Wednesday, 26 January 2022

Week 337 Review - Worse than the worst ever

If last week was the worst ever, then this week is even worse, albeit only £363 worse, which would normally be regarded as a flat week if it didn't result in the worst ever performance. The deficit between cost and value now stands at £58,198 and portfolio value is £97,401.

SBTX:SkinBioTherapeutics was the biggest loser, falling 8% in my ISA and 9% in my SIPP to go 34% down in just a few weeks since I bought them. My original plan was to try and buy back around 30p but I really didn't think they would fall that far.

FXPO:Ferrexpo fell 7% for the 2nd week in a row, no doubt fueled by the threat of a Russian invasion of Ukraine. They are now 46% down from when I bought them at what I thought was a bargain price. They've already yielded 5% dividend and more is due next Friday, so as long as they recover by May I'll have made an excellent return.

SMS:Smart Metering Systems has been dropping ever since the 800p placing. They fell 6% this week to 735p so those taking part in the placing are probably a bit miffed. My holding is 23% down and my dividend so far is only 0.7% but there will be another payout next week to give this a little boost.

BLU:Blue Star Capital was well and truly pumped recently but is now dropping like a stone. It went down 5% this week to go 41% down altogether. SatoshiPay had better work out as I want to be rid of them.

IES:Invinity Energy has been dropping steadily as it becomes clear nobody wants their batteries. They fell 5% this week and are 83% down.

There were a few glimmers of hope amongst my gold miners, with CEY:Centaminclimbing 5%, but Share of the Week goes toPAF:Pan African Resources which climbed 7% and at 13% up is one of my very few profitable shares.




Not quite below the injection line - yet.




Still well below the trend line and next week the last memory of being in the black will disappear off the chart.

Here's the ISA and shares portfolio after week 25 of year 7.




Weekly Change
Cash £33.30

+£0
Portfolio cost £72,195.21
+£0
Portfolio sell value (bid price-commission) £45,345.69 (-37.2%) -£153.22
Potential profits £2,255.29
-£20
Yr 7 Dividends £22.16
+£0
Yr 7 Profit from sales £3,664.29
+£0
Yr 7 projected avg monthly profit £635.73 (17.3%) -£27.49
Total Dividends £1,365.31
+£0
Total Profit from sales £27,788.23
+£0
Average monthly cash profit £371.01
(10.1%) -£1.10
(Sold stocks profit + Dividends - Fees
/ Months)
Compound performance 65%
+0%

Hardly any change. Even the drop in JLP:Jubilee Metals was only enough to drop potential profits by £20.




So, so rubbish





Well below the trend line

The SIPP looks like this after week 321 overall and week 9 of year 7.




Weekly Change
Cash £211.60
+£0
Portfolio cost £80,526.94
+£0
Portfolio sell value
(bid price - commission)
£50,750.86 (-37.0%) -£192.33
Potential profits £133.19
+£69.56
Yr 7 Dividends £51.51
+£0
Yr 7 Interest £0
+£0
Yr 7 Profit from sales £381.04
+£0
Yr 7 projected avg monthly profit £192.13 (4.7%) -£24.02
Total Dividends £3,255.90
+£0
Total Interest £0.20
+£0
Total Profit from sales £24,105.67
+£0
Average monthly cash profit £357.82 (8.7%) -£1.12
(Sold stocks profit + Dividends - Fees
/ Months)
Compound performance 54%
+0%


Hardly any change. The 7% rise in share price for PAF:Pan Aftrican Resources boosted potential profits by £69 so not all bad news.




Same as ISA




Also well below trend line.

The trading account looks like this after week 287 overall and week 27 of year 6.




Weekly Change
Cash £259.74
+£0
Portfolio cost £2,374.14
+£0
Portfolio sell value (bid price - commission) £800.94 (-66.3%) -£17.73
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 £15.07 (7.6%) -£0.05
(Sold stocks profit + Dividends - Fees
/ Months)

The relentless drop continues. The portfolio is now two thirds down on purchase price, and that was over a year ago. Some great trading performance that is!




Utterly horrible




Not only following the trend line but below it.

I'm late writing up again, as my heart isn't in it. At the time of writing my portfolio has lost another £8,000 and 2022 is a catastrophe. I can't see it turning around before Friday so no doubt I'll be late writing this weeks up too.

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