Week 517 Review - First positive week for 6 weeks.

At last, my first positive week after 6 weeks of losses. Made all the more impressive as all my biggest holdings stayed flat. The deficit between cost and value improved by £1,196 to £138,134 and the deficit between injection and value reduced to £63,983. Total portfolio value increased to £108,719.

The worst performer was PSN:Persimmon, which dropped a whopping 10%, although all house builders took a bit of a bashing. I had hoped these were heading back into profit, but they are now 17% down.

SAE:Simec Atlantis Energy dropped 10% for no particular reason

BLU:Blue Star Capital dropped 9% but unfortunately are only 88% down so I still have to report it.

RNWH:Renew Holdings fell 5% and are back at a loss now.

POLR:Polar Capital went up 7%, which is handy seeing as I just bought a load. They go ex-dividend next week for a big payout.

PAF:Pan African Resources went up 10% over the week, and are now 71% up.

AFC:AFC Energy zoomed up 13% after last week's big rise, so they are only 6% down now.

CWR:Ceres Power had a massive 26% increase but are still 52% down.

Share of the week is TLOU:Tlou Energy, which went up 64%, but it's hard to know why as news isn't coming through. It appears the CEO has announced his retirement and there may be a deal to supply electricity to someone building a data centre near their gas production area. They are still down 19% but looking a bit more promising.

Here's the ISA and shares portfolio after week 49 of year 10.

			Weekly Change
Cash	£77.02		+£0.32
Portfolio cost	£115,378.07		+£0
Portfolio sell value (bid price-commission)	£40,004.03	(-65.3%)	+£730.16
Potential profits	£14.75		+£14.75
Yr 10 Dividends	£180.12		+£0
Yr 10 Interest	£1.45		+£0.32
Yr 10 Profit from sales	£284.97		+£0
Yr 10 proj avg monthly profit	£32.93	(0.5%)	-£1.00
Total Dividends	£12,488.07		+£0
Total Interest	£8.25		+£0.32
Total Profit from sales	£17,560.27		+£0
Average monthly cash profit	£247.21	(3.4%)	-£0.51
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	34%		+0%

Sell value up a healthy £730 mainly due to TLOU:Tlou Energy, CWR:Ceres Power and AFC:AFC Energy. Note that we have £14 potential profit thanks to my new purchase of BOKU:Boku. Hopefully I can continue to report some profit in the ISA from now on, as I'm planning to sell far less often.

Still a very depressing gap between value and injection.

Still below the trend line

The SIPP looks like this after week 501 overall and week 33 of year 10.

			Weekly Change
Cash	£412.14		+£256.27
Portfolio cost	£130,996.93		+£0
Portfolio sell value (bid price - commission)	£68,236.20	(-47.9%)	+£466.02
Potential profits	£6,224.27		+£345.84
Yr 10 Dividends	£1,172.12		+£22.04
Yr 10 Interest	£3.12		+£0.77
Yr 10 Profit from sales	£2,764.16		+£0
Yr 10 proj avg monthly profit	£496.70	(6.9%)	-£14.69
Total Dividends	£17,288.77		+£22.04
Total Interest	£16.02		+£0.77
Total Profit from sales	£19,772.10		+£0
Average monthly cash profit	£307.39	(4.3%)	-£0.56
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	41%		+0

I added my £250 monthly investment but it won't be used until next week. Value went up £466 as this has no exposure to the big risers, but profits increased by £345 so most of the increase was in profitable shares. I had a £22 dividend from IHP:Integrafin.

Touching the trend line but failing to get above it.

Trend line pointing up, but we are below it.

Next week should be much more exciting, as I have a £2,500 pension transfer as well as my monthly investment.