Saturday 10 August 2019

Week 209 Review - Nearly everything down but we end up flat

Nearly everything ended up down this week. Fortunately the 1p rise in OPTI:Optibiotix limited the damage to a drop of just £27. The deficit is £20,193 and total portfolio value £84,351.

TRMR:Tremor was the worst performer, dropping 11% and wiping out the 10% rise that made it Share of the Week last week when I said "seem to be on the march". They are now beating a hasty retreat.

JLP:Jubilee Metals issued a good solid set of results, so I expected a decent rise. What we got was an 8% drop to make one of my biggest holdings 37% down.

IQE:IQE had another bad week, dropping 6% and damaging all three accounts.

SBTX:SkinBioTherapeutics fell way quicker than I expected, so my cunning plan to trade them on the peaks and troughs has failed miserably as the peak was more of a molehill. Now I'm 14% down and probably have a long wait till they get back in profit.

Share of the Week is very difficult to award as only 4 shares went up, and the biggest rise was 2% in BLU:Blue Star Capital which is one of my smallest holdings so meaningless. TRX:Tissue Regenix climbed 1% and N4P:N4 Pharma climbed less than 1%.  That means I have to award Share of the Week to OPTI:Optibiotix, as although they only climbed 1p, that almost single-handedly prevented a loss that would have been around £1,000 this week.






It's now been in the red for four months, and nearer six since it was comfortably in the black.

The ISA and share portfolios look like this



Weekly Change
Cash £23.52
+£0
Portfolio cost £57,992.82
+£0
Portfolio sell value (bid price-commission) £44,926.62 (-22.4%) -£101.51
Potential profits £0
+£0
Yr 5 Dividends £0
+£0
Yr 5 Profit from sales £0
+£0
Yr 5 Average monthly cash profit £0 (0%) +£0
Total Dividends £1,342.30
+£0
Total Profit from sales £20,391.41
+£0
Average monthly cash profit £446.65 (9.3%) -£2.22
(Sold stocks profit + Dividends - Fees
 / Months)

There's no potential profit so at least that can't go down any more! Small drop in value caused by almost everything except OPTI:Optibiotix dropping. The 1p rise in OPTI wasn't enough to rescue the week.

This is the start of year 5, so everything is re-set to zero. It's horrible that the portfolio is down by 22.4% as we start year 5, but the market is in a mess at the moment, and I'm still optimistic about the prospects of many of the companies I'm invested in. An average monthly performance of 9.3% is pretty good to sustain over 4 years, especially as it's based on the cost of the current portfolio.






We need to get August out of the way I think.

Here's the SIPP after week 193



Weekly Change
Cash £15.52
+£0
Portfolio cost £44,226.49
+£0
Portfolio sell value (bid price - commission) £38,072.63 (-13.9%) +£170.48
Potential profits £0
+£0
Yr 4 Dividends £361.99
+£0
Yr 4 Interest £0.09
+£0
Yr 4 Profit from sales £1,440.43
+£0
Yr 4 Average monthly cash profit £196.80 (5.3%) -£5.46
Total Dividends £1,704.24
+£0
Total Interest £0.12
+£0
Total Profit from sales £11,985.35
+£0
Average monthly cash profit £298.29 (8.1%) -£1.56
(Sold stocks profit + Dividends - Fees
/ Months)

A better performance than the ISA, but it would have been even better if I had delayed selling CEY:Centamin for a week as it went up another 10% while OPTI:Optibiotix is still cheap to buy.






Too sad to say anything about this

The trading account looks like this after week 159



Weekly Change
Cash £35.04
+£0
Portfolio cost £2,321.29
+£0
Portfolio sell value (bid price - commission) £1,278.16 (-44.9%) -£96.24
Potential profits £0
+£0
Year 4 Dividends £0
+£0
Year 4 Profit £0
+£0
Yr 4 Average monthly cash profit £0 (0%) +£0
Dividends £34.72
+£0
Profit from sales -£64.29
+£0
Average monthly cash profit -£0.81 (-0.4%) +£0
(Sold stocks profit + Dividends - Fees
 / Months)


Everything got hammered this week, so no prospect of selling anything for months.




I've tweaked the scale now we've moved past the point where I added £2,000. Fat lot of good that did! I was hoping to have got my £2,000 back by now as the aim was to keep this to 5 shares at £500 and siphon off the profits. What profits?




Amazingly still above the trend line. Joy!

Here's the latest on the fantasy stock game




In a great week I've climbed 371 places from 863rd to 492nd. If only I had left LLOY:Lloyds out of it!




I decided to add LGEN:Legal & General as they've tanked recently and shouldn't have, so they'll appear in my list next week. I feel maybe I should be buying LLOY:Lloyds in my real portfolio at these prices.

So another week without recovery and no shares in profit. I really hope when summer is over things turn around, as this is all rather horrid.

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