Worst performer was TLOU:Tlou Energy, which dropped 7% in my SIPP and is only £1 in profit now. My ISA holding only fell 3% but that was bought for a lot more money. The drop followed a progress update, which was surprising as I thought it was a good update.
Share of the week is JLP:Jubilee Metals which announced copper production starting at Project Roan. The initial reaction was subdued, but the shares ended up climbing 18% of cost value and are now 281% up.
Pretty flat
Here's the ISA and shares portfolio after week 39 of year 6.
| Weekly Change | |||
| Cash | £9.79 |
+£0 | |
| Portfolio cost | £67,058.62 | +£0 | |
| Portfolio sell value (bid price-commission) | £54,884.61 | (-18.2%) | +£401.02 |
| Potential profits | £7,293.67 | +£480.00 | |
| Yr 6 Dividends | £0 | +£0 | |
| Yr 6 Profit from sales | £4,629.22 | +£0 | |
| Yr 6 projected avg monthly profit | £510.61 | (14.7%) | -£13.44 |
| Total Dividends | £1,343.15 | +£0 | |
| Total Profit from sales | £25,055.83 | +£0 | |
| Average monthly cash profit | £378.73 | (10.9%) | -£1.27 |
|
(Sold stocks profit + Dividends - Fees / Months) |
|||
| Compound performance | 63% | +0% |
Potential profits up thanks to JLP:Jubilee Metals and a few losses elsewhere meant portfolio value only went up £401. Performance still above target.
The SIPP looks like this after week 283 overall and week 23 of year 6.
| Weekly Change | ||||
| Cash | £269.37 | +£0 | ||
| Portfolio cost | £69,574.61 | +£0 | ||
|
Portfolio sell value (bid price - commission) |
£59,066.51 | (-15.1%) | +£131.49 | |
| Potential profits | £4,091.00 | +£122.39 | ||
| Yr 6 Dividends | £573.61 | +£0 | ||
| Yr 6 Interest | £0 | +£0 | ||
| Yr 6 Profit from sales | £5,295.11 | +£0 | ||
| Yr 6 projected avg monthly profit | £1,089.94 | (30.6%) | -£49.54 | |
| Total Dividends | £2,640.69 | +£0 | ||
| Total Interest | £0.20 | +£0 | ||
| Total Profit from sales | £20,754.55 | +£0 | ||
| Average monthly cash profit | £347.45 | (9.8%) | -£1.23 | |
|
(Sold stocks profit + Dividends - Fees / Months) |
||||
| Compound performance | 53% | +0% |
Hardly any change anywhere in one of the flattest weeks ever.
The trading account looks like this after week 249 overall and week 41 of year 5.
| Weekly Change | |||
| Cash | £259.74 | +£0 | |
| Portfolio cost | £2,374.14 | +£0 | |
| Portfolio sell value (bid price - commission) | £1,583.85 | (-33.3%) | -£21.43 |
| Potential profits | £0.00 | +£0 | |
| Year 5 Dividends | £12.18 | +£0 | |
| Year 5 Profit | £651.51 | +£0 | |
| Yr 5 projected avg monthly profit | £71.15 | (35.5%) | -£1.75 |
| Dividends | £60.10 | +£0 | |
| Profit from sales | £937.88 | +£0 | |
| Average monthly cash profit | £17.37 | (8.8%) | -£0.07 |
|
(Sold stocks profit + Dividends - Fees / Months) |
Another bad week with everything falling.
Trading account back to being rubbish after a brief good spell. Unfortunately the rate I'm banking profits isn't going to pay for my holiday on November!
Lets hope for a good week next week as my spirits are flagging.
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