Week 514 Review - Friday spoils a flat but until then positive week.

It was looking like a fairly flat week, and the first positive week for a while, until Friday ruined it and I ended up dropping another £1,310 and increasing my deficit between cost and value to £134,207 and deficit between injection amount and value is £60,313. Portfolio value dropped to £110,149.

Worst performer was SBTX:SkinBioTherapeutics, dropping 8%. The lack of news is causing a relentless slide.

BEZ:Beazley is one of my newest magic formula shares, but guess what, it dropped 6% this week for no reason whatsoever.

IHP:Integrafin dropped 6% just as they looked like getting back to break-even, and are now down 13%.

IPX:Impax Asset Management had been creeping up, but dropped 5% this week to go 60% down.

SAE:Simec Atlantis Energy climbed 5% for no reason but are still 72% down.

PSN:Persimmon went up 7% presumably on the back of other builder updates and are only 5% down now.

TRX:Tissue Regenix climbed 7% after one of its products got certification in Europe, but they are still 77% down.

BPM:BP Marsh & Partners zoomed up 10% after positive final results but are still 5% down.

Share of the Week for the 2nd week in a row is AFC:AFC Energy who zoomed up 32% this week, putting my SIPP holding up by 11%. Given I never should have bought this in my SIPP, it may get sold next week.

Here's the ISA and shares portfolio after week 46 of year 10.

			Weekly Change
Cash	£105.99		+£0
Portfolio cost	£113,353.18		+£0
Portfolio sell value (bid price-commission)	£40,003.48	(-64.7%)	-£1,043.40
Potential profits	£0		+£0
Yr 10 Dividends	£180.12		+£0
Yr 10 Interest	£1.11		+£0
Yr 10 Profit from sales	£284.97		+£0
Yr 10 proj avg monthly profit	£35.82	(0.5%)	-£0.79
Total Dividends	£12,488.07		+£0
Total Interest	£7.91		+£0
Total Profit from sales	£17,560.27		+£0
Average monthly cash profit	£248.72	(3.5%)	-£0.49
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	35%		+0%

Very little change other than the £1,043 drop in value.

Yuck

And there we go below the trend line.

The SIPP looks like this after week 498 overall and week 30 of year 10.

			Weekly Change
Cash	£179.84		-£245.97
Portfolio cost	£130,718.69		+£245.97
Portfolio sell value (bid price - commission)	£69,860.55	(-46.6%)	-£267.40
Potential profits	£6,125.64		+£76.26
Yr 10 Dividends	£1,068.15		+£0
Yr 10 Interest	£2.23		+£0
Yr 10 Profit from sales	£2,663.45		+£0
Yr 10 proj avg monthly profit	£519.55	(7.2%)	-£17.92
Total Dividends	£17,184.80		+£0
Total Interest	£15.13		+£0
Total Profit from sales	£19,671.39		+£0
Average monthly cash profit	£307.63	(4.3%)	+£9.61
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	41%		+0

I did my monthly investment, buying 7 shares in FOUR:4imprint at 3475p costing £245.97. This portfolio had all the big risers, so fared much better than the ISA with just a £267 drop in value, and a £76 increase in potential profits.

Still looks pretty bad

I think that's touching the trend line rather than below it.

This doesn't look too bad really, trend line is up.

I'm getting increasingly worried about both JLP:Jubilee Metals and OPTI:Optibiotix. JLP are just doing loads of random stuff as if they get bored of one thing so flit to another. Selling a profitable operation for only 75% of its NAV, keeping hold of the Platinum resource that we're never ever going to develop, and still not reporting how much we're making from copper.

Meanwhile OPTI:Optibiotix is showing no progress whatsoever in SweetBiotix or microbiome modulators and has done a placing with what was claimed to be a strategic investor which looks like nothing of the sort.

Most of my portfolio is wrapped up in these 2 companies, and it concerns me greatly that if I wasn't invested already, I wouldn't touch either with a bargepole right now.