allocation dropped as a result. It appears the subsequent re-rating of the shares putting them at £15 profit so far is where the real benefit has come from in this deal.
The SIPP looks like this
| Weekly Change | |||
| Portfolio cost | £10,288.52 | +£0 | |
| Portfolio value (share price) | £11,298.89 | (+10%) | -£144.24 |
| Portfolio sell value (bid price - commission) | £11,098.54 | (+7.8%) | -£72.87 |
| Potential profits | £958.77 | -£18.97 | |
| Dividends | £21.14 | +£0 | |
| Profit from sales | £500.25 | +£0 | |
| Average monthly cash profit | £116.45 | -£7.52 | |
| (Sold stocks profit + Dividends - Fees / Months) | |||
| Avg annual % of current portfolio cost | 13.6% |
Not a great week for the pension fund, with a slight loss in portfolio value. The shares that are in profit didn't do too bad, but the ones hovering on the verge of profit dropped into loss, especially UTW:Utilitywise which dragged everything down.
Percentage return still holds above 10%. I may get a bit twitchy when that drops below, as although the portfolio is in profit, I like to think the profit from sales are a key to growth. Having said that, the investment gurus say you should aim to hold a share forever, so maybe I should adopt that tactic for the SIPP, where I'm already building a bias towards high yield dividends.
The £160 order for my automatic monthly investment appeared in the account on Thursday, but it's showing as a pending order for Monday, so I'll get back into JLG:John Laing Group then, and start to build a holding gradually over the months
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