Happy to say it wasn't all doom and gloom. MMX:Minds + Machines recovered from the recent collapse and gained 11%, and share of the week is one of my favourites CWR:Ceres Power Holdings, which climbed 19%.
Here's the effect on the main portfolio
| Weekly Change | |||
| Portfolio cost | £36,352.26 | -£19.89 | |
| Portfolio value (share price) | £34,682.75 | (-4%) | -£402.14 |
| Portfolio sell value (bid price - commission) | £33,510.97 | (-7.8%) | -£500.34 |
| Potential profits | £2,257.20 | -£164.02 | |
| Dividends | £473.34 | +£36.57 | |
| Profit from sales | £2,785.23 | -£24.28 | |
| Average monthly cash profit | £357.07 | -£8.00 | |
| (Sold stocks profit + Dividends - Fees / Months) | |||
| Avg annual % of current portfolio cost | 11.8% |
Portfolio cost went down due to the loss I took on BYG:Big Yellow Group in order to pursue my foolhardy purchase of AVM:Avocet Mining meaning there was less to re-invest. What an idiot!
Overall sale value dropped by £500, almost half of which is the loss on AVM:Avocet Mining - did I mention I was annoyed about that?
Dividends went up by £36.57 thanks to SGRO:Segro but profit from sales is down £24.28 from the BYG:Big Yellow Group sale at a loss.
If is wasn't for that, my monthly profit may have remained about unchanged, but it almost cancels out my dividend and so the monthly profit dropped by £8 and the percentage return is starting to sneak down towards 10%, which I'm keen to stay above.
The SIPP looks like this
| Weekly Change | |||
| Portfolio cost | £11,318.28 | +£0 | |
| Portfolio value (share price) | £12,709.47 | (+12.3%) | -£385.92 |
| Portfolio sell value (bid price - commission) | £12,472.31 | (+11.2%) | -£335.41 |
| Potential profits | £1,623.50 | -£133.24 | |
| Dividends | £21.14 | +£0 | |
| Profit from sales | £699.89 | +£0 | |
| Average monthly cash profit | £133.81 | -£6.08 | |
| (Sold stocks profit + Dividends - Fees / Months) | |||
| Avg annual % of current portfolio cost | 14.2% |
No activity this week, just a rubbish performance as 3% was wiped off the profits. I guess there will be a few weeks like this, but I really hope we don't get a trend.
Next week sees my monthly DD go into the SIPP, so a few more JLG:John Laing Group shares will be added to my portfolio. These are down 7% from when I bought the first lot, so the good news is I get more for my money this month!
My big hope for next week is AVM:Avocet Mining doesn't turn out to be a horrible mistake and starts to climb back towards breaking even, although if it doesn't, at least I'll have learned a valuable lesson - albeit the hard way.
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