Week 491 Review - A good start to 2025.

A good start to 2025, with more shares gaining than losing. The deficit between cost and value narrowed by £3,916 to £123,415 and deficit between injection amount and value reduced to £51,488. Total portfolio value increased to £113,524.

Worst performer was FXPO:Ferrexpo which dropped 7%. This is moving wildly every week.

IHP:Integrafin dropped 5% which is handy because I want to buy some more when my pension transfer comes through. Given results were good, I don't understand the recent fall.

JLP:Jubilee Metals is an absolute nightmare, with several large institutional investors offloading millions of shares. They are all being mopped up, but it means the fall in price is relentless and I have a whole load bought at what I considered bargain prices that I really need to sell. Fortunately I did sell the ones where I borrowed the money to buy them by selling CAML:Central Asia Metals and made a profit on them as well as buying back CAML at a lower price, but the 5% drop in JLP this week takes it to the lowest price for over a year.

ATYM:Atalaya Mining went up 5% this week but is still 17% down.

AFC:AFC Energy has had 2 good weeks in a row and went up 6% this week, but is still 44% down.

CORE:Solidcore Resources climbed 9% but is still 84% down and I can't sell them until they re-list in the UK.

OPTI:Optibiotix went up 9% which was a significant contribution to this week's gains.

TLOU:Tlou Energy rose 15% but only because they de-listed from AIM and I'm now calculating the share price by converting Australian dollars.

Share of the Week is PBX:Probiotix Health, which went up 18% and will hopefully keep going, but I won't hold my breath is it's still 68% down.

Here's the ISA and shares portfolio after week 23 of year 10.

			Weekly Change
Cash	£102.64		-£3.44
Portfolio cost	£112,093.83		+£0
Portfolio sell value (bid price-commission)	£46,103.21	(-58.9%)	+£1,870.71
Potential profits	£0		+£0
Yr 10 Dividends	£109.18		+£0
Yr 10 Interest	£0.75		+£0.31
Yr 10 Profit from sales	£243.66		+£0
Yr 10 proj avg monthly profit	£58.06	(0.8%)	-£3.32
Total Dividends	£12,331.67		+£0
Total Interest	£7.55		+£0.31
Total Profit from sales	£18,121.50		+£0
Average monthly cash profit	£264.30	(3.8%)	-£0.57
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	36%		+0%

Cash down by monthly fees minus a small amount of interest, and good £1,870 increase in value. Potential profits are still zero.

Hope this week isn't a blip.

Above the trend line, which is the main objective. It's staying there that's proving tricky.

The SIPP looks like this after week 475 overall and week 7 of year 10.

			Weekly Change
Cash	£484.06		+£296.75
Portfolio cost	£122,037.84		+£0
Portfolio sell value (bid price - commission)	£65,743.10	(-46.1%)	+£2,096.66
Potential profits	£3,587.67		+£137.58
Yr 10 Dividends	£211.57		+£0
Yr 10 Interest	£1.08		+£0.91
Yr 10 Profit from sales	£1,906.90		+£0
Yr 10 proj avg monthly profit	£1.288.01	(19.4%)	-£226.05
Total Dividends	£16,328.22		+£0
Total Interest	£13.98		+£0.91
Total Profit from sales	£18,914.84		+£0
Average monthly cash profit	£308.69	(4.6%)	-£0.79
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	42%		+0%

Cash went up thanks to injecting £250 monthly savings which will be spent on BHP:BHP Group next week, which is at a 3-year low but near the top of my magic formula ranking. I also got a tax rebate but had to take off monthly fees. Potential profits went up £137 thanks to small increases in most of my profitable shares.

I wish I could at least get back past the injection line.

Just about touching the trend line.

The trading account looks like this after week 441 overall and week 25 of year 9.

			Weekly Change
Cash	£70.88		+£0
Portfolio cost	£2,150.27		+£0
Portfolio sell value (bid price - commission)	£1,020.34	(-52.5%)	-£50.51
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	£14.54	(+8.1%)	-£0.61
Dividends	£85.46		+£0
Interest	£0.03		+£0
Profit from sales	-£518.66		+£0
Average monthly cash profit	-£4.26	(-2.4%)	+£0.01
(Sold stocks profit + Dividends - Fees / Months)

The only tradable share in this account is now JLP:Jubilee Metals, which dropped again and the account is now 52% down. The whole thing has been a disaster, and I couldn't really be bothered with it any more. I'm a rubbish trader and I'm not using this account the way it should be, mainly because I just can't do it.

With that in mind, I'm giving it up. 

It's cost me £4 a month to learn I can't do it.

I'll figure out a way to move the shares into my main share and ISA accounts and also all the previous transactions. I don't know what impact it will have on my ISA spreadsheet, as I ought to incorporate the performance, but need to do it without messing up the year 10 figures. I'll look for any trades that fall within year 10 and include them, but just put the rest into the long term figures. It will reduce my performance by £518, but also add a load of JLP:Jubilee Metals shares which will hopefully be sold sometime soon.

Here's the final sorry tale of failure.

Absolutely rubbish!

At least writing this will be quicker with one less set of charts to cover.