A pretty bad week for almost everything, with the gap between cost and value
widening by £3,268 to £88,462 and total value dropping to £112,899.
Worst performer was SBTX:SkinBioTherapeutics which fell 15%, which is
deeply upsetting after my recent big purchase.
CWR:Ceres Power has been an utter disaster and fell another 14% to go
33% down in just a few weeks.
JLP:Jubilee Metals is one of my largest holdings and continues to drop,
this week by 6% to go below 5p.
SAE:Simec Atlantis Energy also fell 6% for no particular reason.
ANTO:Antofagasta dropped 5% to go 15% down.
EDV:Endeavour Mining also dropped 5% but fortunately my recent purchase
is still just in profit.
OPTI:Optibiotix continued to slide with another 5% drop contributing to
much of the losses this week.
Only one share rose more than 5% so BLU:Blue Star Capital gets Share of the Week rising 38%, but I suspect it's just
shorts closing as there's no reason for it to go up.
Here's the ISA and shares portfolio after week 15 of year 9.
Weekly Change | |||
Cash | £169.40 | +£26.58 | |
Portfolio cost | £99,082.34 | +£0 | |
Portfolio sell value (bid price-commission) |
£53,745.77 | (-45.8%) | -£3,268.08 |
Potential profits | £2,786.34 | -£1,142.87 | |
Yr 9 Dividends | £146.90 | +£25.71 | |
Yr 9 Interest | £2.46 | +£0.87 | |
Yr 9 Profit from sales | £0 | +£0 | |
Yr 9 proj avg monthly profit | £42.01 | (0.7%) | +£6.10 |
Total Dividends | £12,058.33 | +£25.71 | |
Total Interest | £4.39 | +£0.87 | |
Total Profit from sales | £17,298.53 | +£0 | |
Average monthly cash profit | £292.52 | (5.0%) | -£0.42 |
(Sold stocks profit + Dividends - Fees / Months) |
|||
Compound performance | 41% | +0% |
I received a £25 dividend from PLUS:Plus 500 and 87p interest. Big drop in portfolio value and most of reduced potential profits were due to OPTI:Optibiotix.
Hope this doesn't become a trend!
Almost down to the trend line - let's hope we don't cross it
The SIPP looks like this after week 415 overall and week 51 of year 8.
Weekly Change | ||||
Cash | £353.26 | +£0.46 | ||
Portfolio cost | £99,680.94 | +£249.92 | ||
Portfolio sell value (bid price - commission) |
£57,408.34 | (-42.7%) | -£2,542.45 | |
Potential profits | £4,071.03 | -£358.24 | ||
Yr 8 Dividends | £492.10 | +£0 | ||
Yr 8 Interest | £5.68 | +£0.46 | ||
Yr 8 Profit from sales | -£9,597.85 | +£0 | ||
Yr 8 proj avg monthly profit | -£786.76 | (-13.9%) | +£15.77 | |
Total Dividends | £14,634.88 | +£0 | ||
Total Interest | £5.93 | +£0.46 | ||
Total Profit from sales | £10,835.90 | +£0 | ||
Average monthly cash profit | £253.95 | (4.5%) | -£0.61 | |
(Sold stocks profit + Dividends - Fees / Months) |
||||
Compound performance | 36% | +0% |
Similar story to the ISA except with no dividend. My regular investment went through, purchasing 91 shares in AJB:AJ Bell at 271.6296p costing £249.92. Just one more week to go and I'll be able to wave goodbye to the depressing DDDD:4D Pharma loss haunting me every week for Year 8.
Seems less of a drop than the ISA
A little more of a buffer to the trend line than the ISA
The trading account looks like this after week 381 overall and week 17 of year 8.
Weekly Change | |||
Cash | £281.80 | +£0 | |
Portfolio cost | £1,794.51 | +£0 |
|
Portfolio sell value (bid price - commission) |
£941.02 | (-47.6%) | -£24.21 |
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 | £74.57 | (+49.9%) | -£4.66 |
Dividends | £68.66 | +£0 | |
Interest | £0.03 | +£0 | |
Profit from sales | -£646.70 | +£0 | |
Average monthly cash profit | -£6.57 | (-4.4%) | +£0.02 |
(Sold stocks profit + Dividends - Fees / Months) |
Yet another drop. Nothing more to say.
Long term decline.
I'm amazed the trend line isn't flatter by now, but I can't see a £300 reversal in fortune to get back anywhere near it, so it will flatten quickly.
This was a catch up from when I was on hols and managed to take the weekly snapshots. Another 2 weeks of catch-ups to write before we're up to date...
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