Week 120 Review - Amryt Pharma recovers

This is another brief one so I can catch up. Week 120 was pretty good, with the combined portfolios increasing by £806 to a value of £79,360 and a £8,273 buffer between cost and value.

Worst performer was CWR:Ceres Power Holdings, dropping 15% after a recent rise. I think the rise was in expectation of news which hasn't materialised.

MTFB:Motif Bio had another bad week, dropping 11% and is only 5% up on my original purchase price. Amazing how AIM stocks drift if there's not a constant supply of news.

RED:RedT Energy slipped by 10% also on a lack of news or further unit sales.

With such big losses I'm amazed the week did so well.

CMCL:Caledonia Mining is benefiting from the change in sentiment towards Zimbabwe, climbing 10% but still losing 27% on my purchase price. Analysts are still predicting this will double in the medium term and the quarterly dividend is great, so I ought to be topping up if I had any spare cash.

Share of the week was AMYT:Amryt Pharma which reversed recent declines and rose by 14% to go back into profit. That would have accounted for much of the rise in portfolio value this week.

The ISA and share accounts now look like this

			Weekly Change
Cash	£69.95		+£16.34
Portfolio cost	£44,426.84		+£0
Portfolio sell value (bid price - commission)	£49,719.99	(+11.9%)	+£557.47
Potential profits	£11,029.24		+£226.52
Yr 3 Dividends	£34.11		+£16.34
Yr 3 Profit from sales	£585.38		+£0
Yr 3 Average monthly cash profit	£152.54	(4.1%)	-£5.45
Total Dividends	£1,213.16		+£16.34
Total Profit from sales	£7,297.85		+£0
Average monthly cash profit	£303.13	(8.2%)	-£1.95
(Sold stocks profit + Dividends - Fees / Months)

Potential profits were down by £226 so all the gains were down to reduced losses this week. A dividend came through from LOOK:Lookers which doesn't make up for the fact their share prices is still 47% down on when I bought them. So much for FTSE250 shares being a safer bet than AIM!

The SIPP looks like this after week 104 and 2 years

			Weekly Change
Cash	£19.31		+£0
Portfolio cost	£26,007.03		+£0
Portfolio sell value (bid price - commission)	£29,222.40	(12.4%)	+£329.37
Potential profits	£4,667.72		+£404.54
Yr 2 Dividends	£502.91		+£0
Yr 2 Profit from sales	£6,575.33		+£0
Yr 2 Average monthly cash profit	£581.77	(26.8%)	-£23.27
Total Dividends	£916.10		+£0
Total Profit from sales	£8,925.19		+£0
Average monthly cash profit	£403.90	(18.6%)	-£7.92
(Sold stocks profit + Dividends - Fees / Months)

Potential profits up £404 but overall value only up by £329 thanks to some deepening losses. Performance at the end of year 2 is brilliant, with 26.8% achieved for the year and despite that the portfolio value 12.4% above cost. Mostly thanks to selling IQE:IQE but the fact that didn't hammer paper profits is reassuring.

The trading account looks like this after week 70

			Weekly Change
Cash	£79.63		+£0
Portfolio cost	£486.05		+£0
Portfolio sell value (bid price - commission)	£249.37	(-48.7%)	-£11.12
Potential profits	£0		+£0
Dividends	£1.15		+£0
Profit from sales	-£22.85		+£0
Average monthly cash profit	-£1.34	(-3.4%)	+£0.02
(Sold stocks profit + Dividends - Fees / Months)

It gets worse every week. I won't sell for a 50% loss so these are in limbo for a while yet

That's the catch-up done - now back to normal and the return of the graphs...