Monday, 6 July 2026

Week 569 Review - A positive week as gold heads slightly up.

It was an OK week for the SIPP but a down week for the ISA, so the result was a narrowing of the deficit between cost and value of £664, which is way less than recent losses so not much of a recovery, but at least it's positive. The deficit is now £155,441 and the deficit between injection and value is £63,096. Total portfolio value rose to £122,542.

Worst performer was SBTX:SkinBioTherapeutics, which dropped 17% and wasn't a great surprise given the recent very strong run.

GGP:Greatland Resources dropped 6%, which was a surprise given the price of gold went up.

The rest was all good news.

AMRQ:Amaroq recovered 5% of recent losses, as did FDM:FDM Group and IPX:Impax Asset Management

HPOW:H-Power and PAGE:Pagegroup both reversed last week's losses and gained 6%.

FNX:Fonix, MSI:MS International and SBRE:Sabre Insurance all went up 7%.

IHP:Integrafin climbed a healthy 10%.

ASHM:Ashmore Group and FSG:Foresight Group Holdings both went up 11%.

Share of the week is POLR:Polar Capital, which went up a whopping 19% to go 95% in profit.

Here's the ISA and shares portfolio after week 49 of year 11.

Weekly Change
Cash£105.89    +£0
Portfolio cost£116,490.29+£0
Portfolio sell value
(bid price-commission)
£31,492.91(-73.0%)-£503.85
Potential profits£306.10-£24.00
Yr 11 Dividends£86.83
+£0
Yr 11 Interest£1.61            +£0
Yr 11 Profit from sales£873.14+£0
Yr 11 proj avg monthly profit£77.44(1.1%)-£1.61
Total Dividends£12,574.90+£0
Total Interest£10.18    +£0
Total Profit from sales£18,433.41+£0
Average monthly cash profit£231.26(3.2%)-£0.41
(Sold stocks profit + Dividends
- Fees / Months)

Not much happened, with just a £500 drop most of which was deepening losses.


Slow decline


I love following that trend line, if only it would point up.


The SIPP looks like this after week 553 overall and week 33 of year 11.




Weekly Change
Cash£1,197.34
+£340.87
Portfolio cost£160,190.12
-£23.68
Portfolio sell value
(bid price - commission)
£89,746.25(-44.0%)+£1,144.99
Potential profits£10,796.54
+£836.72
Yr 11 Dividends£1.561.35
+£45.18
Yr 11 Interest£12.50
+£0
Yr 11 Profit from sales£9,419.73
+£22.01
Yr 11 proj avg monthly profit£1,426.32(17.3%)-£35.48
Total Dividends£19,781.55
+£45.18
Total Interest£33.20
+£0
Total Profit from sales£34,086.24
+£22.01
Average monthly cash profit£408.64(4.9%)-£0.21   

I added my monthly £250 savings to cash, and decided to flog my PRU:Prudential shares as they are under the kosh a bit since new Chinese regulations. I sold my 110 shares at 1002.69p making £22.01 (2%) profit.

I used the proceeds to increase my holdings in GGP:Greatland Resources, buying another 171 shares at 612.44p costing £1052.27.

I got a healthy £45 dividend from W7L:Warpaint London

Potential profits increased by almost as much as value, mainly thanks to gold miners.


A wee tick up


Still below the trend line


My tiny profit didn't make much difference here.

I get £2,300 pension transfer next week, so pondering what to do with it. I think AMRQ:Amaroq seeing as they will be moving to the main market at the end of the month, which often gives a lift, and I'm undecided between more GGP:Greatland Resources, more BTG:BTG Consulting, or a new share BYIT:Bytes Technology.

Week 568 Review - Another bad week as gold slips

Another bad week. It got worse every day and ended up widening the deficit between cost and value by £1,118 to £156,106 and the deficit between injection and value grew to £63,828. Total portfolio value dropped to £121,560.

Biggest loser was IES:Invinity Energy which dropped 22% after a recent spike upwards. There was no news so presumably just profit taking.

GGP:Greatland Resources was the worst of the gold miners, dropping 10% as the price of gold continued to slip.

HPOW:H-Power drifted down another 10% on no news.

CORE:Solidcore Resources fell 8%.

AMP:Ampeak Energy dropped 7% as all the shares related to renewable energy had a bad week.

MSI:MS International  and PAGE:Pagegroup both dropped 6% for no particular reason

AMRQ:Amaroq, ATYM:Atalya Mining, THX:Thor Explorations and W7L:Warpaint London all dropped 5%.

MGNS:Morgan Sindall Group climbed 5% and went 3% into profit.

SBRE:Sabre Insurance climbed 6% and is now 11% up.

GAW:Games Workshop went up 8% to go 79% up.

TAM:Tatton Asset Management also climbed 8% and is now 28% up.

OPTI:Optibiotix went up 9% for no obvious reason but is still at a massive loss.

SBTX:SkinBioTherapeutics also went up 9% and is now worth twice as much as OPTI.

Share of the Week is III:3i Group which recovered 15% of recent losses after a positive update from Action, but my holding is still 17% down.

Here's the ISA and shares portfolio after week 48 of year 11.

Weekly Change
Cash£105.89    +£0.08
Portfolio cost£116,490.29+£0
Portfolio sell value
(bid price-commission)
£31,996.76(-72.5%)-£113.09
Potential profits£330.10-£114.24
Yr 11 Dividends£86.83
+£0
Yr 11 Interest£1.61            +£0.04
Yr 11 Profit from sales£873.14+£0
Yr 11 proj avg monthly profit£79.05(1.1%)-£1.68
Total Dividends£12,574.90+£0
Total Interest£10.18    +£0.04
Total Profit from sales£18,433.41+£0
Average monthly cash profit£231.67(3.2%)-£0.44
(Sold stocks profit + Dividends
- Fees / Months)

Nearly all losses were in potential profits thanks to the drop in IES:Invinity Energy.


Still flat


Still hugging the trend line


Still rubbish.

The SIPP looks like this after week 552 overall and week 32 of year 11.




Weekly Change
Cash£856.47
+£2.18
Portfolio cost£160,213.80
+£0
Portfolio sell value
(bid price - commission)
£88,601.26(-44.7%)-£1,005.29
Potential profits£9,959.82
-£770.89
Yr 11 Dividends£1.516.17
+£39.10
Yr 11 Interest£12.50
+£0.24
Yr 11 Profit from sales£9,397.72
+£0
Yr 11 proj avg monthly profit£1,461.80(17.7%)-£41.65
Total Dividends£19,736.37
+£39.10
Total Interest£33.20
+£0.24
Total Profit from sales£34,064.23
+£0
Average monthly cash profit£408.85(5.0%)-£0.43   

A big £1,005 drop in value, £770 if which was lost potential profit as gold and many magic formula shares were hit. I got £13 dividend from FDM:FDM Group and £25 from IHP:Integrafin. Not much else happened.


Sliding


Still below the trend line


Well below the trend line now.

Nothing more to say as I was a week late writing this.