Week 420 Review - Another negative week as all microbiome shares slide

A pretty bad week, with most shares dropping and all my microbiome shares dropping. The result was an increase in the deficit between cost and value of £4,739 to £85,087 and reduction in portfolio value to £107,082. Still above the all-important £100k to help my morale.

Biggest drop was the 2p fall in PBX:Probiotix Health, which was 9% of my main holding and 26% of my most recent holding price.

SBTX:SkinBioTherapeutics also dropped 2p which was 5% of my old holding and 9% of the price of the shares I bought last week.

OPTI:Optibiotix only dropped 1.5p but that accounted for over £3,000 of the losses. My recent purchases dropped 15% whereas my more expensive shares just 2%.

Share of the Week was JLP:Jubilee Metals which climbed 1p. That's between 8% and 13% in my various holdings. It was the only sizable gainer of the week.

Here's the ISA and shares portfolio after week 4 of year 9.

			Weekly Change
Cash	£152.28		+£0
Portfolio cost	£93,364.33		+£0
Portfolio sell value (bid price-commission)	£50,405.06	(-46.0%)	-£2,395.82
Potential profits	£2,535.70		-£495.03
Yr 9 Dividends	£0		+£0
Yr 9 Interest	£0.47		+£0
Yr 9 Profit from sales	£0		+£0
Yr 9 proj avg monthly profit	-£5.81	(-0.1%)	+£1.93
Total Dividends	£11,911.43		+£0
Total Interest	£2.40		+£0
Total Profit from sales	£17,298.53		+£0
Average monthly cash profit	£297.43	(5.5%)	-£0.71
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	44%		+0%

Not much to report. Big drop in value and OPTI:Optibiotix potential profit, but GAW:Games Workshop also dropped 2% to reduce potential profits there too.

The injection line seems a long way away again

Still comfortably above the trend line which I expect to flatten out next week.

The SIPP looks like this after week 404 overall and week 40 of year 8.

			Weekly Change
Cash	£317.64		+£166.49
Portfolio cost	£96,247.60		+£0
Portfolio sell value (bid price - commission)	£54,787.50	(-43.1%)	-£2,416.30
Potential profits	£3,872.51		-£332.43
Yr 8 Dividends	£253.36		+£13.99
Yr 8 Interest	£3.98		+£0
Yr 8 Profit from sales	-£9,597.85		+£0
Yr 8 proj avg monthly profit	-£1,023.46	(-18.8%)	+£27.79
Total Dividends	£14,396.14		+£13.99
Total Interest	£4.23		+£0
Total Profit from sales	£10,835.90		+£0
Average monthly cash profit	£258.85	(4.7%)	-£0.49
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	37%		+0%

Cash went up thanks to a couple of tax rebates and a £13 dividend from UKW:Greencoat UK Wind. Potential profits down thanks to OPTI:Optibiotix, although III:3i Group did go up by 2% to help reduce the impact.

Hopefully we'll be able to hold here for a bit. I'm worried it will slide if there is no news.

The trend line is just about pointing upwards. Now we just need to stay above it right back to break even.

The trading account looks like this after week 370 overall and week 6 of year 8.

			Weekly Change
Cash	£273.24		+£0
Portfolio cost	£1,794.51		+£0
Portfolio sell value (bid price - commission)	£1,146.48	(-36.1%)	+£72.84
Potential profits	£0		+£0
Year 8 Dividends	£0		+£0
Year 8 Interest	£0		+£0
Year 8 Profit	£283.99		+£0
Yr 8 proj avg monthly profit	£205.10	(+137.2%)	-£41.02
Dividends	£60.10		+£0
Interest	£0.03		+£0
Profit from sales	-£646.70		+£0
Average monthly cash profit	-£6.87	(-4.6%)	+£0.02
(Sold stocks profit + Dividends - Fees / Months)

BARC:Barclays dropped another percent, but the rise in JLP:Jubilee Metals saw portfolio value rise by £72. Let's hope that continues.

Almost back up to the recent high

Back on the upward trend line. I don't mind touching it if we're heading upwards.

Nothing else to say today. It's been a bit of a nothing week and I'm just holding out for people getting back to work in September, and some news from OPTI:Optibiotix, PBX:Probiotics and SBTX:SkinBioTherapeutics to try and halt the drift.