OPTI:Optibiotix Health was the worst performer in my trading account, dropping 8%, but it only dropped 3% in my main holdings.
AJB:AJ Bell has been on a great run lately but people took their
profits this week and it dropped 6%. If I stick to my new rules I need to sell
if it drops another 4%.
SBTX:SkinBioTherapeutics also dropped 6% but the time passed long ago
that I could sell without incurring massive loss, so the wait continues
Share of the week only climbed a feeble 2%, but it was better than anything
else as TRX:Tissue Regenix crept up and is now only 56% down. I think
there is a glimmer of hope this could become profitable, if they can get their
product in wider use.
I didn't lose all of last week's gains, but nearly.
Still above the trend line but running parallel to it
Here's the ISA and shares portfolio after week 16 of year 8.
1p interest - yippee! I lost more than last week's gains in this account, which is terribly vexing.
Back close to the 12 month low
I seem to have a magnetic attraction to the trend line when it points downwards
| Weekly Change | |||
| Cash | £52.68 |
+£0.01 | |
| Portfolio cost | £82,003.25 | +£0 | |
| Portfolio sell value (bid price-commission) | £29,931.74 | (-63.5%) | -£1,657.61 |
| Potential profits | £0 | -£14.74 | |
| Yr 8 Dividends | £0 | +£0 | |
| Yr 8 Interest | £0.03 | +£0.01 | |
| Yr 8 Profit from sales | -£995.63 | +£0 | |
| Yr 8 projected avg monthly profit | -£272.69 | (-7.4%) | +£18.18 |
| Total Dividends | £11,768.92 | +£0 | |
| Total Interest | £0.03 | +£0.01 | |
| Total Profit from sales | £27,098.43 | +£0 | |
| Average monthly cash profit |
£439.37 |
(11.9%) | -£1.16 |
|
(Sold stocks profit + Dividends - Fees / Months) |
|||
| Compound performance | 87% | +0% |
1p interest - yippee! I lost more than last week's gains in this account, which is terribly vexing.
Back close to the 12 month low
I seem to have a magnetic attraction to the trend line when it points downwards
The SIPP looks like this after week 364 overall and week 52 of year 7.
I got a nice dividend of £26 from PLUS:Plus500 and a magnificent 4p interest, but paid 74p fees for my AJ Bell SIPP so cash only up £25.The drop in portfolio value was around £500 less than the gains last week, so the SIPP fared much better than the ISA.
| Weekly Change | ||||
| Cash | £62.44 | +£25.82 | ||
| Portfolio cost | £98,772.58 | +£0 | ||
|
Portfolio sell value (bid price - commission) |
£44,778.64 | (-54.7%) | -£1,907.55 | |
| Potential profits | £556.17 | -£157.37 | ||
| Yr 7 Dividends | £10,938.39 | +£26.52 | ||
| Yr 7 Interest | £0.05 | +£0.04 | ||
| Yr 7 Profit from sales | -£3,290.88 | +£0 | ||
| Yr 7 projected avg monthly profit | £622.78 | (12.6%) | -£10.02 | |
| Total Dividends | £14,142.78 | +£26.52 | ||
| Total Interest | £0.25 | +£0.04 | ||
| Total Profit from sales | £20,433.75 | +£0 | ||
| Average monthly cash profit | £399.77 | (8.1%) | -£0.79 | |
|
(Sold stocks profit + Dividends - Fees / Months) |
||||
| Compound performance | 57% | +0% |
I got a nice dividend of £26 from PLUS:Plus500 and a magnificent 4p interest, but paid 74p fees for my AJ Bell SIPP so cash only up £25.The drop in portfolio value was around £500 less than the gains last week, so the SIPP fared much better than the ISA.
The end of Year 7 saw an overall loss of £3,290 from sales, mostly from
writing off IQE:IQE, HUM:Hummingbird Resources and getting out
of methane-producing TLOU:Tlou Energy. My magic formula shares were a
lot less kind to me in year 7, about half of them going for a loss, and the
PBX:Probiotix shares dividend inflated the dividend figure, but it was
still £494 without that, which wasn't bad.
This one is much closer to the injection line, which gives me hope.
This chart gives me less hope.
The trading account looks like this after week 330 overall and week 18 of year 7.
All last week's gains in OPTI:Optibiotix vanished when there was no RNS before the Investor Meet presentation, thus signaling nothing material was going to be announced, and it wasn't. I think it could easily be next summer before anything happens to kick start these, so the curse of the trading account strikes again.
Bad
Still just above the line - a positive end
The one interesting thing in the OPTI:Optibiotix presentation was confirmation that 3 of the 11 companies we've been working with on developing Sweetbiotix are Coca Cola, Nestle and Kellogg's. That gives me a huge amount of hope that if something does finally happen, it's going to be worth waiting for.
This one is much closer to the injection line, which gives me hope.
This chart gives me less hope.
The trading account looks like this after week 330 overall and week 18 of year 7.
| Weekly Change | |||
| Cash | £0.10 | +£0 | |
| Portfolio cost | £1,849.21 | +£0 | |
| Portfolio sell value (bid price - commission) | £695.89 | (-62.4%) | -£37.03 |
| 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 | -£17.27 | (-11.2%) | +£1.01 |
| Dividends | £60.10 | +£0 | |
| Interest | £0.01 | +£0 | |
| Profit from sales | £154.87 | +£0 | |
| Average monthly cash profit | £2.82 | (1.8%) | -£0.01 |
|
(Sold stocks profit + Dividends - Fees / Months) |
All last week's gains in OPTI:Optibiotix vanished when there was no RNS before the Investor Meet presentation, thus signaling nothing material was going to be announced, and it wasn't. I think it could easily be next summer before anything happens to kick start these, so the curse of the trading account strikes again.
Bad
Still just above the line - a positive end
The one interesting thing in the OPTI:Optibiotix presentation was confirmation that 3 of the 11 companies we've been working with on developing Sweetbiotix are Coca Cola, Nestle and Kellogg's. That gives me a huge amount of hope that if something does finally happen, it's going to be worth waiting for.
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