Week 226 Review - Average week but spoiled by Optibiotix drop

There were a few reasonable gains this week, but a 2p drop in OPTI:Optibiotix despite issuing 3 positive RNSs meant a drop of £1,962 in the difference between cost and value. The deficit between cost and value extended to £34,547 but thanks to an injection of £2,100 into my SIPP, the overall portfolio value is £72,683.

Worst performer was SBTX:SkinBioTherapeutics which dropped 5% in my ISA. I also bought 14,249 new shares in my SIPP at 14.654p costing exactly £2,100 but these are 6% down thanks to spread and commission.

OPTI:Optibiotix dropped 2p which is only 3% but cost me £2,100 in portfolio value. The fact the value only dropped by £1,962 indicates other shares are up by about £150.

IQE:IQE went up for the second week in a row, climbing 5% in my ISA, but it's still 32% down here, 53% down in my trading account and 61% down in my SIPP so there's along way to go.

MMX:Minds + Machines had another good week, climbing 6%. This is only 10% down now, which is very good compated to the rest of my portfolio.

Share of the Week is TLOU:Tlou Energy which climbed 7%. There's still 40% to make up but I sense some momentum building here.

Eek! The injection line is trying to catch the green line!

Below the trend line - drat!

Here's the ISA and share accounts

			Weekly Change
Cash	£15.74		-£3.75
Portfolio cost	£57,768.95		+£0
Portfolio sell value (bid price-commission)	£37,378.97	(-35.3%)	-£990.11
Potential profits	£0		+£0
Yr 5 Dividends	£0.63		+£0
Yr 5 Profit from sales	£-167.28		+£0
Yr 5 Average monthly cash profit	-£43.73	(-0.9%)	+£1.62
Total Dividends	£1,342.93		+£0
Total Profit from sales	£20,224.13		+£0
Average monthly cash profit	£409.57	(8.5%)	-£1.89
(Sold stocks profit + Dividends - Fees  / Months)
Performance/Injection	13.2%		+0%
Compound performance	57%		+0%

The drop is all thanks to OPTI:Optibiotix and SBTX:SkinBioTherapeutics. Not much more to say other than £3.75 ISA change was paid.

Right on top of the injection line. Back in "better off under the mattress" territory.

Right on the steepening trend line

Here's the SIPP after week 210

			Weekly Change
Cash	£90.96		-£12.36
Portfolio cost	£46,995.31		+£2,100
Portfolio sell value (bid price - commission)	£33,920.27	(-27.8%)	-£1,002.44
Potential profits	£332.97		-£60.00
Yr 5 Dividends	£0		+£0
Yr 5 Interest	£0		+£0
Yr 5 Profit from sales	£0		+£0
Yr 5 Average monthly cash profit	-£26.78	(0.7%)	-£26.78
Total Dividends	£1,899.24		+£0
Total Interest	£0.17		+£0
Total Profit from sales	£12,549.10		+£0
Average monthly cash profit	£288.74	(7.4%)	-£1.64
(Sold stocks profit + Dividends - Fees / Months)
Performance/Injection	11.6%		-0.9%
Compound performance	47%		-3%

£12 SIPP charges reduced cash. The SBTX:SkinBioTherapeutics purchase increased the portfolio value by £2,100. There was no question me buying anything else when they went below 16p which was my desired entry price.I think when the market realises the scale of the announcement of the hook-up with CRDA:Croda International then this will take off.

CAML:Central Asia Metals is the only share in profit and that dropped £60. The SIPP charges hammered my yearly performance as I haven't sold anything yet, so that's gone negative. Overall performance dropped the usual £1.60 ish, but my performance by injection suffered from the £2,100 being added and dropped 0.9%, and compound performance dropped by 3% too.

Getting much closer to the injection line.

Below the trend line again. I thought December was supposed to be a good month?

Here's the trading account after 176 weeks

			Weekly Change
Cash	£48.24		+£0
Portfolio cost	£2,321.29		+£0
Portfolio sell value (bid price - commission)	£1,239.25	(-46.6%)	+£29.77
Potential profits	£0		+£0
Year 4 Dividends	£13.20		+£0
Year 4 Profit	£0		+£0
Yr 4 Average monthly cash profit	£2.86	(1.5%)	-£0.15
Dividends	£47.92		+£0
Profit from sales	-£64.29		+£0
Average monthly cash profit	-£0.40	(-0.2%)	+£0.01
(Sold stocks profit + Dividends - Fees  / Months)
Performance/Injection	-0.2%		+0%
Compound performance	-1%		+0%

Most stocks were slightly up, so an improvement of £29. Everything else drifting until something interesting happens.

Slight up-turn

Still below the trend line

Not writing much today as it's late on Sunday and I've been in York all weekend, which was very nice, but I'm falling asleep as I type.

Hopefully the general election won't be a complete nightmare and there's something nice to write about next week, as I'm fed up of writing doom and gloom every blog.