The 5% drop in JLP:Jubilee Metals was my worst performer, at least joint worst with PLUS:Plus 500 which also dropped 5% to go 17% down. Good job I've abandoned my "sell at 15% down" strategy else I'd have nothing left, and seeing as everything I buy drops 15% I'd soon run out of cash.
APAX:Apax Global Alpha climbed 6% and is only 5% down now.
CEY:Centamin also went up 6% and wins Share of the Week because it has rarely done anything noteworthy before.
Here's the ISA and shares portfolio after week 40 of year 8.
| Weekly Change | |||
| Cash | £166.05 | -£3.70 | |
| Portfolio cost | £86,344.72 | +£0 | |
| Portfolio sell value (bid price-commission) | £24,867.41 | (-71.2%) | -£337.33 |
| Potential profits | £4.72 | -£18.15 | |
| Yr 8 Dividends | £29.20 | +£0 | |
| Yr 8 Interest | £1.29 | +£0.05 | |
| Yr 8 Profit from sales | -£10,795.53 | +£0 | |
| Yr 8 proj avg monthly profit | -£1,170.35 | (-24.0%) | +£29.60 |
| Total Dividends | £11,798.12 | +£0 | |
| Total Interest | £1.29 | +£0.05 | |
| Total Profit from sales | £17,298.53 | +£0 | |
| Average monthly cash profit | £308.19 | (6.3%) | -£0.81 |
| (Sold stocks profit + Dividends - Fees / Months) | |||
| Compound performance | 49% | +0% |
I think that's a pretty flat week. ISA charges minus interest account for the drop in cash, and potential profits are now only £4.
The SIPP looks like this after week 388 overall and week 24 of year 8.
| Weekly Change | ||||
| Cash | £476.39 | +£281.42 | ||
| Portfolio cost | £92,367.69 | +£0 | ||
| Portfolio sell value (bid price - commission) | £29,490.11 | (-68.1%) | -£41.40 | |
| Potential profits | £373.83 | +£10.41 | ||
| Yr 8 Dividends | £166.95 | +£42.00 | ||
| Yr 8 Interest | £1.94 | +£0.16 | ||
| Yr 8 Profit from sales | -£9,820.16 | +£0 | ||
| Yr 8 proj avg monthly profit | -£1,754.72 | (-33.7%) | +£82.22 | |
| Total Dividends | £14,309.73 | +£42.00 | ||
| Total Interest | £2.19 | +£0.16 | ||
| Total Profit from sales | £10,613.59 | +£0 | ||
| Average monthly cash profit | £266.50 | (5.1%) | -£0.34 | |
| (Sold stocks profit + Dividends - Fees / Months) | ||||
| Compound performance | 38% | +0% |
Cash went up as I added £250 towards my monthly savings but it hasn't been invested yet. The £42 dividends were from PSN:Persimmon, plus a small amount of interest. Portfolio value hardly dropped at all, and potential profits sneaked up £10.
The trading account looks like this after week 354 overall and week 42 of year 7.
| Weekly Change | |||
| Cash | £20.25 | +£0 | |
| Portfolio cost | £1,763.50 | +£0 | |
| Portfolio sell value (bid price - commission) | £1,013.37 | (-42.5%) | -£37.08 |
| 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 | -£119.40 | (-81.2%) | +£2.92 |
| Dividends | £60.10 | +£0 | |
| Interest | £0.02 | +£0 | |
| Profit from sales | -£930.69 | +£0 | |
| Average monthly cash profit | -£10.66 | (-7.3%) | +£0.03 |
| (Sold stocks profit + Dividends - Fees / Months) |
Utter misery and despair.
I'm 5 weeks behind publishing as I've been away, but still taking snapshots. I warn you now, the next 4 weeks don't get any better!
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