Tuesday 29 November 2016

Week 66 Review

Here's the first of the cut-down weekly reviews to catch up from my hols





Weekly Change
Portfolio cost£41,334.88
+£0
Portfolio sell value (bid price - commission)£36,030.17(-12.8%)-£305.60
Potential profits£2,015.55
-£27.27
Yr 2 Dividends£159.30
+£0
Yr 2 Profit from sales£2,338.74
+£0
Yr 2 Average monthly cash profit£769.72
-£59.21
Yr 2 Avg annual % of current portfolio cost22.3%
Total Dividends£827.23
0
Total Profit from sales£6,179.00
+£0
Average monthly cash profit£455.31
-£7.00
(Sold stocks profit + Dividends - Fees / Months)
Avg annual % of current portfolio cost13.42%

I can't remember the last time the value actually went up in a week! Mostly deepening losses rather than reduced profits this week. No dividends to brighten things up either.


Not a good graph!

Here's the SIPP after week 50




Weekly Change
Portfolio cost£15,713.08
+£0
Portfolio sell value (bid price - commission)£18,193.11(+15.8%)+£804.72
Potential profits£3,364.25
+£893.88
Dividends£413.19
0
Profit from sales£2,349.86
+£0
Average monthly cash profit£235.07
-£4.80
(Sold stocks profit + Dividends - Fees / Months)
Avg annual % of current portfolio cost17.9%

Wow! Quite a week, with most of the increased profits thanks to a surge in the price of CAML:Central Asia Metals which is now making a £1,150 (67%) profit.


A much better graph!

Here's the Trading account after week 16




Weekly Change
Portfolio cost£499.95
+£0
Cash£0.05
0
Portfolio sell value (bid price - commission)£390.95(-21.8%)-£53.72
Potential profits£0
+£0
Dividends£0
0
Profit from sales£0
+£0
Average monthly cash profit£0
+£0
(Sold stocks profit + Dividends - Fees / Months)
Avg annual % of current portfolio cost0%

Hmm - I'm not going to comment

Not achieving the desired results

Another 2 weeks to catch up now...

Week 65 Review

A belated set of reviews after being off on hols for 3 weeks, starting with Week 65

Not a great week, with worst performer IOG:Independent Oil & Gas down 28%, then RED:RedT Energy down 22% and CMCL:Caledonia Mining down 11%. With no double digit risers, it's not going to be a good week.

Here's the ISA and share accounts performance





Weekly Change
Portfolio cost£41,334.88
+£0
Portfolio sell value (bid price - commission)£36,335.77(-12.1%)-£585.85
Potential profits£2,042.82
-£520.66
Yr 2 Dividends£159.30
+£18.63
Yr 2 Profit from sales£2,338.74
+£0
Yr 2 Average monthly cash profit£828.93
-£63.70
Yr 2 Avg annual % of current portfolio cost24.1%
Total Dividends£827.23
18.63
Total Profit from sales£6,179.00
+£0
Average monthly cash profit£462.31
-£6.22
(Sold stocks profit + Dividends - Fees / Months)
Avg annual % of current portfolio cost13.4%

Another substantial drop in value, and most of it from reduced profits rather then deepening losses. the £18.63 dividend was from AFG:Aquatic Food, helping fuel my resolve that they are a genuine company and not a Chinese scam.

A horrible looking graph. By far the worst period since I started investing.

The SIPP looks like this after week 49





Weekly Change
Portfolio cost£15,713.08
122.41
Portfolio sell value (bid price - commission)£17,388.39(+10.7%)-£359.14
Potential profits£2,470.37
-£219.27
Dividends£413.19
0
Profit from sales£2,349.86
+£0
Average monthly cash profit£239.87
-£5.62
(Sold stocks profit + Dividends - Fees / Months)
Avg annual % of current portfolio cost18.3%

The extra £122 was topping up BMN:Bushveld Minerals with some dividend money, buying another 7,834 shares at 1.41p to take my total holding to 36,368 shares at an average price of 1.66p. Whereas the SIPP has out-performed the other portfolios over the last few weeks, it didn't this week, with both potential profits dropping and losses deepening.


Fortunately just a little dip in the graph, which still looks healthy.

The Trading account looks like this after 15 weeks





Weekly Change
Portfolio cost£499.95
+£0
Cash£0.05
0
Portfolio sell value (bid price - commission)£444.67(-11.1%)-£26.86
Potential profits£0
+£0
Dividends£0
0
Profit from sales£0
+£0
Average monthly cash profit£0
+£0
(Sold stocks profit + Dividends - Fees / Months)
Avg annual % of current portfolio cost0%

Still not going very well


One day I'll get above the red line1

That's it for Week 65 - three weeks of quick catch-up to come next, so a lot less details than usual