Not a bad week, with some reasonable gains making up for last week's losses.
The deficit between portfolio cost and value narrowed by £3,033 to £74,090 and
portfolio value increased to £105,681.
Biggest loser was APAX:Apax Global Alpha, but that was because I
switched my monthly regular investment to this when
iShares Physical Gold got so expensive I didn't want to buy any more.
The tiny £130 investment plus spread meant a drop of 16% despite the price not
dropping that much.
I think almost every week I talk about BLU:Blue Star Capital being a
yo-yo share, and this week is no exception, dropping 14% as traders baled out.
SBTX:SkinBioTherapeutics fell another 5% and I suspect will continue
to do so until there is some positive news.
TRX:Tissue Regenix has been quietly sneaking upwards, and another 5%
this week saw my losses reduced to 62%.
PLUS:Plus500 is getting so close to being in profit. This week they
climbed 6% and are now only down by 2% so I'm very hopeful of them being green
by the end of the week.
HUM:Hummingbird Resources have stayed static despite the boom in gold
price, but this week they gained 9%, but they still need to double from here
before I break even.
Share of the Week was DDDD:4D Pharma which climbed 11% as it appears
out big seller may be out, and shorters are beginning to close their
positions. My last purchase was at 56p so still short of bringing that into
profit and still 50% down on my purchase price, but creeping upwards.
Staying just above the injection line
Still dragging the trend line steeper downwards
Here's the ISA and shares portfolio after week 37 of year 7.
| Weekly Change | |||
| Cash | £18.30 |
+£0 | |
| Portfolio cost | £82,598.82 | +£0 | |
| Portfolio sell value (bid price-commission) | £47,418.66 | (-42.6%) | +£1,000.88 |
| Potential profits | £2,415.29 | +£0 | |
| Yr 7 Dividends | £10,425.77 | +£0 | |
| Yr 7 Profit from sales | £3,664.29 | +£0 | |
| Yr 7 projected avg monthly profit | £1,646.67 | (44.7%) | -£45.74 |
| Total Dividends | £11,768.92 | +£0 | |
| Total Profit from sales | £27,788.23 | +£0 | |
| Average monthly cash profit |
£487.29 |
(13.2%) | -£1.40 |
|
(Sold stocks profit + Dividends - Fees / Months) |
|||
| Compound performance | 89% | +0% |
JLP:Jubilee Metals stayed flat so no change in potential profits, and reasonable rise of £1,000 in value. Long term performance looking great after the dividend of PBX:Probiotix shares.
Mirrors the combined chart
Ditto
The SIPP looks like this after week 333 overall and week 21 of year 7.
| Weekly Change | ||||
| Cash | £35.28 | +£1.48 | ||
| Portfolio cost | £94,798.22 | +£128.22 | ||
|
Portfolio sell value (bid price - commission) |
£57,328.74 | (-39.5%) | +£1,906.61 | |
| Potential profits | £249.55 | +£41.48 | ||
| Yr 7 Dividends | £10,557.68 | +£0 | ||
| Yr 7 Interest | £0 | +£0 | ||
| Yr 7 Profit from sales | £297.22 | +£0 | ||
| Yr 7 projected avg monthly profit | £2,222.74 | (50.5%) | -£111.20 | |
| Total Dividends | £13,762.07 | +£0 | ||
| Total Interest | £0.20 | +£0 | ||
| Total Profit from sales | £24,021.85 | +£0 | ||
| Average monthly cash profit | £479.90 | (10.9%) | -£1.45 | |
|
(Sold stocks profit + Dividends - Fees / Months) |
||||
| Compound performance | 70% | +0% |
Potential profits up slightly thanks to CAML:Central Asia Metals, and almost £2,000 improvement in value. Portfolio cost increased by £128 after the regular investment in APAX:Apax Global Alpha.
My two accounts are too similar as the charts all look the same. I probably ought to have kept the more risk investments in my ISA, but I fear it's too late for that now. As I focus my SIPP on more stable dividend-paying shares in the future they should diverge, although I don't really want to reduce my OPTI:Optibiotix holding which might bring them back into line if it takes off.
So close to crossing the trend line
The trading account looks like this after week 299 overall and week 39 of year 6.
| Weekly Change | |||
| Cash | £259.74 | +£0 | |
| Portfolio cost | £2,374.14 | +£0 | |
| Portfolio sell value (bid price - commission) | £933.68 | (-60.7%) | +£126.38 |
| 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 | £14.46 | (7.3%) | -£0.05 |
|
(Sold stocks profit + Dividends - Fees / Months) |
Excellent week with most shares significantly up, and one of the highest weekly increases ever. Still a hell of a way from being able to sell anything though.
Nudging up. Will it last?
Well above the trend line so feeling positive.
Late writing up after Easter. Still waiting on news for my big holdings, but no sign of anything coming soon.
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