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!
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