PLUS:Plus 500 was the worst performer, dropping 8% to go from 2% profit to 6% loss. They did go ex-dividend though, so not as bad as it might have been.
RIO:Rio Tinto dropped 7% after rather underwhelming results, which was a surprise given the markets are meant to be forward looking. It wasn't a surprise so I had figured it would be in the price already, but no. They went from 2% profit to 5% loss.
EDV:Endeavour Mining dropped 5% and went past my -15% stop-loss. I didn't sell
because the only reason they dropped below the threshold was going
ex-dividend, but further falls next week will mean I need to sell.
WHR:Warehouse REIT also had a bad week, dropping 5%, but they didn't go
ex-dividend.
Share of the Week is the only one that increased by 5% or more, with
SBTX:SkinBioTherapeutics going up 7% for no obvious reason. I think people
are getting twitchy that a Croda deal will be announced soon. I hope so,
they've had long enough!
Here's the ISA and shares portfolio after week 30 of year 8.
| Weekly Change | |||
| Cash | £17.07 |
+£0 | |
| Portfolio cost | £87,812.70 | +£0 | |
| Portfolio sell value (bid price-commission) | £29,206.79 | (-66.7%) | -£751.98 |
| Potential profits | £0 | -£22.00 | |
| Yr 8 Dividends | £0 | +£0 | |
| Yr 8 Interest | £0.10 | +£0 | |
| Yr 8 Profit from sales | -£8,360.59 | +£0 | |
| Yr 8 projected avg monthly profit | -£1,210.94 | (-25.3%) | +£41.75 |
| Total Dividends | £11,768.92 | +£0 | |
| Total Interest | £0.10 | +£0 | |
| Total Profit from sales | £19,733.47 | +£0 | |
| Average monthly cash profit |
£342.63 |
(7.1%) | -£0.87 |
|
(Sold stocks profit + Dividends - Fees / Months) |
|||
| Compound performance | 54% | +0% |
Very little happened. PLUS:Plus500 was my last profitable share and it fell to loss, so even the magic formula is letting me down. Most things fell in value except SBTX:SkinBioTherapeutics mentioned as Share of the Week above, and CAPD:Capital which climbed 1%. Everything else fell except 2 that remained flat.
Relatively flat I suppose
Oh look - there's a thing - we seem to be following the trend line again!
The SIPP looks like this after week 378 overall and week 14 of year 8.
| Weekly Change | ||||
| Cash | £5,090.97 | +£4,915.48 | ||
| Portfolio cost | £86,853.29 | -£4,361.52 | ||
|
Portfolio sell value (bid price - commission) |
£28,897.02 | (-66.7%) | -£1,434.53 | |
| Potential profits | £28.54 | -£803.20 | ||
| Yr 8 Dividends | £28.05 | +£0 | ||
| Yr 8 Interest | £0.52 | +£0 | ||
| Yr 8 Profit from sales | -£9,820.16 | +£528.96 | ||
| Yr 8 projected avg monthly profit | -£3,041.37 | (-58.8%) | +£410.27 | |
| Total Dividends | £14,170.83 | +£0 | ||
| Total Interest | £0.77 | +£0 | ||
| Total Profit from sales | £10,613.59 | +£528.96 | ||
| Average monthly cash profit | £272.32 | (5.3%) | +£5.36 | |
|
(Sold stocks profit + Dividends - Fees / Months) |
||||
| Compound performance | 38% | +1% |
Cash went up because I sold my CAML:Central Asia Metals shares when they
passed the 10% drop in value virtual stop. Why Can't I ever hold a share
that doesn't drop 10% once it gets into profit? I sold 1,834 shares for
261.5008p after paying 235.4117p so made £418.72 (9.5%) profit. I kept the
proceeds to re-invest in the same company, hopefully at a lower price than
I sold them for. Knowing my track record they will soar on Monday.
I was also stopped out of ANTO:Antofagasta after that dropped more than
10%. I sold my 69 shares for 1631.6741p after paying 1430.125p so made
£110.34 (11.3%) profit. I decided not to re-invest in them immediately,
and instead bought 70 shares in PSN:Persimmon for 1415p costing £1,007.40.
Their dividend is due soon and they are high in my magic formula list. You
can almost guarantee there will be a crash in house prices next week.
This left my only profitable share as III:3i Group, and I've only invested £366 in that so far as my monthly saving, but that £28 profit is my last ray of hope.
Absolutely everything dropped this week except SBTX:SkinBiotherapeutics which I've already mentioned as Share of the Week. The only other green share was FXPO:Ferrexpo which climbed 1%. Pretty desperate week.
Heading back down towards the trend line, not even running parallel to it.
The trading account looks like this after week 344 overall and week 32 of year 7.
| Weekly Change | |||
| Cash | £20.24 | +£0 | |
| Portfolio cost | £1,763.50 | +£0 | |
| Portfolio sell value (bid price - commission) | £1,154.19 | (-34.6%) | -£19.76 |
| Potential profits | £0 | +£0 | |
| Year 7 Dividends | £0.00 | +£0 | |
| Year 7 Interests | £0.01 | +£0 | |
| Year 7 Profit | -£1,157.99 | +£0 | |
| Yr 7 projected avg monthly profit | -£156.72 | (-106.6%) | +£5.05 |
| Dividends | £60.10 | +£0 | |
| Interest | £0.01 | +£0 | |
| Profit from sales | -£930.69 | +£0 | |
| Average monthly cash profit | -£10.97 | -(7.5%) | +£0.03 |
| (Sold stocks profit + Dividends - Fees / Months) |
This was obliterated last week, so there are just tattered remains left. Everything fell in value, so what's new?
So glad I added that extra £1,000 - it's made all the difference!
It's a shame every move upwards in this chart is due to me realising losses and nothing to do with the situation getting any better.
Another week of misery. I can't believe how bad it is. At least I'm running out of shares that can cause me to realise more significant loss. Having said that, I'm amazed KIBO:Kibo Energy haven't gone bust. They will cost me £2,635 when they do. I'm convinced it's a when rather than an if.
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