Monday, 6 July 2026

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.

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