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.
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.
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.
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) |
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.
Good luck with your gold and copper miners.
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