Biggest drop was GGP:Greatland Resources which fell 9% as all the gold miners had a bad week.
AMP:Ampeak
Energy slid 8% for no obvious reason.
EDV:Endeavour Mining dropped 6%. I guess I should be grateful the other miners only lost 3%.
FOUR:4imprint went up 5% and are now only 9% down.
SBRE:Sabre
Insurance went up 5% after a positive trading statement.
FDM:FDM Group rose 6% after a positive AGM statement, but are still 67% down.
GAW:Games Workshop also went up 6% following a trading statement, and my holding is now up by 67%.
RSW:Renishaw have been gaining momentum since their trading statement in early May, and climbed another 6% this week to go 24% up.
KNOS:Kainos Group zoomed up 8% following their year-end results. They are still 4% down, but almost back in profit.
W7L:Warpaint London have been a bit volatile since I bought them. They went up 9% this week for no obvious reason, but are still 20% down despite being in profit not long ago.
SCT:Softcat would normally have won Share of the Week following an 18% rise on their Q3 trading statement. They are now 1% in profit and hopefully will stay in the black.
Share of the Week is IES:Invinity Energy, which soared 49% after announcing a deal to build the biggest vanadium redox flow battery in the world. That puts my recent purchase up by 48% but my long-standing purchase is still down 81%. It does however justify my decision to buy a small amount in the retail offer, as I will break even at 75p rather than 161p, which is 100% increase from the current price, and achievable if they get another few contracts like this for grid-scale storage, and they can use this as a demo to help win those contracts.
It was nice to have a week where shares went up or down for genuine reasons, rather than the random nonsense we've had over the last few months.
Here's the ISA and shares portfolio after week 43 of year 11.
| Weekly Change | |||
| Cash | £113.54 | +£0.17 | |
| Portfolio cost | £116,490.29 | +£0 | |
| Portfolio sell value (bid price-commission) | £32,820.00 | (-71.8%) | -£321.30 |
| Potential profits | £433.48 | +£16.72 | |
| Yr 11 Dividends | £86.83 | +£0 | |
| Yr 11 Interest | £1.57 | +£0.17 | |
| Yr 11 Profit from sales | £873.14 | +£0 | |
| Yr 11 proj avg monthly profit | £89.02 | (1.2%) | -£2.10 |
| Total Dividends | £12,574.90 | +£0 | |
| Total Interest | £10.14 | +£0.17 | |
| Total Profit from sales | £18,433.41 | +£0 | |
| Average monthly cash profit | £233.78 | (3.2%) | -£0.42 |
| (Sold stocks profit + Dividends - Fees / Months) |
JLP:Jubilee Metals dropped, as did most of the other shares, but that was the main thing that wiped out any improvement from IES:Invinity Energy. Potential profits only went up £16 despite IES going £147 into profit, as all my other profitable shares dropped.
Still bad.
Tied to the trend line.
The SIPP looks like this after week 547 overall and week 27 of year 11.
| Weekly Change | ||||
| Cash | £715.26 | +£96.90 | ||
| Portfolio cost | £159,540.59 | +£0 | ||
| Portfolio sell value (bid price - commission) | £91,664.85 | (-42.5%) | -£110.72 | |
| Potential profits | £12,355.02 | -£262.43 | ||
| Yr 11 Dividends | £1.078.98 | +£34.08 | ||
| Yr 11 Interest | £12.26 | +£0.32 | ||
| Yr 11 Profit from sales | £9,216.80 | +£0 | ||
| Yr 11 proj avg monthly profit | £1,635.95 | (19.9%) | -£57.19 | |
| Total Dividends | £19,299.18 | +£34.08 | ||
| Total Interest | £32.96 | +£0.17 | ||
| Total Profit from sales | £33,883.31 | +£0 | ||
| Average monthly cash profit | £407.82 | (5.0%) | -£0.47 |
Cash went up £96 thanks to £62 tax rebate, a £26 dividend from CKN:Clarkson and a £8 dividend from SCT:Softcat.
Portfolio value only fell £110 but potential profits dropped £262 as my gold mines are mostly in profit.
Just can't get above that pesky injection line!
Still below the trend line. Quite frustrating as it shouldn't take too much to drag it up to flat.
Still no sign of being able to sell anything to get back above the trend line. My main hope is JLP:Jubilee Metals, but it's a forlorn hope at the moment. I will definitely be selling all the ones in my SIPP at some point, but currently that would involve a £7,400 loss. Break-even would be 5.62p from the current 2.8p. My targets were between 8p and 11.5p to get £9,283 profit, but the way things are going at the moment, I'm tempted to sell the lot at 6p and take £1,000 profit, because it would liberate £15k to buy magic formula shares and still leave me with £25k invested in my ISA. The thing with JLP is they do move very quickly when they decide to move, but usually in the wrong direction.
Just can't get above that pesky injection line!
Still below the trend line. Quite frustrating as it shouldn't take too much to drag it up to flat.
Still no sign of being able to sell anything to get back above the trend line. My main hope is JLP:Jubilee Metals, but it's a forlorn hope at the moment. I will definitely be selling all the ones in my SIPP at some point, but currently that would involve a £7,400 loss. Break-even would be 5.62p from the current 2.8p. My targets were between 8p and 11.5p to get £9,283 profit, but the way things are going at the moment, I'm tempted to sell the lot at 6p and take £1,000 profit, because it would liberate £15k to buy magic formula shares and still leave me with £25k invested in my ISA. The thing with JLP is they do move very quickly when they decide to move, but usually in the wrong direction.
If I can't offload JLP then I'll need to wait until August when I re-generate my magic formula ranking and dispose of anything that falls out of the top 50.
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