DDDD:4D Pharma was the only share to have a big drop this week, but it's my second largest holding and I bought some more just before the main drop. It lost 8% this week and I'm now down by about £3,000, so as usual my timing of buying shares is hopelessly wrong. This is particularly frustrating as I bought it twice in my trading account on the assumption there would be a bounce after the Nasdaq listing, but the opposite has happened.
CAML:Central Asia Metals are still trading below their price before
they bought a new mine a few years ago, but have been on a gradual rise and
continued that with a 5% increase this week. My holding is now 54% up and
making £3,499 potential profit, but I've also had £1,822 dividends with
another big payout coming in a few weeks, and £1,800 profit from selling
chunks. This has definitely been one of my best shares, although has spent
long periods languishing at a loss despite still paying a hefty dividend and
remaining profitable when metal prices crashed. Hopefully with all the money
they are making now, we'll have another acquisition soon.
HUM:Hummingbird Resources has been a disaster in my trading account. I
only invested a relatively small amount but it was meant to be for quick
profit. The shares climbed 6% this week but are still down 36% and I doubt
they will be back in profit for a long time.
JLP:Jubilee Metals scores Share of the Week again, and does it in
style. This week it gained a magnificent 88% of my original purchase price
to go 369% up and making £9,573 potential profit despite having sold some
for £5,500 profit already. Given I held these for years with nothing
happening, it goes to show that patience pays off. I just hope the same will
be said for OPTI:Optibiotix one day.
This shows everything going up, but there was a £3,000 injection so this is misleading. The next chart will tell a truer tale...
This shows a tiny drop, and we're still dragging the trend line downwards.
Here's the ISA and shares portfolio after week 40 of year 6.
I injected £2030 into the account because I can't stand to see OPTI:Optibiotix at these prices and not take advantage. I keep searching for why I'm wrong but have yet to find a reason not to keep adding. The purchase this week will allow me to sell my share account holding and still remain above 150,000 shares. I want to transfer the share account cash to my trading account as soon as OPTI gets into decent profit. I hoped that would be significantly earlier than this! I bought 3,930 shares at 50.88p costing £1,999.58. That almost matches the 3,965 I have in my share account so I can sell those whenever.
| Weekly Change | |||
| Cash | £28.26 |
+£18.47 | |
| Portfolio cost | £69,070.16 | +£2,011.54 | |
| Portfolio sell value (bid price-commission) | £57,829.52 | (-16.3%) | +£1,334.39 |
| Potential profits | £9,573.67 | +£2,760.00 | |
| Yr 6 Dividends | £0 | +£0 | |
| Yr 6 Profit from sales | £4,629.22 | +£0 | |
| Yr 6 projected avg monthly profit | £497.44 | (13.6%) | -£26.61 |
| Total Dividends | £1,343.15 | +£0 | |
| Total Profit from sales | £25,055.83 | +£0 | |
| Average monthly cash profit | £377.41 | (10.3%) | -£2.59 |
|
(Sold stocks profit + Dividends - Fees / Months) |
|||
| Compound performance | 60% | -3% |
I injected £2030 into the account because I can't stand to see OPTI:Optibiotix at these prices and not take advantage. I keep searching for why I'm wrong but have yet to find a reason not to keep adding. The purchase this week will allow me to sell my share account holding and still remain above 150,000 shares. I want to transfer the share account cash to my trading account as soon as OPTI gets into decent profit. I hoped that would be significantly earlier than this! I bought 3,930 shares at 50.88p costing £1,999.58. That almost matches the 3,965 I have in my share account so I can sell those whenever.
Cash is up slightly as I added £30 to cover fees as part of the injection.
Potential profits are up by a massive £2,760 thanks to
JLP:Jubilee Metals, which mitigates the effect of the falls elsewhere
and means the portfolio value increased by £1,334. It would have been
significantly down if not for JLP. Performance is still above target,
although the injection amount has increased which has knocked off 3% from my
compound performance as it's based on injection amount.
Nice when everything points upwards
A good rise, but still below the trend line.
The SIPP looks like this after week 284 overall and week 24 of year 6.
I injected £1,000 into this account thanks to one of those irresistible credit card money transfer offers at 0% interest till September 2022. I had vowed not to do it again, but I won't have to start paying it off until my existing loans are cleared, and I felt this is a timely opportunity to buy top shares cheap so I had to take the plunge. I've been wrong in the past as I'm still sitting at a loss on the shares I bought "cheap" 4 years ago!
| Weekly Change | ||||
| Cash | £280.71 | +£11.34 | ||
| Portfolio cost | £70,584.17 | +£1,009.56 | ||
|
Portfolio sell value (bid price - commission) |
£59,065.91 | (-16.3%) | -£1,010.16 | |
| Potential profits | £4,434.04 | +£343.04 | ||
| Yr 6 Dividends | £594.51 | +£20.90 | ||
| Yr 6 Interest | £0 | +£0 | ||
| Yr 6 Profit from sales | £5,295.11 | +£0 | ||
| Yr 6 projected avg monthly profit | £1,045.29 | (28.7%) | -£44.65 | |
| Total Dividends | £2,661.59 | +£20.90 | ||
| Total Interest | £0.20 | +£0 | ||
| Total Profit from sales | £20,754.55 | +£0 | ||
| Average monthly cash profit | £346.29 | (9.5%) | -£1.16 | |
|
(Sold stocks profit + Dividends - Fees / Months) |
||||
| Compound performance | 52% | -1% |
I injected £1,000 into this account thanks to one of those irresistible credit card money transfer offers at 0% interest till September 2022. I had vowed not to do it again, but I won't have to start paying it off until my existing loans are cleared, and I felt this is a timely opportunity to buy top shares cheap so I had to take the plunge. I've been wrong in the past as I'm still sitting at a loss on the shares I bought "cheap" 4 years ago!
I used the cash to buy 898 shares of DDDD:4D Pharma for 111.092p
costing £1,009.56. They promptly fell by 10p! I don't care as I now have
11,564 of these and I'm satisfied they will do well quite quickly. 765 of them
are in my trading account, so those will get sold at a small profit, and I'll
probably use some of the rest for trading, but always keeping a core holding
of 10,000 shares.
Potential profits were up by £343 but that wasn't enough to counter the drop
in DDDD:4D Pharma and the 1p drop in OPTI:Optibiotix, so the
portfolio value is down by £1,010 if you discard the injection. The £20
dividend was from CMCL:Caledonia Mining. Long term performance took a
bit of a hit due to the increase in injection amount.
Cost and injection up, but value flat.
Rather an alarming drop from the recent (very brief) high.
Cost and injection up, but value flat.
Rather an alarming drop from the recent (very brief) high.
The trading account looks like this after week 250 overall and week 42 of year 5.
A terrible week for DDDD:4D Pharma and small drop for IQE:IQE, but HUM:Hummingbird Resources helped reduce the losses to £59. No sign of being able to sell anything for ages.
A dreadful run of form.
| Weekly Change | |||
| Cash | £259.74 | +£0 | |
| Portfolio cost | £2,374.14 | +£0 | |
| Portfolio sell value (bid price - commission) | £1,523.99 | (-35.8%) | -£59.86 |
| Potential profits | £0.00 | +£0 | |
| Year 5 Dividends | £12.18 | +£0 | |
| Year 5 Profit | £651.51 | +£0 | |
| Yr 5 projected avg monthly profit | £68.48 | (34.6%) | -£1.67 |
| Dividends | £60.10 | +£0 | |
| Profit from sales | £937.88 | +£0 | |
| Average monthly cash profit | £17.30 | (8.7%) | -£0.07 |
|
(Sold stocks profit + Dividends - Fees / Months) |
A terrible week for DDDD:4D Pharma and small drop for IQE:IQE, but HUM:Hummingbird Resources helped reduce the losses to £59. No sign of being able to sell anything for ages.
A dreadful run of form.
At this rate the trend line will do a big pivot as we drag it flatter every week.
I'm not aware of anything interesting happening next week, so as usual I'll just be hoping for some cracking OPTI:Optibiotix news because when it comes, and it will come, the re-rate will be swift and spectacular!
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