JLP:Jubilee Metals dropped 30% of my purchase price, probably as a result of the troubles in South Africa. They are still 297% up so I'll not panic just yet.
OPTI:Optibiotix fell 5% which cost me £4,800 of this week's losses. We
desperately need SweetBiotix news to get us out of this trading range.
Share of the Week was TLOU:Tlou Energy, which only climbed 3% but was
by far the biggest riser this week. A sorry state of affairs.
The recent slight recovery appears to have been a blip
Here's the ISA and shares portfolio after week 50 of year 6.
Big drop in potential profits thanks to JLP:Jubilee Metals, which rather troublingly is the only share even remotely close to being in profit in the portfolio. Only 2 more weeks of year 6 left and it's looking like it will be up there close to the long term performance, which isn't too bad given it's been a Covid year.
Closer to the orange line than the red which is bad.
I still can't believe that moment in the black 6 months ago was so brief
| Weekly Change | |||
| Cash | £35.33 |
+£0 | |
| Portfolio cost | £68,170.47 | +£0 | |
| Portfolio sell value (bid price-commission) | £54,277.02 | (-20.4%) | -£3,414.10 |
| Potential profits | £6,424.08 | -£650.00 | |
| Yr 6 Dividends | £0 | +£0 | |
| Yr 6 Profit from sales | £3,697.33 | +£0 | |
| Yr 6 projected avg monthly profit | £316.54 | (8.7%) | -£6.46 |
| Total Dividends | £1,343.15 | +£0 | |
| Total Profit from sales | £24,123.94 | +£0 | |
| Average monthly cash profit | £352.11 | (9.6%) | -£1.14 |
|
(Sold stocks profit + Dividends - Fees / Months) |
|||
| Compound performance | 57% | +0% |
Big drop in potential profits thanks to JLP:Jubilee Metals, which rather troublingly is the only share even remotely close to being in profit in the portfolio. Only 2 more weeks of year 6 left and it's looking like it will be up there close to the long term performance, which isn't too bad given it's been a Covid year.
Closer to the orange line than the red which is bad.
I still can't believe that moment in the black 6 months ago was so brief
The SIPP looks like this after week 294 overall and week 34 of year 6.
After selling all my profitable magic formula shares, the only one left in profit is CAML:Central Asia Metals, and that dropped this week so potential profits are down £127. The new magic formula shares haven't got off to a very good start, but aren't down too much, and I do have a year to hold them
| Weekly Change | ||||
| Cash | £492.37 | +£0 | ||
| Portfolio cost | £73,458.48 | +£0 | ||
|
Portfolio sell value (bid price - commission) |
£55,288.24 | (-24.7%) | -£2,934.44 | |
| Potential profits | £685.52 | -£127.50 | ||
| Yr 6 Dividends | £888.61 | +£0 | ||
| Yr 6 Interest | £0 | +£0 | ||
| Yr 6 Profit from sales | £7,774.62 | +£0 | ||
| Yr 6 projected avg monthly profit | £1,087.05 | (29.8%) | -£32.94 | |
| Total Dividends | £2,955.69 | +£0 | ||
| Total Interest | £0.20 | +£0 | ||
| Total Profit from sales | £23,234.06 | +£0 | ||
| Average monthly cash profit | £374.89 | (10.3%) | -£1.28 | |
|
(Sold stocks profit + Dividends - Fees / Months) |
||||
| Compound performance | 58% | +0% |
After selling all my profitable magic formula shares, the only one left in profit is CAML:Central Asia Metals, and that dropped this week so potential profits are down £127. The new magic formula shares haven't got off to a very good start, but aren't down too much, and I do have a year to hold them
I've got another £2,000 arriving in my account next week from my work pension,
so will be buying two more magic formula shares with that.
Given the costs has risen so much, the flat line is deceptive
That's a much more realistic, and somewhat devastating chart.
Given the costs has risen so much, the flat line is deceptive
That's a much more realistic, and somewhat devastating chart.
The trading account looks like this after week 260 overall and week 52 of year 5.
Another bad week losing £49 value and going 43% down with no sign of being able to sell anything for quite a while. The good news is that we reached the end of year 5 with a fantastic 28% profit of £55 a month. I'm really pleased with that, and it helps make up for the rest of the gloom around the portfolio. Let's see if year 6 can get anywhere near that. It's not looking too promising so far.
Almost down to the injection line, which we haven't crossed for a while.
Well on the bright side, it makes a nice mountain picture!
| Weekly Change | |||
| Cash | £259.74 | +£0 | |
| Portfolio cost | £2,374.14 | +£0 | |
| Portfolio sell value (bid price - commission) | £1,345.49 | (-43.3%) | -£49.87 |
| Potential profits | £0.00 | +£0 | |
| Year 5 Dividends | £12.18 | +£0 | |
| Year 5 Profit | £651.51 | +£0 | |
| Yr 5 projected avg monthly profit | £55.31 | (28.0%) | -£1.08 |
| Dividends | £60.10 | +£0 | |
| Profit from sales | £937.88 | +£0 | |
| Average monthly cash profit | £16.63 | (8.4%) | -£0.07 |
|
(Sold stocks profit + Dividends - Fees / Months) |
Another bad week losing £49 value and going 43% down with no sign of being able to sell anything for quite a while. The good news is that we reached the end of year 5 with a fantastic 28% profit of £55 a month. I'm really pleased with that, and it helps make up for the rest of the gloom around the portfolio. Let's see if year 6 can get anywhere near that. It's not looking too promising so far.
Almost down to the injection line, which we haven't crossed for a while.
Well on the bright side, it makes a nice mountain picture!
Looking forward to getting my £2,000 pension transfer next week. I will be
resisting the temptation to buy more OPTI:Optibiotix or
DDDD:4D Pharma shares while they are cheap, and
SBTX:SkinBioTherapeutics is still too expensive to get back into, so
I'll be buying more magic formula shares.
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