Week 452 Review - Ended just in the black thanks to Jubilee Metals rise off-setting Optibiotix fall.

OPTI:Optibiotix tried to spoil the week by dropping 1p, but a massive surge in JLP:Jubilee Metals made up for those losses and the deficit between cost and value narrowed by £170 to £108,782, with deficit between injection and value standing at £44,417 and total portfolio value at £102,210.

Worst performer was SBTX:SkinBioTherapeutics, which wasn't a surprise given the massive and unexplained surge the week before. They dropped 24% which cost me a lot.

IPX:Impax Asset Management fell 7% for no particular reason, which is troubling as I don't expect these companies to be so volatile.

AJB:AJ Bell had a bad week and dropped 6%. Shame I'm no longer buying these each month.

OPTI:Optibiotix fell 1p which was 5% and will no doubt drift until we get some decent news.

WHR:Warehouse REIT have been doing a bit better lately, but fell 5% this week and are now 30% down.

Gold had a good week, and so did most of my miners. CEY:Centamin climbed 5% to go 10% up and EDV:Endeavour Mining climbed 6% but is still 15% down. Unfortunately PAF:Pan African Resources dropped 1%, but that's probably profit taking after the recent sharp rise.

PAGE:Pagegroup surprisingly went up 10% this week and are only 2% down now.

Share of the Week by a mile was JLP:Jubilee Metals which rocketed 24% and vindicated my decision to buy a load while they were cheap. Some are now in potential profit, but I'll be keeping them long-term in my ISA. The SIPP shares will get sold when they are making a decent profit, but both SIPP holdings are still 30% down.

Here's the ISA and shares portfolio after week 36 of year 9.

			Weekly Change
Cash	£69.42		+£25.46
Portfolio cost	£101,005.32		+£0
Portfolio sell value (bid price-commission)	£44,777.58	(-55.7%)	+£169.33
Potential profits	£923.34		-£23.31
Yr 9 Dividends	£245.03		+£29.11
Yr 9 Interest	£3.87		+£0.10
Yr 9 Profit from sales	£262.11		+£0
Yr 9 proj avg monthly profit	£54.29	(0.9%)	+£1.60
Total Dividends	£12,156.46		+£29.11
Total Interest	£5.80		+£0.10
Total Profit from sales	£17,560.64		+£0
Average monthly cash profit	£280.75	(4.7%)	-£0.38
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	41%		+0%

Cash went up £25 thanks to an £11 dividend from WHR:Warehouse REIT and £17 from ASHM:Ashmore Group, minus monthly fees and plus 10p interest.

Potential profits would have dropped a lot more due to the OPTI:Optibiotix fall, but JLP:Jubilee Metals went into £174 potential profit to offset most of the loss. That also helped the portfolio value creep up by £169.

Flat

Still too far below the trend line

The SIPP looks like this after week 436 overall and week 20 of year 9.

			Weekly Change
Cash	£429.07		+£266.53
Portfolio cost	£107,351.61		+£0
Portfolio sell value (bid price - commission)	£55,459.62	(-48.3%)	-£145.92
Potential profits	£2,808.40		+£254.76
Yr 9 Dividends	£267.71		+£32.14
Yr 9 Interest	£2.59		+£1.05
Yr 9 Profit from sales	£3,506.75		+£0
Yr 9 proj avg monthly profit	£798.78	(13.3%)	-£38.27
Total Dividends	£14,902.59		+£32.14
Total Interest	£8.52		+£1.05
Total Profit from sales	£14,342.65		+£0
Average monthly cash profit	£278.35	(4.6%)	-£0.47
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	39%		+0%

Cash went up thanks to my £250 monthly savings, plus a £32 dividend from APAX:Apax Global Alpha, minus monthly fees and plus £1 interest.

Potential profits went up £254 mainly thanks to CEY:Centamin and CAML:Central Asia Metals, but I have far fewer JLP:Jubilee Metals shares in the SIPP so the rise wasn't enough to prevent a £145 drop in value.

Same as ISA

Also same as ISA

The trading account looks like this after week 402 overall and week 38 of year 8.

			Weekly Change
Cash	£63.39		+£16.80
Portfolio cost	£2,073.87		+£0
Portfolio sell value (bid price - commission)	£1,411.23	(-32.0%)	+£147.24
Potential profits	£56.30		+£56.30
Year 8 Dividends	£25.36		+£16.80
Year 8 Interest	£0		+£0
Year 8 Profit	£328.15		+£0
Yr 8 proj avg monthly profit	£40.31	(+23.3%)	+£0.88
Dividends	£85.46		+£16.80
Interest	£0.03		+£0
Profit from sales	-£602.54		+£0
Average monthly cash profit	-£5.57	(-3.2%)	+£0.20
(Sold stocks profit + Dividends - Fees / Months)

One of my best trading account weeks, with a £16 dividend from BARC:Barclays and a huge rise in JLP:Jubilee Metals which coped well with the big drop in SBTX:SkinBioTherapeutics. Portfolio value improved by £147 and my recent JLP holding is making £56 potential profit. I'm planning to sell at 11.5p which will be enough to put my long term performance back to positive.

A very welcome spike

Smashes through the trend line in style!

I'm feeling much more positive after the JLP:Jubilee Metals surge, and the steady progress of CAML:Central Asia Metals, a share which has never surged, but which should be a lot stronger than it is. My holding cost £7,634 but £1,002 of that is in my ISA. That holding is 27% down, but I plan to sell it and get my SIPP holding up to £10,000. I'll need to spend £3,368 to do that, which I can get by selling one of my JLP:Jubilee Metals holdings if the current momentum continues and takes it into profit.

My JLP ISA holding cost £14k so that's already above my £10k target, and I probably shouldn't go above that amount on one company. £5k of that is in my dealing account so I'll need to bed & ISA it round about break-even as I'll be exposed to capital gains tax and the threshold is pitifully low. In fact to avoid potential issues with delayed sale I may have to "borrow" the cash to put in my ISA from my bank account rather than transferring from my dealing account else I could miss out on a chunk of the rise. Then I just bank the proceeds from the sale to replace what I put in. What could possibly go wrong?