There were no big fallers this week.
SAE:Simec Atlantis Energy gained 7% and seem to be attracting a bit of interest, although I'm not sure why, and IES:Invinity Energy gained 10%, but both these shares are making massive losses so I don't really pay much attention to their big moves.
POLY:Polymetal climbed by 7%, although I don't know the bid price so it's
likely to be a little less, but would still qualify for mention. I long for
the day they announce they are selling their Russian assets so they can
re-list in the UK.
OPTI:Optibiotix climbed 8% and accounted for most of the rise this week. There
was no news before Christmas so we desperately need something early in the new
year. I sold some more from my SIPP this week.
Share of the Week goes to FXPO:Ferrexpo which climbed 10%. I don't know if
people are thinking that if they managed to survive this long without Russia
destroying them, then maybe they are OK. Unfortunately it only takes one
missile to wipe out the entire company so it's still on very dodgy ground, and
my holding is still 81% down.
Here's the ISA and shares portfolio after week 22 of year 9.
| Weekly Change | |||
| Cash | £151.74 | +£11.64 | |
| Portfolio cost | £99,175.93 | +£0 | |
| Portfolio sell value (bid price-commission) | £53,069.24 | (-46.5%) | +£2,348.52 |
| Potential profits | £2,368.63 | +£399.08 | |
| Yr 9 Dividends | £202.72 | +£11.64 | |
| Yr 9 Interest | £2.46 | +£0 | |
| Yr 9 Profit from sales | £31.44 | +£0 | |
| Yr 9 proj avg monthly profit | £39.78 | (0.7%) | +£0.51 |
| Total Dividends | £12,114.15 | +£11.64 | |
| Total Interest | £4.39 | +£0 | |
| Total Profit from sales | £17,329.97 | +£0 | |
| Average monthly cash profit | £287.26 | (4.9%) | -£0.54 |
| (Sold stocks profit + Dividends - Fees / Months) | |||
| Compound performance | 41% | +0% |
A dividend of £11 from WHR:Warehouse REIT was a nice surprise, and the increase in OPTI:Optibiotix was the main reason for the £399 increase in potential profits as I have one batch of shares that is up by 74%. The dividend limited my overall performance drop, and helped maintain my year 9 performance at around £39 a month mainly from dividends, which isn't bad given we're almost half way through year 9.
Nice tick up, but there's a gaping gulf between where we are and the injection line.
Almost touching the trend line, and increasing at a steeper angle this week.
The SIPP looks like this after week 422 overall and week 6 of year 9.
| Weekly Change | ||||
| Cash | £585.35 | -£17.65 | ||
| Portfolio cost | £104,017.65 | +£729.05 | ||
| Portfolio sell value (bid price - commission) | £59,455.38 | (-42.8%) | +£1,635.33 | |
| Potential profits | £1,200.61 | -£529.19 | ||
| Yr 9 Dividends | £70.36 | +£0 | ||
| Yr 9 Interest | £0 | +£0 | ||
| Yr 9 Profit from sales | £3,373.97 | +£711.41 | ||
| Yr 9 proj avg monthly profit | £2,474.46 | (43.2%) | +£121.66 | |
| Total Dividends | £14,705.24 | +£0 | ||
| Total Interest | £5.93 | +£0 | ||
| Total Profit from sales | £14,209.87 | +£711.41 | ||
| Average monthly cash profit | £284.91 | (5.0%) | +£6.65 | |
| (Sold stocks profit + Dividends - Fees / Months) | ||||
| Compound performance | 40% | +1% |
I sold 2 batches of OPTI:Optibiotix as part of my strategy to move the whole SIPP to dividend-paying shares as soon as possible. The first batch had been bought at 9.55p and I sold at 25.82p making £313.27 (154.2%) profit. The second batch had been bought at 18.88p and I also sold for 25.82p, making £398.13 (33.8%) profit. This liberated £2,030 to buy dividend-paying shares.
First I bought 206 shares in PAGE:Pagegroup for 488.8497p costing £1,024.02. I wanted to get back into these after selling my AJ Bell dealing account holding and then failing to transfer them to my ISA. I paid 10p a share more than I did last time, so ended up with a few less, but I think the same would have happened if I used the bed & ISA service.
The second purchase was IGG:IG Group which I discussed last week. They pay a great dividend and I think are under-valued. I bought 132 shares for 762.7292p costing £1,023.78. It reduced my average price to 808.46p and they are only down by 7% now, so hoping they will be profitable soon. The dividends actually mean this is at break even now.
Potential profits dropped by almost £200 less than the profits I banked, which was mainly thanks to increases in JLP:Jubilee Metals and PLUS:Plus500. Projected monthly profit for year 9 is still insane as I can't keep it up, but if I don't sell anything else in year 9 it will still be £285 a month which is about my long term average. I'm hoping I'll be selling a load more OPTI:Optibiotix and JLP:Jubilee Metals shares during the year though, and just keeping the ones in my ISA.
Getting closer to the injection line.
Still below the trend line, but going up more steeply than it.
The trading account looks like this after week 388 overall and week 24 of year 8.
BARC:Barclays and JLP:Jubilee Metals increased, but SBTX:SkinBioTherapeutics dropped, so the result was an improvement of £9. Will I be able to sell BARC:Barclays soon?
Painfully slow rise.
Still running parallel to the trend line, but still below it.
Getting closer to the injection line.
Still below the trend line, but going up more steeply than it.
The trading account looks like this after week 388 overall and week 24 of year 8.
| Weekly Change | |||
| Cash | £141.20 | +£0 | |
| Portfolio cost | £1,935.11 | +£0 | |
| Portfolio sell value (bid price - commission) | £1,204.37 | (-37.8%) | +£9.62 |
| 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 | £52.82 | (+32.8%) | -£2.30 |
| Dividends | £68.66 | +£0 | |
| Interest | £0.03 | +£0 | |
| Profit from sales | -£646.70 | +£0 | |
| Average monthly cash profit | -£6.46 | (-4.0%) | +£0.01 |
| (Sold stocks profit + Dividends - Fees / Months) |
BARC:Barclays and JLP:Jubilee Metals increased, but SBTX:SkinBioTherapeutics dropped, so the result was an improvement of £9. Will I be able to sell BARC:Barclays soon?
Painfully slow rise.
Still running parallel to the trend line, but still below it.
I think everything is in place for a significant rally in JLP:Jubilee Metals in the New Year, so I'm looking forward to making some profits in my SIPP so I can get more dividend-paying shares. The tricky decision is what to do with the ISA, as in theory I should use that for the more risky investments. That means selling some of my dividend-paying shares so I can focus the SIPP on those. I'll buy the likes of WHR:Warehouse REIT and GAW:Games Workshop in the SIPP from my profits, and sell those companies in the ISA when they are making a profit. GAW:Games Workshop is already, but only 2%. I'll keep them until I've added more in my SIPP and probably use them for more speculative investments like CWR:Ceres Power.
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