Worst performer was a recent star, BMN:Bushveld Minerals. I suspect profit taking as it fell 14% but is still 57% up. The other double digit faller was TRK:Torotrak which fell 12% when they finally admitted nobody wants their tech.
A few good risers though, with IQE:IQE continuing to make steady progress, climbing another 11% to go 38% up. SLP:Sylvania Platinum finally shifted up a gear and went to a 12-month high, climbing 11% and becoming a candidate for sale in my trading account.
Star Share this week goes to TLOU:Tlou Energy which has finally started to bounce back after its recent dip. A climb of 19% took this back into good profit.
Here's the performance of the combined ISA and share accounts
| Weekly Change | |||
| Portfolio cost | £41,931.83 | +£0 | |
| Portfolio sell value (bid price - commission) | £37,441.88 | (-10.7%) | -£58.77 |
| Potential profits | £1,758.98 | +£58.86 | |
| Yr 2 Dividends | £287.35 | +£0 | |
| Yr 2 Profit from sales | £2,845.33 | +£0 | |
| Yr 2 Average monthly cash profit | £518.99 | -£43.25 | |
| Yr 2 Avg annual % of current portfolio cost | 14.9% | ||
| Total Dividends | £955.28 | +£0 | |
| Total Profit from sales | £6,685.59 | +£0 | |
| Average monthly cash profit | £420.10 | -£11.05 | |
| (Sold stocks profit + Dividends - Fees / Months) | |||
| Avg annual % of current portfolio cost | 12.0% |
Tiny drop, mostly from deepening losses despite potential profits going up. Key culprit was AMYT:Amryt Pharma which took a dip of 8% and dropped about £400. I forgot to add another week to the performance calculation last week, so it was over optimistic. The optimism is corrected this week with drops to cover both weeks. Only 2% over my target now, so may need to consider selling something.
That's ok - not an alarming dip as long as it stops there.
The SIPP looks like this after week 62
| Weekly Change | |||
| Portfolio cost | £15,919.91 | +£0 | |
| Portfolio sell value (bid price - commission) | £19,255.79 | (+21%) | -£226.06 |
| Potential profits | £3,649.28 | -£143.03 | |
| Yr 2 Dividends | £0 | +£0 | |
| Yr 2 Profit from sales | £0 | +£0 | |
| Yr 2 Average monthly cash profit | £0 | +£0 | |
| Yr 2 Avg annual % of current portfolio cost | 0% | ||
| Total Dividends | £413.19 | +£0 | |
| Total Profit from sales | £2,349.86 | +£0 | |
| Average monthly cash profit | £188.61 | -£3.10 | |
| (Sold stocks profit + Dividends - Fees / Months) | |||
| Avg annual % of current portfolio cost | 14.2% |
A more serious drop caused mainly by OPTI:Optibiotix having a little blip, TRX:Tissue Regenix moving to loss despite good news, and RED:RedT Energy dropping 9%. Nothing else happening so all very quiet.
It doesn't look as bad as I thought it would.
The trading account looks like this after week 28
| Weekly Change | |||
| Portfolio cost | £986.00 | +£0 | |
| Cash | £14.00 | +£0 | |
| Portfolio sell value (bid price - commission) | £999.8 | (+1.4%) | +£95.55 |
| Potential profits | £65.59 | +£53.72 | |
| 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% |
A big rise in SLP:Sylvania Platinum and recovery of REDS:RedstoneConnect sees the account go into profit for the first time ever. I now need to watch SLP:Sylvania Platinum like a hawk, as I only really need to make about 50% and that's 14.3p as opposed to the current 10.75. I may put a limit sell order on it. In fact, I just did!
The lines cross at last - let's hope I can start having proper fun with this account now...
That's it for week 78. Hopefully KIBO:Kibo Mining, OPTI:Optibiotix and RED:RedT Energy will recover from their little blips this week. Best recovery has been GVC:GVC Holdings which seems to have beaten off the shorting attack, and a big dividend will land in my account in the next few weeks.
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