Saturday, 19 September 2026

Week 579 Review - Miners drag the SIPP down again but ISA is up.

Another bad week, with the deficit between cost and value widening by £1,430 to £152,045 and the deficit between injection and value growing to £57,993. Total portfolio value dropped to £131,745.

Worst performer was RDT:Rosslyn Data, which dropped 13% and is 88% down, so not long before it's an official basket case share and I stop reporting on price movements.

PAF:Pan African Resources dropped a massive 10% which was particularly vexing as it's one of my larger holdings.

AMP:Ampeak Energy and ATYM:Atalya Mining dropped 8%.

MSI:MS International dropped 7% but is still 13% in profit. GGP:Greatland Resources also dropped 7% putting my recent purchase at a 6% loss.

FRES:Fresnillo dropped 6% and is 16% down.

III:3i Group, THX:Thor Explorations  and MGNS:Morgan Sindall Group all dropped 5%.

AMRQ:Amaroq and CORE:Solidcore Resources both bucked the trend for miners and went up 5%.

KEYS:Keystone Law Group also climbed 5% and went 2% into profit.

YU.:Yu Group went up 7% and is now back in profit.

DXRX:Diaceutics went up 9% and is only 8% down.

Share of the Week is OPTI:Optibiotix which went up 13% after a Sweetbiotix update, but even that wasn't enough to counter all the big drops elsewhere.

Here's the ISA and shares portfolio after week 7 of year 12.

Weekly Change
Cash£1,082.44    +£995.87
Portfolio cost£114,277.52+£0
Portfolio sell value
(bid price-commission)
£31,646.86(-72.3%)+£451.87
Potential profits£346.12+£85.40
Yr 12 Dividends£418.25
+£0
Yr 12 Interest£0 .03         +£0
Yr 12 Profit from sales£0+£0
Yr 12 proj avg monthly profit£251.66(3.5%)-£44.92
Total Dividends£12,993.15+£0
Total Interest£10.42    +£0
Total Profit from sales£15,798.12+£0
Average monthly cash profit£210.53(2.9%)-£0.40
(Sold stocks profit + Dividends
- Fees / Months)

I added £1,000 to my ISA and will buy something next week. Sell value actually went up thanks to OPTI:Optibiotix, and potential profits thanks to AMRQ:Amaroq.


The tick up is mainly due to the cash injection.


Just above the trend line, but not really deviating too much from it.


The SIPP looks like this after week 563 overall and week 43 of year 11.




Weekly Change
Cash£746.44
-£480.55
Portfolio cost£167,684.74
+£493.13
Portfolio sell value
(bid price - commission)
£98,269.55(-41.4%)-£1,882.77
Potential profits£10,296.38
-£1,669.91
Yr 11 Dividends£1.964.28
+£25.08
Yr 11 Interest£15.53
+£0
Yr 11 Profit from sales£12,877.64
+£0
Yr 11 proj avg monthly profit£1,479.37(17.4%)-£33.92
Total Dividends£20,184.48
+£25.08
Total Interest£36.23
+£0
Total Profit from sales£37,544.15
+£0
Average monthly cash profit£430.76(5.1%)-£0.67

I did my monthly investment. I bought 83 shares in SRB:Serabi Gold at 296.8725p costing £247.63 and 8 shares in FRES:Fresnillo at 3053.512p costing £245.50.

Big drop in portfolio value, most of which was reduced profit from miners. I did get a £25 dividend from GCP:GCP Infrastructure Investments.


Slipping below the injection line. How many times have I bumped my head on it, only to fall back down?


Right back on the trend line. No respite from the constant decline.


My big sell of magic formula shares falling out of the top 15 only got me on to the trend line, but it's 6 months before I can do the same. My only hope is that JLP:Jubilee Metals comes good.

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