No shares dropped by 5% or more this week, in contrast to the carnage of the week before.
FXPO:Ferrexpo climbed 9%, but I'll mention that first as they are still 76% down and so it was a much smaller increase when compared to my purchase price.
AFC:AFC Energy and CWR:Ceres Power have been moving in the same direction recently - mostly down. This week they were both up by 5%, and I'm hopeful both will stage a recovery in t he new year.
Share of the Week ATYM:Atalaya Mining also rose 5% this week, but I decided to give it the award as I think it's a good company, and have decided when I sell up my SIPP JLP:Jubilee Metals shares, I'll buy some more of these with the proceeds.
Here's the ISA and shares portfolio after week 22 of year 10.
| Weekly Change | |||
| Cash | £106.08 | +£11.64 | |
| Portfolio cost | £112,093.83 | +£0 | |
| Portfolio sell value (bid price-commission) | £44,232.50 | (-60.5%) | -£815.00 |
| Potential profits | £0 | +£0 | |
| Yr 10 Dividends | £109.18 | +£11.64 | |
| Yr 10 Interest | £0.44 | +£0 | |
| Yr 10 Profit from sales | £243.66 | +£0 | |
| Yr 10 proj avg monthly profit | £61.38 | (0.9%) | -£0.52 |
| Total Dividends | £12,331.67 | +£11.64 | |
| Total Interest | £7.24 | +£0 | |
| Total Profit from sales | £18,121.50 | +£0 | |
| Average monthly cash profit | £264.87 | (3.8%) | -£0.44 |
| (Sold stocks profit + Dividends - Fees / Months) | |||
| Compound performance | 36% | +0% |
I got an £11 dividend from WHR:Warehouse REIT which means I've had a 9% return in dividends since buying them. Unfortunately they are 30% down, but I'm in for the long haul.
Portfolio value dropped £815 thanks to small losses in large holdings.
Thankfully still above the £40k line.
Following the trend line rather annoyingly closely.
Portfolio value dropped by £565 for the same reason as the ISA, but potential profits only down by £2. Cash went up by £31 thanks to a tax rebate. Not much else happened.
Bad!
Below trend line and dragging it steeper downwards.
The trading account looks like this after week 440 overall and week 24 of year 9.
JLP:Jubilee Metals dropped by 3% which cost £25. I really hope it turns around in the new year.
The green line appears to be at a 12-month low.
Yep - no doubt it's pretty terrible.
2024 has bee a bit of a rubbish year, which is difficult to take as it promised so much. All I can hope is that the things that were meant to happen in 2024 and didn't, happen in 2025 instead.
Thankfully still above the £40k line.
Following the trend line rather annoyingly closely.
The SIPP looks like this after week 474 overall and week 6 of year 10.
| Weekly Change | ||||
| Cash | £187.31 | +£31.25 | ||
| Portfolio cost | £122,037.84 | +£0 | ||
| Portfolio sell value (bid price - commission) | £63,646.44 | (-47.8%) | -£565.52 | |
| Potential profits | £3,450.09 | -£2.37 | ||
| Yr 10 Dividends | £211.57 | +£0 | ||
| Yr 10 Interest | £0.17 | +£0 | ||
| Yr 10 Profit from sales | £1,906.90 | +£0 | ||
| Yr 10 proj avg monthly profit | £1.514.06 | (22.8%) | -£302.81 | |
| Total Dividends | £16,328.22 | +£0 | ||
| Total Interest | £13.07 | +£0 | ||
| Total Profit from sales | £18,914.84 | +£0 | ||
| Average monthly cash profit | £309.48 | (4.7%) | -£0.66 | |
| (Sold stocks profit + Dividends - Fees / Months) | ||||
| Compound performance | 43% | +0% |
Bad!
Below trend line and dragging it steeper downwards.
The trading account looks like this after week 440 overall and week 24 of year 9.
| Weekly Change | |||
| Cash | £70.88 | +£0 | |
| Portfolio cost | £2,150.27 | +£0 | |
| Portfolio sell value (bid price - commission) | £1,070.85 | (-50.2%) | -£25.26 |
| Potential profits | £0 | +£0 | |
| Year 9 Dividends | £0 | +£0 | |
| Year 9 Interest | £0 | +£0 | |
| Year 9 Profit | £83.88 | +£0 | |
| Yr 8 proj avg monthly profit | £15.15 | (+8.5%) | -£0.65 |
| Dividends | £85.46 | +£0 | |
| Interest | £0.03 | +£0 | |
| Profit from sales | -£518.66 | +£0 | |
| Average monthly cash profit | -£4.27 | (-2.4%) | +£0.01 |
| (Sold stocks profit + Dividends - Fees / Months) |
JLP:Jubilee Metals dropped by 3% which cost £25. I really hope it turns around in the new year.
The green line appears to be at a 12-month low.
Yep - no doubt it's pretty terrible.
2024 has bee a bit of a rubbish year, which is difficult to take as it promised so much. All I can hope is that the things that were meant to happen in 2024 and didn't, happen in 2025 instead.
In theory it should be the case - OPTI:Optibiotix are waiting to announce the first SweetBiotix contract, SBTX:SkinBioTherapeutics have Croda launching their product in April, PBX:Probiotix have assured us of big revenues coming soon, and JLP:Jubilee Metails should ramp up copper production and demonstrate massive cash generation. If those things happen then my portfolio should rocket, as they are all my biggest holdings.
So looking back at how things did in 2024, my deficit between cost and value went from £91,339 a year ago to £127,332, so I've lost around £36,000. I've added around £13k to the cost of my ISA, of which £12k was injecting new cash, and £18k to my SIPP, of which only £11k was injecting new cash and around £3k was tax rebates. The other £4k was re-investing profits.
I did implement my new SIPP strategy part way through the year, and that still needs another year to bed in, as I sell non-dividend shares and re-invest in magic formula shares, assuming those loss-making shares ever turn around. I do need to retain better discipline though, as I've been selling dividend-paying shares to buy JLP:Jubilee Metals as a short-term punt, and that's completely the reverse of what I'm meant to be doing in this account. It really has to stop!
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