Biggest loser was WHR:Warehouse REIT which dropped 6% and is now
17% down.
SBTX:SkinBioTherapeutics dropped another 5% after another week when
absolutely nothing happened and it starts to feel like they will never sell
their lysate to anyone.
EDV:Endeavour Mining climbed 5% for the 2nd week in a row but they are
still 7% down. At least it's single figures, unlike most of the others.
JLP:Jubilee Metals recovered by between 5 and 7% depending what I paid
for them, but most of my shares are still around 30% down, so my master plan
to buy loads after the warrants expired was a disaster.
III:3i Group recovered 5% and are now my only share in profit. Shame
it's my smallest holding as I've been buying with my monthly savings. I have
increased that from £130 a month to £250 a month to make up for my work
pension contributions dropping off by 20% when I go to a 4-day week. It means
I will get to my £1,000 holding in another 2 months, and in future get to each
£1,000 in 4 months, so much more opportunity for increasing my range of magic
formula shares.
IES:Invinity Energy dropped in price, but thanks to my open offer
holding reducing my average price, it appeared to climb by 6%. It is however
87% down.
Share of the Week goes to GAW:Games Workshop which climbed 6% and
is now only 3% down.
Here's the ISA and shares portfolio after week 34 of year 8.
Weekly Change | |||
Cash | £27.74 | +£0 | |
Portfolio cost | £86,217.02 | +£0 | |
Portfolio sell value (bid price-commission) |
£26,314.10 | (-69.5%) | -£190.26 |
Potential profits | £0 | +£0 | |
Yr 8 Dividends | £0 | +£0 | |
Yr 8 Interest | £0.12 | +£0 | |
Yr 8 Profit from sales | -£10,815.68 | +£0 | |
Yr 8 proj avg monthly profit | -£1,382.11 | (-28.4%) | +£41.88 |
Total Dividends | £11,768.92 | +£0 | |
Total Interest | £0.12 | +£0 | |
Total Profit from sales | £17,278.38 | +£0 | |
Average monthly cash profit | £312.39 | (6.4%) | -£0.79 |
(Sold stocks profit + Dividends - Fees / Months) |
|||
Compound performance | 49% | -1% |
Very little happened - one of the flattest weeks ever, but as usual it ended
up down.
Still doggedly following the trend line downwards as I have been for about 2 years.
Still doggedly following the trend line downwards as I have been for about 2 years.
The SIPP looks like this after week 382 overall and week 18 of year 8.
Weekly Change | ||||
Cash | £363.82 | +£107.50 | ||
Portfolio cost | £91,844.47 | +£0 | ||
Portfolio sell value (bid price - commission) |
£29,536.45 | (-67.8%) | -£312.65 | |
Potential profits | £2.89 | +£2.89 | ||
Yr 8 Dividends | £43.43 | +£0 | ||
Yr 8 Interest | £0.67 | +£0 | ||
Yr 8 Profit from sales | -£9,820.16 | +£0 | ||
Yr 8 proj avg monthly profit | -£2,364.50 | (-45.7%) | +£139.08 | |
Total Dividends | £14,186.21 | +£0 | ||
Total Interest | £0.92 | +£0 | ||
Total Profit from sales | £10,613.59 | +£0 | ||
Average monthly cash profit | £269.51 | (5.2%) | -£0.71 | |
(Sold stocks profit + Dividends - Fees / Months) |
||||
Compound performance | 38% | +0% |
I received a tax rebate for £107 to increase cash, and III:3i Group went into profit but by just £2. Year 8 projected performance will improve considerably each week I don't make a loss, but I can't see any way I'm going to get back the £9,820 losses in the remaining 34 weeks of year 8. It's definitely heading towards being my worst ever year by some margin.
Same story as the ISA
The trading account looks like this after week 348 overall and week 36 of year 7.
Weekly Change | |||
Cash | £20.25 | +£0 | |
Portfolio cost | £1,763.50 | +£0 |
|
Portfolio sell value (bid price - commission) |
£1,038.06 | (-41.1%) | +£39.58 |
Potential profits | £0 | +£0 | |
Year 7 Dividends | £0.00 | +£0 | |
Year 7 Interests | £0.02 | +£.0 | |
Year 7 Profit | -£1,157.99 | +£0 | |
Yr 7 proj avg monthly profit | -£139.30 | (-94.8%) | +£3.98 |
Dividends | £60.10 | +£0 | |
Interest | £0.02 | +£0 | |
Profit from sales | -£930.69 | +£0 | |
Average monthly cash profit | -£10.84 | (-7.4%) | +£0.03 |
(Sold stocks profit + Dividends - Fees / Months) |
I recovered last week's losses. It would be nice if I could do that every week, but extremely unlikely.
Unfortunately this chart is only heading upwards because I keep realising losses. The top chart showing an injection amount of just over £2,500 vs a value of just over £1,000 shows the true desperation of this account.
There's nothing to look forward to next week and generally no hope. It's getting harder and harder to write this every week because it feels like a broken record. In past years I'd get bad weeks but then absolutely brilliant weeks to make up for them. These days it's bad on top of bad with no respite. It's become a chore rather than a pleasure.
No comments:
Post a Comment