Week 36 Review

The week started off brilliantly, but rather tailed off at the end. Only one double-digit loser and that was symptomatic of the house builder malaise, as BDEV:Barratt Developments dropped 10% and is now down by 23% and making a £176 loss.

Some great performers this week with RCI:Rapidcloud climbing 10% and showing £421 profit, CWR:Ceres Power Holdings climbing 13% with £520 profit, HGM:Highland Gold climbing 18% with £474 profit and share of the week for the 2nd week in a row is EMH:European Metals climbing 26% to a £221.

Here's the main portfolio performance

			Weekly Change
Portfolio cost	£35,505.62		-£23.90
Portfolio value (share price)	£34,460.72	(-2.5%)	+£413.48
Portfolio sell value (bid price - commission)	£33,269.36	(-6.3%)	+£364.20
Potential profits	£2,442.90		+£554.26
Dividends	£408.79		+£0
Profit from sales	£2,640.86		+£0
Average monthly cash profit	£361.63		-£10.33
(Sold stocks profit + Dividends - Fees / Months)
Avg annual % of current portfolio cost	12.2%

No injections this week, but cost is reduced by £23.90 after discovering an admin error. I had added £11.95 commission onto an existing line in my spreadsheet for UCG:United Carpets when I topped up, but then realised I had them in different accounts so instead added it as a new line by copying the original line - along with it's 2 commissions. Now this has been corrected the cost sneaks down.

A good week in the end, with potential profits up by over £550, but losses deepened as overall the sell value increased by less. That was mainly down to house builders which have dropped all week.

Average monthly profit is still well over 10% but I'm getting really twitchy about the shares I want to sell when they get into profit, if only they would just sneak up a few more percent.

The SIPP looks like this

			Weekly Change
Portfolio cost	£10,446.54		+£158.02
Portfolio value (share price)	£12,085.55	(+15.9%)	+£628.64
Portfolio sell value (bid price - commission)	£11,806.94	(+13%)	+£550.38
Potential profits	£1,512.87		+£554.10
Dividends	£21.14		+£0
Profit from sales	£500.25		+£0
Average monthly cash profit	£110.63		-£5.82
(Sold stocks profit + Dividends - Fees / Months)
Avg annual % of current portfolio cost	12.7%

The share cost went up thanks to my monthly auto investment in JLG:John Laing Group. I purchased 68 shares at 229.032p with 78p stamp duty and £1.50 commission. I do like this way of trickle buying shares each month. I'll probably keep it going until I have 1,000 then switch to another company.

Great increases in price this week, with 7 shares in profit, 3 only losing commission and 2 making full loss. With the sell value 13% higher than cost and 12.7% profit on sales, I wish my other accounts were as healthy as this. Best performer is HGM:Highland Gold which is up 47% from when I bought it. Biggest cash profit is CWR:Ceres Power Holdings which is up by £520 and 40% higher than purchase price.

So a generally positive week all round. Lets hope I can finally ditch my under achievers next week and get my hands on the shares I'm itching to buy...