Monday, 21 April 2025

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 performance35%+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 performance40%+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.

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