It's been another volatile week, with lots of big movers.
KIBO:Kibo Energy dropped 14% but it was a micro amount and didn't affect my holding, other than to make it negative as the commission is greater than the sell value.
CWR:Ceres Power has been possibly my worst ever timed investment as it dropped another 12% and is now 47% down in just a few months.
FXPO:Ferrexpo dropped 11% after a recent rally, even though the trading update wasn't bad considering they are in the middle of a war.
SBTX:SkinBioTherapeutics rocketed last week for no reason, and so dropped 9% this week also for no reason.
EDV:Endeavour Mining fell another 7% as selling continued after they sacked their CEO last week. This is now 27% down and I'm really glad I sold my other holding a while back.
BARC:Barclays has been on a rally and looked like it might go into profit, but dropped 6% this week and is now 12% down, so back to square one.
IES:Invinity Energy also dropped 6% for no reason other than people getting bored.
There were some big gainers in my crappy companies list, but none of them made any difference. SAE:Simec Atlantis Energy went up 8% but is still 83% down, and RDT:Rosslyn Data went up an amazing 48%, but my holding is so worthless it went from -102% to -101%. BLU:Blue Star Capital went up 6% but is still 89% down.
My first proper gains this week were for GAW:Games Workshop which went into profit in both accounts I hold it by climbing 5%.
JLP:Jubilee Metals also went up 5% but needs to continue that momentum to get me into any sort of profit.
ASHM:Ashmore Group climbed 7% and is now only 20% down, so hopefully will continue to improve.
Share of the Week is PLUS:Plus 500, which had stellar results and went up 9%. That puts my SIPP holding up by 24% and my ISA is only 4% down and will hopefully soon be in profit.
Here's the ISA and shares portfolio after week 24 of year 9.
| Weekly Change | |||
| Cash | £148.24 | -£3.75 | |
| Portfolio cost | £99,175.93 | +£0 | |
| Portfolio sell value (bid price-commission) | £50,688.67 | (-48.9%) | -£421.49 |
| Potential profits | £1,854.50 | -£86.82 | |
| Yr 9 Dividends | £202.72 | +£0 | |
| Yr 9 Interest | £2.71 | +£0 | |
| Yr 9 Profit from sales | £31.44 | +£0 | |
| Yr 9 proj avg monthly profit | £35.83 | (0.6%) | -£2.27 |
| Total Dividends | £12,114.15 | +£0 | |
| Total Interest | £4.64 | +£0 | |
| Total Profit from sales | £17,329.97 | +£0 | |
| Average monthly cash profit | £285.92 | (4.9%) | -£0.69 |
| (Sold stocks profit + Dividends - Fees / Months) | |||
| Compound performance | 41% | +0% |
Very little to report other than monthly ISA fees dropping cash. Value didn't fall too much and potential profit hardly at all.
Not enjoying every week in 2024 being negative.
Moving away from the trend line
The SIPP looks like this after week 424 overall and week 8 of year 9.
| Weekly Change | ||||
| Cash | £587.31 | -£248.98 | ||
| Portfolio cost | £104,266.40 | +£248.75 | ||
| Portfolio sell value (bid price - commission) | £56,823.98 | (-45.5%) | -£59.83 | |
| Potential profits | £1,111.13 | +£344.12 | ||
| Yr 9 Dividends | £86.79 | +£16.43 | ||
| Yr 9 Interest | £0.94 | +£0 | ||
| Yr 9 Profit from sales | £3,373.97 | +£0 | ||
| Yr 9 proj avg monthly profit | £1,856.23 | (32.3%) | -£265.32 | |
| Total Dividends | £14,721.67 | +£16.43 | ||
| Total Interest | £6.87 | +£0 | ||
| Total Profit from sales | £14,209.87 | +£0 | ||
| Average monthly cash profit | £283.57 | (4.9%) | -£0.67 | |
| (Sold stocks profit + Dividends - Fees / Months) | ||||
| Compound performance | 40% | +0% |
I had a £16 dividend from III:3i Group and that was zapped by monthly £16 SIPP fee. Cash also went down thanks to my monthly investment in AJB:AJ Bell where I bought 82 shares at 300.0186p costing £248.75 with commission and stamp duty.
Potential profits actually went up by £344 thanks to big rises in PLUS:Plus500, JLP:Jubilee Metals and GAW:Games Workshop, and as none of my OPTI:Optibiotix shares in in profit in this account, I didn't lose any from the drop.
Similar story to the ISA, but that will change as I implement my different investing strategies between SIPP and ISA and only have my more risky shares in the ISA and dividend-paying shares in the SIPP - if I ever get the chance to sell my riskier shares from the SIPP.
Also moving away from the trend line in the wrong direction
Similar story to the ISA, but that will change as I implement my different investing strategies between SIPP and ISA and only have my more risky shares in the ISA and dividend-paying shares in the SIPP - if I ever get the chance to sell my riskier shares from the SIPP.
Also moving away from the trend line in the wrong direction
The trading account looks like this after week 390 overall and week 26 of year 8.
The increase in JLP:Jubilee Metals wasn't enough to make up for the big drops in BARC:Barclays and SBTX:SkinBioTherapeutics, so value went down by £18 and the chances of me ever selling anything for a profit plummeted.
Doesn't look to bad on here.
Looks worse on here.
| Weekly Change | |||
| Cash | £141.20 | +£0 | |
| Portfolio cost | £1,935.11 | +£0 | |
| Portfolio sell value (bid price - commission) | £1,177.82 | (-39.1%) | -£18.08 |
| 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 | £48.76 | (+30.2%) | -£1.95 |
| Dividends | £68.66 | +£0 | |
| Interest | £0.03 | +£0 | |
| Profit from sales | -£646.70 | +£0 | |
| Average monthly cash profit | -£6.42 | (-4.0%) | +£0.02 |
| (Sold stocks profit + Dividends - Fees / Months) |
The increase in JLP:Jubilee Metals wasn't enough to make up for the big drops in BARC:Barclays and SBTX:SkinBioTherapeutics, so value went down by £18 and the chances of me ever selling anything for a profit plummeted.
Doesn't look to bad on here.
Looks worse on here.
The news hoped for from OPTI:Optibiotix never appeared, as usual. I don't know why I fall for it every time. Nothing ever happens and when it does it turns out to be utterly underwhelming. I'm losing patience at an accelerating rate.
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