There was only one share that dropped more than 6%, and that didn't really as I bought BARC:Barclays in my trading account, so the commission and spread contributed to it ending down by 6%.
ANTO:Antofagasta had another good week, climbing 7% to go 11% up. Just 2 weeks
until my final purchase so ideally it won't climb too much more just yet.
SBTX:SkinBioTherapeutics went up 2.25p which is a good 9%. Not sure if it was on the back of the OPTI:Optibiotix rise, but nothing else happened that might trigger it.
Similarly, PBX:Probiotix Health climbed 2p which is 9% of my dividend
holding IPO price, but 26% up on my later purchases.
OPTI:Optibiotix wins Share of the Week for a 2nd week, climbing 6.9p which
is 71% of my cheapest holding price, or 7% of my most expensive holding
price. Potential profits are now £6,230 for my cheaper shares, but still 70%
down on my most expensive.
Here's the ISA and shares portfolio after week 52 of year 8.
| Weekly Change | |||
| Cash | £242.44 | -£5.62 | |
| Portfolio cost | £87,854.54 | +£0 | |
|
Portfolio sell value (bid price-commission) |
£45,717.91 | (-58.0%) | +£8,634.88 |
| Potential profits | £2,647.90 | +£1,399.42 | |
| Yr 8 Dividends | £142.51 | +£0 | |
| Yr 8 Interest | £1.93 | +£0.14 | |
| Yr 8 Profit from sales | -£10,795.53 | +£0 | |
| Yr 8 proj avg monthly profit | -£891.90 | (-18.0%) | +£17.01 |
| Total Dividends | £11,911.43 | +£0 | |
| Total Interest | £1.93 | +£0.14 | |
| Total Profit from sales | £17,298.53 | +£0 | |
| Average monthly cash profit | £300.35 | (6.0%) | -£0.78 |
|
(Sold stocks profit + Dividends - Fees / Months) |
|||
| Compound performance | 48% | +0% |
The last week of year 8. Profit this year was a disaster thanks to DDDD:4D Pharma going bust, so the average monthly loss was £891 (18%), making this by far my worst year. It hammered my long term performance too, although that's benefited from the PBX:Probiotix share dividend. Averaging £300 a month over 8 years isn't bad, or at least wouldn't be if the portfolio was breaking even. It's a long way below my 10% target though.
Increase in potential profits is mostly OPTI:Optibiotix, although £214 the
profit is GAW:Games Workshop.
On Tuesday we touched the injection line, but now we're a fair way below it.
We're higher than the highest point on the trend line, so I would hope it starts to flatten quite quickly.
The SIPP looks like this after week 400 overall and week 36 of year 8.
| Weekly Change | ||||
| Cash | £151.03 | +£80.33 | ||
| Portfolio cost | £96,015.54 | +£0 | ||
|
Portfolio sell value (bid price - commission) |
£55,535.17 | (-42.2%) | +£10,135.23 | |
| Potential profits | £4,096.36 | +£1,817.16 | ||
| Yr 8 Dividends | £239.37 | +£18.44 | ||
| Yr 8 Interest | £3.82 | +£0.33 | ||
| Yr 8 Profit from sales | -£9,597.85 | +£0 | ||
| Yr 8 proj avg monthly profit | -£1,136.71 | (-20.9%) | +£34.69 | |
| Total Dividends | £14,382.15 | +£18.44 | ||
| Total Interest | £4.07 | +£0.33 | ||
| Total Profit from sales | £10,835.90 | +£0 | ||
| Average monthly cash profit | £261.48 | (4.8%) | -£0.46 | |
|
(Sold stocks profit + Dividends - Fees / Months) |
||||
| Compound performance | 37% | +0% |
Cash went up thanks to a tax rebate and £18 dividend from III:3i Group. Huge £10k rise in portfolio value and potential profits up mainly due to OPTI:Optibiotix, but also ANTO:Antofagasta now in profit by £78 and III:3i Group in profit by £219.
This one is a lot closer to the injection line, A whole year of decline has been reversed in 2 weeks.
As with the ISA, if the price doesn't drop back, then the trend line should flatten quickly.
The trading account looks like this after week 366 overall and week 2 of year 8.
I sold my 2,469 shares in OPTI:Optibiotix at 31.56p and made £283.98 (57.3%) profit. At the time I regretted not waiting, as it was 37p later in the day, but ended the week 4p down on what I sold at, so mustn't grumble. It means there's half the cash I need to buy another share and get back to 5 in this portfolio, and it reduces the long-term losses by £3 a month to £6.
| Weekly Change | |||
| Cash | £273.24 | +£252.98 | |
| Portfolio cost | £1,794.51 | +£31.01 | |
| Portfolio sell value (bid price - commission) | £1,183.44 | (-34.1%) | -£53.41 |
| Potential profits | £0 | -£13.38 | |
| Year 8 Dividends | £0 | +£0 | |
| Year 8 Interest | £0 | +£0 | |
| Year 8 Profit | £283.99 | +£283.99 | |
| Yr 8 proj avg monthly profit | £615.30 | (+411.5%) | +£615.30 |
| Dividends | £60.10 | +£0 | |
| Interest | £0.03 | +£0 | |
| Profit from sales | -£646.70 | +£283.99 | |
| Average monthly cash profit | -£6.94 | (-4.6%) | +£3.40 |
| (Sold stocks profit + Dividends - Fees / Months) |
I sold my 2,469 shares in OPTI:Optibiotix at 31.56p and made £283.98 (57.3%) profit. At the time I regretted not waiting, as it was 37p later in the day, but ended the week 4p down on what I sold at, so mustn't grumble. It means there's half the cash I need to buy another share and get back to 5 in this portfolio, and it reduces the long-term losses by £3 a month to £6.
I bought 317 shares in BARC:Barclays as their share price had plummeted despite reasonable results. I was hoping they would bounce back on the day I bought them, but they didn't, in fact they dropped further from where I bought them. If I hold them for a few weeks I'll get a small interim dividend of about £3, but I hope I don't keep them that long as I'm rather eager for the trading account to work like it's meant to.
Getting closer to cost price, but still £1k down on injection amount, so this account is still a disaster.
Good news that we stay above the trend line despite cashing in some profit.
Getting closer to cost price, but still £1k down on injection amount, so this account is still a disaster.
Good news that we stay above the trend line despite cashing in some profit.
It's difficult to know if the surge in OPTI:Optibiotix share price will continue or stall. If we can keep some momentum of news flow then maybe there's a chance of sustaining the recovery. Otherwise boredom may set in and we go back to our 2-year long drift.
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