Sunday, 9 October 2022

Week 374 Review - One of the flattest weeks but at least not a down week

A very flat week with few changes across most of the portfolio. The deficit between cost and value improved by a tiny £158 to £108,403 and portfolio value is now £71,645, so still desperately bad.

There were no big fallers this week.

PLUS:Plus500 climbed 7% and is now 10% up and is one of my few successful shares. There's a dividend due soon too.

AJB:AJ Bell wins Share of the Week for climbing an impressive 10% and is now only 5% down.




I think that's what you call scraping along the bottom of the barrel, assuming there's not even further to fall.




Just sneaking above the trend line, but need to be way above it to get it to change.

Here's the ISA and shares portfolio after week 10 of year 8.




Weekly Change
Cash £60.17

+£50.00
Portfolio cost £82,003.25
+£0
Portfolio sell value (bid price-commission) £29,692.49 (-63.8%) -£5.45
Potential profits £471.51
+£0
Yr 8 Dividends £0
+£0
Yr 8 Interest £0.02
+£0
Yr 8 Profit from sales -£995.63
+£0
Yr 8 projected avg monthly profit -£434.68 (-11.8%) +£46.49
Total Dividends £11,768.92
+£0
Total Interest £0.02
+£0
Total Profit from sales £27,098.43
+£0
Average monthly cash profit £446.46
(12.1%) -£1.24
(Sold stocks profit + Dividends - Fees
/ Months)
Compound performance 87% +0%

This account actually dropped by £5, but nothing else changed except me adding £50 to cover fees for a while.






Flat

The SIPP looks like this after week 358 overall and week 46 of year 7.




Weekly Change
Cash £77.16
-£230.99
Portfolio cost £96,196.55
+£249.94
Portfolio sell value
(bid price - commission)
£41,294.15 (-57.1%) +£163.75
Potential profits £585.01
+£72.45
Yr 7 Dividends £10,772.53
+£18.95
Yr 7 Interest £0.01
+£0
Yr 7 Profit from sales -£3,290.88
+£0
Yr 7 projected avg monthly profit £689.43 (14.5%) -£14.49
Total Dividends £13,976.92
+£18.95
Total Interest £0.21
+£0
Total Profit from sales £20,433.75
+£0
Average monthly cash profit £404.59 (8.5%) -£1.03
(Sold stocks profit + Dividends - Fees
/ Months)
Compound performance 59% +0%

I spent my tax rebate on another 1,069 shares in PBX:Probiotix at 22.45p costing £249.94, portfolio value sneaked up £163 and potential profits also climbed £72. There was an £18.95 dividend from CEY:Centamin which was nice.




All looking pretty flat




What I wouldn't give to get above that trend line!

The trading account looks like this after week 324 overall and week 12 of year 7.




Weekly Change
Cash £0.10
+£0
Portfolio cost £1,849.21
+£0
Portfolio sell value (bid price - commission) £658.85 (-64.4%) +£0
Potential profits £0.00
+£0
Year 7 Dividends £0.00
+£0
Year 7 Interests £0.01
+£0
Year 7 Profit -£71.73
+£0
Yr 7 projected avg monthly profit -£28.26 (-18.3%) +£2.36
Dividends £60.10
+£0
Interest £0.01
+£0
Profit from sales £154.87
+£0
Average monthly cash profit £2.88 (1.9%) +£0
(Sold stocks profit + Dividends - Fees
/ Months)

There has never been a week this flat for the trading account






The last month feels like the calm before a storm - I just hope it's not a storm that takes my portfolio even lower. I desperately need to write about some good news for once.

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