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.

No comments:

Post a Comment