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 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!
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