Sunday, 3 December 2023

Week 433 Review - Yet another bad week as the Santa Rally fails to get going.

Lots of drops across the portfolio, with the deficit between cost and value widening by £3,423 to £93,306 and total value at £108,126 

Worst performer was IES:Invinity Energy which seemed to be recovering but has dropped like a stone. This week they fell 15% and are now 87% down.

BLU:Blue Star Capital had another big drop which in combination with last week's drop pretty much wipes out any recent gains.

CWR:Ceres Power lost all last week's gains to drop 7% and go back to a 34% loss.

OPTI:Optibiotix is sliding slowly and fell another 5% this week.

SBTX:SkinBioTherapeutics also fell 5%, which is at least better then the last couple of weeks but still very bad.

JLP:Jubilee Metals had a small recovery of 5% but I'm still losing big on this one.

I hate to say that SAE:Simec Atlantis Energy wins Share of the Week, with a 6% rise. It didn't do much to recover my 89% loss though.

Here's the ISA and shares portfolio after week 17 of year 9.

Weekly Change
Cash£165.60+£0
Portfolio cost£99,082.34+£0
Portfolio sell value
(bid price-commission)
£50,946.53(-48.6%)-£1,647.16
Potential profits£2,274.71-£255.49
Yr 9 Dividends£147.01+£0
Yr 9 Interest£2.46+£0
Yr 9 Profit from sales£0+£0
Yr 9 proj avg monthly profit£31.15(0.5%)-£1.95
Total Dividends£12,058.44+£0
Total Interest£4.39+£0
Total Profit from sales£17,298.53+£0
Average monthly cash profit£289.78(4.9%)-£0.67
(Sold stocks profit + Dividends
- Fees / Months)
Compound performance41%+0%

Nothing much to report other than the drop in value and potential profit.


All recent gains have been wiped out.


Well below the rapidly flattening trend line.

The SIPP looks like this after week 417 overall and week 1 of year 9.




Weekly Change
Cash£428.33
+£76.51
Portfolio cost£99,680.94
+£0
Portfolio sell value
(bid price - commission)
£55,347.44(-44.5%)-£1,779.09
Potential profits£3,733.31
-£342.04
Yr 9 Dividends£13.99
+£13.99
Yr 9 Interest£0
+£0
Yr 9 Profit from sales£0
+£0
Yr 9 proj avg monthly profit£0(0%)+£0
Total Dividends£14,648.87
+£13.99
Total Interest£5.93
+£0
Total Profit from sales£10,835.90
+£0
Average monthly cash profit£252.86(4.5%)-£0.47
(Sold stocks profit + Dividends
- Fees / Months)
Compound performance36%+0%

I got a tax rebate and £13 dividend from UKW:Greencoat UK Wind, with drops in value and potential profit for the portfolio.


Not so close to the injection line any more.


Just about staying above the trend line.

The trading account looks like this after week 383 overall and week 19 of year 8.




Weekly Change
Cash£141.20
-£140.60
Portfolio cost£1,935.11
+£140.60
Portfolio sell value
(bid price - commission)
£1,097.50(-43.3%)+£3.23
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£66.72(+41.4%)-£3.71
Dividends£68.66
+£0
Interest£0.03
+£0
Profit from sales-£646.70
+£0
Average monthly cash profit-£6.54(-4.1%)+£0.02
(Sold stocks profit + Dividends
- Fees / Months)

I was eligible for the retail offer in SBTX:SkinBiotherapeutics so was allowed to buy 740 shares at 19p costing £140.60. I figured it was worth it in my trading account as there's no commission. I very much doubt I'll get a quick reward though, as the share price is dropping down to the retail offer price. Sell value increased by £3 (not including the increase in cost from the purchase)


The green line includes cash, which is why that stayed level as costs went up.


At least it didn't go down...

That's the holiday period caught up - looking forward to reporting on some profits and new purchases at the end of this week.

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