Week 103 Review - Another good one

A second great week in a row, with the combined portfolios climbing £1,338 to a new record high of £68,162 and the buffer keeping me in the black up to £3,577.

There were no double-digit losers this week, and some good risers. CAML:Central Asia Metals wasn't quite double-digit but an 8% climb for this large holding was valuable. Given the soaring price of copper I was maybe expecting a little more, but can't complain.

I thought there was a risk that IQE:IQE would suffer from some profit taking, but instead my ISA holding increased in value by 10% and is now up by 259%. My SIPP holding only went up by 5%, but I did pay twice as much for those shares.

There's finally some momentum behind KIBO:Kibo Mining following an upbeat RNS showing progress towards full licensing and confirming interest in the coal to power project from major financial investors. These climbed 10% but are still down by 28% in my ISA.

Share of the Week is CWR:Ceres Power Holdings, up 12% and making paper profit of £594 (33%). I think recent publicity about energy storage and removing petrol and diesel cars has helped the share price. Personally I think the move away from huge turbine-driven power stations to small fuel cell-driven power stations has much more impending potential for this company.

Back where we belong with a nice healthy buffer.

Here's the performance of the ISA and share portfolios

			Weekly Change
Portfolio cost	£46,246.68		+£0
Portfolio sell value (bid price - commission)	£46,730.35	(+1%)	+£899.75
Potential profits	£7,045.36		+£565.76
Yr 2 Dividends	£500.59		+£0
Yr 2 Profit from sales	£2,872.24		+£0
Yr 2 Average monthly cash profit	£283.08	(7.3%)	-£5.66
Total Dividends	£1,168.52		+£0
Total Profit from sales	£6.712.50		+£0
Average monthly cash profit	£327.290	(8.5%)	-£3.21
(Sold stocks profit + Dividends - Fees / Months)

The increases in CWR:Ceres Power and IQE:IQE were the main reason for the £565 increase in profits, with KIBO:Kibo Mining a reason for the reduction in losses by over £300. There should have been a dividend from CMCL:Caledonia Mining but it hasn't appeared in the account yet.

Back in the black - but only just...

The SIPP looks like this after week 87

			Weekly Change
Portfolio cost	£17,853.50		+£0
Portfolio sell value (bid price - commission)	£21,110.02	(18.2%)	+£438.46
Potential profits	£5,026.91		+£430.71
Yr 2 Dividends	£294.96		+£0
Yr 2 Profit from sales	£1,596.81		+£0
Yr 2 Average monthly cash profit	£227.03	(15.3%)	-£6.68
Total Dividends	£708.15		+£0
Total Profit from sales	£3,946.67		+£0
Average monthly cash profit	£226.43	(15.2%)	-£2.64
(Sold stocks profit + Dividends - Fees / Months)

The increases for IQE:IQE and CAML:Central Asia Metals were all increased profits, and the only other change was WRES:W Resources gaining a small amount and reducing losses by £8. The year 2 performance has drawn level with the overall performance now, as it's been well ahead. I won't be selling anything soon so it will drop below overall performance but that's fine while it's so far above the target 10%.

That's more like it!

Drat - it's time for the dreaded trading account after week 53

			Weekly Change
Portfolio cost	£486.05		+£0
Cash	£79.63		+£0
Portfolio sell value (bid price - commission)	£321.65	(-34%)	+£0
Potential profits	£0		+£0
Dividends	£1.15		+£0
Profit from sales	-£22.85		+£0
Average monthly cash profit	-£1.77	(-4.4%)	+£0.04
(Sold stocks profit + Dividends - Fees / Months)

Nothing happened

Nothing happened

No results expected next week, but OPTI:Optibiotix confirmed that LP_LDL^® went on sale in Germany this week, supplied by HLH Biopharma, so revenue is coming in and there may be hope of more contract announcements next week.

If the bulletin board is to believed, JLP:Jubilee Platinum will be giving an update soon, but generally the bulletin board isn't to be believed so I won't hold my breath.

The graph has reached the point where it starts thinking about a big dip, but so far each time it has dropped, the next peak is a little higher. Let's see how high this peak can get, as there are quite a few shares chomping at the bit to take off.