Tuesday, 20 October 2026

Week 584 Review - Abject misery as last week's gains are wiped out, and some.

All last weeks gains were wiped out this week, with the deficit between cost and value widening by £3,295 to £159,855 and the deficit between injection and value went up to £65,308. Total portfolio value dropped to £127,280.

Worst performer was IPX:Impax Asset Management, dropping another 13% an assets under management update shows more outflows.

IES:Invinity Energy fell 11% as the drift downwards continues.

ATYM:Atalya Mining and FEML:Fidelity Emerging Markets both dropped 9%.

THX:Thor Explorations dropped another 8% to go 35% down. So glad I bought a load more last week!.

JLP:Jubilee Metals and POLR:Polar Capital both dropped 7%.

HPOW:H-Power dropped 6%.

CAML:Central Asia Metal, FNX:Fonix, GGP:Greatland Resources, OPTI:Optibiotix, PAGE:Michael Page and W7L:Warpaint London all dropped 5%.

It wasn't all doom and gloom. JHD:James Halstead, PBX:Probiotix Health and SBTX:SkinBioTherapeutics all climbed 6%.

Share of the week was MEGP:ME Group International, which climbed 7% and is only down by 5% now.

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

Weekly Change
Cash£72.88    -£11.12
Portfolio cost£115,275.95+£0
Portfolio sell value
(bid price-commission)
£29,879.51(-74.1%)-£1,137.47
Potential profits£547.49-£64.00
Yr 12 Dividends£418.25
+£0
Yr 12 Interest£0 .36         +£0.33
Yr 12 Profit from sales£0+£0
Yr 12 proj avg monthly profit£142.78(2.0%)-£17.36
Total Dividends£12,993.15+£0
Total Interest£10.75    +£0.33
Total Profit from sales£15,798.12+£0
Average monthly cash profit£208.65(2.9%)-£0.44
(Sold stocks profit + Dividends
- Fees / Months)

Great big loss in value but not much drop in potential profit.

Still falling.


Still following the trend line.


No prospect of this getting any better for a while.

The SIPP looks like this after week 568 overall and week 48 of year 11.




Weekly Change
Cash£293.29
-£159.65
Portfolio cost£171,494.45
+£249.05
Portfolio sell value
(bid price - commission)
£97,035.08(-43.4%)-£2,158.26
Potential profits£8,930.70
-£1,136.25
Yr 11 Dividends£2,427.19
+£45.76
Yr 11 Interest£18.55
+£3.02
Yr 11 Profit from sales£12,877.64
+£0
Yr 11 proj avg monthly profit£1,365.36(15.6%)-£26.57
Total Dividends£20,647.39
+£45.76
Total Interest£39.25
+£3.02
Total Profit from sales£37,544.15
+£0
Average monthly cash profit£430.36(4.9%)-£0.55

Horrible losses all over the place, and big drop in potential profit. I did get a nice £45 dividend from KEYS:Keystone Law Group, and it was monthly investment time so I bought 216 shares in PAF:Pan African Resources at 114.73p costing £249.06. I decided these are now undervalued, so I want more.


The injection line is getting further away.


Doesn't so much fly as plummet!


It comes to something when this is my best chart.

The gold price has stagnated, but all my recent gold miner purchases have collapsed. They are all down around 30% and I've lost a similar amount from my profitable shares. Nearly all my recent purchases are down, and my biggest historic holdings are pretty much at all-time lows. It could get even worse. Everything I touch seems to turn to dust!

Monday, 19 October 2026

Week 583 Review - First positive week in ages.

The first positive week in ages, with the deficit between cost and value narrowing by £1,378 to £156,560 and the deficit between injection and value reducing to £62,090. Total portfolio value increased to £130,560.

Worst performer was AMP:Ampeak Energy which dropped 10% for no obvious reason.

III:3i Group fell 6%, again for no reason.

POLR:Polar Capital, SBTX:SkinBioTherapeutics and THX:Thor Explorations all fell 5%.

TAM:Tatton Asset Management went up an impressive 9%.

Share of the Week was JLP:Jubilee Metals, climbing 15% and largely responsible for this week's gains.

Here's the ISA and shares portfolio after week 11 of year 12.

Weekly Change
Cash£84.00    +£0
Portfolio cost£115,275.95+£0
Portfolio sell value
(bid price-commission)
£31,016.98(-73.1%)+£1,295.58
Potential profits£611.49+£51.44
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£160.14(2.2%)-£16.02
Total Dividends£12,993.15+£0
Total Interest£10.42    +£0
Total Profit from sales£15,798.12+£0
Average monthly cash profit£209.09(2.9%)-£0.36
(Sold stocks profit + Dividends
- Fees / Months)

Big increase in value and small increase in potential profits.



A tick up!


Above the trend line!


The SIPP looks like this after week 567 overall and week 47 of year 11.




Weekly Change
Cash£452.94
+£88.43
Portfolio cost£171,245.40
+£0
Portfolio sell value
(bid price - commission)
£98,944.29(-42.2%)+£82.68
Potential profits£10,066.95
-£167.62
Yr 11 Dividends£2,381.43
+£88.43
Yr 11 Interest£15.53
+£0
Yr 11 Profit from sales£12,877.64
+£0
Yr 11 proj avg monthly profit£1,391.93(15.9%)-£21.92
Total Dividends£20,601.63
+£88.43
Total Interest£36.23
+£0
Total Profit from sales£37,544.15
+£0
Average monthly cash profit£430.91(4.9%)-£0.09

One of the flattest weeks ever, with gold mines pulling the potential profits lower while JLP:Jubilee Metals pushed the week just into the black.

I had £5 dividend from BRWM:BlackRock World Mining Trust, £79 from EDV:Endeavour Mining, and a rather feeble £3 from PAGE:Michael Page.


Flat


Still below the trend line.


That's another week caught up. One more week to go and we're back up to date.

Week 582 Review - Down yet again as gold miners suffer.

Yet another negative week, with the deficit between cost and value widening by £910 to £158,849 and the deficit between injection and value increasing to £64,468. Total portfolio value fell to £128,120

Worst performer was SBTX:SkinBioTherapeutics which has been dropping like a brick and fell another 8% this week.

JLP:Jubilee Metals is one of my biggest holdings and fell 7%.

EDV:Endeavour Mining, FRES:Fresnillo and GGP:Greatland Resources all fell 6%.

AMP:Ampeak Energy dropped 5%.

IES:Invinity Energy went up 6% but are still way down.

FSG:Foresight Group Holdings climbed 7%.

Share of the Week was WVIA:Winvia Entertainment, which climbed a whopping 17% after impressive half-year results and went into profit by 12% only a few weeks after I bought them.

Here's the ISA and shares portfolio after week 10 of year 12.

Weekly Change
Cash £84.00     +£0
Portfolio cost £115,275.95 +£0
Portfolio sell value
(bid price-commission)
£29,721.40 (-74.2%) -£782.54
Potential profits £560.05 -£29.84
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 £176.16 (2.4%) -£19.57
Total Dividends £12,993.15 +£0
Total Interest £10.42     +£0
Total Profit from sales £15,798.12 +£0
Average monthly cash profit £209.45 (2.9%) -£0.36
(Sold stocks profit + Dividends
- Fees / Months)

Pretty flat really.


Still looks dreadful.


Still following the trend line down.


The SIPP looks like this after week 566 overall and week 46 of year 11.




Weekly Change
Cash£364.51
+£85.05
Portfolio cost£171,245.40
+£2,857.32
Portfolio sell value
(bid price - commission)
£98,861.61(-42.3%)-£1,847.67
Potential profits£10,234.57
-£867.25
Yr 11 Dividends£2,293.00
+£92.36
Yr 11 Interest£15.53
+£0
Yr 11 Profit from sales£12,877.64
+£0
Yr 11 proj avg monthly profit£1,413.85(16.1%)-£22.53
Total Dividends£20,513.20
+£92.36
Total Interest£36.23
+£0
Total Profit from sales£37,544.15
+£0
Average monthly cash profit£431.00(4.9%)-£0.05

I had my pension transfer so bought lots of stuff.

First I bought 73 shares on FEML:Fidelity Emerging Markets at 1479.1907p costing £1,086.76. These are ranked 30th in my magic formula spreadsheet, so just qualify.

Next I bought 245 shares in BYIT:Bytes Technology Group at 443.16p costing £1,098.12. These are 17th in my magic formula spreadsheet.

Finally I bought another 1048 shares in THX:Thor Explorations at 63.5p costing £672.43. That takes my holding to 6449 shares at an average price of 82.6p costing £5,366.46. Shame they are 30% down!

I had a £18 dividend from ATYM:Atalya Mining, £53 from FSG:Foresight Group Holdings and £20 from RAT:Rathbones.

Big drop in portfolio value due to gold mines and potential profits down by £867 for the same reason.


I'll never cross that bloody injection line!


Below the trend line rather than just following it.


I'm late writing this up so nothing more to say, apart from there had better be a Santa rally this year!