Worst performer was AFC:AFC Energy, which plummeted 17% after announcing a heavily discounted placing. I did however decide the placing was for the right reason, so I bought some on the drop, and also signed up for the retail offer at 15p.
CWR:Ceres Power dropped 13% and has now gone 17% down. This is incredibly volatile, but I'm tempted to buy some more.
IES:Invinity Energy fell 12% for no reason, and even my new holding which I thought was a bargain is down by 22%.
IPX:Impax Asset Management had been recovering from some big drops, but fell 9% this week to go 24% down overall.
ASHM:Ashmore Group fell by 8% for no reason and is now down by 38%.
POLY:Polymetal dropped 8% and continues a downward spiral.
CAML:Central Asia Metals fell 6%, which doesn't make sense as copper is still well up.
GAW:Games Workshop fell 6% and is now only just in profit by less than 1%.
OPTI:Optibiotix fell 6% which is 1p and accounted for £2,000 of the losses.
SMDS:Smith (DS) fell 6% and is now 8% down after only just buying them
TRX:Tissue Regenix fell 6% after a recent very short-lived rally.
APAX:Apax Global Alpha fell 5% for no reason and is 21% down.
Share of the Week is also my worst performer. As I said above, when AFC:AFC Energy plummeted towards the 15p placing, I bought a load, and by the end of the week they were up 11%. They have to go up quite a bit more before I make up the loss I took to free up the cash to buy them, but I'm hopeful that will happen.
I added £500 cash to cover the cost of the AFC:AFC Energy retail offer. It will sit there for a few weeks until the offer is approved by shareholders.
Here's the ISA and shares portfolio after week 46 of year 9.
| Weekly Change | |||
| Cash | £503.81 | +£500.00 | |
| Portfolio cost | £104,466.12 | +£0 | |
|
Portfolio sell value (bid price-commission) |
£45,633.03 | (-56.3%) | -£2,046.17 |
| Potential profits | £1,649.15 | -£316.63 | |
| Yr 9 Dividends | £296.50 | +£0 | |
| Yr 9 Interest | £4.14 | +£0 | |
| Yr 9 Profit from sales | £536.46 | +£0 | |
| Yr 9 proj avg monthly profit | £71.69 | (1.1%) | -£1.59 |
| Total Dividends | £12,207.93 | +£0 | |
| Total Interest | £6.07 | +£0 | |
| Total Profit from sales | £17,834.99 | +£0 | |
| Average monthly cash profit | £277.58 | (4.4%) | -£0.61 |
|
(Sold stocks profit + Dividends - Fees / Months) |
|||
| Compound performance | 39% | +0% |
£2,046 drop in value thanks to all the above, and £316 drop in potential profits thanks to OPTI:Optibiotix.
Back onto the downward slide.
Below the trend line which is firmly pointing downwards.
Another big drop in value but only a tiny drop in profits. I took a loss selling 11,425 shares in JLP:Jubilee Metals at 7.5755p, losing £250.93 (-22.5%). I bought 6,551 shares in AFC:AFC Energy at 15.2648p costing £1,008.95. That ate into my cash a bit as I only freed up £856 from the sale.
Back onto the downward slide.
Below the trend line which is firmly pointing downwards.
The SIPP looks like this after week 446 overall and week 30 of year 9.
| Weekly Change | ||||
| Cash | £122.77 | -£401.91 | ||
| Portfolio cost | £110,457.83 | +£150.98 | ||
|
Portfolio sell value (bid price - commission) |
£54,781.13 | (-50.4%) | -£1,489.61 | |
| Potential profits | £2,402.46 | -£77.64 | ||
| Yr 9 Dividends | £681.35 | +£0 | ||
| Yr 9 Interest | £2.81 | +£0 | ||
| Yr 9 Profit from sales | £4,684.03 | -£250.93 | ||
| Yr 9 proj avg monthly profit | £756.94 | (12.4%) | -£63.60 | |
| Total Dividends | £15,316.23 | +£0 | ||
| Total Interest | £8.74 | +£0 | ||
| Total Profit from sales | £15,519.93 | -£250.93 | ||
| Average monthly cash profit | £287.20 | (4.7%) | -£3.09 | |
|
(Sold stocks profit + Dividends - Fees / Months) |
||||
| Compound performance | 40% | -1% |
Another big drop in value but only a tiny drop in profits. I took a loss selling 11,425 shares in JLP:Jubilee Metals at 7.5755p, losing £250.93 (-22.5%). I bought 6,551 shares in AFC:AFC Energy at 15.2648p costing £1,008.95. That ate into my cash a bit as I only freed up £856 from the sale.
I also had my regular monthly investment and bought 179 shares in UKW:Greencoat UK Wind at 137.865p costing £249.51. That's the last of my UKW investments now, so I'll switch to EDV:Endeavour Mining for the next 2 months to get my £500 investment up to £1,000. I will have to come up with a new magic formula share after that, although it may be tempting to average down one of my existing loss-making holdings if I'm convinced it's still worth investing in.
The upward move didn't last long.
The trend line is pointing downwards, and we're below it.
The trading account looks like this after week 412 overall and week 48 of year 8.
Small drop in JLP:Jubilee Metals so just a £15 drop in value. Pretty flat really.
Lets hope this is just a temporary blip.
Still comfortably above the upward-pointing trend line, so still happy.
I'm a week late posting this, mainly because I din't want to extend the misery of the week by writing it!
The upward move didn't last long.
The trend line is pointing downwards, and we're below it.
The trading account looks like this after week 412 overall and week 48 of year 8.
| Weekly Change | |||
| Cash | £63.39 | +£0 | |
| Portfolio cost | £2,073.87 | +£0 |
|
|
Portfolio sell value (bid price - commission) |
£1,522.88 | (-26.6%) | -£15.95 |
| Potential profits | £116.02 | -£8.54 | |
| Year 8 Dividends | £25.36 | +£0 | |
| Year 8 Interest | £0 | +£0 | |
| Year 8 Profit | £328.15 | +£0 | |
| Yr 8 proj avg monthly profit | £31.91 | (+18.5%) | -£0.68 |
| Dividends | £85.46 | +£0 | |
| Interest | £0.03 | +£0 | |
| Profit from sales | -£602.54 | +£0 | |
| Average monthly cash profit | -£5.44 | (-3.1%) | +£0.01 |
|
(Sold stocks profit + Dividends - Fees / Months) |
Small drop in JLP:Jubilee Metals so just a £15 drop in value. Pretty flat really.
Lets hope this is just a temporary blip.
Still comfortably above the upward-pointing trend line, so still happy.
I'm a week late posting this, mainly because I din't want to extend the misery of the week by writing it!
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