There were no big fallers this week.
NUM:Numis Corp made back some of the recent huge losses and climbed 5%, but they are still 33% down and my new "sell at 15% loss" rule failed to kick in as it sneaked down when the whole market was tanking but failed to recover when the other shares did. Basically I was too slow, and now it's too late so I have to hope they recover.
NUM:Numis Corp made back some of the recent huge losses and climbed 5%, but they are still 33% down and my new "sell at 15% loss" rule failed to kick in as it sneaked down when the whole market was tanking but failed to recover when the other shares did. Basically I was too slow, and now it's too late so I have to hope they recover.
IGG:IG Group and PLUS:Plus500 tend to follow similar fortunes,
and this week both went up by 6%. However, IGG is down by 10% whereas
PLUS is up by 13%. Both have paid excellent dividends.
AJB:AJ Bell wins Share of the Week with an impressive 10% rise into
profit. It's only 3% profit, but any share that goes positive these days is
a gem.
It's been pretty flat for a while now. Absolutely no sign of any upward momentum.
Back above the trend line - but for how long?
Here's the ISA and shares portfolio after week 13 of year 8.
| Weekly Change | |||
| Cash | £56.42 |
+£0 | |
| Portfolio cost | £82,003.25 | +£0 | |
| Portfolio sell value (bid price-commission) | £28,830.96 | (-64.8%) | +£27.88 |
| Potential profits | £0 | +£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 | -£334.37 | (-9.0%) | +£27.86 |
| Total Dividends | £11,768.92 | +£0 | |
| Total Interest | £0.02 | +£0 | |
| Total Profit from sales | £27,098.43 | +£0 | |
| Average monthly cash profit |
£442.91 |
(12.0%) | -£1.18 |
|
(Sold stocks profit + Dividends - Fees / Months) |
|||
| Compound performance | 87% | +0% |
Possibly the flattest week ever
As with the overall chart, we've sneaked above the trend line, but not enough to move it.
The SIPP looks like this after week 361 overall and week 49 of year 7.
I received a dividend of £103 from CAML:Central Asia Metals and it reminded me why I like them so much. Given they now have no debt, and assuming they don't find a new mine to buy, hopefully we'll get even more. I will definitely be using some of my £2,000 pension transfer to buy some more next week as there's nothing takes my fancy in the magic formula contenders.
| Weekly Change | ||||
| Cash | £149.19 | +£55.64 | ||
| Portfolio cost | £96,510.40 | +£189.95 | ||
|
Portfolio sell value (bid price - commission) |
£40,438.55 | (-58.1%) | +£353.35 | |
| Potential profits | £164.21 | +£98.59 | ||
| Yr 7 Dividends | £10,911.87 | +£103.10 | ||
| Yr 7 Interest | £0.01 | +£0 | ||
| Yr 7 Profit from sales | -£3,290.88 | +£0 | ||
| Yr 7 projected avg monthly profit | £659.55 | (13.9%) | -£4.43 | |
| Total Dividends | £14,116.26 | +£103.10 | ||
| Total Interest | £0.21 | +£0 | ||
| Total Profit from sales | £20,433.75 | +£0 | ||
| Average monthly cash profit | £402.90 | (8.5%) | +£0.12 | |
|
(Sold stocks profit + Dividends - Fees / Months) |
||||
| Compound performance | 59% | +0% |
I received a dividend of £103 from CAML:Central Asia Metals and it reminded me why I like them so much. Given they now have no debt, and assuming they don't find a new mine to buy, hopefully we'll get even more. I will definitely be using some of my £2,000 pension transfer to buy some more next week as there's nothing takes my fancy in the magic formula contenders.
I received a tax rebate in my AJ Bell SIPP so I added another £50 so I
could buy 1,009 shares in OPTI:Optibiotix at 17.84p costing
£189.96. I want to get enough so that when I sell the ones in my share
account and the ones I bought with JLP:Jubilee Metals proceeds, I
will still have over 200,000 left. It means I'll need to spend £1,000 of
my pension transfer buying some more. I had a wee wobble a few weeks ago,
but am back feeling optimistic as the business model is still sound, it's
just taking bloody ages.
Potential profits increased by £98 thanks to AJB:AJ Bell and
PLUS:Plus500 increasing well, and the portfolio value went up £353
which unfortunately doesn't recover last week's losses. I seem to gain by
hundreds but lose by thousands.
Very flat
Back above the tend line
Very flat
Back above the tend line
The trading account looks like this after week 327 overall and week 15 of year 7.
Absolutely no change whatsoever
| Weekly Change | |||
| Cash | £0.10 | +£0 | |
| Portfolio cost | £1,849.21 | +£0 | |
| Portfolio sell value (bid price - commission) | £671.20 | (-63.7%) | +£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 | -£20.72 | (-13.4%) | +£1.48 |
| Dividends | £60.10 | +£0 | |
| Interest | £0.01 | +£0 | |
| Profit from sales | £154.87 | +£0 | |
| Average monthly cash profit | £2.85 | (1.8%) | -£0.01 |
|
(Sold stocks profit + Dividends - Fees / Months) |
Absolutely no change whatsoever
Hmm - some danger that the trend line will overtake us soon unless some stonking news from OPTI:Optibiotix gives us a lift, or TALY:Tally re-floats, although that might cause a plummet.
Looking forward to getting my £2,000 pension transfer next week. I haven't
got the energy to find two new magic formula shares, especially after the
dismal performance of the last one, so sticking with the devils I know and
splitting it between OPTI:Optibiotix and
CAML:Central Asia Metals, both of which are very cheap at the moment.
Historically the price drops every time I buy them - which is a tad
frustrating. CAML has been very good to me, making £4,769 profits
from sales and giving £2,150 in dividends. The only time I sold any
OPTI was in my trading account where I made £65, but they have given
me the equivalent of £20,846 in dividends with the
PBX:Probiotix share distribution. It's just a shame I'm down £79,456
on my investment!
One day...
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