Week 458 Review - A great week for some of my biggest holdings.

A pretty good week all round, with nice gains for my biggest holdings. The deficit between cost and value reduced by £3,941 to £105,647, deficit to injection amount fell to £40,703 and total portfolio value increased to £110,474.

The only 2 shares down significantly were my magic formula shares that have been hit by Russia invading Ukraine. Both FXPO:Ferrexpo and POLY:Polymetal dropped 5% to go 91% and 83% down respectively. I think FXPO has now dropped enough to stop reporting on its movements, as anything over 90% down may as well be regarded as a basket case and ignored.

CWR:Ceres Power has been recovering from a massive drop just after I bought them and went up 6% this week. They are only 14% down now, which is pretty good for one of my speculative buys.

IPX:Impax Asset Management went up 7% and are now 1% in profit. I don't know if the recent slide was just a blip or if these may settle down now. If they carry on being volatile I may consider them for the trading account when I sell JLP:Jubilee Metals.

Speaking of which, JLP:Jubilee Metals had a brilliant week climbing 9% which has put my biggest holding up by 21% with £2,314 potential profit. Unfortunately most of my other holdings are still down by about 35% so I need it to break 12p.

Share of the week was last week's biggest faller SBTX:SkinBioTherapeutics, which made up for it by climbing 18% this week. I don't know why, as there's no sign of any news, but I'm not complaining.

Here's the ISA and shares portfolio after week 42 of year 9.

			Weekly Change
Cash	£61.20		-£4.93
Portfolio cost	£105,005.30		+£0
Portfolio sell value (bid price-commission)	£50,565.50	(-51.8%)	+£2,395.33
Potential profits	£3,212.60		+£1,266.59
Yr 9 Dividends	£245.03		+£0
Yr 9 Interest	£4.14		+£0
Yr 9 Profit from sales	£262.11		+£0
Yr 9 proj avg monthly profit	£45.28	(0.7%)	-£1.63
Total Dividends	£12,156.46		+£0
Total Interest	£6.07		+£0
Total Profit from sales	£17,560.64		+£0
Average monthly cash profit	£276.96	(4.4%)	-£0.65
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	38%		+0%

Cash is down £4 due to monthly fees, and value up by a wonderful £2,395, with £1,266 of that increased profits mainly thanks to JLP:Jubilee Metals.

Almost at the level 3 months ago, but after injecting loads more cash.

The trend line is still just pointing upwards and we're almost on it.

The SIPP looks like this after week 442 overall and week 26 of year 9.

			Weekly Change
Cash	£86.61		+£9.36
Portfolio cost	£108,831.67		+£0
Portfolio sell value (bid price - commission)	£58,052.87	(-46.7%)	+£1,403.98
Potential profits	£4,391.14		+£418.55
Yr 9 Dividends	£313.90		+£11.55
Yr 9 Interest	£2.81		+£0
Yr 9 Profit from sales	£4,004.44		+£0
Yr 9 proj avg monthly profit	£701.66	(11.6%)	-£26.45
Total Dividends	£14,948.78		+£11.55
Total Interest	£8.74		+£0
Total Profit from sales	£14,840.34		+£0
Average monthly cash profit	£279.70	(4.6%)	-£0.54
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	39%		+0%

Cash was up thanks to an £11 dividend from GAW:Games Workshop, minus monthly fees. Value up a wonderful £1,403, but potential profits only made up £418 of that, with small rises in many shares contributing.

Still same as ISA

A bit further below the trend line in this one, which is a surprise as the SIPP usually beats the ISA. It's probably due to my massive ISA holding in JLP:Jubilee Metals, as opposed to lots of safer shares in here.

The trading account looks like this after week 408 overall and week 44 of year 8.

			Weekly Change
Cash	£63.39		+£0
Portfolio cost	£2,073.87		+£0
Portfolio sell value (bid price - commission)	£1,644.53	(-20.7%)	+£141.68
Potential profits	£175.75		+£59.73
Year 8 Dividends	£25.36		+£0
Year 8 Interest	£0		+£0
Year 8 Profit	£328.15		+£0
Yr 8 proj avg monthly profit	£34.81	(+20.1%)	-£0.81
Dividends	£85.46		+£0
Interest	£0.03		+£0
Profit from sales	-£602.54		+£0
Average monthly cash profit	-£5.49	(-3.2%)	+£0.02
(Sold stocks profit + Dividends - Fees / Months)

An absolutely brilliant week, with JLP:Jubilee Metals up 9% and SBTX:SkinBioTherapeutics up 18% resulting in an improvement of £141 and potential profit is up to £175, but still I hold firm for a bit more.

I love to see a steep green line!

Soaring above the trend line and in the best position this account has seen since just before the dreaded DDDD:4D Pharma collapse.

OPTI:Optibiotix has been pretty much stagnant for a month now after a long, slow decline. Monday sees a business update on the Investor Meet platform, but will we see an RNS on the same day? I worry that there's nothing to tell, and that if anything the share price will drop further as the prospect of anything happening soon gets kicked down the road.

Meanwhile there's massive momentum with JLP:Jubilee Metals, and if that can continue then it won't matter if OPTI stays stagnant. I do rather need JLP to take off, as I lent my ISA most of my holiday money so I could buy them cheap and take the money out of my dealing account when I sell them at near break-even to avoid capital gains tax. The first lot I'm selling is at 8.5p, so we're only 0.3p away from that and it could come next week. That will give me £266 (24%) profit and return £1,356 to my holiday fund. I then need to wait for 11.5p to sell the next lot, which will give £408 (19%) and return £2,538 to my holiday fund, then finally 14p, which will give me £219 (11%) and return £2,218 to my holiday fund. When it gets to 14p my main holding bought with my holiday money will be up by £11,615 making 107% profit. If it goes pear-shaped then I'll have to rob my premium bonds to pay for my holiday.

I should get a massive dividend from CAML:Central Asia Metals on Wednesday, so I'll top that up with cash to £500 and get something in my SIPP. Most likely that will be EDV:Endeavour Mining, as I only have £500 worth in my AJ Bell account and it's only 3% up, so a similar price to when I first bought them. My original holding is still down by 13% which is ridiculous considering the current gold price compared to when I bought them.

Week 457 Review - A good week for everything except microbiome shares.

A great week across most of the portfolio, apart from the microbiome shares which were either flat or down. The deficit between cost and value narrowed by £2,231 to £109,588 and deficit between injection amount and value is now £44,649. Total portfolio value increased to £106,588.

Worst performer and the only share that dropped by more than 5% was SBTX:SkinBioTherapeutics. That fell 6% and put a dampener on the week.

AJB:AJ Bell went up another 5% and is now 17% in profit.

CAML:Central Asia Metals also went up 5% which is great for my SIPP profits as that holding is up 25% and is one of my bigger holdings.

GAW:Games Workshop also went up 5% and is now 7% in profit, but it tends to wax and wane around break even so it may be short-lived.

PAGE:Pagegroup also went up 5% and is now only 8% down, however whenever this looks like getting close to break-even some bit of news seems to shoot it back down again.

PSN:Persimmon also went up 5% this week and now is only 2% down and teetering on the brink of profitability.

Share of the Week is AFC:AFC Energy which went up 10% and has gone back into profit by 3%. They do tend to yo-yo, but I'm hoping for a re-rate at some point. I'd like to get some more, but no prospect of getting cash in the short term.

Here's the ISA and shares portfolio after week 41 of year 9.

			Weekly Change
Cash	£66.13		+£0.19
Portfolio cost	£105,005.30		+£0
Portfolio sell value (bid price-commission)	£48,170.17	(-54.1%)	+£928.66
Potential profits	£1,946.01		+£741.19
Yr 9 Dividends	£245.03		+£0
Yr 9 Interest	£4.14		+£0.19
Yr 9 Profit from sales	£262.11		+£0
Yr 9 proj avg monthly profit	£46.91	(0.7%)	-£1.15
Total Dividends	£12,156.46		+£0
Total Interest	£6.07		+£0.19
Total Profit from sales	£17,560.64		+£0
Average monthly cash profit	£277.61	(4.4%)	-£0.61
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	38%		+0%

A good week for both value and potential profits, and 19p interest to boost the cash!

It appears to have been pretty flat for almost a year.

Still below the trend line and the flatness above is an illusion when you take into account increased portfolio cost.

The SIPP looks like this after week 441 overall and week 25 of year 9.

			Weekly Change
Cash	£77.25		-£249.16
Portfolio cost	£108,831.67		+£249.23.
Portfolio sell value (bid price - commission)	£56,648.89	(-47.9%)	+£1,248.97
Potential profits	£3,972.59		+£759.02
Yr 9 Dividends	£302.35		+£0
Yr 9 Interest	£2.81		+£0.07
Yr 9 Profit from sales	£4,004.44		+£0
Yr 9 proj avg monthly profit	£728.11	(12.1%)	-£30.32
Total Dividends	£14,902.59		+£0
Total Interest	£8.74		+£0.07
Total Profit from sales	£14,840.34		+£0
Average monthly cash profit	£280.24	(4.6%)	-£0.64
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	39%		+0%

A great week for both value and potential profits, and just 7p interest. I did my monthly investment and bought another 169 shares in UKW:Greencoat UK Wind at 145.8565p costing £249.23

Similar story to ISA, but costs have gone up more as there's a regular injection.

As with the ISA, a long term decline which will reflect in the trend line in a few months unless we can get above it.

The trading account looks like this after week 407 overall and week 43 of year 8.

			Weekly Change
Cash	£63.39		+£0
Portfolio cost	£2,073.87		+£0
Portfolio sell value (bid price - commission)	£1,502.85	(-27.5%)	+£53.78
Potential profits	£116.02		+£34.12
Year 8 Dividends	£25.36		+£0
Year 8 Interest	£0		+£0
Year 8 Profit	£328.15		+£0
Yr 8 proj avg monthly profit	£35.62	(+20.6%)	-£0.85
Dividends	£85.46		+£0
Interest	£0.03		+£0
Profit from sales	-£602.54		+£0
Average monthly cash profit	-£5.51	(-3.2%)	+£0.01
(Sold stocks profit + Dividends - Fees / Months)

A good week for JLP:Jubileee Metals offset by a bad week for SBTX:SkinBioTherapeutics, but we still end up £53 better off and potential profits are now £116. Normally I would have sold by now, but I'm determined to hang on for 11.5p which will be enough to put my long term performance back in the black.

Back where we were a few weeks ago.

Way above the trend line which is now pointing up again.

I'm a week late writing this up after going to Spain, so winding up so I can write this weeks.

Week 456 Review - Great gains over much of the portfolio.

A pretty good week, with many of my top shares increasing in value, but tempered by yet another drop in PBX:Probiotix Health, which is falling so far that I'll soon stop reporting on its price movements. The deficit between cost and value improved by £1,436 to £111,820, the deficit between injection and value is now £46,881, with total portfolio value £104,297.

PBX:Probiotix Health drifted another 0.5p which is 13% to go 83% down, with no sign of the CEO making any effort whatsoever to maintain shareholder interest and the appearance of no progress in anything that was meant to be happening.

That was the only big faller.

APAX:Apax Global Alpha went up 5% but is still 21% down, although only 10% down if you include dividends.

IGG:IG Group also climbed 5% and is now only 7% down, which is the best for a long time. The improvement was helped by me doubling my holding when the price was low.

AJB:AJ Bell has been on an amazing run and went up another 9% this week, so is now 11% in profit, or 13% if you include dividend.

JLP:Jubilee Metals is now my 2nd largest holding, and much of this week's increase was due to the 9% improvement.

Share Of the Week is CWR:Ceres Power, which zoomed up 20% and is now only 17% down. This has been incredibly volatile, but I'm hoping as more contracts are signed they will get back towards the 1200p they were at 2.5 years ago. That would be six times what I bought them for.

Here's the ISA and shares portfolio after week 40 of year 9.

			Weekly Change
Cash	£65.94		+£0.15
Portfolio cost	£105,005.30		+£0
Portfolio sell value (bid price-commission)	£47,241.51	(-55.0%)	+£1,396.54
Potential profits	£1,204.82		+£591.84
Yr 9 Dividends	£245.03		+£0
Yr 9 Interest	£3.95		+£0
Yr 9 Profit from sales	£262.11		+£0
Yr 9 proj avg monthly profit	£48.06	(0.8%)	-£1.65
Total Dividends	£12,156.46		+£0
Total Interest	£5.88		+£0
Total Profit from sales	£17,560.64		+£0
Average monthly cash profit	£278.22	(4.4%)	-£0.65
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	38%		+0%

The £591 increase in potential profits was all JLP:Jubilee Metals, as OPTI:Optibiotix was flat this week. Nice increase in overall value but not much else happened.

Nice tweak upwards

Not enough of a tweak upwards!

The SIPP looks like this after week 440 overall and week 24 of year 9.

			Weekly Change
Cash	£326.41		+£236.06
Portfolio cost	£108,582.45		+£496.79
Portfolio sell value (bid price - commission)	£55,150.70	(-49.2%)	-£55.36
Potential profits	£3,213.57		-£289.81
Yr 9 Dividends	£302.35		+£0
Yr 9 Interest	£2.74		+£0
Yr 9 Profit from sales	£4,004.44		+£497.69
Yr 9 proj avg monthly profit	£758.43	(12.6%)	+£57.65
Total Dividends	£14,902.59		+£0
Total Interest	£8.67		+£0
Total Profit from sales	£14,840.34		+£497.69
Average monthly cash profit	£280.88	(4.7%)	+£4.11
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	39%		+0%

I sold my PLUS:Plus500 shares as I was concerned there may be sanctions against Israel and I don't want a repeat of the POLY:Polymetal debacle. I sold my 69 shares at 2184.6199p making £497.69 (49.2%) profit, and also have a dividend coming in July.

I used some of the proceeds to buy 96 shares in ARBB:Arbuthnot Banking at 1031.85p and costing £1,002.53. They are one of my magic formula shares and they have been making a bit of a recovery lately so I'm hoping it will continue.

I also topped up my holding in CAML:Central Asia Metals, buying 226 shares at 212.4142p and costing £492.01. That takes my SIPP holding to 3,986 shares at an average price of 177.24p costing £7,124. I'm happy to say they are at potential profit of £1,293 and 18% up, with a socking great £300+ dividend coming in a few weeks.

The profit-taking meant my portfolio value dropped, but only by £55, and potential profit would have gone up by about £200 if not for the sale, but dropped by £289 as a result. My year 9 performance improved, and as long as I don't make any losses, I'm on for at least 5.8% profit from sales. Long term performance hardly changed.

Quite flat

Very flat.

The trading account looks like this after week 406 overall and week 42 of year 8.

			Weekly Change
Cash	£63.39		+£0
Portfolio cost	£2,073.87		+£0
Portfolio sell value (bid price - commission)	£1,449.07	(-30.1%)	+£95.70
Potential profits	£81.90		+£51.20
Year 8 Dividends	£25.36		+£0
Year 8 Interest	£0		+£0
Year 8 Profit	£328.15		+£0
Yr 8 proj avg monthly profit	£36.47	(+21.1%)	-£0.89
Dividends	£85.46		+£0
Interest	£0.03		+£0
Profit from sales	-£602.54		+£0
Average monthly cash profit	-£5.52	(-3.2%)	+£0.01
(Sold stocks profit + Dividends - Fees / Months)

A great week with the 9% increase in JLP:Jubilee Metals. I'm still holding out for 11.5p before I sell my first lot, as I need to earn big to turn around my massive deficit after DDDD:4D Pharma went bust. SBTX:SkinBioTherapeutics was flat this week, which is better than usual.

Nearly back where we were a few weeks ago.

Back to being well above the trend line, which may even pivot back upwards soon.

I'm hoping the momentum will be with JLP:Jubilee Metals now, as we near the completion of the Roan copper upgrades. With copper soaring we're not taking advantage of that as people don't see JLP as a copper producer. If that changes then the re-rate is on.

Most of my holding is in the ISA where I have 176,000 shares. Much more than I had last time I went big on JLP. I also have 54,000 in my dealing account, but I need to sell those and take them out to pay for my holiday, after I lent my ISA enough to buy the same number of shares where I can protect any profits from tax. I also have 69,000 in my SIPP, and I want to sell those as soon as they break even, as it will liberate £6,500 for magic formula shares.

I'm hoping for some excitement with these over the next few weeks, as I'm pretty sure I won't get any anywhere else.