Week 323 Review - The best week for ages but Optibiotix flat

This was a really good week across most of the portfolio, especially the metal producers. OPTI:Optibiotix didn't move, so the fact that the portfolio increased by £1,596 is impressive. That narrowed the deficit to £40,542 and increased total value to £108, 195.

CEY:Centamin and CMCL:Caledonia Mining both rose by 5% as metal prices started to increase.

IGG:IG Group also climbed 5% following the big dip caused by panic over a CMCX:CMC Markets trading statement that caused their price to drop 25%. I think people are realising that IGG won't have the same dip in profits.

WHR:Warehouse REIT is my newest share, only bought last week, and the 6% increase this week took it 4% into profit. It's nice to see a little more green on my spreadsheet.

Blackrock World Gold Fund had another £120 injection from my regular savings, and also climbed 10% to also go 4% into profit. I have cancelled this regular saving now, as I decided I wanted to spread my SIPP across different providers to reduce risk of one going under. I moved my monthly saving to my AJ Bell account instead. Unfortunately their pension transfer service is rubbish, so I'll have to carry on using Hargreaves Lansdown for those until AJ Bell get their act together and allow online transfers.

CAML:Central Asia Metals had another good week and rose 10% to go 29% up.

HUM:Hummingbird Resources had an even better week after announcing strong drilling results and climbed 15%, but they are still 40% down.

Share of the Week for the second week in a row is JLP:Jubilee Metals which joined the other metal producers in doing well, but rose 23% of my original very low purchase price.

The up-tick looks depressingly small on this chart.

Just above the 12 month low but well below the trend line.

Here's the ISA and shares portfolio after week 11 of year 7.

			Weekly Change
Cash	£52.50		+£0
Portfolio cost	£69,679.47		+£0
Portfolio sell value (bid price-commission)	£51,964.12	(-25.4%)	+£711.46
Potential profits	£4,679.67		+£382.53
Yr 7 Dividends	£22.16		+£0
Yr 7 Profit from sales	£1,465.26		+£0
Yr 7 projected avg monthly profit	£583.00	(15.9%)	-£58.30
Total Dividends	£1,365.31		+£0
Total Profit from sales	£25,589.20		+£0
Average monthly cash profit	£357.74	(9.8%)	-£1.11
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	61%		+0%

The increase of £711 is less than last week's loss, so still come ground to make up. JLP:Jubilee Metals is responsible for the £382 increase in potential profits.

A slightly underwhelming increase.

Miles below the trend line which will steepen as the lows from a year ago vanish off the left of the chart.

The SIPP looks like this after week 307 overall and week 47 of year 6.

			Weekly Change
Cash	£141.91		-£102.39
Portfolio cost	£76,684.78		+£221.89
Portfolio sell value (bid price - commission)	£55,041.22	(-28.2%)	+£776.70
Potential profits	£380.68		+£157.32
Yr 6 Dividends	£988.63		+£0
Yr 6 Interest	£0		+£0
Yr 6 Profit from sales	£8,241.18		+£0
Yr 6 projected avg monthly profit	£833.96	(21.7%)	-£18.13
Total Dividends	£3,055.71		+£0
Total Interest	£0.20		+£0
Total Profit from sales	£23,700.62		+£0
Average monthly cash profit	£366.30	(9.5%)	-£1.20
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	56%		+0%

Cash dropped as I used some to buy my first regular saving in the AJ Bell account, and portfolio cost climbed because I also bought my last Blackrock World Gold shares in my main SIPP. My AJ Bell investment was 4 units of iShares Physical Gold at 2509.668p costing £101.89. I decided to go for a physical gold fund rather than gold miners as I really just want to track the price of gold. 

The Blackrock purchase was 5.36 units at 2238.805970p costing £120. That took my holding to 15.79 units at an average of 2279.924p costing £360. It's currently 4% up and making £14 potential profit. Given the small size and moving my gold fund to AJ Bell, I'll probably sell them and put the cash into something else.

Potential profits are up £157 mainly thanks to CAML:Cental Asia Metals, but also WHR:Warehouse REIT which is making £38 potential profit now.

Long term performance dropped another 0.1% but I have nothing to sell so I think it will probably drift below 9% over the next few months, especially when I add another £2,000 transfer in a few weeks.

Barely any increase at all really.

Still a long way to go to get above the trend line, and even further to turn it around.

The trading account looks like this after week 273 overall and week 13 of year 6.

			Weekly Change
Cash	£259.74		+£0
Portfolio cost	£2,374.14		+£0
Portfolio sell value (bid price - commission)	£1,190.29	(-49.9%)	+£108.07
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	£15.84	(8.0%)	-£0.06
(Sold stocks profit + Dividends - Fees / Months)

A nice big rise thanks to an excellent week for HUM:Hummingbird Resources and an OK week for DDDD:4D Pharma, getting back above the 50% deficit figure.

A great recovery but still below the injection line.

Almost touching the trend line. Could this be the turning point?

As I said a few weeks ago, OPTI:Optiobiotix and DDDD:4D Pharma both urgently need news to shift the share price. Let's hope it comes next week.