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!

No comments:

Post a Comment