Week 510 Review - Jubilee Metals may have finally woken up.

Not a bad week, despite OPTI:Optibiotix dropping 0.5p, The deficit between cost and value narrowed by £1,018 to £124,806 and the deficit between injection and value reduced to £51,720. Total portfolio value increased to £119,493.

Worst performer was PAF:Pan African Resources which gave up most of last week's gains. Gold hasn't dropped 13% in price so I don't know why these have.

III:3i Group fell 5% in a rare pullback for my most successful investment.

SBTX:SkinBioTherapeutics fell yet another 5% as there is still no news on anyone using their lysate.

AFC:AFC Energy had another good week, climbing 6% to go 44% down.

IPX:Impax Asset Management recovered another 7% but are 62% down.

AJB:AJ Bell went up 9% and they are bow 58% in profit.

CWR:Ceres Power had another good week as maybe hydrogen shares are being given another chance. They are still 66% down.

FOUR:4imprint plummeted after a lukewarm future looking statement a few months ago, but recovered 13% this week and are now 35% down.

Share of the Week is JLP:Jubilee Metals, which also went up 13% but is a way larger holding and one I've been waiting to turn around for two years.

Here's the ISA and shares portfolio after week 42 of year 11.

			Weekly Change
Cash	£120.17		+£0.85
Portfolio cost	£114,352.47		+£0
Portfolio sell value (bid price-commission)	£46,419.16	(-59.4%)	+£688.98
Potential profits	£0		+£0
Yr 10 Dividends	£147.27		+£8.93
Yr 10 Interest	£1.11		+£0.02
Yr 10 Profit from sales	£327.55		+£0
Yr 10 proj avg monthly profit	£40.62	(0.6%)	-£0.90
Total Dividends	£12,455.22		+£8.93
Total Interest	£7.91		+£0.02
Total Profit from sales	£17,602.85		+£0
Average monthly cash profit	£250.79	(3.5%)	-£0.48
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	35%		+0%

Most of the £688 rise is thanks to JLP:Jubilee Metals, which is my 2nd biggest holding in the ISA. I also got an £8 dividend from CAPD:Capital.

I'm doing the write-up on my laptop, which makes the charts gigantic at original size, so I had to use "Large" which naturally means they are smaller.

Almost back to where we were last week.

The SIPP looks like this after week 494 overall and week 26 of year 10.

			Weekly Change
Cash	£115.18		-£239.71
Portfolio cost	£129,712.16		+£231.11
Portfolio sell value (bid price - commission)	£72,838.57	(-43.8%)	+£329.27
Potential profits	£5,491.60		-£560.79
Yr 10 Dividends	£655.48		+£10.98
Yr 10 Interest	£2.23		+£0.11
Yr 10 Profit from sales	£2,375.87		+£0
Yr 10 proj avg monthly profit	£485.55	(6.8%)	-£20.92
Total Dividends	£16,772.13		+£10.98
Total Interest	£15.13		+£0.11
Total Profit from sales	£19,383.81		+£0
Average monthly cash profit	£304.12	(4.2%)	-£0.69
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	40%		+0%

I did my monthly investment, buying 12 shares in BHP:BHP Group at 1913.44p costing £231.11. I despair at how often the price of my monthly investment soars just before I invest, then sinks straight after, It's almost fishy. That's all my BHP shares bought now, so I'm switching to FOUR:4imprint as I like them and think they are cheap.

The value didn't go up as much as the ISA as it has fewer JLP:Jubilee Metals. Potential profits dropped £560 largely due to PAF:Pan African Resources.

I got £10 dividends from from CAPD:Capital and 11p interest.

Flattish again

No longer parallel to the trend line, but not exactly zooming upwards.

Good to have caught up, but already half way through week 511. Happy to say that so far JLP:Jubilee Metals is continuing to climb. Could the big sellers have finally cleared out and given us a chance to recover?

Week 509 Review - First down week for a while.

Not a bad week for most of the portfolio, but a 1.5p drop for OPTI:Optibiotix and another big drop for SBTX:SkinBioTherapeutix means the first down week for a while, with the deficit between cost and value widening by £2,158 to £125,825 and the deficit between injection and value widened to £52,730. Total portfolio value dropped to £118,482.

Worst performer was FXPO:Ferrexpo, dropping 21%, although beats me why it went up in the first place. Unfortunately it's only 87% down so I still have to report on it.

OPTI:Optibiotix dropped 8% and was the main reason my portfolio ended the week down. There is unrest among shareholders which isn't helping things one bit.

BPM:BP Marsh & Partners dropped 7% on the back of a significant institutional investor dumping a big portion of its holding in a placing at a discount.

GSK:GSK dropped 5%, presumably on tariff fears.

TLOU:Tlou Energy fell 5% and seems to be drifting down until we get some positive news.

ALU:Alumasc Group and SCT:Softcat both went up 5%, and are both in-profit magic formula shares.

IPX:Impax Asset Management went up 7%, but these are still down 64%.

ALPH:Alpha Group went up 11% after news someone wants to buy them.

PAF:Pan African Resources went up 13% as gold soared, and they are now 74% up.

CWR:Ceres Power went up 15% but are still 69% down.

Share of the Week is AFC:AFC Energy which zoomed up 17%, maybe due to closing shorts, but they are still 47% down.

Here's the ISA and shares portfolio after week 41 of year 11.

			Weekly Change
Cash	£119.32		+£0
Portfolio cost	£114,352.47		+£0
Portfolio sell value (bid price-commission)	£45,730.18	(-60.0%)	-£1,736.33
Potential profits	£0		-£58.72
Yr 10 Dividends	£138.34		+£0
Yr 10 Interest	£1.09		+£0
Yr 10 Profit from sales	£327.55		+£0
Yr 10 proj avg monthly profit	£41.52	(0.6%)	-£1.04
Total Dividends	£12,446.29		+£0
Total Interest	£7.89		+£0
Total Profit from sales	£17,602.85		+£0
Average monthly cash profit	£251.27	(3.5%)	-£0.50
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	35%		+0%

Most of the drop in value is OPTI:Optibiotix, and as SBTX:SkinBioTherapeutics collapses, all my potential profits are wiped out - again,

I knew it was too good to last.

Still above the trend line, but not enough to start dragging it up.

The SIPP looks like this after week 493 overall and week 25 of year 10.

			Weekly Change
Cash	£354.89		+£11.00
Portfolio cost	£129,481.05		+£0
Portfolio sell value (bid price - commission)	£72,278.19	(-44.2%)	-£422.44
Potential profits	£6,052.39		+£951.24
Yr 10 Dividends	£644.50		+£11.00
Yr 10 Interest	£2.12		+£0
Yr 10 Profit from sales	£2,375.87		+£0
Yr 10 proj avg monthly profit	£506.47	(7.1%)	-£19.11
Total Dividends	£16,761.15		+£11.00
Total Interest	£15.02		+£0
Total Profit from sales	£19,383.81		+£0
Average monthly cash profit	£304.81	(4.3%)	-£0.52
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	40%		+0%

I got an £11 dividend from from GAW:Games Workshop, and losses are only £422 thanks to big rises in some of my magic formula shares, resulting in potential profits rising £951.

That's almost flat.

Same angle as the trend line, and perilously close to it.

I'm 2 weeks late writing this so nothing else to say.

Week 508 Review - A good week slightly spoiled by a big drop in SkinBioTherapeutics.

A pretty good week, with most shares up. A few major holdings were down, which lowered the gains to a £2,873 reduction in the deficit between cost and value to £123,666 and a reduction in deficit between injection and value to £50,582. Total portfolio value increased to £120,630.

Worst performer was SBTX:SkinBioTherapeutics which dropped 13%, but that was on the back of a 24% rise last week. It hammered my ISA potential profits though, dropping from £847 to £58.

Fellow microbiome share PBX:Probiotix Health had a second bad week in a row, dropping 7%, with most of my holding now down 68%.

TRX:Tissue Regenix continued the relentless slide and dropped another 6% to go 77% down. I'm so glad they announced they were thinking of selling the company which has generated a 50% drop in value since.

The rest was good news. There were no real reasons for most of the increases as far as I could see.

ALPH:Alpha Group went up 5% and my holding is now 11% in profit. Interesting that an after hours RNS stated a company is interested in buying them, so it looks like I won't get a chance to hold them for long. The question is, how much are they willing to pay? If it's more than the current share price at least I'll come away with some profit, but not the years of dividends I was hoping for.

IPX:Impax Asset Management also went up 5% but are down 67% altogether, which is way too much in my opinion and I wish I had money on the SIPP to buy some more. I will have if JLP:Jubilee Metals ever sort themselves out.

ARBB:Arbuthnot Banking went up 6% and POLR:Polar Capital went up 7%.

ATYM:Atalaya Mining, FDM:FDM Group, OPTI:Optibiotix , PSN:Persimmon and SCT:Softcat all went up 8%, and ATYM is being added to the FTSE250 which should help the share price - although it didn't do much good for CWR:Ceres Power.

AFC:AFC Energy went up a massive 33% which I suspect is shorters closing their bets, as nothing really happened. I'm still down 55% but it's a lot less horrifying than it was last week.

Share of the Week is FXPO:Ferrexpo, which I stated I wouldn't have to report on any more as they were bound to go back to 90% down, but I was wrong as they went up another 42% and are now 84% down. I don't know why they went up as their situation doesn't seem to have improved at all.

Here's the ISA and shares portfolio after week 40 of year 11.

			Weekly Change
Cash	£119.32		+£0
Portfolio cost	£114,352.47		+£0
Portfolio sell value (bid price-commission)	£47,466.51	(-58.5%)	+£756.66
Potential profits	£58.72		-£788.44
Yr 10 Dividends	£138.34		+£0
Yr 10 Interest	£1.09		+£0
Yr 10 Profit from sales	£327.55		+£0
Yr 10 proj avg monthly profit	£42.56	(0.6%)	-£1.09
Total Dividends	£12,446.29		+£0
Total Interest	£7.89		+£0
Total Profit from sales	£17,602.85		+£0
Average monthly cash profit	£251.77	(3.5%)	+£0.50
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	35%		+0%

The increase would have been twice as much without the big drop in SBTX:SkinBioTherapeutics, which obliterated my potential profits.

Still below where we were when the tariff debacle hit.

A little bit further above the trend line, but it's going to be pointing downwards for a long time yet.

The SIPP looks like this after week 492 overall and week 24 of year 10.

			Weekly Change
Cash	£343.89		+£250.00
Portfolio cost	£129,481.05		+£0
Portfolio sell value (bid price - commission)	£72,700.63	(-43.9%)	+£2,116.40
Potential profits	£5,101.15		+£260.48
Yr 10 Dividends	£633.50		+£0
Yr 10 Interest	£2.12		+£0
Yr 10 Profit from sales	£2,375.87		+£0
Yr 10 proj avg monthly profit	£525.58	(7.3%)	-£22.85
Total Dividends	£16,750.15		+£0
Total Interest	£15.02		+£0
Total Profit from sales	£19,383.81		+£0
Average monthly cash profit	£305.33	(4.3%)	-£0.63
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	40%		+0%

I added £250 for my monthly investment but the trade won't be until next week. Healthy increase in value and modest rise in potential profits.

This account is a little higher than it was on tariff day.

Above the trend line, and back to the relatively stable position this account has held for the last six months aside from a few brief blips.

There's speculation that the seller responsible for keeping the JLP:Jubilee Metals share price down is the mining company we bought the high grade copper supply from. It makes sense that they would want to convert them to cash straight away if they are short of cash themselves, although it does seem very short sighted. It would be nice not to be in the grips of a big seller just for a little while. Long enough to sell a load of my SIPP holding as I only need 5.5p to start selling, from the current 3.1p we've held at for a few weeks. If it can get to 11.5p then my entire SIPP holding of 277,591 shares will be sold, leaving me with 335,780 in the ISA which I'll keep. There are also 45,497 in the dealing account from my old trading account which I'll be pulling out as cash, but they need the price to be 11.5p and 14p.

Week 507 Review - Flat week but SkinBioTherapeutics may be on a break out.

Generally a flat week, with my two largest holdings not moving, but gains and losses in other big holdings. The deficit between cost and value improved by £660 to £126,539 and the deficit between injection and value reduced to £53,455. Total portfolio value increased to £117,507.

The worst performer was PBX:Probiotix Health, which dropped 1p and 13%. The price seems to be drifting slowly downwards after some brief optimism a few months ago.

PAF:Pan African Resources fell 7% which was presumably profit taking after the recent strong run, as gold is still very high.

TRX:Tissue Regenix continued the recent slide and fell by another 6% to go 76% down.

TLOU:Tlou Energy has been showing some weird prices on ASX, so I've stopped using the bid price and reverted to share price due to the bid price being shown as ludicrously low. As a result the price went up 26% on paper, but is actually the same as last week.

APAX:Apax Global Alpha had a slight recovery, gaining 5% to go 37% down. Not a great performance from this previously strong magic formula share, but worth holding for the great dividend in the hope the price will recover.

CWR:Ceres Power has been all over the place lately, but went up 5% this week. They are 74% down, which is not what I was expecting when they listed on the main market and briefly went into the FTSE 250. I blame massive shorting for the share price drop.

FOUR:4imprint do quite a lot of business in America which may explain the recent collapse in share price, but I don't see how tariffs will impact them. The main drop followed record profits but a note of caution with an uncertain economic outlook. They have £147 million cash so it doesn't seem that uncertain. They recovered 6% this week but are still 41% down. I would buy more if I had cash.

ASHM:Ashmore Group went up 9% for no discernible reason but they are still 50% down. I've had £140 dividends though, so they seem to be doing OK. They are in my dealing account so I'll sell them as soon as I'm not making a huge loss, which may be some time.

FXPO:Ferrexpo continue to bounce up and down and went up 9% this week which unfortunately means they are 89% down and I have to start reporting on them again, until next week when they no doubts go back over 90% down.

Share of the Week is SBTX:SkinBioTherapeutics which went up 24% and sent my ISA holding into profit by 17%. There does seem to be genuine hope for the new ingredient launched this month by Croda, with standing ovations at the launch event. If they keep climbing then maybe there will be a knock-on for OPTI:Optibiotix who still own 10% of the shares.

Here's the ISA and shares portfolio after week 39 of year 11.

			Weekly Change
Cash	£119.32		+£0
Portfolio cost	£114,352.47		+£0
Portfolio sell value (bid price-commission)	£46,709.85	(-59.2%)	+£1,015.96
Potential profits	£847.16		+£847.16
Yr 10 Dividends	£138.34		+£0
Yr 10 Interest	£1.09		+£0
Yr 10 Profit from sales	£327.55		+£0
Yr 10 proj avg monthly profit	£43.65	(0.6%)	-£1.14
Total Dividends	£12,446.29		+£0
Total Interest	£7.89		+£0
Total Profit from sales	£17,602.85		+£0
Average monthly cash profit	£252.27	(3.6%)	+£0.49
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	35%		+0%

I have a big SBTX:SkinBioTherapeutix holding in the ISA, so most of the £1,015 increase is thanks to that, plus potential profits going from nothing to £847 is all down to SBTX.

Pretty flat for 6 months now.

Above the trend line but for how long?

Nearly a year since I sold anything.

The SIPP looks like this after week 491 overall and week 23 of year 10.

			Weekly Change
Cash	£93.89		-£62.63
Portfolio cost	£129,481.05		+£287.63
Portfolio sell value (bid price - commission)	£70,584.23	(-45.5%)	-£355.03
Potential profits	£4,840.67		-£128.79
Yr 10 Dividends	£633.50		+£0
Yr 10 Interest	£2.12		+£0
Yr 10 Profit from sales	£2,375.87		+£0
Yr 10 proj avg monthly profit	£548.43	(7.7%)	-£24.93
Total Dividends	£16,750.15		+£0
Total Interest	£15.02		+£0
Total Profit from sales	£19,383.81		+£0
Average monthly cash profit	£305.96	(4.3%)	-£0.62
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	40%		+0%

I had some tax rebates in both my AJ Bell and Hargreaves Lansdown accounts so bought a few more JLP:Jubilee Metals shares in anticipation of copper production news being imminent and hopefully giving the share price a boost. 

I bought 3,858 in my AJ Bell account at 3.24p costing £130 and 4,455 in my Hargreaves Lansdown account at 3.27p costing £157.63. Needless to say they dropped shortly afterwards and are 3.1p to sell. Hopefully next week my relentless buying will finally be rewarded, although so far whenever I relentlessly buy something it seems to do worse.

Portfolio value actually dropped by £355 and potential profits by £128 largely thanks to the big drop in PAF:Pan African Resources and the small number of SBTX:SkinBioTherapeutics shares in my SIPP.

Value flat but costs going up.

Right on the trend line. I remember the days when my SIPP performance was much better than my ISA, but not any more.

Still hoping for some big JLP:Jubilee Metals sells in the not to distant future to improve the look of this. At least it's better now than it was 12 months ago, most of which was selling part of my PAF:Pan African Resources holding.

Week 506 Review - Great week sees us almost back to pre-tariff value.

A great week for most shares in my portfolio, including my largest holdings. The deficit between cost and value narrowed by £8,424 to £127,200 and the deficit between injection amount and value reduced to £54,291. Total portfolio value increased to £116,621, which is almost back to where it was before Trump announced his tariffs. However, the gains are largely due to my larger holdings and not so much my magic formula shares, many of which which are still down since the tariff announcements.

The only share that dropped significantly was TLOU:Tlou Energy which fell 28%, but I suspect this is a false drop, as ASX does odd things with the bid price. It will likely bounce back next week.

CAML:Central Asia Metals, GAW:Games Workshop, III:3i Group and PAGE:Pagegroup all climbed 6%.

APAX:Apax Global Alpha, IPX:Impax Asset Management, JLP:Jubilee Metals and TRY:TR Property Investment all went up by 7%.

ALPH:Alpha Group went up 9% and are back in profit by 1%.

PSN:Persimmon also went up 9% but are still 17% down.

SBTX:SkinBioTherapeutics recovered 11% so my ISA holding is only down by 6% now.

ATYM:Atalaya Mining went up 14% after a good production update.

Share of the Week is OPTI:Optibiotix, who announced a new US deal for Slimbiome which could be a big one and went up 16% in response. We are getting some bigger Slimbiome deals these days, so if they can just generate some decent revenue, then any SweetBiotix announcement will be the icing on the cake.

Here's the ISA and shares portfolio after week 38 of year 11.

			Weekly Change
Cash	£119.32		-£4.34
Portfolio cost	£114,352.47		+£0
Portfolio sell value (bid price-commission)	£45,693.89	(-60.0%)	+£3,858.29
Potential profits	£0		+£0
Yr 10 Dividends	£138.34		+£0
Yr 10 Interest	£1.09		+£0.03
Yr 10 Profit from sales	£327.55		+£0
Yr 10 proj avg monthly profit	£44.79	(0.6%)	-£1.72
Total Dividends	£12,446.29		+£0
Total Interest	£7.89		+£0.03
Total Profit from sales	£17,602.85		+£0
Average monthly cash profit	£252.76	(3.6%)	+£0.54
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	35%		+0%

Cash dropped a little due to AJ Bell fees and value soared. Nothing else happened.

Boing.

Back above the trend line.

The SIPP looks like this after week 490 overall and week 22 of year 10.

			Weekly Change
Cash	£156.52		+£27.21
Portfolio cost	£129,193.42		+£0
Portfolio sell value (bid price - commission)	£70,651.63	(-45.3%)	+£4,566.28
Potential profits	£4,969.46		+£366.49
Yr 10 Dividends	£633.50		+£29.92
Yr 10 Interest	£2.12		+£0.11
Yr 10 Profit from sales	£2,375.87		+£0
Yr 10 proj avg monthly profit	£573.36	(8.0%)	-£21.69
Total Dividends	£16,750.15		+£29.92
Total Interest	£15.02		+£0.11
Total Profit from sales	£19,383.81		+£0
Average monthly cash profit	£306.58	(4.3%)	-£0.39
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	40%		+0%

I had a £29 dividend from RIO:Rio Tinto minus AJ Bell fees, value went up more than the ISA, and potential profits increased by £366.

Keeping pace with the injection line but not getting close enough for my liking.

A big jump, but only enough to touch the injection line.

JLP:Jubilee Metals announced great production results from South Africa but there's still a seller keeping the price down. The big news will be copper production in Zambia, which should be due soon. Even with a big seller, that could send the price significantly higher. I wish it would, as I really want to sell the SIPP shares and put them into magic formula shares while prices are still depressed.

Meanwhile there's a bit more optimism at OPTI:Optibiotix, so could we get a gradual and sustained recovery back to the 40p level? I think that's where we should be right now, and it would put me almost back on the injection line.

Week 505 Review - A slight recovery from last week's crash.

Some recovery after last week's disaster, but only clawed back about 25% of the losses. The deficit between cost and value improved by £2,549 to £135,624 and deficit between injection amount and value narrowed to £62,739. Total portfolio value increased to £108,173.

SBTX:SkinBioTherapeutics dropped 19% and I have no clue why. It coincided with Croda launching the new lysate. Maybe people thought that was going to come with news on sales. It caused my one profitable ISA share to go back into loss.

IPX:Impax Asset Management dropped another 18% to go 72% down. All this from losing one contact with St James's Place seems well over-done. I'd be buying more with only JLP:Jubilee Metals gets into profit.

PAGE:Pagegroup plummeted 15% and are now 53% down but I'm confident they will recover in a few years, which is well within my timeline for holding.

GSK:GSK dropped 9% to go 22% down, just as I thought they were recovering.

FDM:FDM Group dropped another 6% to go 32% down.

FOUR:4imprint also dropped 6% to go 43% down.

PSN:Persimmon dropped 5% to go 24% down.

Although these were frustrating losses, and probably still aftershocks from last week, there were lots of big gains to compensate.

AJB:AJ Bell, ATYM:Atalaya Mining, GAW:Games Workshop, IHP:Integrafin and SAE:Simec Atlantis Energy all went up 5%.

CAPD:Capital and PBX:Probiotix Health both went up 7%.

IGG:IG Group went up 8% and are 20% up.

ARBB:Arbuthnot Banking climbed 10% and are only 13% down.

III:3i Group went up 10% and are 141% up.

AFC:AFC Energy went up 11% but are still 66% down and being heavily shorted.

CWR:Ceres Power are also being heavily shorted but recovered 14% this week, but are still 76% down.

Share of the week is PAF:Pan African Resources which went up 22% as gold soared to a new record. They are now 65% up and one of my best performing shares.

Here's the ISA and shares portfolio after week 37 of year 10.

			Weekly Change
Cash	£123.66		+£11.64
Portfolio cost	£114,352.47		+£0
Portfolio sell value (bid price-commission)	£41,835.60	(-63.4%)	+£247.33
Potential profits	£0		-£283.99
Yr 10 Dividends	£138.34		+£11.64
Yr 10 Interest	£1.06		+£0
Yr 10 Profit from sales	£327.55		+£0
Yr 10 proj avg monthly profit	£46.51	(0.7%)	+£0.11
Total Dividends	£12,446.29		+£11.64
Total Interest	£7.86		+£0
Total Profit from sales	£17,602.85		+£0
Average monthly cash profit	£253.30	(3.6%)	-£0.40
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	35%		+0%

Not much happened, but I did get an £11 dividend from WHR:Warehouse REIT, which will be my last one before they are bought out and I have to decide whether to extract the £1,000 or transfer it to my ISA. I should really extract the cash to pay for my holiday as it was never meant to be in there for long.

Value only increased by £247 and potential profit was wiped out after SBTX:SkinBioTherapeutix plummeted.

Pretty flat.

Still below the trend line

The SIPP looks like this after week 489 overall and week 21 of year 10.

			Weekly Change
Cash	£129.31		-£209.13
Portfolio cost	£129,193.42		+£239.20
Portfolio sell value (bid price - commission)	£66,085.35	(-48.8%)	+£2,302.44
Potential profits	£4,602.97		+£1,350.84
Yr 10 Dividends	£603.58		+£30.07
Yr 10 Interest	£2.01		+£0
Yr 10 Profit from sales	£2,375.87		+£0
Yr 10 proj avg monthly profit	£595.05	(8.3%)	-£23.24
Total Dividends	£16,720.23		+£30.07
Total Interest	£14.91		+£0
Total Profit from sales	£19,383.81		+£0
Average monthly cash profit	£306.97	(4.3%)	-£0.36
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	40%		+0%

Much better looking than the ISA. I had a £19 dividend from ALU:Alumasc Group and £10 from GSK:GSK. I also did my monthly investment in BHP:BHP Group and bought 14 shares at 1697.8887p costing £239.20. That takes my holding to 51 shares at a weighted average of 1899.2728p costing £974.63 which are down 9%, so I'll buy for one more month to take me over £1,000.

Value soared £2,302 and potential profits recovered from last week's losses to go up by £1,350.

Still well below where we were a few weeks ago.

Still well below the trend line.

Nothing more to add as I'm a week late writing this one up.

Week 504 Review - Carnage as Trump triggers stock market meltdown.

What an utterly catastrophic week. Given OPTI:Optibiotix only lost 1p which is around £2,000, the fact that the deficit between cost and value widened by £11,982 shows how dreadful things were across the rest of the portfolio. The deficit is now £138,174 and deficit between injection amount and value is £65,330. Total portfolio value dropped to £105,131 despite a £2,500 injection.

There's no point trying to write any reason for most of the declines so I'll just list them. Suffice to say there is no Share of the Week as everything was shit.

JLP:Jubilee Metals was the biggest faller, losing 24% after predictably uninspiring results and despite good news on the waste dump project at the end of the week. Needless to say I bought some more.

IPX:Impax Asset Management dropped 20%.

ATYM:Atalaya Mining dropped 17%.

POLR:Polar Capital dropped 16%.

ASHM:Ashmore Group and FOUR:4imprint dropped 15%.

CWR:Ceres Power dropped 14%.

BHP:BHP Group dropped 13%.

CAML:Central Asia Metals, IHP:Integrafin and PAGE:Pagegroup dropped 12%.

ALPH:Alpha Group and PAF:Pan African Resources dropped 11% so even gold miners weren't spared.

RIO:Rio Tinto dropped 10%.

AJB:AJ Bell, APAX:Apax Global Alpha and FDM:FDM Group dropped 8%.

GAW:Games Workshop and WHR:Warehouse REIT dropped 7%.

BPM:BP Marsh & Partners and OPTI:Optibiotix dropped 6%.

CORE:Solidcore Resources, GSK:GSK and III:3i Group dropped 5%.

What a shit show!

Here's the ISA and shares portfolio after week 36 of year 10.

			Weekly Change
Cash	£112.02		+£63.93
Portfolio cost	£114,352.47		+£0
Portfolio sell value (bid price-commission)	£41,588.27	(-63.6%)	-£5,056.25
Potential profits	£283.99		+£0
Yr 10 Dividends	£126.70		+£17.47
Yr 10 Interest	£1.06		+£0.21
Yr 10 Profit from sales	£327.55		+£0
Yr 10 proj avg monthly profit	£46.40	(0.7%)	+£0.39
Total Dividends	£12,434.65		+£17.47
Total Interest	£7.86		+£0.21
Total Profit from sales	£17,602.85		+£0
Average monthly cash profit	£253.70	(3.6%)	-£0.39
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	35%		+0%

I got a £17 dividend from ASHM:Ashmore Group which means I've had 14% return from them in dividends now. Shame they are down 53%. Cash went up a bit too, as I added £50 to my ISA before the end of the tax year to ensure fees are covered for next year. SBTX:SkinBioTherapeutix didn't change price so potential profits remain the same. That was the highlight of the whole week.

Too depressed for any chart commentary this week.

The SIPP looks like this after week 488 overall and week 20 of year 10.

			Weekly Change
Cash	£338.44		+£68.23
Portfolio cost	£128,954.22		+£2,697.17
Portfolio sell value (bid price - commission)	£63,543.71	(-50.7%)	-£6,926.50
Potential profits	£3,252.13		-£937.04
Yr 10 Dividends	£573.51		+£31.35
Yr 10 Interest	£2.01		+£0.71
Yr 10 Profit from sales	£2,375.87		+£0
Yr 10 proj avg monthly profit	£618.29	(8.7%)	-£29.03
Total Dividends	£16,690.16		+£31.35
Total Interest	£14.91		+£0.71
Total Profit from sales	£19,383.81		+£0
Average monthly cash profit	£307.33	(4.3%)	-£0.49
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	40%		-2%

My £2,200 pension transfer came through and I also added £300 to go with recent tax relief and dividends. I got £31 dividend from APAX:Apax Global Alpha which means I've had 17% return from these but they are down 42%. Potential profits were hammered by £931 across the board and the drop in portfolio value was much worse than the ISA.

I bought 17,618 shares in JLP:Jubilee Metals after the large waste dump news at 2.9799p costing £530 taking my SIPP holding to 269,278, all of which will be sold as soon as they stop being rubbish.

I carried out my plan with the pension transfer and bought 23 shares in RIO:Rio Tinto at 4566.5p costing £1,067.50 and I also bought 352 shares in IHP:Integrafin at 307.474p costing £1,099.67. Both plummeted on Thursday and Friday so I shouldn't have bothered.

Well, that's a week I'd like to forget in a hurry. Will there be any recovery next week or will it get even worse?

There's intrigue on 9th April when Boots launch a new formula of their popular No.7 brand. On their website it says the new formula is in collaboration with Manchester University, which is where SBTX:SkinBioTherapeutics came from, and Croda are due to launch their new lysate this month. Is it too much to hope for that SBTX is in the new No.7? We'll find out on Wednesday.

Week 503 Review - Optibiotix prevents Jubilee Metals from making it a good week.

Another bad week despite some good rises in big holdings. A 2p drop in OPTI:Optibiotix on the back of a corporate update wrecked the gains and resulted in the deficit between cost and value widening by £2,637 to £126,191 and the deficit between injection amount and value widened to £53,377. Total portfolio value dropped to £114,735.

Biggest loser was CWR:Ceres Power which is subject to a big short attack after Bosch pulled out, despite it not having that significant affect on revenues. They dropped another 18% this week to go 75% down.

TLOU:Tlou Energy had a massive rise last week but dropped 17% this week to go 27% down all together.

AFC:AFC Energy are also being shorted in an attack against "green" technology companies. They dropped another 14% this week and are now 71% down.

OPTI:Optibiotix fell 2p after an underwhelming corporate update which had no bad news, but made it clear nothing is going to be happening any time soon. They fell 11% and it cost me £4,000 so it's a good job there were some rises elsewhere.

FXPO:Ferrexpo fell another 10% as it becomes increasingly clear the Ukrainian government are out to get them.

The increase in copper price helped CAML:Central Asia Metals to go up 5%  so my biggest holding in these is only 2% down now.

SAE:Simec Atlantis Energy also went up 5% but are 72% down overall.

WHR:Warehouse REIT had an increased offer to buy them out and are minded to accept it. The offer will mean I make a tiny profit and shares went up 5% but are still below the price being offered to buy the company. It would be nice if a rival bid came in but there's no sign of that happening.

JLP:Jubilee Metals is my 2nd biggest holding and went up 6%. Could this mean the institutions have stopped selling? Still no sign of results so it's likely they will be next week but there's a risk of a big drop afterwards. We know there was virtually no copper produced so a lot depends on how well chrome performed and if there is any extra news on top.

Share of the week was PAF:Pan African Resources which went up 7% as gold continues to go up. My holding is now up by 51% and it's a shame this is my only remaining gold miner.

Here's the ISA and shares portfolio after week 35 of year 10.

			Weekly Change
Cash	£48.09		+£0.07
Portfolio cost	£114,352.47		+£0
Portfolio sell value (bid price-commission)	£46,644.52	(-59.2%)	-£1,533.48
Potential profits	£283.99		+£225.27
Yr 10 Dividends	£109.23		+£0
Yr 10 Interest	£0.85		+£0.03
Yr 10 Profit from sales	£327.55		+£0
Yr 10 proj avg monthly profit	£46.01	(0.6%)	-£1.35
Total Dividends	£12,417.18		+£0
Total Interest	£7.65		+£0.03
Total Profit from sales	£17,602.85		+£0
Average monthly cash profit	£254.09	(3.6%)	-£0.50
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	35%		+0%

A welcome rise in potential profits thanks to a 4% increase in SBTX:SkinBioTherapeutics, but drop in value of £1,533. Long term performance is pretty dreadful as I haven't sold anything in ages.

The flatness continues.

Still above the trend line, but it will be getting steeper in the short term.

The SIPP looks like this after week 487 overall and week 19 of year 10.

			Weekly Change
Cash	£270.21		+£9.68
Portfolio cost	£126,257.05		+£0
Portfolio sell value (bid price - commission)	£67,773.04	(-46.3%)	-£1,104.43
Potential profits	£4,189.17		+£368.64
Yr 10 Dividends	£542.16		+£9.30
Yr 10 Interest	£1.30		+£0.05
Yr 10 Profit from sales	£2,375.87		+£0
Yr 10 proj avg monthly profit	£647.32	(9.4%)	-£33.71
Total Dividends	£16,658.81		+£9.30
Total Interest	£14.20		+£0.05
Total Profit from sales	£19,383.81		+£0
Average monthly cash profit	£307.82	(4.5%)	-£0.55
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	42%		+0%

A £9 dividend came from BHP:BHP Group and although value dropped by £1,104, potential profits went up by £368 thanks to PAF:Pan African Resources, ALPH:Alpha Group and ALU:Alumasc Group.

More flatness but costs have been going up.

Dipping slightly below the trend line

Hopefully this will take a leap up if JLP:Jubileee Metals sorts itself out.

I've had confirmation that my pension transfer has been processed, so it should come through next week. I'm currently planning to invest half in IHP:Integrafin, as they posted a record quarter last quarter and should be due an update on the most recent quarter very soon. The other half will be RIO:Rio Tinto which seems undervalued given the recent rises in copper prices. Both are existing holdings and will average down my purchase price.