Saturday 30 March 2024

Week 451 Review - What would have been a great week ruined by Optibiotix placing.

This would have been a really good week, with most shares doing well, but a 3.5p drop in OPTI:Optibiotix on news of a discounted placing meant a big drop in portfolio value. The drop should have been over £7,000, but thanks to many other shares doing really well, the damage was limited to £5,240. That increased the deficit between cost and value to £108,953 and the deficit between injection amount and value to £44,647 and dropped the total portfolio value to £101,730.

OPTI:Optibiotix was joint worst performer, dropping 15% to the placing price. It wasn't the only 15% fall, with AFC:AFC Energy also dropping heavily and going from 3% profit to 12% loss. This one is going to be very volatile!

Fortunately they were the only poor performers, and there were great gains elsewhere.

All my gold miners did really well. CEY:Centamin went up 6% and is now 4% in profit, PAF:Pan African Resources climbed 9% and are now 30% and 26% up. EDV:Endeavour Mining had the best week, climbing 10%, but they are still down by 20%.

Share of the Week is SBTX:SkinBioTherapeutics which went up an amazing 56%, and nobody knows why. It might be people closing shorts, but there is no reason for the rise in this week's news. I'm not complaining, and took the opportunity to offload some, as I consider this holding too high risk for my liking now.

Here's the ISA and shares portfolio after week 35 of year 9.

Weekly Change
Cash£43.96-£15.68
Portfolio cost£101,005.32+£1,161.88
Portfolio sell value
(bid price-commission)
£44,608.25(-55.8%)-£2,712.19
Potential profits£946.65-£731.96
Yr 9 Dividends£215.92+£0
Yr 9 Interest£3.77+£0
Yr 9 Profit from sales£262.11+£146.20
Yr 9 proj avg monthly profit£52.69(0.9%)+£17.08
Total Dividends£12,127.35+£0
Total Interest£5.70+£0
Total Profit from sales£17,560.64+£146.20
Average monthly cash profit£281.13(4.7%)+£0.78
(Sold stocks profit + Dividends
- Fees / Months)
Compound performance41%+0%

Portfolio cost went up by over £1,000 as I cashed in some premium bonds to buy some more OPTI:Optibiotix in my ISA. My plan is to sell the ones in my SIPP if they get into profit, but I want to stay above 200k shares, so need to stock up in my ISA as a buffer, I have enough to sell my cheapest 3 OPTI holdings in my SIPP if they get to around 50p. I bought 4,719 shares at 21.19p costing £1,009.91

I then sold 9,190 of my SBTX:SkinBioTherapeutics shares for 13.025p making £146.21 (13.9%) profit and used the proceeds to buy 5,603 shares in OPTI:Optibiotix at 21.04p costing £1,190.82. I still have loads of SBTX but they worry me, so the opportunity to reduce my risk was much appreciated.

Both potential profits and portfolio value were hammered and we're back to one of my OPTI:Optibiotix holdings being the only share in profit, and that is very much reduced.


Long slow decline for almost 6 months.


I think we're now lower than the low of a few weeks ago.

The SIPP looks like this after week 435 overall and week 19 of year 9.




Weekly Change
Cash£162.54
+£16.35
Portfolio cost£107,351.61
+£0
Portfolio sell value
(bid price - commission)
£55,605.54(-48.2%)-£2,618.32
Potential profits£2,553.64
+£661.81
Yr 9 Dividends£235.57
+£16.35
Yr 9 Interest£1.54
+£0
Yr 9 Profit from sales£3,506.75
+£0
Yr 9 proj avg monthly profit£837.05(14.0%)-£42.57
Total Dividends£14,870.45
+£16.35
Total Interest£7.47
+£0
Total Profit from sales£14,342.65
+£0
Average monthly cash profit£278.82(4.7%)-£0.48
(Sold stocks profit + Dividends
- Fees / Months)
Compound performance39%+0%

Not much happened here, apart from the same big drop in value, but potential profit went up by £661 mainly thanks to my gold mines, CAML:Central Asia Metals and III:3i Group. I also got a £16 dividend from EDV:Endeavour Mining.


A lot flatter looking than the ISA.


Less flat looking. I guess the injections disguise the fall in the other chart.

The trading account looks like this after week 401 overall and week 37 of year 8.




Weekly Change
Cash£46.59
+£0
Portfolio cost£2,073.87
+£0
Portfolio sell value
(bid price - commission)
£1,263.99(-39.1%)+£90.14
Potential profits£0
+£0
Year 8 Dividends£8.56
+£0
Year 8 Interest£0
+£0
Year 8 Profit£328.15
+£0
Yr 8 proj avg monthly profit£39.43(+22.8%)-£1.10
Dividends£68.66
+£0
Interest£0.03
+£0
Profit from sales-£602.54
+£0
Average monthly cash profit-£5.77(-3.3%)+£0.01
(Sold stocks profit + Dividends
- Fees / Months)

JLP:Jubilee Metals stayed flat, so the £90 improvement is all thanks to SBTX:SkinBioTherapeutics, which is only 15% down now, so another week like this means I could sell.


Nice little tick up.


Big bounce back to the trend line, Just need to get above it.

There are a few seeds of hope at the moment, and it was good to swap some of my SBTX:SkinBioTherapeutics shares into OPTI:Optibiotix. I think exposure to them via my OPTI holding is a lot safer than owning the shares given the recent death spiral funding which removed all trust I have for the SBTX CEO.

Sunday 24 March 2024

Week 450 Review - A bad week despite FTSE doing well.

A bad week, with most of my holdings down despite the FTSE 100 seeming to do very well. The deficit between cost and value widened by £3,489 to £103,712, and the deficit between injection amount and value widened to £39,569. Total portfolio value dropped to £105,808.

Worst performer again was FXPO:Ferrexpo which is really struggling and dropped another 14% to go 92% down. They should recover once the legal issues die down, which they should do as it appears Ukraine courts are trying to use FXPO to get money owed by their previous director. In theory the worst that should happen is he is forced to sell a large number of shares. There should be no liability on FXPO to pay his personal debts.

OPTI:Optibiotix dropped 1.5p which accounted for a lot of the losses this week. That's a 6% drop and probably due to no microbiome modulator news coming out despite it being expected.

PAF:Pan African Resources has had a great few weeks, but fell 6% this week probably due to some profit taking. Gold is still holding up so these should too. They are still 19% in profit and a rare example of a well timed purchase.

Quite a few shares did well this week, with PSN:Persimmon and WHR:Warehouse REIT both climbing 5% presumably on hopes interest rates will soon drop.

AFC:AFC Energy had another good week and have gone into profit after climbing 6%.

AJB:AJ Bell did a false drop of 8% last week when the bid price was mysteriously marked down. That was sorted out this week, although the 6% gain means we are still 2% down on the week before and 1% down altogether.

CAML:Central Asia Metals had an absolutely brilliant week, being tipped in many places, mainly for their huge dividend yield. They climbed 7% and some of my holdings are now in profit.

Share of the Week was III:3i Group which gave excellent results and went up another 8% to go 69% up since I bought them. At last I have a magic formula share that I can try and hold forever and reap a huge dividend yield.

Here's the ISA and shares portfolio after week 34 of year 9.

Weekly Change
Cash £59.64 -£6.68
Portfolio cost £99,843.44 +£611.52
Portfolio sell value
(bid price-commission)
£46,158.56 (-53.8%) -£1,912.35
Potential profits £1,678.61 -£258.99
Yr 9 Dividends £215.92 +£0
Yr 9 Interest £3.77 +£0.06
Yr 9 Profit from sales £115.91 +£104.77
Yr 9 proj avg monthly profit £35.61 (0.6%) +£12.69
Total Dividends £12,127.35 +£0
Total Interest £5.70 +£0.06
Total Profit from sales £17,414.44 +£104.77
Average monthly cash profit £280.35 (4.7%) +£0.39
(Sold stocks profit + Dividends
- Fees / Months)
Compound performance 41% +0%

I did what I considered last week and sold my profitable CAML:Central Asia Metals holding of 1,175 shares at 180.8p making a profit of £104.77 (5.1%). I immediately re-invested the proceeds in JLP:Jubilee Metals, buying 36,206 shares at 5.8p at a cost of £2,109.90. That fits my policy of having growth shares in the ISA rather than dividend shares.

I also added £500 cash and bought 351 shares in CWR:Ceres Power at 142.123p costing £511.29. That more than doubled my holding and reduced my weighted average price to 213.7957p. I have always liked this company and can't believe they have fallen so far. I'll keep adding at these prices if I can get any cash.

Potential profits went down due to OPTI:Optibiotix and selling CAML:Central Asia Metals, although AFC:AFC Energy went £38 into profit, so I still have two profitable holdings in the ISA.

The sale didn't make much difference to long-term performance.

Hoping we stay above the low from a few weeks ago.


Not looking great.

The SIPP looks like this after week 434 overall and week 18 of year 9.




Weekly Change
Cash£146.19
+£24.83
Portfolio cost£107,351.61
+£216.10
Portfolio sell value
(bid price - commission)
£58,223.86(-45.8%)-£1,476.46
Potential profits£1,891.83
+£326.89
Yr 9 Dividends£219.22
+£45.34
Yr 9 Interest£1.54
+£0.30
Yr 9 Profit from sales£3,506.75
+£132.78
Yr 9 proj avg monthly profit£879.62(14.7%)-£6.26
Total Dividends£14,854.10
+£45.34
Total Interest£7.47
+£0.30
Total Profit from sales£14,342.65
+£132.78
Average monthly cash profit£279.30(4.7%)+£1.14
(Sold stocks profit + Dividends
- Fees / Months)
Compound performance39%+0%

Very busy! I sold my profitable 39,766 JLP:Jubilee Metals shares at 5.73p making £132.78 (6.1%) profit and in a reverse of the ISA transaction I bought 1,292 shares in CAML:Central Asia Metals at 180.96p costing £2,349.95, taking my SIPP holding to 3,760 shares at an average price of 175.1272p costing £6,632.58. They are currently up by 8% making £522 potential profit.

There was a nice dividend of £45 from IPX:Impax Asset Management, in fact it's such a good dividend I may have to get some more!

Potential profits went up thanks to CAML:Central Asia Metals and III:3i Group, but the gain was reduced by PAF:Pan African Resources dropping 6%.


Not as bad as the ISA


The 8-month trend doesn't look very good.

The trading account looks like this after week 400 overall and week 36 of year 8.




Weekly Change
Cash£46.59
+£46.52
Portfolio cost£2,073.87
-£2.36
Portfolio sell value
(bid price - commission)
£1,173.85(-43.4%)-£103.32
Potential profits£0
-£37.51
Year 8 Dividends£8.56
+£0
Year 8 Interest£0
+£0
Year 8 Profit£328.15
+£44.16
Yr 8 proj avg monthly profit£40.53(+23.5%)+£4.31
Dividends£68.66
+£0
Interest£0.03
+£0
Profit from sales-£602.54
+£44.16
Average monthly cash profit-£5.78(-3.3%)+£0.50
(Sold stocks profit + Dividends
- Fees / Months)

I sold my 317 BARC:Barclays shares at 179.9371p making £44.16 (9.7%) profit. That will be above 10% when the 2 dividends are included. I bought 8,532 shares in JLP:Jubilee Metals at 5.86p costing £511.93 which left £46 in cash. Three of my trading holdings are now in JLP:Jubilee Metals so I'm hoping that doesn't completely curse the company!


Not great as despite the green line including cash, JLP:Jubilee Metals dropped 4% this week.


Profit taking always has a dramatic downer on this chart.

I enjoyed doing the switcheroo on CAML:Central Asia Metals and JLP:Jubilee Metals in my SIPP and ISA. It didn't cost me anything, I registered a few small profits, and I started my gradual differentiation of the two accounts so in future they won't just track each other as they currently have nearly all the same shares.

If I do follow this strategy then I will need to buy some more OPTI:Optibiotix in the ISA to replace the ones I sell in the SIPP, as I don't want to reduce my holding.

Meanwhile I still wait patiently for news from my biggest holdings in the hope I can improve my dreadful performance.

Monday 18 March 2024

Week 449 Review - Mixed week but Optibiotix claws back 1p.

A mixed week, with some really big losses but also a few decent gains, and a 1p rise in OPTI:Optibiotix helped reduce the deficit between cost and value by £2,175 to £100,222 and increase portfolio value to £108,408. The deficit between injection amount and value dropped to £36,469.

Worst performer was FXPO:Ferrexpo which dropped 29% after announcing a subsidiary has been fined and the results are delayed. It didn't cost me much as they are down 90% and almost at the stage where I no longer bother reporting on big movements.

CWR:Ceres Power continued my misery by dropping 19% to go 52% down, partly due to announcing a delay in their results. I still feel I should be buying more, but don't have the funds available.

PBX:Probiotix Health dropped 17% and are now 76% down and into the red. Will we ever get any news?

AJB:AJ Bell mysteriously dropped 8% and are now 7% in the red, however it looks like the bid price was artificially dragged down, as the share price didn't drop by much at all. Hopefully that will resolve on Monday.

PSN:Persimmon sank by 7% to go 13% down when I thought they were heading for break-even.

IGG:IG Group went up 5% and are now only 11% down, partly due to me doubling my holding when they were really low.

CAML:Cental Asia Metals have been on a great roll with the rise in copper prices, and are up 11% this week putting some of my holdings into potential profit.

Share of the Week is AFC:AFC Energy which shot up 17% and is only 2% down now. Given I was only moaning a few weeks ago that this is yet another badly timed investment, the turnaround has been spectacular.

Here's the ISA and shares portfolio after week 33 of year 9.

Weekly Change
Cash£66.32-£2.96
Portfolio cost£99,231.92+£0
Portfolio sell value
(bid price-commission)
£47,459.39(-52.2%)+£1,035.92
Potential profits£1,937.60+£198.19
Yr 9 Dividends£215.92+£0
Yr 9 Interest£3.71+£0
Yr 9 Profit from sales£11.13+£0
Yr 9 proj avg monthly profit£22.92(0.4%)-£1.12
Total Dividends£12,127.35+£0
Total Interest£5.64+£0
Total Profit from sales£17,309.66+£0
Average monthly cash profit£279.96(4.8%)-£0.65
(Sold stocks profit + Dividends
- Fees / Months)
Compound performance41%+0%

Nice increase in value and OPTI:Optibiotix potential profits up by £198 on one of my holdings. Cash went down due to fees.


A slight recovery after last week.


Still well below the trend line.

The SIPP looks like this after week 433 overall and week 17 of year 9.




Weekly Change
Cash£121.36
-£251.35
Portfolio cost£107,135.51
+£249.45
Portfolio sell value
(bid price - commission)
£59,484.22(-44.5%)+£1,111.78
Potential profits£1,564.94
+£316.26
Yr 9 Dividends£173.88
+£0
Yr 9 Interest£1.24
+£0
Yr 9 Profit from sales£3,373.97
+£0
Yr 9 proj avg monthly profit£885.88(14.8%)-£55.88
Total Dividends£14,808.76
+£0
Total Interest£7.17
+£0
Total Profit from sales£14,209.87
+£0
Average monthly cash profit£278.16(4.7%)-£0.66
(Sold stocks profit + Dividends
- Fees / Months)
Compound performance39%+0%

I bought my regular savings shares. 177 shares in UKW:Greencoat UK Wind at 139.3927p costing £249.46 with commission and stamp duty. I'll buy these for the next 3 months to add to their nice quarterly dividend. At the moment there are no new magic formula shares that I particularly want to buy, so I figure buying more of the ones I already hold is a better plan, especially while they are cheap.

Good £316 increase in value, and healthy increase in potential profits considering none of my OPTI:Optibiotix holdings are in profit.


Looks quite flat.


As with the ISA, still well below the trend line.

The trading account looks like this after week 399 overall and week 35 of year 8.




Weekly Change
Cash£0.07
+£0
Portfolio cost£2,076.23
+£0
Portfolio sell value
(bid price - commission)
£1,277.17(-38.5%)+£28.04
Potential profits£37.51
+£19.21
Year 8 Dividends£8.56
+£0
Year 8 Interest£0
+£0
Year 8 Profit£283.99
+£0
Yr 8 proj avg monthly profit£36.22(+20.9%)-£1.07
Dividends£68.66
+£0
Interest£0.03
+£0
Profit from sales-£646.70
+£0
Average monthly cash profit-£6.28(-3.6%)+£0.01
(Sold stocks profit + Dividends
- Fees / Months)

Happy days as BARC:Barclays continues upwards. Not quite enough profit to sell them yet, so fingers crossed for next week.


It's bean a steady rise for a while now.


Yippee! We've touched the trend line. Will we get above it and start flattening it out?

Still having great problems with all my microbiome shares, none of which will go away without substantial news.

I'm watching my ISA holding in CAML:Central Asia Metals very closely, as under my new rules that should only be held in my SIPP as it's a dividend paying company. I would liberate over £2k by selling them, and could increase my JLP:Jubilee Metals holding and maybe get some more AFC:AFC Energy which are on a bit of a roll or CWR:Ceres Power which have more room for improvement. However with shares like AFC there's always a risk they are spiking on trading activity and they are poised to drop.

In a reverse situation I have exactly the same percentage profit in my SIPP for JLP:Jubilee Metals, which I shouldn't have in there as they don't pay a dividend. I would liberate £2k there as well, to buy more CAML:Central Asia Metals and maybe CEY:Centamin. Of course the alternative is that I just do a straight swap - all my ISA CAML for JLP and all my SIPP JLP for CAML. It would make sense to do that sooner rather than later so they stay in profit, rather than risk buying both on a spike.

Sunday 17 March 2024

Week 448 Review - Last week's recovery almost wiped out.

An absolutely dreadful week that wiped out most of last week's great recovery. The deficit between cost and value widened by £8,046 to £102,398 and the deficit between cost and injection amount widened to £38,640. Total portfolio value dropped to £106,237.

Worst performer was SBTX:SkinBioTherapeutics, plunging 16% as more of the convertible loan was converted and flogged off. The share price is utterly screwed until that is paid off, and it could easily end up killing the company. Very distressing that I recently sunk £5,000 into this disaster. The only slim ray of hope is that a Croda deal is announced soon, as nothing else will save it.

OPTI:Optibiotix lost nearly all last week's gains, dropping 14% and causing a lot of the damage. I thought this time it may hold in the high 20's, but no such luck. I only hope that this is market makers forcing down the price to get some shares because they know an update of microbiome modulators is coming and figure that will make people want to buy.

RIO:Rio Tinto had a bad week, dropping 5% and after looking like they were about to get back into profit are now 18% down.

Better news for JLP:Jubilee Metals, with a 6% increase hopefully meaning they have reached their bottom. News on confirming the deal with IRH should help boost the price.

PAF:Pan African Resources has been progressing steadily, helped by the rise in gold price, and went up 7% this week so both my holdings are well in profit.

EDV:Endeavour Mining has been hammered lately, but went up 10% this week and is now 27% down.

Share of the Week is my other gold producer CEY:Centamin, which climbed 11% and is only 4% down now. Fortunately I doubled my holding before the price went up, a rare example of good timing.

Here's the ISA and shares portfolio after week 32 of year 9.

Weekly Change
Cash £69.28 -£3.75
Portfolio cost £99,231.92 +£0
Portfolio sell value
(bid price-commission)
£46,423.47 (-53.2%) -£4,447.49
Potential profits £1,739.41 -£792.76
Yr 9 Dividends £215.92 +£0
Yr 9 Interest £3.71 +£0
Yr 9 Profit from sales £11.13 +£0
Yr 9 proj avg monthly profit £24.04 (0.4%) -£1.30
Total Dividends £12,127.35 +£0
Total Interest £5.64 +£0
Total Profit from sales £17,309.66 +£0
Average monthly cash profit £280.61 (4.8%) -£0.67
(Sold stocks profit + Dividends
- Fees / Months)
Compound performance 41% +0%

Huge drop mostly thanks to OPTI:Optibiotix and SBTX:SkinBioTherapeutics. My cheapest holding of OPTI is the only profitable share, so potential profits were hammered by £792. Monthly fees slightly reduced cash.


It appears last week's rise was a blip.


Back to being well below the trend line.

The SIPP looks like this after week 432 overall and week 16 of year 9.




Weekly Change
Cash£372.71
+£260.98
Portfolio cost£106,886.06
+£2,072.36
Portfolio sell value
(bid price - commission)
£58,122.99(-45.6%)-£3,599.25
Potential profits£1,248.68
+£227.25
Yr 9 Dividends£173.88
+£0
Yr 9 Interest£1.24
+£0
Yr 9 Profit from sales£3,373.97
+£0
Yr 9 proj avg monthly profit£941.76(15.8%)-£67.60
Total Dividends£14,808.76
+£0
Total Interest£7.17
+£0
Total Profit from sales£14,209.87
+£0
Average monthly cash profit£278.82(4.7%)-£0.82
(Sold stocks profit + Dividends
- Fees / Months)
Compound performance39%-1%

Added my monthly £250 savings to cash. Also my pension transfer of £2,100 came through and I used it to buy 1,007 shares in CEY:Centamin at 99.214p costing £1,011.03. They ended the week at 103.5p bid price which was nice. The other half was spent on 675 shares of CAML:Central Asia Metals at 155.4632p costing £1,061.33.

Share value was hammered in the same way as the ISA, but none of my OPTI:Optibiotix holdings are in profit, so potential profit actually rose by £227 mainly thanks to gold mines.


Drop is less steep thanks to cash injection.


No hiding the drop on this chart.

The trading account looks like this after week 398 overall and week 34 of year 8.




Weekly Change
Cash£0.07
+£0
Portfolio cost£2,076.23
+£0
Portfolio sell value
(bid price - commission)
£1,249.13(-39.8%)+£0.13
Potential profits£18.30
+£7.92
Year 8 Dividends£8.56
+£0
Year 8 Interest£0
+£0
Year 8 Profit£283.99
+£0
Yr 8 proj avg monthly profit£37.29(+21.5%)-£1.13
Dividends£68.66
+£0
Interest£0.03
+£0
Profit from sales-£646.70
+£0
Average monthly cash profit-£6.29(-3.6%)+£0.02
(Sold stocks profit + Dividends
- Fees / Months)

Although both BARC:Barclays and JLP:Jubilee Metals had decent gains this week, the collapse in SBTX:SkinBioTherapeutics wiped most of that out and the value went up by just 13p. BARC:Barclays is £18 in potential profit and I have dividends too, so not long before I think about selling them.


Below where we were 8 months ago but creeping upwards


Reluctant to cross the trend line

A week late writing this as I was in the Lake District, so will save any thoughts for the next edition which I need to write later today, but the rain has stopped so it's time to hit the allotment!

Sunday 3 March 2024

Week 447 Review - Fantastic week as Optibiotix rebounds and recent losses are recovered.

I've been waiting a long time for a week like this, with some nice gains across the portfolio, but most important a 6.5p rise in OPTI:Optibiotix which was the main driver to a £14,410 recovery in the deficit between cost and value to £94,352. The deficit between injection amount and value dropped to £30,573 and total portfolio value went back above £100k to £111,954.

I'm no longer reporting weekly movements above 5% for those shares that are 90%+ down and worthless, as they are regularly moving by 10-15% and it's only worth pennies. The likes of BLU:Blue Star Capital, KIBO:Kibo Energy and SAE:Simec Atlantis Energy all moved more than 5% this week and I just couldn't be bothered with them any more, so they can do what they like - I just don't care.

Biggest loser was PLUS:Plus 500 which dropped 6%, but most of that was from going ex-dividend, and my holding is still up by 18%.

WHR:Warehouse REIT also dropped 6% and these are now down by 32% and one of my worst magic formula shares. I probably ought to get some more while they are this cheap!

EDV:Endeavour Mining has had a torrid few months and are performing worse than WHR. They recovered 5% this week but are still 34% down.

PAF:Pan African Resources has been a very rare well-timed purchase. They rose 10% this week and my two holdings are in profit by 14% and 11%, as well as having dished out £56 in dividends.

Share of the Week is OPTI:Optibiotix, which zoomed up 30% after a progress update. There's growing promise of some huge Sweetbiotix orders, although the update was mainly around Slimbiome which is starting to increase sales, particularly in its incarnation as Leanbiome in sports nutrition. I'm still down by £53k in my overall holding, so it will take another 100% increase to get me to break-even. However when OPTI moves, it can really move.

Here's the ISA and shares portfolio after week 31 of year 9.

Weekly Change
Cash £73.03 +£0
Portfolio cost £99,231.92 +£0
Portfolio sell value
(bid price-commission)
£50,870.96 (-48.7%) +£7,308.67
Potential profits £2,532.17 +£1,288.24
Yr 9 Dividends £215.92 +£0
Yr 9 Interest £3.71 +£0
Yr 9 Profit from sales £11.13 +£0
Yr 9 proj avg monthly profit £25.34 (0.4%) -£0.84
Total Dividends £12,127.35 +£0
Total Interest £5.64 +£0
Total Profit from sales £17,309.66 +£0
Average monthly cash profit £281.28 (4.8%) -£0.63
(Sold stocks profit + Dividends
- Fees / Months)
Compound performance 41% +0%

Huge surge in value, and my cheap holding in OPTI:Optibiotix was responsible for the £1,288 increase in potential profits. I won't be selling any of my OPTI holding in my ISA. I got to change the colour of the portfolio value from crimson to orangered as it went back below 50% deficit.


Back up to where we were a few months ago.


Much of the gap to the trend line has been made up, but it would be nice to get above it.

The SIPP looks like this after week 431 overall and week 15 of year 9.




Weekly Change
Cash£111.23
+£55.55
Portfolio cost£104,813.70
+£0
Portfolio sell value
(bid price - commission)
£59,649.88(-43.1%)+£7,079.72
Potential profits£1,021.43
+£159.71
Yr 9 Dividends£173.88
+£55.55
Yr 9 Interest£1.24
+£0
Yr 9 Profit from sales£3,373.97
+£0
Yr 9 proj avg monthly profit£1,009.36(17.5%)-£54.90
Total Dividends£14,808.76
+£55.55
Total Interest£7.17
+£0
Total Profit from sales£14,209.87
+£0
Average monthly cash profit£279.64(4.8%)-£0.09
(Sold stocks profit + Dividends
- Fees / Months)
Compound performance40%+0%

A great week as with the ISA, and £55 dividends are made up of £21 from UKW:Greencoat UK Wind and £33 from IGG:IG Group Holdings. Potential profits only increased by £159 as none of my OPTI:Optibiotix holdings are in profit. Most of the increase was due to PAF:Pan African Resources, with III:3i Group also contributing, but a 6% drop in PLUS:Plus 500 and 3% drop in GAW:Games Workshop offset some of those gains.


As with the ISA, back to where we were a few months ago. It would be so nice to get back above the injection line.


Pretty close to the trend line, but the wrong side of it still.

The trading account looks like this after week 397 overall and week 33 of year 8.




Weekly Change
Cash£0.07
+£0
Portfolio cost£2,076.23
+£0
Portfolio sell value
(bid price - commission)
£1,249.00(-39.8%)+£21.86
Potential profits£10.38
+£10.38
Year 8 Dividends£8.56
+£0
Year 8 Interest£0
+£0
Year 8 Profit£283.99
+£0
Yr 8 proj avg monthly profit£38.42(+22.2%)-£1.20
Dividends£68.66
+£0
Interest£0.03
+£0
Profit from sales-£646.70
+£0
Average monthly cash profit-£6.31(-3.6%)+£0.02
(Sold stocks profit + Dividends
- Fees / Months)

BARC:Barclays went up 4% and into potential profit! That despite them going ex-dividend. The fact I'll have had 2 dividends from them shows how long I've had to hold them to get back into profit. Now I need to decide how long to hold them before selling. In theory I should be banking 10% profit in this account, which would be another 11p on the 169p share price. I think given that banks are not famous for significant re-rates, and I also have some dividends, I shouldn't hold out for any more. Let's see what momentum we have next week. Unfortunately it's not going to eat into very much of my £646 deficit after DDDD:4D Pharma went bust, but means I can switch to something more volatile. Mind you, with my track record that could end badly! I should maybe focus on some of my hard-hit magic formula shares in this account, like EDV:Endeavour Mining.

JLP:Jubilee Metals went up 2% and has hopefully bounced of its bottom, but SBTX:SkinBioTherapeutics dropped 2%, which is a hell of a lot better than the 21% it had dropped before a late rally on Friday.


Still doesn't look great.


Really close to the trend line, but still below it and it's pointing downwards. A JLP:Jubilee Metals rally would be very welcome.

My latest pension transfer should arrive in my SIPP next week, so I'll have £2,100 to spend. I must stick to my rule of only buying dividend-paying shares, but still not settled on what to get. I was originally planning to put the whole lot on CAML:Central Asia Metals, but I'm now leaning towards putting half of it there. I'm looking towards CEY:Centamin for the rest, as they do have a gigantic pile of cash and gold is holding up. It would be nice to lower my average price for them as my current holding is 21% down, but I've had 11% of dividends. I considered EDV:Endeavour Mining but there are a few amber flags over that one after some dodgy dealings, so I don't want to increase my long-term exposure there at the moment. Potential rebound value for the trading account though.