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.
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.
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.
| 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 performance | 41% | +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 performance | 39% | +0% |
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.
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?
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.
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