Week 246 Review - Optibiotix and SkinBioTherapeutics on the march

Another great week and the recovery continues. Big improvements in both OPTI:Optibiotix and SBTX:SkinBioTherapeutics saw the combined portfolios climb by £9,158, narrowing the deficit between cost and value to £30,115 and increasing the overall value to £81,426.

There were virtually no big movers this week, and no big losers for an unprecedented 3rd week in a row.

OPTI:Optibiotix climbed 7p which is 11% and is only between 11% and 14% down in my various holdings. Another week like this and I'll be breaking even on them.

Share of the Week by absolutely miles is SBTX:SkinBioTherapeutics, which increased by 35% of my ISA purchase price, and an amazing 47% of my SIPP purchase price to to into profit.

Back above the injection line, but can it last?

Back to the holding range between £20K and £40K deficit that I've been stuck in for 6 months.

The ISA and share accounts look like this

			Weekly Change
Cash	£11.73		+£0
Portfolio cost	£59,827.79		+£0
Portfolio sell value (bid price-commission)	£42,615.87	(-28.8%)	+£4,670.46
Potential profits	£0		+£0
Yr 5 Dividends	£0.63		+£0
Yr 5 Profit from sales	£-167.28		+£0
Yr 5 Average monthly cash profit	-£22.43	(-0.4%)	+£0.60
Total Dividends	£1,342.93		+£0
Total Profit from sales	£20,224.13		+£0
Average monthly cash profit	£376.00	(7.5%)	-£1.54
(Sold stocks profit + Dividends - Fees  / Months)
Performance/Injection	11.5%		+0%
Compound performance	54%		+0%

A big step up thanks to having both OPTI:Optibiotix and SBTX:SkinBioTherapeutics in the account. Still nothing in profit though.

Just need another £5,000 to hit my resistance point which I would dearly love to break out of.

Let's start dragging that trend line flat.

The SIPP looks like this after week 230

			Weekly Change
Cash	£36.44		+£0
Portfolio cost	£49,176.17		+£0
Portfolio sell value (bid price - commission)	£37,258.81	(-24.2%)	+£4,509.87
Potential profits	£25.40		+£25.40
Yr 5 Dividends	£0		+£0
Yr 5 Interest	£0.03		+£0
Yr 5 Profit from sales	£0		+£0
Yr 5 Average monthly cash profit	-£13.33	(-0.3%)	+£0.63
Total Dividends	£1,899.24		+£0
Total Interest	£0.20		+£0
Total Profit from sales	£12,549.10		+£0
Average monthly cash profit	£262.59	(6.4%)	-£1.15
(Sold stocks profit + Dividends - Fees / Months)
Performance/Injection	9.9%		+0%
Compound performance	44%		+0%

A great rise for the same reasons as the ISA, but SBTX:SkinBioTherapeutics moves to £25 profit and there is much celebrating.

Still a long way to go before break-even

For the account that never went into the red, it's going to be depressing in about 10 weeks time when we'll have been in the red for a whole year.

The trading account looks like this after week 196

			Weekly Change
Cash	£0.09		+£0
Portfolio cost	£2,490.21		+£0
Portfolio sell value (bid price - commission)	£1,503.95	(-39.6%)	-£21.38
Potential profits	£8.42		-£22.64
Year 4 Dividends	£13.20		+£0
Year 4 Profit	£120.77		+£0
Yr 4 Average monthly cash profit	£14.51	(7.0%)	-£0.38
Dividends	£47.92		+£0
Profit from sales	£56.48		+£0
Average monthly cash profit	£2.31	(1.1%)	-£0.01
(Sold stocks profit + Dividends - Fees  / Months)
Performance/Injection	1.2%		+0%
Compound performance	5%		+0%

JLP:Jubilee Metals had a small dip and wiped out most of the profits, but at least something is still green. Small movements up and down with the other shares.

Hopefully just a pause for breath

Dragging that line flatter.

The virtual magic formula portfolio is -20.96% so up 1.39% from last week.

I still can't buy any real magic formula shares as Legal & General still haven't transferred the cash after over a month. In fact, they paid in this months contribution so I've asked Hargreaves Lansdown to cancel that transfer and instead transfer £2,800 as it has gained a bit in a month in addition to my contribution. That gives me the extra cash to get CAML:Central Asia Metals up to 5,000 shares and still have £1,000 for FXPO:Ferrexpo, although they are all getting more expensive by the day.

That's it for this week. A good week and the sun's out so I'm going into the garden with a bottle of Titanic Plum Porter - yummy!

Week 245 Review - Trading account moves into realised profit

It's been a fairly flat week with a big scare at the end that turned out to be OK as OPTI:Optibiotix announced a placing at 20% discount to share price. Amazingly they ended the day blue, and as a result ended up 1p on the week. The combined portfolios climbed by £1,732 and the deficit between cost and value has reduced to £39,274, with total portfolio value of £72,267.

There were very few big movers this week, and for the second week running there were no big drops.

SBTX:SkinBioTherapeutics climbed 5% in my ISA and 7% in my SIPP, but is still shockingly under-valued and I'm well underwater.

MMX:Minds + Machines rarely moves, but sneaked up 6% this week. It's possible dividend-hunters will be showing an interest as there seems no reason why the company should back-track on their plan to issue a maiden dividend given they should be unaffected by Covid-19.

N4P:N4 Pharma is getting on the Covid-19 bubble bandwagon and climbed 9%. I'm convinced this is all bullshit so am contemplating getting out at a big loss while I can still salvage something.

JLP:Jubilee Metals continues to climb, especially on news that the mining lockdown is being relaxed in South Africa. My main holding increased by 11% and my new trading holding climbed 5% in 2 days to go into profit. Surely I haven't actually timed a trading purchase right for once?

Share of the Week is TEK:Tekcapital. I bought them in August 2018 as a short term holding. I ended up holding them for 20 months, but they climbed 26% this week and I sold them for £120 profit. Will this be the turning point for my so-far cursed trading account?

Not quite back past the injection line, but getting close.

The right side of the trend line but a long way off reversing it.

The ISA and share portfolios look like this

		Weekly Change
Cash	£11.73		+£0
Portfolio cost	£59,827.79		+£0
Portfolio sell value (bid price-commission)	£37,945.41	(-36.6%)	+£1,204.21
Potential profits	£0		+£0
Yr 5 Dividends	£0.63		+£0
Yr 5 Profit from sales	£-167.28		+£0
Yr 5 Average monthly cash profit	-£23.03	(-0.5%)	+£0.64
Total Dividends	£1,342.93		+£0
Total Profit from sales	£20,224.13		+£0
Average monthly cash profit	£377.54	(7.6%)	-£1.55
(Sold stocks profit + Dividends - Fees  / Months)
Performance/Injection	11.5%		-0.1%
Compound performance	54%		+0%

Normally this would be a very good week, but there's quite a bit of catching up to do. I think I need to get a few more dividend paying shares in this portfolio, and I desperately need a big sale to boost my performance figures.

I need to recover another £10K before I'm back at the pre-Covid-19 level.

Some big £10K swings up and down over relatively short periods. I really hope we're not due another swing down!

The SIPP looks like this after week 229

			Weekly Change
Cash	£36.44		+£0
Portfolio cost	£49,176.17		+£0
Portfolio sell value (bid price - commission)	£32,748.94	(-33.4%)	+£490.89
Potential profits	£0		+£0
Yr 5 Dividends	£0		+£0
Yr 5 Interest	£0.03		+£0
Yr 5 Profit from sales	£0		+£0
Yr 5 Average monthly cash profit	-£13.96	(-0.3%)	+£0.70
Total Dividends	£1,899.24		+£0
Total Interest	£0.20		+£0
Total Profit from sales	£12,549.10		+£0
Average monthly cash profit	£263.74	(6.4%)	-£1.15
(Sold stocks profit + Dividends - Fees / Months)
Performance/Injection	9.9%		-0.1%
Compound performance	44%		+0%

A much smaller rise in this account as many of the shares dropped a little in price. The average monthly performance based on injection value finally falls below 10%, and the figure I should be comparing to my 10% target is only 6.4%, but there's still no sign of how I can improve matters, and if I do sell N4P:N4Pharma for a big loss, this figure will be much worse. If it goes up enough to salvage £500 I may take the hit, and use the proceeds to add to my transfer (if it ever arrives) so I can get CAML:Central Asia Metals to 5,000 shares.

Above the injection line but perilously close.

Not far enough above the trend line.

The trading account looks like this after week 195

			Weekly Change
Cash	£0.09		-£48.42
Portfolio cost	£2,490.21		+£168.92
Portfolio sell value (bid price - commission)	£1,525.31	(-38.7%)	+£37.21
Potential profits	£31.06		+£31.06
Year 4 Dividends	£13.20		+£0
Year 4 Profit	£120.77		+£120.77
Yr 4 Average monthly cash profit	£14.89	(7.8%)	+£13.38
Dividends	£47.92		+£0
Profit from sales	£56.48		+£120.77
Average monthly cash profit	£2.32	(1.1%)	+£2.69
(Sold stocks profit + Dividends - Fees  / Months)
Performance/Injection	1.2%		+1%
Compound performance	5%		+6%

That looks a whole lot better. The sale of TEK:Tekcapital made £120 (24.5%) profit which lifted my Year 4 performance to £14 a month and brought my long term performance into profit, albeit an average of £2 a month. That's a pretty poor return for 4 years, but it's better than the loss I've been reporting for a long time.

Cash dropped by £48 as I ploughed all the profits and cash back into my next purchase, which was 22,635 shares in JLP:Jubilee Metals at 2.81p costing £647.99. I'm convinced these are heading to 4p over the next few weeks which would give me £257 (40%) profit. This would go straight into my bank account so I keep to my £2,500 limit for this account.

I have to keep reminding myself this account is meant to be for short term trades, and I have to think differently about the shares I buy. In the past I've bought long term investment shares the same as with my other accounts, and it hasn't been working well at all.

I'm happy to say that JLP:Jubilee Metals has already gone up from 2.81 offer price to 3p bid price, so I'm £31 (5%) up.

The red cost line is back where it should be around £2,500, the injection line remains the same as I re-invested the profits to get the cost line up, and the green line is well above the pre-Covid-19 level.

This chart shows a truer picture of this week's rise, as the profits were re-invested and it's a miracle the line turned upwards. I think this account is the one closest to reversing the trend line, especially if JLP:Jubilee Metals behaves.

The magic formula portfolio is 22.35% down, an improvement of 7.65% on 2 weeks ago. The only companies in the black since I (virtually) bought them are PLUS:Plus 500 which is up 35% and IGG:IG Group Holdings which is up 5.16%. Worst performer is CARD:Card Factory, down 52%. Also down by more than 50% are ITV:ITV and VTY:Vistry Group.

Legal and General still haven't sold my funds in order to free up the £2,000 I requested transferred to my SIPP. That's a month after the transfer request. I gave them the benefit of the doubt last week, but a month is just ridiculous. I'm missing out on some serious stock recovery profits while they mess me around. I could still achieve my ambitions of getting CAML:Central Asia Metals to 5,000 shares if they hurry. The only potential benefit of the delay is that it gives me time for N4P:N4 Pharma to ride the Covid-19 bubble for a bit longer before I bail out. It would be nice to add the proceeds of that to the transfer money, and the £500 I get from the tax man in May.

I guess I should say something about the OPTI:Optibiotix placing. I've calmed down after my initial anger, as I realised it was fueled by jealousy that they had bought the placing shares cheaper then the ones I bought a few weeks ago, and if I had been allowed to get involved I could have saved some money, but only just over 200 shares worth. I still have to pinch myself when I realise I own almost 110,000 shares.

There's no doubt that the cash is being used to generate a hell of a lot of revenue, so the placing was definitely the right thing to do. After an initial shock where the share price dived, it ended the day in the blue and so the week ended 1p up. I think when potential investors realise that putting this money into producing stock now means there are some very big deals about to be announced, they'll come piling in.

When the OPTI:Optibiotix share price moves, it really does move fast. All it takes next week is one of these deals to be announced and I could be back in the black. I only need 15p now, which would get my portfolio value right back where it was before everything started falling apart.

There's one thing about the OPTI:Optibiotix placing I don't understand. As well as raising £1m placing the shares, they also sold a few percent of their SBTX:SkinBioTherapeutics holding at a ridiculously low price. I'm sure they had their reasons, but I don't understand why they needed to do that while also doing the placing. I'm sure all will become clear in due course.

I look at the current price of SBTX:SkinBioTherapeutics and it does make me think I need to buy some more. Maybe if JLP:Jubilee Metals puts on a spurt next week I'll be able to sell up my trading shares and put them into SBTX:SkinBioTherapeutics for a while...

Trading account returns go into profit - but I still manage to cock it up!

O rejoice and be merry!

TEK:Tekcapital really took off today so I sold my holding and banked £120.77 (24.5%) profit.

Unfortunately if I'd not been focused on my work, I would have had time to watch the market, but instead I set a limit sell order at 17.5p not really imagining it would get that far.

Within an hour is had triggered at 17.55p, but if I'd left it alone it went up as far as 20p before dropping back to end the day at 19p after a 40% rise. So I could have got as much as £206 profit if I had timed it right and not set the limit order.

Never mind. I wrote in my blog at weekend that I'd be happy with around 25% profit and I am.

It has quite an impact on my year 4 performance,  raising the average rate to £15 (10%) per month, but understandably it has a smaller impact on my overall performance, raising it into profit of £2.33 (1.5%) per month. The important thing is that it's a profit, so I don't feel like a complete waste of space any more.

When you add the proceeds to my cash, I have £648 to invest in something new. That will take the portfolio cost up to £2,490 which is very nearly my £2,500 target. Unfortunately it means I can't bank the £120 profit and reduce my injection, but I will do that when I next make a profit.

So, the big question is what to invest in next?

I don't want to rush in, but on the other hand this is a good time to buy.

I've been looking at shares that increased in value today as the majority dropped. I figure these must be regarded as good enough value to buck the trend.

I mainly looked at shares I've held before, as I know something about these companies.

At the moment my favourite is JLP:Jubilee Metals as it could double in short order. My main holding is still well down, but I think it should return to 4p within a very short time, and that would give me enough profit to sell.

TRMR:Tremor is another one that I already hold in my trading account as it's very volatile, and on an upwards run.

C4XD:C4X Discovery were in my ISA briefly and I sold them at 52p for £86 (6%) profit. They are now 16p so I'm really glad I sold them, but they climbed 22% today and may be a part of the Covid-19 bubble.

The other company is in my watch closely list. THS:Tharisa seem to be under-valued and growing to recover from the Covid-19 crash, but would they climb enough in a short period?

I'll see what things look like in the morning and decide whether to jump straight back in or hold the cash for a while. Very tempted by JLP:Jubilee Metals though...

Week 244 Review - The recovery continues

Another good week as the recovery continues at an extreme pace. So far it's as fast as the drop, but I have a feeling it will slow down or even take a step backwards soon. The combined portfolios climbed by £8,378 this week, taking the deficit between cost and value down to £41,006, and increasing the total value to £70,414.

There were no significant losers this week, which is a very rare thing to report.

There are no particular reasons form most of the gains, apart from money returning to the market as traders hoover up bargains.

SBTX:SkinBioTherapeutics climbed 5% in my ISA and 7% in my SIPP but is still 65% and 53% down.

CAML:Central Asia Metals released a production update which reversed earlier declines and caused a 6% rise to make these only 26% down, but given these were my only profitable share it shows how far everything has fallen.

JLP:Jubilee Metals climbed 6% but the increase is still agonisingly slow given how close to being profitable they were. They are still 44% down so still a long wait.

IKA:Ilika almost got into profit before the crash. This week's 7% climb takes them to 18% down, so some hope is re-kindled.

WRES:W Resources also gained 7% but at 79% down and dishing out shares relentlessly, I will be amazed if these ever get into the black.

OPTI:Optibiotix climbed 6p which is 10% and were responsible for £6,600 of this week's rise. That goes to show what a good week it's been, that the other shares managed to put on £1,400. These are 23% down but deals are coming in relentlessly, there's been an updated broker note with a target price of 93p, and surely the Sweetbiotix announcement will come through soon.

IQE:IQE has seen nearly all the shorts closed as the hedge funds take advantage of the crash to buy back without causing a massive spike. They climbed 11% in my SIPP, 13% in the trading account, and 18% in my ISA. I think when things calm down there's a resonable chance these will work their way back to 100p which I consider fair value. Unfortunately my SIPP holding was bought at 131p so I'd have to stomach a £600 loss if I wanted to offload them at 100p to put into my magic formula shares, which is my objective for all the SIPP except OPTI:Optibiotix, which is my hold forever share for the hoped-for epic dividend.

TLOU:Tlou Energy would normally have made Share of the Week with a 23% rise, but not this week. News of last week's Power Purchase Agreement is trickling through so I'm hoping for a steady climb back to my purchase price over the next few months. I think £2,700 was a bit too much to invest in a high risk venture like this, so although I'd like to keep some for the long term, I'd quite like to reduce my holding from 31,000 shares to around 15,000.

Share of the Week is TEK:Tekcapital which has had positive updates from most of it's holding companies over the last few weeks. One is part of the "Covid-19 bubble" which probably sparked the amazing 61% climb this week. It actually went into profit for a while, but dropped to 1% down by the end of the day. It's still my best performing share and gives me the rare opportunity to contemplate selling something in my trading account. I need £65 profit to break even over the 194 weeks, but I think ideally I should be aiming for £120 profit. That would mean a share price of 17.5p to give me 25% profit. That seems a reasonable ambition for a trading share.

Almost as steep a climb as last week, and almost past the first milestone of breaking through the orange injection line.

Back on the right side of the trend line after being below it for just 4 weeks.

The ISA and share portfolios look like this

			Weekly Change
Cash	£11.73		-£43.75
Portfolio cost	£59,827.79		+£40.00
Portfolio sell value (bid price-commission)	£36,741.20	(-38.6%)	+£5,199.90
Potential profits	£0		+£0
Yr 5 Dividends	£0.63		+£0
Yr 5 Profit from sales	£-167.28		+£0
Yr 5 Average monthly cash profit	-£23.67	(-0.5%)	+£0.21
Total Dividends	£1,342.93		+£0
Total Profit from sales	£20,224.13		+£0
Average monthly cash profit	£379.09	(7.6%)	-£1.62
(Sold stocks profit + Dividends - Fees  / Months)
Performance/Injection	11.6%		+0%
Compound performance	54%		+0%

Cash dropped due to the £40 I spent on 100 IKA:Ilika shares on open offer at 40p with no commission, plus the monthly £3.75 ISA charge. Great rise of over £5,000 and virtually no change in performance as usual. It seems a long, long time since I sold anything.

Not yet past the injection line. I think it will take a few more weeks, but hopeful this big dip is nearly behind us. My fear is that huge volatility is of great benefit to traders and hedge funds, so it wouldn't be a surprise if they don't engineer wild swings to maximise their profits.

The right side of the trend line and about a third of losses got back.

Here's the SIPP after week 228

			Weekly Change
Cash	£36.44		-£12.07
Portfolio cost	£49,176.17		+£0
Portfolio sell value (bid price - commission)	£32,258.05	(-34.4%)	+£3,780.38
Potential profits	£0		+£0
Yr 5 Dividends	£0		+£0
Yr 5 Interest	£0.03		+£0
Yr 5 Profit from sales	£0		+£0
Yr 5 Average monthly cash profit	-£14.66	(-0.4%)	-£1.98
Total Dividends	£1,899.24		+£0
Total Interest	£0.20		+£0
Total Profit from sales	£12,549.10		+£0
Average monthly cash profit	£264.89	(6.5%)	-£1.40
(Sold stocks profit + Dividends - Fees / Months)
Performance/Injection	10.0%		-0.1%
Compound performance	44%		+0%

The monthly charge means my year 5 average is just made up of charges as I haven't sold anything or had any dividends, and my usual dividends have been postponed, so almost halfway through the year and it's looking grim. With long term average performance down to 6.5% of portfolio cost, and performance based on injection value about to drop below 10%, my performance needs a boost. The fact the portfolio is also 34% down is pretty bad.

Just above the injection line. Thank goodness for that.

Just above the trend line too.

The trading portfolio looks like this after week 194

			Weekly Change
Cash	£48.24		+£0
Portfolio cost	£2,321.29		+£0
Portfolio sell value (bid price - commission)	£1,319.18	(-43.2%)	+£383.17
Potential profits	£0		+£0
Year 4 Dividends	£13.20		+£0
Year 4 Profit	£0		+£0
Yr 4 Average monthly cash profit	£1.51	(0.8%)	-£0.04
Dividends	£47.92		+£0
Profit from sales	-£64.29		+£0
Average monthly cash profit	-£0.37	(-0.2%)	+£0
(Sold stocks profit + Dividends - Fees  / Months)
Performance/Injection	-0.2%		+0%
Compound performance	-1%		+0%

I think this could count as the best week ever for my trading account. Everything was up except TRMR:Tremor, and that was pretty much static. TEK:Tekcaptial was the big winner, and as mentioned in the Share of the Week write-up, is almost in profit and almost in a position to be sold.

Right back to where we were before the crash. If I do get to sell TEK:Tekcapital then I have a bit of a dilemma what to do with the cash. My aim is to maintain the cost line at £2,500, but when I bought TALY:Tally (or LION:Liongold as it was then), I only had £345 so the cost line is below £2,500. My rule is that I spend £500 and return the profit to my bank account, thus the injection line drops until eventually it's below £0 and then I switch it to a banked profit line.Clearly I'm a million miles away from being able to do any of that!

It means that if I do manage to make £120 profit on TEK:Tekcapital, when I buy my next shares, I would use the full £620 plus the £48 cash in the account in order to get the red line back at £2,500. When I sell those shares I'll go back to the £500 limit. I just hope next time I can do a bit better than I have so far with this account. The secret is to be in less of a hurry to buy, and don't buy anything with such a gigantic spread.

Way above the trend line, but miles below £0.

The only source of frustration this week is the behaviour of Legal & General with my SIPP transfer. They have been sitting on the request for 3 weeks now, and I've lost my chance to buy at the bottom of the crash. I've been checking my account every day and they still haven't even sold the fund to pay for the transfer, so by the time they do it I suspect there would have been a complete recovery and I'll have missed my chance. I'm now too late to get my CAML:Central Asia Metals holding up to 5,000 shares as that has recovered a lot of ground. If I still go ahead with that plan, I can't afford to make up the difference to buy £1,000 of FXPO:Ferrexpo, so I'll either have to sit on cash until I get £1,000 or buy less. It's really very annoying.

I guess I shouldn't be too harsh. It might be that half their team has come down with Covid-19 and they are desperately under-staffed. If that's the case then I have no right to bleat about the time it's taking. However, my past history of disappointment with Legal & General makes me a tad cynical about their performance. I'll never be able to forgive them for forcing my to sell my gold fund and invest it in a general fund just before the gold price exploded. That's a massive betrayal and I won't ever forget it or trust them with my money again. The only reason I keep the pension with them is it's the only way to get my employer contributions added. I'll transfer as much as I can as fast as I can into my SIPP.

Having said that, if the cash comes through next week then I'll have some thinking to do about how to spend it.

Week 243 Review - One of the best weeks ever

What a week! When OPTI:Optibiotix flies, it really flies. Some great deals were announced and the end result was an increase in portfolio value of £15,257. That narrowed the gap between cost and value to £49,384 and increased the total portfolio value to £61,067.

Only one big loser this week. TEK:Tekcapital dropped 7% which is probably profit taking after a bit of a spike last week. Although profits are still a little way off, I believe their stake in Salarius alone will be enough to get a decent return from my holding. Maybe it was a mistake for the trading account, but with salt reduction in snacks a very big market, Salarius could do very well - eventually.

IKA:Ilika climbed 5% this week and is slowly recovering from the crash. They are 25% down, but that's one of my better shares. I think there's so much interest in their car battery that they should get to the point where I can consider selling them. They're not a long term hold for me as I still believe the board are scientists and not businessmen.

TLOU:Tlou Energy announced they have an interim Power Purchase Agreement, which should have caused a massive re-rate. I think it would have done if the operation hadn't been shut down during the Coronavirus lockdown. Shares climbed 6% but are still 78% down. I never lost confidence that these will come good, but I could have bought them a lot cheaper than I did. I've made £1,200 profit from previous trades, but my current holding is £2,111 down so I'm still in the red.

MMX:Minds + Machines were almost in profit before the crash, and dropped horribly. This week they recovered 7% but are still 29% down. They announced they were planning a dividend, but with everyone postponing their dividend there may be disappointment ahead. Having said that, I can't think of any way their business could be affected, as people still need to renew their domain names.

TRMR:Tremor have been a total disaster in my trading account. They recovered 10% this week after good results, but they are still 57% down and it will take a long time for them to get back into the black.

Share of the week was my beloved OPTI:Optibiotix. They climbed by 14p which is a whopping 22%. The current bid price of 43p is now above the price I paid for £2,000 worth of shares a few weeks ago, so at least those are in profit. I can't believe these are still 33% down though. There were 2 new deals announced this week, and one of them is 10 times the size of the recent Holland and Barrett deal. That caused a 41% rise on the day, but 41% of the share price on that day wasn't a 41% recovery based on my purchase price, so there's still a long way to go.

Boing! Still way below the injection amount though.

Almost back on the trend line, but £50K in the red.

Here's the ISA and share portfolios

			Weekly Change
Cash	£55.48		+£0
Portfolio cost	£59,787.80		+£0
Portfolio sell value (bid price-commission)	£31,501.31	(-47.3%)	+£8,618.71
Potential profits	£0		+£0
Yr 5 Dividends	£0.63		+£0
Yr 5 Profit from sales	£-167.28		+£0
Yr 5 Average monthly cash profit	-£23.88	(-0.5%)	+£0.71
Total Dividends	£1,342.93		+£0
Total Profit from sales	£20,224.13		+£0
Average monthly cash profit	£380.71	(7.6%)	-£1.58
(Sold stocks profit + Dividends - Fees  / Months)
Performance/Injection	11.6%		-0.1%
Compound performance	54%		+0%

Absolutely fantastic surge in value. Not much else to report.

Similar to the combined chart.

Also similar to the combined chart, but a slightly steeper decline

The SIPP looks like this after week 227

			Weekly Change
Cash	£48.51		+£0
Portfolio cost	£49,176.17		+£0
Portfolio sell value (bid price - commission)	£28,477.67	(-42.1%)	+£6,645.67
Potential profits	£0		+£0
Yr 5 Dividends	£0		+£0
Yr 5 Interest	£0.03		+£0
Yr 5 Profit from sales	£0		+£0
Yr 5 Average monthly cash profit	-£12.68	(-0.3%)	+£0.71
Total Dividends	£1,899.24		+£0
Total Interest	£0.20		+£0
Total Profit from sales	£12,549.10		+£0
Average monthly cash profit	£266.29	(6.6%)	-£1.18
(Sold stocks profit + Dividends - Fees / Months)
Performance/Injection	10.0%		-0.1%
Compound performance	44%		+0%

A very similar story to the ISA, with a huge rise and not much else happening.

A bit closer to the injection line than the ISA, but desperately depressing that we're still below it.

Same story as the ISA.

The trading account looks like this after week 193

			Weekly Change
Cash	£48.24		+£0
Portfolio cost	£2,321.29		+£0
Portfolio sell value (bid price - commission)	£936.01	(-59.7%)	-£6.96
Potential profits	£0		+£0
Year 4 Dividends	£13.20		+£0
Year 4 Profit	£0		+£0
Yr 4 Average monthly cash profit	£1.55	(0.8%)	-£0.04
Dividends	£47.92		+£0
Profit from sales	-£64.29		+£0
Average monthly cash profit	-£0.37	(-0.2%)	+£0
(Sold stocks profit + Dividends - Fees  / Months)
Performance/Injection	-0.2%		+0%
Compound performance	-1%		+0%

This account likes to buck the trend. Although there was a decent rise in TRMR:Tremor, all the others dropped and wiped out the gains. The drop was limited though.

The recovery is stalled.

I think this is the least steep trendline of any of the accounts.

The fantasy magic formula account is still 30% down, so that's 1% worse off than last week.

Legal & General are taking an age to transfer my pension. I'm not complaining, as the value has gone up £200 since I put in the transfer request. The balance is still showing £2,585 so they haven't sold the funds yet, and it takes about 3 days to hit my account after that. At this rate I'll be lucky to have anything next week.

Nothing has changed for my desire to top up CAML:Central Asia Metals. In fact although the recent results were great, the postponement of the dividend caused a big drop. That's good if I can just get the funds before they creep up again.

I'm less likely to invest the rest in OPTI:Optibiotix now. 45p is still a bargain, but it's more than I paid a few weeks ago and means my average price won't come down so much. I'm leaning back towards FXPO:Ferrexpo who gave great results but got hammered for postponing their dividend.

I've updated the FXPO:Ferrexpo figures in my ranking spreadsheet after their annual results, except for the divi which is hopefully just a postponement, and although the ranking score is higher, they are still top of the league by miles. The changes in P/E ratio have however changed the share that comes 2nd, with PLUS:Plus500 slipping to 5th. The new second place is held by POLR:Polar Capital Holdings. However, with no divi arriving in may for CAML:Central Asia Metals I doubt I'll be in a position to buy anything in May, so it will be at least a 3 month wait before I can get another injection into my SIPP.

That's it for a great week. I need 2 more of these and we'll be back to where we were before the crash. I don't know how likely that is given the current situation. The main priority for most companies appears to be avoiding going bust, but if OPTI:Optibiotix can sort out the Sweetbiotix deal, then they alone could propel me towards profit. There's certainly a lot of cash waiting for something that's both Brexit-proof and Coronavirus-proof, and OPTI:Optibiotix may turn out to be a good candidate.