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.

No comments:

Post a Comment