Week 424 Review - Optibiotix saves what would have been a rubbish week

Not a great week across most of the portfolio, but a 3.5p rise in OPTI:Optibiotix meant it was a great week overall, with the deficit between cost and value reducing by £8,341 to £88,182 and total portfolio value going back above £100k to £104,370.

In a reversal of last week when GAW:Games Workshop was Share of the Week and OPTI:Optibiotix worst performer, this week GAW is the worst performer, losing most of the gains following the great results and dropping by 8%. Quite upsetting!

ANTO:Antofagasta has been edging towards profitability, but a 5% drop saw it go 7% down this week.

SBTX:SkinBioTherapeutics lost last week's gains and dropped 5% in my biggest holding.

OPTI:Optibiotix had a great week after news its products are going to be stocked in Boots, climbing 36% in my cheapest holding and 4% in my most expensive holding. I'm still a long, long way down, but a bit more news flow like this should help narrow the deficit.

Here's the ISA and shares portfolio after week 8 of year 9.

			Weekly Change
Cash	£165.89		+£0.78
Portfolio cost	£93,364.33		+£0
Portfolio sell value (bid price-commission)	£48,729.04	(-47.8%)	+£3,821.54
Potential profits	£2,247.21		+£601.26
Yr 9 Dividends	£15.95		+£0
Yr 9 Interest	£1.25		+£0.78
Yr 9 Profit from sales	£0		+£0
Yr 9 proj avg monthly profit	£2.44	(0.0%)	+£0.14
Total Dividends	£11,927.38		+£0
Total Interest	£3.18		+£0.78
Total Profit from sales	£17,298.53		+£0
Average monthly cash profit	£294.73	(5.4%)	-£0.69
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	44%		+0%

78p interest appeared, so much excitement there. Value and potential profits are up more than last week's drops thanks to OPTI:Optibiotix.

Better than last week is the most appropriate thing to say.

What are the chances of not going below the trend line for a while? How long can we last above it?

The SIPP looks like this after week 408 overall and week 44 of year 8.

			Weekly Change
Cash	£158.47		+£23.68
Portfolio cost	£96,787.56		+£0
Portfolio sell value (bid price - commission)	£53,860.42	(-44.4%)	+£4,517.09
Potential profits	£3,737.01		+£791.60
Yr 8 Dividends	£276.76		+£23.40
Yr 8 Interest	£4.26		+£0.28
Yr 8 Profit from sales	-£9,597.85		+£0
Yr 8 proj avg monthly profit	-£929.85	(-17.0%)	+£24.01
Total Dividends	£14,419.54		+£23.40
Total Interest	£4.51		+£0.28
Total Profit from sales	£10,835.90		+£0
Average monthly cash profit	£256.38	(4.7%)	-£0.37
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	37%		+0%

A £23 dividend came from RIO:Rio Tinto, and a whopping 28p interest. Value and potential profits well up thanks to OPTI:Optibiotix.

Still very similar to the ISA. I probably need to do something about that at some point.

Also very similar to the ISA.

The trading account looks like this after week 374 overall and week 10 of year 8.

			Weekly Change
Cash	£281.80		+£0
Portfolio cost	£1,794.51		+£0
Portfolio sell value (bid price - commission)	£1,174.88	(-34.5%)	+£2.79
Potential profits	£0		+£0
Year 8 Dividends	£8.56		+£0
Year 8 Interest	£0		+£0
Year 8 Profit	£283.99		+£0
Yr 8 proj avg monthly profit	£126.77	(+84.8%)	-£14.09
Dividends	£68.66		+£0
Interest	£0.03		+£0
Profit from sales	-£646.70		+£0
Average monthly cash profit	-£6.70	(-4.5%)	+£0.02
(Sold stocks profit + Dividends - Fees / Months)

A flat week for the trading account, up by just £2.

Still looking a bit promising.

Still just below the trend line but following it upwards.

OPTI:Optibiotix and PBX:Probiotix results next week. (I only know that because I'm writing this on Wednesday and they've already come out!). I won't say anything about hopes because it's pointless now I've seen them, but let's see the state of the portfolio on Friday.

Week 423 Review - Good week in general but Optibiotix drops and we go back below £100k

Not a bad week across most of the portfolio, but a 2.5p drop in OPTI:Optibiotix contributed to a widening of the deficit between cost and value of £4,796 to £96,523 and a fall in portfolio value below £100k to £96,004.

OPTI:Optibiotix was the worst performer, with my cheap shares down 26% and my expensive ones down 3%.

All the other big movers were in the right direction.

PSN:Persimmon climbed 5% but is still 26% down, although 22% down if you include dividends.

III:3i Group was 22% up but is now 28% up after a 6% improvement this week.

SBTX:SkinBioTherapeutics had a very welcome 7% rise in my new holding, so that is only 1% down now.

BARC:Barclays zoomed up 8% and is now only 3% down in my trading account.

RIO:Rio Tinto also climbed 8% and is only 11% down.

Share of the week by a good margin is GAW:Games Workshop, which rose 11% after great results and is now 19% up.

Here's the ISA and shares portfolio after week 7 of year 9.

			Weekly Change
Cash	£165.11		+£12.83
Portfolio cost	£93,364.33		+£0
Portfolio sell value (bid price-commission)	£44,907.50	(-51.9%)	-£2,140.28
Potential profits	£1,645.95		-£375.57
Yr 9 Dividends	£15.95		+£15.95
Yr 9 Interest	£0.47		+£0
Yr 9 Profit from sales	£0		+£0
Yr 9 proj avg monthly profit	£2.30	(0.0%)	+£6.17
Total Dividends	£11,927.38		+£15.95
Total Interest	£2.40		+£0
Total Profit from sales	£17,298.53		+£0
Average monthly cash profit	£295.42	(5.5%)	-£0.61
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	44%		+0%

The £15 dividend was from GAW:Games Workshop in addition it the big rise. Potential profits dropped thanks to OPTI:Optibiotix and that was also why portfolio value dropped. Cash went up less than dividend due to monthly fees.

Doesn't look very good

Trying to flatten that trend line, but still above it.

The SIPP looks like this after week 407 overall and week 43 of year 8.

			Weekly Change
Cash	£134.79		-£17.90
Portfolio cost	£96,787.56		+£250.01
Portfolio sell value (bid price - commission)	£49,343.33	(-49.0%)	-£2,704.90
Potential profits	£2,945.41		-£479.45
Yr 8 Dividends	£253.36		+£0
Yr 8 Interest	£3.98		+£0
Yr 8 Profit from sales	-£9,597.85		+£0
Yr 8 proj avg monthly profit	-£953.86	(-17.5%)	+£20.86
Total Dividends	£14,396.14		+£0
Total Interest	£4.23		+£0
Total Profit from sales	£10,835.90		+£0
Average monthly cash profit	£256.75	(4.7%)	-£0.83
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	37%		+0%

My monthly investment went through, buying 16 shares in EDV:Endeavour Mining at 1545.407p costing £250.01. Value and profits all down due to OPTI:Optibiotix.

Same as ISA

Same as ISA

The trading account looks like this after week 373 overall and week 9 of year 8.

			Weekly Change
Cash	£281.80		+£8.56
Portfolio cost	£1,794.51		+£0
Portfolio sell value (bid price - commission)	£1,172.09	(-34.7%)	+£49.07
Potential profits	£0		+£0
Year 8 Dividends	£8.56		+£8.56
Year 8 Interest	£0		+£0
Year 8 Profit	£283.99		+£0
Yr 8 proj avg monthly profit	£140.86	(+94.2%)	-£12.97
Dividends	£68.66		+£8.56
Interest	£0.03		+£0
Profit from sales	-£646.70		+£0
Average monthly cash profit	-£6.72	(-4.5%)	+£0.11
(Sold stocks profit + Dividends - Fees / Months)

An excellent week for the trading account, increasing in value by £49 and getting an £8 dividend from BARC:Barclays. Not a great sign when you hold a share long enough to get a dividend in this account!

I do believe it's sneaking up.

Still below the trend line, but kind of following it upwards.

I'm behind on writing these up again. It's a lot harder to write them for down weeks, and there have been a lot of those over the last 2 years...

Week 422 Review - Dreadful week as Optibiotix drifts and so does almost everything else

A dreadful week, with nearly everything dropping in value and OPTI:Optibiotix losing 3p. The result was a widening of the deficit between cost and value of £7,566 to £91,727 and overall portfolio value almost dipping back below £100k at £100,547.

OPTI:Optibiotix fell 31% in my cheapest holding and 3% in my most expensive holding as it drifts on no news. That accounted for around £7,000 of the drop, with the rest coming from small drops everywhere else.

I nearly didn't bother with Share of the Week as nothing reached the normal 5% threshold, but TRX:Tissue Regenix did climb 3% so I suppose can have the award. It's still 62% down so not a great investment.

Here's the ISA and shares portfolio after week 6 of year 9.

			Weekly Change
Cash	£152.28		+£0
Portfolio cost	£93,364.33		+£0
Portfolio sell value (bid price-commission)	£47,047.78	(-49.6%)	-£3,600.14
Potential profits	£2,021.52		-£623.17
Yr 9 Dividends	£0		+£0
Yr 9 Interest	£0.47		+£0
Yr 9 Profit from sales	£0		+£0
Yr 9 proj avg monthly profit	-£3.87	(-0.1%)	+£0.78
Total Dividends	£11,911.43		+£0
Total Interest	£2.40		+£0
Total Profit from sales	£17,298.53		+£0
Average monthly cash profit	£296.03	(5.5%)	-£0.70
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	44%		+0%

Massive drop in value and OPTI:Opibiotix potential profits severely dented.

After the meteoric rise, we now have the gradual decline.

I guess I should be celebrating that the trend line is pointing upwards for the first time in years, but it won't be for long if we drop to meet it.

The SIPP looks like this after week 406 overall and week 42 of year 8.

			Weekly Change
Cash	£152.69		-£164.95
Portfolio cost	£96,537.55		+£289.95
Portfolio sell value (bid price - commission)	£51,798.22	(-46.3%)	-£3,962.98
Potential profits	£3,424.86		-£709.31
Yr 8 Dividends	£253.36		+£0
Yr 8 Interest	£3.98		+£0
Yr 8 Profit from sales	-£9,597.85		+£0
Yr 8 proj avg monthly profit	-£974.72	(-17.8%)	+£23.78
Total Dividends	£14,396.14		+£0
Total Interest	£4.23		+£0
Total Profit from sales	£10,835.90		+£0
Average monthly cash profit	£257.58	(4.7%)	-£0.63
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	37%		+0%

I had £125 premium bond win, so added it to various tax rebates and dividends to buy 4,058 shares in JLP:Jubilee Metals while they are depressed. I got them at 6.9p costing £289.95 which is less than my usual minimum of £500, but I didn't have a spare £200 to top it up. It brings my average price in my AJ Bell SIPP down from 11.9p to 10.9p, but this holding is still 39% down.

Meanwhile same story as the ISA for big drops in both value and potential profits.

Same shape as the ISA, in fact looks like a steeper drop

The trend line is slightly steeper upwards, but we're not far above it.

The trading account looks like this after week 372 overall and week 8 of year 8.

			Weekly Change
Cash	£273.24		+£0
Portfolio cost	£1,794.51		+£0
Portfolio sell value (bid price - commission)	£1,123.02	(-37.4%)	-£3.55
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	£153.83	(+102.9%)	-£21.97
Dividends	£60.10		+£0
Interest	£0.03		+£0
Profit from sales	-£646.70		+£0
Average monthly cash profit	-£6.83	(-4.6%)	+£0.02
(Sold stocks profit + Dividends - Fees / Months)

BARC:Barclays dropped a tiny amount so I lost £3 in value. Nothing else to say.

At least this one has flattened off after the steep upward rise because I sold OPTI:Optibiotix around its peak.

Below the trend line now. Good news from JLP:Jubilee Metals is what's needed to get things moving.

It's all down to news, or the lack of it. All my microbiome shares are drifting, as is JLP:Jubilee Metals despite making big profits at low metal prices. Hopefully now summer holidays are over we'll get some contracts signed.

Week 421 Review - Very flat week with nothing much of interest

A pretty flat week with few big movers. OPTI:Optibiotix went up by 0.5p but JLP:Jubilee Metals went down by 0.5p which took off some of the shine. The result was an improvement in the deficit between cost and value of £906 to £84,160 and increase in portfolio value to £107,988.

Worst performer was JLP:Jubilee Metals which dropped between 5% and 7% depending on the holding and has been drifting for a long, long time.

OPTI:Optibiotix climbed 5% in my cheapest holding and 0% in my most expensive, but any up week is good news.

PSN:Persimmon had a good week, climbing 5%, unfortunately for the wrong reason as the government decided to scrap legislation that stops them exceeding the capacity of existing water treatment systems so we get even more raw sewage in our rivers.

Share of the Week is CAML:Central Asia Metals which climbed between 5% and 8% depending on the holding, and means one holding is now 5% in profit.

Here's the ISA and shares portfolio after week 5 of year 9.

			Weekly Change
Cash	£152.28		+£0
Portfolio cost	£93,364.33		+£0
Portfolio sell value (bid price-commission)	£50,647.92	(-45.8%)	+£242.86
Potential profits	£2,644.69		+£108.99
Yr 9 Dividends	£0		+£0
Yr 9 Interest	£0.47		+£0
Yr 9 Profit from sales	£0		+£0
Yr 9 proj avg monthly profit	-£4.65	(-0.1%)	+£1.16
Total Dividends	£11,911.43		+£0
Total Interest	£2.40		+£0
Total Profit from sales	£17,298.53		+£0
Average monthly cash profit	£296.73	(5.5%)	-£0.70
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	44%		+0%

Tiny increase in value and potential profits.

Flat

Well above the trend line, but it's still pointing slightly downwards

The SIPP looks like this after week 405 overall and week 41 of year 8.

			Weekly Change
Cash	£317.64		+£0
Portfolio cost	£96,247.60		+£0
Portfolio sell value (bid price - commission)	£55,471.25	(-42.4%)	+£683.75
Potential profits	£4,134.17		+£261.66
Yr 8 Dividends	£253.36		+£0
Yr 8 Interest	£3.98		+£0
Yr 8 Profit from sales	-£9,597.85		+£0
Yr 8 proj avg monthly profit	-£998.50	(-18.3%)	+£24.96
Total Dividends	£14,396.14		+£0
Total Interest	£4.23		+£0
Total Profit from sales	£10,835.90		+£0
Average monthly cash profit	£258.21	(4.7%)	-£0.64
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	37%		+0%

A bit more of an increase in value and potential profits, helped by CAML:Central Asia Metals going over £100 into profit.

A bit more of a tick up here

The trend line was flat last week but definitely upward this week for the first time in several years.

The trading account looks like this after week 371 overall and week 7 of year 8.

			Weekly Change
Cash	£273.24		+£0
Portfolio cost	£1,794.51		+£0
Portfolio sell value (bid price - commission)	£1,126.57	(-37.2%)	-£19.91
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	£175.80	(+117.6%)	-£29.30
Dividends	£60.10		+£0
Interest	£0.03		+£0
Profit from sales	-£646.70		+£0
Average monthly cash profit	-£6.85	(-4.6%)	+£0.02
(Sold stocks profit + Dividends - Fees / Months)

Everything dropped in value, but not by much.

Relatively flat for the time being.

Just below the trend line, which is quite steep so tricky to keep up with.

I'm a week late writing this so can't think of anything else to say. I guess with hindsight I could have said "Hope I don't lose £7,500 next week", not that it would have made any difference!