There was virtually no change in portfolio value this week, with the deficit
between cost and value improving by just £261 to £73,828 and portfolio value
increasing to £106,767.
Still above the injection line.
Still dragging the trend line steeper downwards
Here's the ISA and shares portfolio after week 38 of year 7.
Potential profit down £200 thanks to the drop in JLP:Jubilee Metals, and value up just £307.
As with combined, above the injection line but dangerously close.
Same with the trend line, Still getting steeper.
The SIPP looks like this after week 334 overall and week 22 of year 7.
I injected some cash to buy the SAE:Simec Atlantis Energy shares so the cost went up £350, and then some tax rebates arrived, so cash ended up by £162. I bought 12,248 SAE shares at 2.76p costing £349.99 but my spreadsheet has decided it's £350 presumably due to a rounding error. That reduced my weighted average from 63.79p down to 7.45p which means if there's a pump and dump spike I can get rid, as any trading activity would never get it anywhere near 63p. I think it's a gamble and pretty much relies on them getting a contract for difference to install more tidal turbines, as I think they'll go bust without it.
Pretty flat, but thankfully the right side of the injection line after the recent dip.
Almost touching the trend line, but nothing happening to reverse it.
The trading account looks like this after week 300 overall and week 40 of year 6.
Big drop this week just as I thought things were on the mend. I was wrong.
Still rubbish
Amazingly still above the trend line.
Although slightly up, that was only thanks to a 1p rise in
OPTI:Optibiotix which would normally have put me up by £1,700, so the
fact I am only up £261 goes to show what a dreadful week it was for
everything else.
JLP:Jubilee Metals fell 23% of the price I paid, which isn't that
much in reality
CEY:Centamin dropped 6% despite gold doing ok
DDDD:4D Pharma continued the relentless drop by another 5%
FXPO:Ferrexpo looked like it might be recovering a little ground,
until it fell 5% this week.
SBTX:SkinBioTherapeutics also fell 5% as usual for no reason.
Share of the Week was the only one with a decent rise.
SAE:Simec Atlantis Energy climbed a massive 65% but that was partly
because I bought some more and reduced the average purchase price by a lot.
These don't need to recover by too much now before I can get rid of them.
I'm dubious it will happen, but decided it was worth the risk.
Still above the injection line.
Still dragging the trend line steeper downwards
Here's the ISA and shares portfolio after week 38 of year 7.
| Weekly Change | |||
| Cash | £18.30 |
+£0 | |
| Portfolio cost | £82,598.82 | +£0 | |
| Portfolio sell value (bid price-commission) | £47,726.37 | (-42.2%) | +£307.71 |
| Potential profits | £2,215.29 | -£200.00 | |
| Yr 7 Dividends | £10,425.77 | +£0 | |
| Yr 7 Profit from sales | £3,664.29 | +£0 | |
| Yr 7 projected avg monthly profit | £1,603.34 | (43.5%) | -£43.33 |
| Total Dividends | £11,768.92 | +£0 | |
| Total Profit from sales | £27,788.23 | +£0 | |
| Average monthly cash profit |
£485.90 |
(13.2%) | -£1.39 |
|
(Sold stocks profit + Dividends - Fees / Months) |
|||
| Compound performance | 89% | +0% |
Potential profit down £200 thanks to the drop in JLP:Jubilee Metals, and value up just £307.
As with combined, above the injection line but dangerously close.
Same with the trend line, Still getting steeper.
The SIPP looks like this after week 334 overall and week 22 of year 7.
| Weekly Change | ||||
| Cash | £197.79 | +£162.51 | ||
| Portfolio cost | £95,148.22 | +£350.00 | ||
|
Portfolio sell value (bid price - commission) |
£57,687.25 | (-39.4%) | +£8.51 | |
| Potential profits | £223.65 | -£25.90 | ||
| 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 | £2,121.70 | (47.9%) | -£101.04 | |
| Total Dividends | £13,762.07 | +£0 | ||
| Total Interest | £0.20 | +£0 | ||
| Total Profit from sales | £24,021.85 | +£0 | ||
| Average monthly cash profit | £478.47 | (10.8%) | -£1.43 | |
|
(Sold stocks profit + Dividends - Fees / Months) |
||||
| Compound performance | 69% | -1% |
I injected some cash to buy the SAE:Simec Atlantis Energy shares so the cost went up £350, and then some tax rebates arrived, so cash ended up by £162. I bought 12,248 SAE shares at 2.76p costing £349.99 but my spreadsheet has decided it's £350 presumably due to a rounding error. That reduced my weighted average from 63.79p down to 7.45p which means if there's a pump and dump spike I can get rid, as any trading activity would never get it anywhere near 63p. I think it's a gamble and pretty much relies on them getting a contract for difference to install more tidal turbines, as I think they'll go bust without it.
Pretty flat, but thankfully the right side of the injection line after the recent dip.
Almost touching the trend line, but nothing happening to reverse it.
The trading account looks like this after week 300 overall and week 40 of year 6.
| Weekly Change | |||
| Cash | £259.74 | +£0 | |
| Portfolio cost | £2,374.14 | +£0 | |
| Portfolio sell value (bid price - commission) | £878.85 | (-63.0%) | -£54.83 |
| 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 | £14.42 | (7.3%) | -£0.04 |
|
(Sold stocks profit + Dividends - Fees / Months) |
Big drop this week just as I thought things were on the mend. I was wrong.
Still rubbish
Amazingly still above the trend line.
I started writing this 4 weeks ago and only just finishing, so nothing more
to say.
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