Week 482 Review - Portfolio falls under £100k after yet another awful week.

Yet another desperately awful week as OPTI:Optibiotix drops another 2p, salvaged slightly by PBX:Probiotix Health climbing 2.5p, but compounded by nearly everything else falling. The deficit between cost and value widened by £2,849 to £133,389 and deficit between injection amounts and value is now £64,450, with portfolio value dropping below £100k to £98,812. I'm beginning to think this is never going to turn around.

Worst performer was TLOU:Tlou Energy, which dropped 43% after announcing they are de-listing from AIM. So that was a brilliant wheeze, buying back into them a few weeks ago because it looked like they were not far form generating electricity. Fortunately I can trade them on ASX with AJ Bell, so I'll hang onto them.

OPTI:Optibiotix fell another 17% and crippled my portfolio. I'm really starting to lose hope in these ever recovering.

CWR:Ceres Power are meant to be a relatively stable FTSE250 company, but they dropped another 8% this week to go 9% down.

PSN:Persimmon have had a terrible couple of weeks, and dropped another 7% so are only 1% up now.

CMCL:Caledonia Mining should still be going upwards, but I'm guessing people are taking profits, and they dropped 6% but are still 14% up.

PBX:Probiotix Health won the vote to sack the CEO and responded with a speactacular 63% rise in share price, but they don't deserve Share of the Week as I voted to sack them. The shares are still 68% down, but the rise helped mitigate the huge drop in OPTI.

TRX:Tissue Regenix went up 11% on speculation they are considering selling the company. The problem is, my holding is still 57% down, so if they do sell the company I'll almost certainly make a loss.

FXPO:Ferrexpo have been creeping up recently, and rose 15%, but are still 87% down. I can at least start reporting on their movements again now they're less than 90% down.

Share of the Week is ALU:Alumasc Group which climbed 20% and are now 53% up in a reasonably short amount of time. They paid me a nice dividend too, they they are 57% up if you include that.

Here's the ISA and shares portfolio after week 14 of year 10.

			Weekly Change
Cash	£6.90		-£70.00
Portfolio cost	£111,553.84		+£280.00
Portfolio sell value (bid price-commission)	£39,505.01	(-64.6%)	-£1,711.38
Potential profits	£0		+£0
Yr 10 Dividends	£53.50		+£0
Yr 10 Interest	£0.37		+£0
Yr 10 Profit from sales	£243.66		+£0
Yr 10 proj avg monthly profit	£84.32	(1.2%)	-£6.49
Total Dividends	£12,275.99		+£0
Total Interest	£7.17		+£0
Total Profit from sales	£18,121.50		+£0
Average monthly cash profit	£268.92	(3.9%)	-£0.56
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	36%		-1%

I had some dividends and figured I'd take advantage of the huge drop in TLOU:Tlou Energy to increase my holding at half the price, so added a bit more cash to my ISA and bought 36,913 shares at 7.45p costing £280. That takes my holding to 96,716 costing £1,284 and drops my average price from 1.73p to 1.35p. Unfortunately they dropped a bit further after my purchase, which wasn't meant to happen.

Aside from that, there was a huge drop in portfolio value and not much else.

The less said the better

It's certainly consistent apart from the one blip.

The SIPP looks like this after week 466 overall and week 50 of year 9.

			Weekly Change
Cash	£260.40		+£41.03
Portfolio cost	£118,243.38		+£0
Portfolio sell value (bid price - commission)	£57,804.81	(-51.1%)	-£1,129.25
Potential profits	£5,105.95		-£115.22
Yr 9 Dividends	£1,467.77		+£41.03
Yr 9 Interest	£6.45		+£0
Yr 9 Profit from sales	£5,606.15		+£0
Yr 9 proj avg monthly profit	£595.68	(9.1%)	-£8.53
Total Dividends	£16,102.65		+£41.03
Total Interest	£12.38		+£0
Total Profit from sales	£16,442.05		+£0
Average monthly cash profit	£290.06	(4.4%)	-£0.24
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	40%		+0%

I got a £41 dividend from ALU:Alumasc Group, potential profits dropped by £115 which could have been worse, and another big drop in portfolio value.

Desperate

As with the ISA, in free-fall.

The trading account looks like this after week 432 overall and week 16 of year 9.

			Weekly Change
Cash	£63.39		+£0
Portfolio cost	£2,073.87		+£0
Portfolio sell value (bid price - commission)	£1,171.63	(-43.5%)	-£9.35
Potential profits	£31.81		+£5.01
Year 9 Dividends	£0		+£0
Year 9 Interest	£0		+£0
Year 9 Profit	£0		+£0
Yr 8 proj avg monthly profit	£0	(+0%)	+£0
Dividends	£85.46		+£0
Interest	£0.03		+£0
Profit from sales	-£602.54		+£0
Average monthly cash profit	-£5.19	(-3.0%)	+£0.01
(Sold stocks profit + Dividends - Fees / Months)

SBTX:SkinBioTherapeutics went up a little, so potential profits gained £5, but JLP:Jubilee Metals dropped a little, so portfolio value went down £9.

The brief tick upwards has stopped

Dragging that trend line downwards.

I'm late writing this and Trump has already won the election, so I'm even more depressed than usual.