Worst performer was JLP:Jubilee Metals which fell 14% of my purchase price, but not before I'd flogged a few more. This is likely to be either top or bottom performer as long as I hold them, as my purchase price was so low compared to the current price even tiny moves appear significant.
TLOU:Tlou Energy did almost as bad, dropping 10% in my SIPP. I really
thought I'd caught the bottom this time, but no.
DDDD:4D Pharma fell 9% and has been dropping like a rock since the
Nasdaq listing. Really gutted about this as I invested big, and it also
messed up my trading account strategy. American investors appear to be no
more risk averse than UK investors.
CAML:Central Asia Metals had been on a great run but dropped 6% this
week. They are still 48% up so I'm still moderately in love with them.
IQE:IQE have been hammered after the Nasdaq tech stocks took a dive. You can bet when they recover IQE stays exactly where it is!
Only one share with an increase above 5%, so IES:Invinity Energy wins
Share of the Week climbing 6% on the back of announcing a joint battery
development deal with Siemens Energy. They are still 68% down so not looking
great.
Getting back towards halfway between injection and cost. Not good.
I guess it's coming down a bit slower than it went up, but highly disappointing.
Here's the ISA and shares portfolio after week 41 of year 6.
| Weekly Change | |||
| Cash | £40.35 |
+£12.09 | |
| Portfolio cost | £70,691.67 | +£1,621.51 | |
| Portfolio sell value (bid price-commission) | £57,091.99 | (-19.2%) | -£2,359.04 |
| Potential profits | £7,674.08 | -£1,899.59 | |
| Yr 6 Dividends | £0 | +£0 | |
| Yr 6 Profit from sales | £6,218.52 | +£1,589.30 | |
| Yr 6 projected avg monthly profit | £653.28 | (17.9%) | +£155.84 |
| Total Dividends | £1,343.15 | +£0 | |
| Total Profit from sales | £26,645.13 | +£1,589.30 | |
| Average monthly cash profit | £399.04 | (10.9%) | +£21.63 |
|
(Sold stocks profit + Dividends - Fees / Months) |
|||
| Compound performance | 63% | +3% |
The drop in potential profits of £1,899 was mostly due to the £1,589 profits banked, but JLP:Jubilee Metals also fell after the sales and knocked some more off the profits. I sold 5,000 at 21.001p making £822.90 (362,2%) profit and another 5,000 later in the week at 19.8711p making £766.40 (337.3%) profit.
The initial sale was re-invested in 1,025 shares in DDDD:4D Pharma at
99.556p costing £1,032.39 which subsequently dropped in value, and 2,045
shares in OPTI:Optibiotix at 49.27p costing £1,019.52. Those remained
flat.
The sales helped my annual performance greatly, and even long term performance
improved by £21 a month to hit 10.9%.
The SIPP looks like this after week 285 overall and week 25 of year 6.
| Weekly Change | ||||
| Cash | £280.71 | +£0 | ||
| Portfolio cost | £70,584.17 | +£0 | ||
|
Portfolio sell value (bid price - commission) |
£57,966.25 | (-17.9%) | -£1,099.66 | |
| Potential profits | £4,021.43 | -£412.61 | ||
| Yr 6 Dividends | £594.51 | +£0 | ||
| Yr 6 Interest | £0 | +£0 | ||
| Yr 6 Profit from sales | £5,295.11 | +£0 | ||
| Yr 6 projected avg monthly profit | £1,033.48 | (27.5%) | -£41.81 | |
| Total Dividends | £2,661.59 | +£0 | ||
| Total Interest | £0.20 | +£0 | ||
| Total Profit from sales | £20,754.55 | +£0 | ||
| Average monthly cash profit | £345.07 | (9.5%) | -£1.22 | |
|
(Sold stocks profit + Dividends - Fees / Months) |
||||
| Compound performance | 52% | +0% |
Very little happened. Small drop in profits and larger drop in value overall as losses deepen. Ideally I need a sale to get over 10% performance, but can't see anything I want to get rid of - yet...
Seems a slower decline than the ISA
Seems much steeper on here!
The trading account looks like this after week 251 overall and week 43 of year 5.
| Weekly Change | |||
| Cash | £259.74 | +£0 | |
| Portfolio cost | £2,374.14 | +£0 | |
| Portfolio sell value (bid price - commission) | £1,431.15 | (-39.7%) | -£92.84 |
| Potential profits | £0.00 | +£0 | |
| Year 5 Dividends | £12.18 | +£0 | |
| Year 5 Profit | £651.51 | +£0 | |
| Yr 5 projected avg monthly profit | £66.88 | (33.8%) | -£1.60 |
| Dividends | £60.10 | +£0 | |
| Profit from sales | £937.88 | +£0 | |
| Average monthly cash profit | £17.23 | (8.7%) | -£0.07 |
|
(Sold stocks profit + Dividends - Fees / Months) |
Another really poor week where the best performer stayed flat. Year 5 performance still great, but long term performance still below target of 10%.
Almost back down to the injection line
Almost back to the lows of last year.
Late posting this week, so nothing more to add.
No comments:
Post a Comment