Worst performer was PAGE:Page Group which dropped 6% to go 12% down. I can't seem to bank on my magic formula these days, in fact the figures I use for my rankings are no longer available on Advfn so I either abandon my strategy or have to fork out for a paid service like Stockopedia to get at the stats I need.
CAPD:Capital had a good week, climbing 5% but they are still 10% down.
JLP:Jubilee Metals climbed 6% which accounts for most of the weekly gains.
ANTO:Antofagasta had a great week, climbing 8%. It tends to do this just before I make my monthly investment, then drops after!
Share of the Week is GAW:Games Workshop, which went up a magnificent 14% and is now 10% in profit.
Here's the ISA and shares portfolio after week 46 of year 8.
Weekly Change | |||
Cash | £216.29 | -£1.75 | |
Portfolio cost | £87,354.57 | +£0 | |
Portfolio sell value (bid price-commission) | £22,480.18 | (-74.3%) | +£222.61 |
Potential profits | £255.45 | +£162.68 | |
Yr 8 Dividends | £96.83 | +£0 | |
Yr 8 Interest | £1.51 | +£0.11 | |
Yr 8 Profit from sales | -£10,795.53 | +£0 | |
Yr 8 proj avg monthly profit | -£1,012.03 | (-20.5%) | +£22.32 |
Total Dividends | £11,865.75 | +£0 | |
Total Interest | £1.51 | +£0.11 | |
Total Profit from sales | £17,298.53 | +£0 | |
Average monthly cash profit | £304.32 | (6.2%) | -£0.76 |
(Sold stocks profit + Dividends - Fees / Months) | |||
Compound performance | 49% | +0% |
Value went up £222 which is better than a drop, but the problem is all the drops are more like £1,000 so the weeks I'm in the black don't even make up for the previous week's falls, and you can bet we'll fall again next week. Potential profits climbed £162 thanks to GAW:Games Workshop going into profit and the rise in JLP:Jubilee Metals.
Will I need to lower my Y axis?
I guess it's positive we're just above the trend line, but need to be way above the trend line.
The SIPP looks like this after week 394 overall and week 30 of year 8.
Weekly Change | ||||
Cash | £308.65 | -£235.86 | ||
Portfolio cost | £94,850.98 | +£235.48 | ||
Portfolio sell value (bid price - commission) | £28,257.93 | (-70.2%) | +£44.83 | |
Potential profits | £507.35 | -£40.61 | ||
Yr 8 Dividends | £180.94 | +£0 | ||
Yr 8 Interest | £2.61 | +£0.46 | ||
Yr 8 Profit from sales | -£9,820.16 | +£0 | ||
Yr 8 proj avg monthly profit | -£1,403.34 | (-26.0%) | +£48.33 | |
Total Dividends | £14,323.72 | +£0 | ||
Total Interest | £2.86 | +£0.46 | ||
Total Profit from sales | £10,613.59 | +£0 | ||
Average monthly cash profit | £262.47 | (4.9%) | -£0.68 | |
(Sold stocks profit + Dividends - Fees / Months) | ||||
Compound performance | 37% | +0% |
My monthly investment went through for ANTO:Antofagasta. I bought 16 shares at 1455.1235p costing £235.48.
Portfolio value hardly increased at all, and potential profits dropped £40.
Another chart where I may need to lower the Y axis
Bang on the trend line. Deeply distressing.
The trading account looks like this after week 360 overall and week 48 of year 7.
A rare positive week thanks to JLP:Jubilee Metals, but a long way to go before I'll be in profit, and only 4 more weeks of year 7 left, so that's almost certainly going to finish with a loss of around £100 a month after the collapse of DDDD:4D Pharma.
I suppose it's good news that my Y axis still has plenty of room.
The only reason the trend line is pointing upwards is I keep realising losses. I suppose I should be grateful I'm vaguely near it.
I've been prepping the stats so I maintain my weekly snapshots, but the enthusiasm to write my blog is waning. I need to keep it up as it does help me come to decisions, but for the last 2 years they've mostly been bad.
Another chart where I may need to lower the Y axis
Bang on the trend line. Deeply distressing.
The trading account looks like this after week 360 overall and week 48 of year 7.
Weekly Change | |||
Cash | £20.26 | +£0 | |
Portfolio cost | £1,763.50 | +£0 | |
Portfolio sell value (bid price - commission) | £981.31 | (-44.4%) | +£27.20 |
Potential profits | £0 | +£0 | |
Year 7 Dividends | £0.00 | +£0 | |
Year 7 Interests | £0.03 | +£0 | |
Year 7 Profit | -£1,157.99 | +£0 | |
Yr 7 proj avg monthly profit | -£104.48 | (-71.1%) | +£2.22 |
Dividends | £60.10 | +£0 | |
Interest | £0.03 | +£0 | |
Profit from sales | -£930.69 | +£0 | |
Average monthly cash profit | -£10.48 | (-7.1%) | +£0.03 |
(Sold stocks profit + Dividends - Fees / Months) |
A rare positive week thanks to JLP:Jubilee Metals, but a long way to go before I'll be in profit, and only 4 more weeks of year 7 left, so that's almost certainly going to finish with a loss of around £100 a month after the collapse of DDDD:4D Pharma.
I suppose it's good news that my Y axis still has plenty of room.
The only reason the trend line is pointing upwards is I keep realising losses. I suppose I should be grateful I'm vaguely near it.
I've been prepping the stats so I maintain my weekly snapshots, but the enthusiasm to write my blog is waning. I need to keep it up as it does help me come to decisions, but for the last 2 years they've mostly been bad.
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