Friday 24 April 2020

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!

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