Week 366 Review - Four down weeks in a row

Another drop in value for the 4th week in a row, but all down to a 1p fall in OPTI:Optibiotix which cost £1,900, with some good performances elsewhere. The deficit between cost and value widened by £1,631 to £82,640 and overall value dropped below £100k to £98,869.

No big percentage fallers this week, with OPTI:Optibiotix only dropping 2% but still costing lots

AJB:AJ Bell has been a good choice for magic formula share, climbing 7% this week to go into profit and 5% up.

Share of the Week is APAX:Apax Global Alpha which went up 9% and  is now 2% in profit. I only invested £500 over 4 months of monthly savings but I will probably hang onto them if they stay in profit.

Back below he injection line

Still well above the tend line but heading downwards in parallel with it.

Here's the ISA and shares portfolio after week 2 of year 8.

			Weekly Change
Cash	£96.25		+£0
Portfolio cost	£82,912.77		+£0
Portfolio sell value (bid price-commission)	£42,627.03	(-48.6%)	-£861.06
Potential profits	£1,312.05		+£27.00
Yr 8 Dividends	£0		+£0
Yr 8 Profit from sales	£0		+£0
Yr 8 projected avg monthly profit	£0	(0%)	+£0
Total Dividends	£11,768.92		+£0
Total Profit from sales	£28,094.06		+£0
Average monthly cash profit	£468.10	(12.7%)	-£1.28
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	89%		+0%

A relatively quiet week. A small increase in JLP:Jubilee Metals increased potential profits by £27 and the £861 drop is mostly OPTI:Optibiotix. The only other glimmer of hope was RDT:Rosslyn Data climbing 3%. but they are still 91% down so I don't hold out much hope.

Steady decline for 4 weeks.

The decline is steeper than the trend line, so not at all good.

The SIPP looks like this after week 350 overall and week 38 of year 7.

			Weekly Change
Cash	£71.41		-£124.49
Portfolio cost	£96,509.50		-£124.49
Portfolio sell value (bid price - commission)	£55,287.29	(-42.7%)	-£776.98
Potential profits	£317.81		+£20.32
Yr 7 Dividends	£10,727.13		+£0
Yr 7 Interest	£0.01		+£0
Yr 7 Profit from sales	-£2,151.78		+£0
Yr 7 projected avg monthly profit	£961.85	(20.4%)	-£25.99
Total Dividends	£13,931.52		+£0
Total Interest	£0.21		+£0
Total Profit from sales	£21,572.85		+£0
Average monthly cash profit	£427.66	(9.1%)	-£1.22
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	61%		+0%

The £124 was my monthly savings investment, this time onto EMG:Man Group. That went through the day before ex-dividend date, so I'll get my dividend on £523 worth of shares when you add what I bought last week. They were up 4% this week and so are now only £2 in the red.

Potential profits only climbed £20 but that masks the fact that two magic formula shares (APAX:Apax Global Alpha and AJB:AJ Bell) went into profit and PLUS:Plus500 increased potential profits by 2%. Unfortunately a 3% drop in CAML:Central Asia Metals wiped most of that out.

Only just below the injection line

Unlike the ISA, this is more shallow than the trend line, but still downwards.

The trading account looks like this after week 316 overall and week 4 of year 7.

			Weekly Change
Cash	£43.18		+£0
Portfolio cost	£1,877.84		+£0
Portfolio sell value (bid price - commission)	£745.34	(-60.3%)	+£6.95
Potential profits	£0.00		+£0
Year 7 Dividends	£0.00		+£0
Year 7 Profit	£0.00		+£0
Yr 7 projected avg monthly profit	£0.00	(0.0%)	+£0
Dividends	£60.10		+£0
Profit from sales	£226.60		+£0
Average monthly cash profit	£3.93	(2.5%)	-£0.01
(Sold stocks profit + Dividends - Fees / Months)

A tiny increase in JLP:Jubilee Metals which will hopefully take some momentum into next week so I can get into potential profit.

Unlike the others this is very slowly sneaking upwards, but like the others it is below the injection line.

Slow and steady.

Another week goes by with no news on Sweetbiotix product launches or anything on LP-LDL. We're well into summer holiday territory now so I may as well stop thinking about it until September.