JLP:Jubilee Metals was the worst performer, slipping 23% of my original purchase price. I expected this to be at least 20p by now, but instead it's 14.7p.
POLY:Polymetal is getting hammered thanks to the Russians lurking on
the Ukrainian border, but the gold price also slumped at the end of the week.
These are down 10% which isn't supposed to happen to my magic formula shares.
BLU:Blue Star Capital is sliding rapidly after the recent spike. It
fell another 15% this week to go 56% down.
CEY:Centamin fell 7% as the gold price slipped, and
PAF:Pan African Resources dropped 6%, with the
Blackrock World Gold Fund also falling 6% and
HUM:Hummingbird Resources 5% as gold dropped. Frustratingly the gold
price didn't drop that much, but it didn't stop all my miners being hit.
Share of the Week SMS:Smart Metering Systems hardly warrants the
prize, rising just 2%, but if was further than the other four companies that
ended the week higher than they started.
Injection line here we come - the mattress would have done the job after all
Well below the steep downward-facing trend line
Here's the ISA and shares portfolio after week 26 of year 7.
Drop in potential profits thanks to JLP:Jubilee Metals, and relatively big drop in value considering OPTI:Optibiotix stayed flat. The 4% drop in DDDD:4D Pharma was a major contributor, and amazingly it came in a week that positive test results were announced for their asthma drug. So much for "this will bounce when we get good news".
| Weekly Change | |||
| Cash | £33.30 |
+£0 | |
| Portfolio cost | £72,195.21 | +£0 | |
| Portfolio sell value (bid price-commission) | £44,632.32 | (-38.2%) | -£713.37 |
| Potential profits | £2,055.29 | -£200 | |
| Yr 7 Dividends | £22.16 | +£0 | |
| Yr 7 Profit from sales | £3,664.29 | +£0 | |
| Yr 7 projected avg monthly profit | £611.28 | (16.6%) | -£24.45 |
| Total Dividends | £1,365.31 | +£0 | |
| Total Profit from sales | £27,788.23 | +£0 | |
| Average monthly cash profit |
£369.91 |
(10.0%) | -£1.10 |
|
(Sold stocks profit + Dividends - Fees / Months) |
|||
| Compound performance | 65% | +0% |
Drop in potential profits thanks to JLP:Jubilee Metals, and relatively big drop in value considering OPTI:Optibiotix stayed flat. The 4% drop in DDDD:4D Pharma was a major contributor, and amazingly it came in a week that positive test results were announced for their asthma drug. So much for "this will bounce when we get good news".
Long term performance has dropped to 10% which is bang on target, but in a
few weeks we'll slip below. Year 7 is still pretty good, and if I don't sell
anything else in the next 6 months will give 8.3%, which given the state of
my portfolio would be quite a good year.
As with the overall account, in severe danger of crossing the injection line.
A long way below the trend line
The SIPP looks like this after week 322 overall and week 10 of year 7.
£170 tax rebate boosted cash, and £30 dividends came from CMCL:Caledonia Mining (£15), FXPO:Ferrexpo (£7) and SMS:Smart Metering Systems (£7). Potential profits were halved thanks to PAF:Pan African Resources and long term performance just dropped a little.
Same old story
A bit closer to the trend line but still below.
As with the overall account, in severe danger of crossing the injection line.
A long way below the trend line
The SIPP looks like this after week 322 overall and week 10 of year 7.
| Weekly Change | ||||
| Cash | £411.63 | +£200.03 | ||
| Portfolio cost | £80,526.94 | +£0 | ||
|
Portfolio sell value (bid price - commission) |
£50,089.86 | (-37.8%) | -£661.00 | |
| Potential profits | £67.27 | -£65.92 | ||
| Yr 7 Dividends | £81.54 | +£30.03 | ||
| Yr 7 Interest | £0 | +£0 | ||
| Yr 7 Profit from sales | £381.04 | +£0 | ||
| Yr 7 projected avg monthly profit | £185.93 | (4.5%) | -£6.20 | |
| Total Dividends | £3,285.93 | +£30.03 | ||
| Total Interest | £0.20 | +£0 | ||
| Total Profit from sales | £24,105.67 | +£0 | ||
| Average monthly cash profit | £357.11 | (8.7%) | -£0.71 | |
|
(Sold stocks profit + Dividends - Fees / Months) |
||||
| Compound performance | 54% | +0% |
£170 tax rebate boosted cash, and £30 dividends came from CMCL:Caledonia Mining (£15), FXPO:Ferrexpo (£7) and SMS:Smart Metering Systems (£7). Potential profits were halved thanks to PAF:Pan African Resources and long term performance just dropped a little.
Same old story
A bit closer to the trend line but still below.
The trading account looks like this after week 288 overall and week 28 of year 6.
What can I say? Yet another desperately bad week. Big drops and no hope.
| Weekly Change | |||
| Cash | £259.74 | +£0 | |
| Portfolio cost | £2,374.14 | +£0 | |
| Portfolio sell value (bid price - commission) | £744.77 | (-68.6%) | -£56.17 |
| 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 | £15.02 | (7.6%) | -£0.05 |
|
(Sold stocks profit + Dividends - Fees / Months) |
What can I say? Yet another desperately bad week. Big drops and no hope.
I had to drop the Y access to £500 so we can watch the continued fall.
It was following the trend line down, but now it's dragging it steeper.
Not saying anything else. Every time there has been good news the share price has fallen further. There's nothing going to improve until we get out of this current malaise in stock markets.
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