Worst performer was FXPO:Ferrexpo which fell 10% after absolutely stunning results. They have vast amounts of cash and increased the dividend, and yet dropped by 10%. I will never understand the markets.
JLP:Jubilee Metals lost 6% which is a tiny drop of 0.3p. They also
published stunning results this week but all my miners were bashed.
Share of the Week by miles was OPTI:Optibiotix as nearly everything
else dropped, but an 8% rise may have been enough to win even in a less
dreadful week. Although a really great rise, these are still 16% down after
holding for 6 years. It's not been an investing success story so far, but
we'll see what things look like a couple of years from now.
Back up to the level we've been at for almost 6 months.
Almost back to the trend line. Let's hope this is one of those OPTI:Optibiotix hikes. I'd be more than happy if it went up just above 60p and held there for a while.
Here's the ISA and shares portfolio after week 1 of year 7.
Big hike in value thanks to OPTI:Optibiotix, £150 drop in potential profits for JLP:Jubilee Metals despite amazing results, and ISA fee taken from cash. I re-set the counter for the beginning of year 7 but counted the £3,75 fee in year 6 so we don't start the year on a negative.
| Weekly Change | |||
| Cash | £31.58 |
-£3.75 | |
| Portfolio cost | £68,170.47 | +£0 | |
| Portfolio sell value (bid price-commission) | £57,615.89 | (-15.5%) | +£3,870.01 |
| Potential profits | £6,374.08 | -£150.00 | |
| Yr 7 Dividends | £0 | +£0 | |
| Yr 7 Profit from sales | £0 | +£0 | |
| Yr 7 projected avg monthly profit | £0 | (0%) | +£0 |
| Total Dividends | £1,343.15 | +£0 | |
| Total Profit from sales | £24,123.94 | +£0 | |
| Average monthly cash profit | £348.68 | (9.5%) | -£1.17 |
|
(Sold stocks profit + Dividends - Fees / Months) |
|||
| Compound performance | 57% | +0% |
Big hike in value thanks to OPTI:Optibiotix, £150 drop in potential profits for JLP:Jubilee Metals despite amazing results, and ISA fee taken from cash. I re-set the counter for the beginning of year 7 but counted the £3,75 fee in year 6 so we don't start the year on a negative.
Nice to be closer to the cost line than the injection line again.
Almost on the trend line and the line is still pointing up, so I'm feeling more optimistic.
The SIPP looks like this after week 297 overall and week 37 of year 6.
I sold another 500 shares in CAML:Central Asia Metals at 247.3p making £307.97 (33.1%) profit. I know this is one of my favourite companies, but I still have 1,000 shares and I really needed some cash because I'm getting excited about the prospects for TLOU:Tlou Energy and think a massive re-rate is coming soon. The announcement of a deal to form a joint venture to produce hydrogen was the tipping point that made me want more. I bought 42,461 shares at 3.2454p costing £1,389.98. This takes my total holding to 110,791 costing £5,171 so it's one of my largest holdings. They seem to be doing everything right, and although there have been delays due to the Botswana government and also Covid, they are making steady progress and I can see the project being completed in the next few years.
Almost on the trend line and the line is still pointing up, so I'm feeling more optimistic.
The SIPP looks like this after week 297 overall and week 37 of year 6.
| Weekly Change | ||||
| Cash | £304.61 | -£182.09 | ||
| Portfolio cost | £75,951.71 | +£473.40 | ||
|
Portfolio sell value (bid price - commission) |
£60,488.85 | (-20.4%) | +£3,054.43 | |
| Potential profits | £574.39 | -£356.48 | ||
| Yr 6 Dividends | £902.77 | +£0 | ||
| Yr 6 Interest | £0 | +£0 | ||
| Yr 6 Profit from sales | £8,082.59 | +£307.97 | ||
| Yr 6 projected avg monthly profit | £1,034.67 | (27.1%) | +£6.31 | |
| Total Dividends | £2,969.85 | +£0 | ||
| Total Interest | £0.20 | +£0 | ||
| Total Profit from sales | £23,542.03 | +£307.97 | ||
| Average monthly cash profit | £375.56 | (9.9%) | +£2.99 | |
|
(Sold stocks profit + Dividends - Fees / Months) |
||||
| Compound performance | 56% | +0% |
I sold another 500 shares in CAML:Central Asia Metals at 247.3p making £307.97 (33.1%) profit. I know this is one of my favourite companies, but I still have 1,000 shares and I really needed some cash because I'm getting excited about the prospects for TLOU:Tlou Energy and think a massive re-rate is coming soon. The announcement of a deal to form a joint venture to produce hydrogen was the tipping point that made me want more. I bought 42,461 shares at 3.2454p costing £1,389.98. This takes my total holding to 110,791 costing £5,171 so it's one of my largest holdings. They seem to be doing everything right, and although there have been delays due to the Botswana government and also Covid, they are making steady progress and I can see the project being completed in the next few years.
Potential profits in my magic formula shares dropped by £50 and are almost
wiped out as FXPO:Ferrexpo has gone back to loss leaving jsut
ASHM:Ashmore Group on £12 and IGG:IG Group on £9, with the rest
being CAML:Central Asia Metals.
Value soared thanks to OPTI:Optibiotix and the sale moved performance
up a notch to 9.9% which is very pleasing.
Back to being about half way between injection and cost
Still a bit below the trend line, and with that firmly in the down direction there's a lot to do to turn this around.
Back to being about half way between injection and cost
Still a bit below the trend line, and with that firmly in the down direction there's a lot to do to turn this around.
The trading account looks like this after week 263 overall and week 3 of year 6.
The drop in DDDD:4D Pharma cancelled out the small gains in HUM:Hummingbird Resources and IQE:IQE.
Just managing to stay above the injection line, so my morale isn't completely crushed yet.
Every week the trend line gets steeper in the wrong direction
I don't know what's going to happen now we've had the OPTI:Optibiotix trading statement. I think some of the previous holders that sold up are coming back, but the volume is still low and I don't think we're attracting new investors. If we continue with a trickle of buys as news gets out, then we may re-rate back into the 60's, and any Sweetbiotix news should propel us much higher, but I don't think that's coming for a while. All I can do is wait and hope.
| Weekly Change | |||
| Cash | £259.74 | +£0 | |
| Portfolio cost | £2,374.14 | +£0 | |
| Portfolio sell value (bid price - commission) | £1,315.36 | (-44.6%) | -£5.33 |
| Potential profits | £0.00 | +£0 | |
| Year 6 Dividends | £0.00 | +£0 | |
| Year 6 Profit | £0.00 | +£0 | |
| Yr 6 projected avg monthly profit | £0.00 | (0%) | +£0 |
| Dividends | £60.10 | +£0 | |
| Profit from sales | £937.88 | +£0 | |
| Average monthly cash profit | £16.44 | (8.3%) | -£0.07 |
|
(Sold stocks profit + Dividends - Fees / Months) |
The drop in DDDD:4D Pharma cancelled out the small gains in HUM:Hummingbird Resources and IQE:IQE.
Just managing to stay above the injection line, so my morale isn't completely crushed yet.
Every week the trend line gets steeper in the wrong direction
I don't know what's going to happen now we've had the OPTI:Optibiotix trading statement. I think some of the previous holders that sold up are coming back, but the volume is still low and I don't think we're attracting new investors. If we continue with a trickle of buys as news gets out, then we may re-rate back into the 60's, and any Sweetbiotix news should propel us much higher, but I don't think that's coming for a while. All I can do is wait and hope.
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