Tuesday, 13 July 2021

Week 309 Review - Flat again with no sign of uplift

A really flat and dull week. The deficit between cost and value widened by just £349 to £26,693 and total portfolio value dropped to £118,096.

The only big loser was TLOU:Tlou Energy dropping 5%, presumably on lack of news.

Share of the Week was JLP:Jubilee Metals rising 7% to go up by £327% altogether.




Stuck in a rut for months.




Here's the ISA and shares portfolio after week 49 of year 6.




Weekly Change
Cash £35.33

-£3.75
Portfolio cost £68,170.47
+£0
Portfolio sell value (bid price-commission) £57,691.12 (-15.4%) -£118.25
Potential profits £7,074.08
-£150.00
Yr 6 Dividends £0
+£0
Yr 6 Profit from sales £3,697.33
+£0
Yr 6 projected avg monthly profit £323.00 (8.8%) -£7.06
Total Dividends £1,343.15
+£0
Total Profit from sales £24,123.94
+£0
Average monthly cash profit £353.25 (9.7%) -£1.20
(Sold stocks profit + Dividends - Fees
/ Months)
Compound performance 57%
+0%

JLP:Jubilee Metals potential profits rose by £150 which more than halved the losses elsewhere to £118. Monthly fees were collected from the cash.




Flat




Less flat

The SIPP looks like this after week 293 overall and week 33 of year 6.




Weekly Change
Cash £492.37
-£2.67
Portfolio cost £73,458.48
+£0
Portfolio sell value
(bid price - commission)
£58,222.68 (-20.7%) -£222.55
Potential profits £813.02
-£37.50
Yr 6 Dividends £888.61
+£14.10
Yr 6 Interest £0
+£0
Yr 6 Profit from sales £7,774.62
+£0
Yr 6 projected avg monthly profit £1,119.99 (30.7%) -£35.36
Total Dividends £2,955.69
+£14.10
Total Interest £0.20
+£0
Total Profit from sales £23,234.06
+£0
Average monthly cash profit £376.17 (10.3%) -£1.33
(Sold stocks profit + Dividends - Fees
/ Months)
Compound performance 58% +0%


A £14 dividend was receive from FXPO:Ferrexpo which almost paid for the monthly SIPP fee but not quite. Potential profits slipped as CAML:Central Asia Metals fell slightly, but thankfully long term performance is still above target.






Firmly into a downwards trend.

The trading account looks like this after week 259 overall and week 51 of year 5.




Weekly Change
Cash £259.74
+£0
Portfolio cost £2,374.14
+£0
Portfolio sell value (bid price - commission) £1,395.36 (-41.2%) -£9.05
Potential profits £0.00
+£0
Year 5 Dividends £12.18
+£0
Year 5 Profit £651.51
+£0
Yr 5 projected avg monthly profit £56.39 (28.5%) -£1.13
Dividends £60.10
+£0
Profit from sales £937.88
+£0
Average monthly cash profit £16.70 (8.4%) -£0.07
(Sold stocks profit + Dividends - Fees
/ Months)


Hardly anything moved.






I'm late writing up again. My heart's just not in it at the moment. I'm suspecting it's going to be flat until September now.

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