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 cost | 24.1% | ||
| 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 cost | 13.4% |
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.
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 cost | 18.3% |
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.
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 cost | 0% |
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
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