Week 297 Review - Regretting selling Ferrexpo

A pretty poor week with most shares drifting down and nothing up by 5% or more. The result was an increase in the deficit between cost and value by £2,474 to £21,498, and a drop in total portfolio value to £117,705. I guess I shouldn't complain too much, as it wasn't long ago I was dreaming of getting back above £100k.

Worst performer was JLP:Jubilee Metals which fell 16% but is still up by 267%. I guess this will feature every week in this section, as it doesn't need to move far to be up or down 5% of my cost price. Each week I resist the temptation to bank more profit is a bonus as we wait on news of copper production and the next re-rate.

TLOU:Tlou Energy dropped 5% which is a bit of a pain given my recent purchase, but happy to say that remains 8% up, unlike my ISA holding which is down 55%.

Share of the Week is APAX:Apax Global Alpha which although only up 4% is the best performer. They are now 36% up altogether and have paid 7% dividends so are doing very well. 12-month review date is early June.

Here's the ISA and shares portfolio after week 37 of year 6.

			Weekly Change
Cash	£9.79		+£0
Portfolio cost	£67,058.62		+£0
Portfolio sell value (bid price-commission)	£55,652.78	(-17.0%)	-£1,397.07
Potential profits	£6,933.67		-£420.00
Yr 6 Dividends	£0		+£0
Yr 6 Profit from sales	£4,629.22		+£0
Yr 6 projected avg monthly profit	£538.21	(15.5%)	-£14.95
Total Dividends	£1,343.15		+£0
Total Profit from sales	£25,055.83		+£0
Average monthly cash profit	£381.28	(10.9%)	-£1.29
(Sold stocks profit + Dividends - Fees  / Months)
Compound performance	63%		+0%

Potential profits down thanks to JLP:Jubilee Metals, but portfolio value down by much more, mainly thanks to a 1p drop in OPTI:Optibiotix as the news drought continues. We desperately need something on SweetBiotix to give the share price a boost. Performance still well above target.

The SIPP looks like this after week 281 overall and week 21 of year 6.

			Weekly Change
Cash	£346.08		+£103.86
Portfolio cost	£69,156.07		+£0
Portfolio sell value (bid price - commission)	£59,796.90	(-13.5%)	-£1,065.47
Potential profits	£4,307.34		-£125.85
Yr 6 Dividends	£573.61		+£103.86
Yr 6 Interest	£0		+£0
Yr 6 Profit from sales	£5,085.38		+£0
Yr 6 projected avg monthly profit	£1,150.46	(32.4%)	-£38.63
Total Dividends	£2,640.69		+£103.86
Total Interest	£0.20		+£0
Total Profit from sales	£20,544.82		+£0
Average monthly cash profit	£346.68	(9.8%)	+£0.11
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	53%		+0%

Cash is up £103 thanks to the FXPO:Ferrexpo special dividend. I'm regretting selling now, as the Russian threat seems to have been over-exaggerated and the expected dip was short lived. It this price there's still lots of upside so it's not too late to get back in - if only I could get shot of my CMCL:Caledonia Mining shares, which isn't going to happen any time soon given their current performance. I've always been cursed with this one. I really don't know why I keep coming back to them!

The trading account looks like this after week 247 overall and week 39 of year 5.

			Weekly Change
Cash	£259.74		+£0
Portfolio cost	£2,374.14		+£0
Portfolio sell value (bid price - commission)	£1,640.47	(-30.9%)	-£12.34
Potential profits	£0.00		+£0
Year 5 Dividends	£12.18		+£0
Year 5 Profit	£651.51		+£0
Yr 5 projected avg monthly profit	£73.74	(37.3%)	-£1.94
Dividends	£60.10		+£0
Profit from sales	£937.88		+£0
Average monthly cash profit	£17.51	(8.8%)	-£0.07
(Sold stocks profit + Dividends - Fees  / Months)

Very little change, with just a slight dip in value. I still expect DDDD:4D Pharma to take off soon, at which point I can get back to making some profit.

Nothing to add this week as I'm late writing it up. Seems to happen mostly when I lose money!