Saturday, 22 August 2026

Week 574 Review - The best week for ages in my SIPP.

An absolutely brilliant week, with strong recoveries for gold miners but also lots of other stocks too. The deficit between cost and value narrowed by £5,446 to £151,619 and the deficit between injection and value reduced to £61,684. Total portfolio value rose to £126,255

Worst performer by miles was TRU:Trufin, which dropped 28%. However, it's kind of a nice drop as it went ex-dividend for a gigantic special dividend. If I had spare cash in my ISA I'd be buying more of these before they return to their pre-dividend price.

FDM:FDM Group dropped 9% and are now 66% down.

RDT:Rosslyn Data dropped 6% and are 85% down so soon I won't have to report on them as they'll officially be a basket case.

AMP:Ampeak Energy drifted down 5%.

N91:Ninety One and RIO:Rio Tinto both went up 5%.

DXRX:Diaceutics, HPOW:H-Power, KNOS:Kainos Group and RSW:Renishaw all went up 6%.

CORE:Solidcore Resources and JHD:James Halstead went up 7%.

ASHM:Ashmore Group, FSG:Foresight Group Holdings, PAGE:Michael Page and W7L:Warpaint London went up 8%.

THX:Thor Explorations climbed 9%.

MSI:MS International went up 10%.

POLR:Polar Capital increased by 12%.

EDV:Endeavour Mining went up 15%.

FRES:Fresnillo went up 16%.

FOUR:4imprint and PAF:Pan African Resources both went up 18%.

Share of the Week is GGP:Greatland Resources which zoomed up an amazing 25% so even my recent purchase went 4% into profit.

Here's the ISA and shares portfolio after week 2 of year 12.

Weekly Change
Cash £94.66     -£3.78
Portfolio cost £113,855.00 +£0
Portfolio sell value
(bid price-commission)
£30,336.14 (-73.4%) +£187.45
Potential profits £209.48 -£245.08
Yr 12 Dividends £0
+£0
Yr 12 Interest £0            +£0
Yr 12 Profit from sales £0 +£0
Yr 12 proj avg monthly profit -£8.19 (-0.1%) -£8.19
Total Dividends £12,574.90 +£0
Total Interest £10.39     +£0
Total Profit from sales £15,798.12 +£0
Average monthly cash profit £209.27 (2.9%) -£0.39
(Sold stocks profit + Dividends
- Fees / Months)

A small increase in value, but a big drop in potential profit thanks to TRU:Trufin plummeting to a loss.



Still just above the trend line.


The SIPP looks like this after week 558 overall and week 38 of year 11.




Weekly Change
Cash £539.12
+£84.36
Portfolio cost £163,385.47
+£0
Portfolio sell value
(bid price - commission)
£95,285.17 (-41.7%) +£5,259.42
Potential profits £12,597.26
+£3,669.32
Yr 11 Dividends £1.749.66
+£84.36
Yr 11 Interest £15.48
+£0
Yr 11 Profit from sales £9,419.73
+£0
Yr 11 proj avg monthly profit £1,258.56 (14.9%) -£24.14
Total Dividends £19,969.86
+£84.36
Total Interest £36.18
+£0
Total Profit from sales £34,086.24
+£0
Average monthly cash profit £406.33 (4.8%) -£0.07   

I had a £16 dividend from GAW:Games Workshop, £39 from N91:NinetyOne, and £28 from TAM:Tatton Asset Management.

Portfolio value zoomed up by £5,259 and £3,669 of that was increased potential profit.


Reaching for the injection line.


Above the trend line once more!


I was still on holiday so still catching up.

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