Week 424 Review - Optibiotix saves what would have been a rubbish week

Not a great week across most of the portfolio, but a 3.5p rise in OPTI:Optibiotix meant it was a great week overall, with the deficit between cost and value reducing by £8,341 to £88,182 and total portfolio value going back above £100k to £104,370.

In a reversal of last week when GAW:Games Workshop was Share of the Week and OPTI:Optibiotix worst performer, this week GAW is the worst performer, losing most of the gains following the great results and dropping by 8%. Quite upsetting!

ANTO:Antofagasta has been edging towards profitability, but a 5% drop saw it go 7% down this week.

SBTX:SkinBioTherapeutics lost last week's gains and dropped 5% in my biggest holding.

OPTI:Optibiotix had a great week after news its products are going to be stocked in Boots, climbing 36% in my cheapest holding and 4% in my most expensive holding. I'm still a long, long way down, but a bit more news flow like this should help narrow the deficit.

Here's the ISA and shares portfolio after week 8 of year 9.

			Weekly Change
Cash	£165.89		+£0.78
Portfolio cost	£93,364.33		+£0
Portfolio sell value (bid price-commission)	£48,729.04	(-47.8%)	+£3,821.54
Potential profits	£2,247.21		+£601.26
Yr 9 Dividends	£15.95		+£0
Yr 9 Interest	£1.25		+£0.78
Yr 9 Profit from sales	£0		+£0
Yr 9 proj avg monthly profit	£2.44	(0.0%)	+£0.14
Total Dividends	£11,927.38		+£0
Total Interest	£3.18		+£0.78
Total Profit from sales	£17,298.53		+£0
Average monthly cash profit	£294.73	(5.4%)	-£0.69
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	44%		+0%

78p interest appeared, so much excitement there. Value and potential profits are up more than last week's drops thanks to OPTI:Optibiotix.

Better than last week is the most appropriate thing to say.

What are the chances of not going below the trend line for a while? How long can we last above it?

The SIPP looks like this after week 408 overall and week 44 of year 8.

			Weekly Change
Cash	£158.47		+£23.68
Portfolio cost	£96,787.56		+£0
Portfolio sell value (bid price - commission)	£53,860.42	(-44.4%)	+£4,517.09
Potential profits	£3,737.01		+£791.60
Yr 8 Dividends	£276.76		+£23.40
Yr 8 Interest	£4.26		+£0.28
Yr 8 Profit from sales	-£9,597.85		+£0
Yr 8 proj avg monthly profit	-£929.85	(-17.0%)	+£24.01
Total Dividends	£14,419.54		+£23.40
Total Interest	£4.51		+£0.28
Total Profit from sales	£10,835.90		+£0
Average monthly cash profit	£256.38	(4.7%)	-£0.37
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	37%		+0%

A £23 dividend came from RIO:Rio Tinto, and a whopping 28p interest. Value and potential profits well up thanks to OPTI:Optibiotix.

Still very similar to the ISA. I probably need to do something about that at some point.

Also very similar to the ISA.

The trading account looks like this after week 374 overall and week 10 of year 8.

			Weekly Change
Cash	£281.80		+£0
Portfolio cost	£1,794.51		+£0
Portfolio sell value (bid price - commission)	£1,174.88	(-34.5%)	+£2.79
Potential profits	£0		+£0
Year 8 Dividends	£8.56		+£0
Year 8 Interest	£0		+£0
Year 8 Profit	£283.99		+£0
Yr 8 proj avg monthly profit	£126.77	(+84.8%)	-£14.09
Dividends	£68.66		+£0
Interest	£0.03		+£0
Profit from sales	-£646.70		+£0
Average monthly cash profit	-£6.70	(-4.5%)	+£0.02
(Sold stocks profit + Dividends - Fees / Months)

A flat week for the trading account, up by just £2.

Still looking a bit promising.

Still just below the trend line but following it upwards.

OPTI:Optibiotix and PBX:Probiotix results next week. (I only know that because I'm writing this on Wednesday and they've already come out!). I won't say anything about hopes because it's pointless now I've seen them, but let's see the state of the portfolio on Friday.

Week 423 Review - Good week in general but Optibiotix drops and we go back below £100k

Not a bad week across most of the portfolio, but a 2.5p drop in OPTI:Optibiotix contributed to a widening of the deficit between cost and value of £4,796 to £96,523 and a fall in portfolio value below £100k to £96,004.

OPTI:Optibiotix was the worst performer, with my cheap shares down 26% and my expensive ones down 3%.

All the other big movers were in the right direction.

PSN:Persimmon climbed 5% but is still 26% down, although 22% down if you include dividends.

III:3i Group was 22% up but is now 28% up after a 6% improvement this week.

SBTX:SkinBioTherapeutics had a very welcome 7% rise in my new holding, so that is only 1% down now.

BARC:Barclays zoomed up 8% and is now only 3% down in my trading account.

RIO:Rio Tinto also climbed 8% and is only 11% down.

Share of the week by a good margin is GAW:Games Workshop, which rose 11% after great results and is now 19% up.

Here's the ISA and shares portfolio after week 7 of year 9.

			Weekly Change
Cash	£165.11		+£12.83
Portfolio cost	£93,364.33		+£0
Portfolio sell value (bid price-commission)	£44,907.50	(-51.9%)	-£2,140.28
Potential profits	£1,645.95		-£375.57
Yr 9 Dividends	£15.95		+£15.95
Yr 9 Interest	£0.47		+£0
Yr 9 Profit from sales	£0		+£0
Yr 9 proj avg monthly profit	£2.30	(0.0%)	+£6.17
Total Dividends	£11,927.38		+£15.95
Total Interest	£2.40		+£0
Total Profit from sales	£17,298.53		+£0
Average monthly cash profit	£295.42	(5.5%)	-£0.61
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	44%		+0%

The £15 dividend was from GAW:Games Workshop in addition it the big rise. Potential profits dropped thanks to OPTI:Optibiotix and that was also why portfolio value dropped. Cash went up less than dividend due to monthly fees.

Doesn't look very good

Trying to flatten that trend line, but still above it.

The SIPP looks like this after week 407 overall and week 43 of year 8.

			Weekly Change
Cash	£134.79		-£17.90
Portfolio cost	£96,787.56		+£250.01
Portfolio sell value (bid price - commission)	£49,343.33	(-49.0%)	-£2,704.90
Potential profits	£2,945.41		-£479.45
Yr 8 Dividends	£253.36		+£0
Yr 8 Interest	£3.98		+£0
Yr 8 Profit from sales	-£9,597.85		+£0
Yr 8 proj avg monthly profit	-£953.86	(-17.5%)	+£20.86
Total Dividends	£14,396.14		+£0
Total Interest	£4.23		+£0
Total Profit from sales	£10,835.90		+£0
Average monthly cash profit	£256.75	(4.7%)	-£0.83
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	37%		+0%

My monthly investment went through, buying 16 shares in EDV:Endeavour Mining at 1545.407p costing £250.01. Value and profits all down due to OPTI:Optibiotix.

Same as ISA

Same as ISA

The trading account looks like this after week 373 overall and week 9 of year 8.

			Weekly Change
Cash	£281.80		+£8.56
Portfolio cost	£1,794.51		+£0
Portfolio sell value (bid price - commission)	£1,172.09	(-34.7%)	+£49.07
Potential profits	£0		+£0
Year 8 Dividends	£8.56		+£8.56
Year 8 Interest	£0		+£0
Year 8 Profit	£283.99		+£0
Yr 8 proj avg monthly profit	£140.86	(+94.2%)	-£12.97
Dividends	£68.66		+£8.56
Interest	£0.03		+£0
Profit from sales	-£646.70		+£0
Average monthly cash profit	-£6.72	(-4.5%)	+£0.11
(Sold stocks profit + Dividends - Fees / Months)

An excellent week for the trading account, increasing in value by £49 and getting an £8 dividend from BARC:Barclays. Not a great sign when you hold a share long enough to get a dividend in this account!

I do believe it's sneaking up.

Still below the trend line, but kind of following it upwards.

I'm behind on writing these up again. It's a lot harder to write them for down weeks, and there have been a lot of those over the last 2 years...

Week 422 Review - Dreadful week as Optibiotix drifts and so does almost everything else

A dreadful week, with nearly everything dropping in value and OPTI:Optibiotix losing 3p. The result was a widening of the deficit between cost and value of £7,566 to £91,727 and overall portfolio value almost dipping back below £100k at £100,547.

OPTI:Optibiotix fell 31% in my cheapest holding and 3% in my most expensive holding as it drifts on no news. That accounted for around £7,000 of the drop, with the rest coming from small drops everywhere else.

I nearly didn't bother with Share of the Week as nothing reached the normal 5% threshold, but TRX:Tissue Regenix did climb 3% so I suppose can have the award. It's still 62% down so not a great investment.

Here's the ISA and shares portfolio after week 6 of year 9.

			Weekly Change
Cash	£152.28		+£0
Portfolio cost	£93,364.33		+£0
Portfolio sell value (bid price-commission)	£47,047.78	(-49.6%)	-£3,600.14
Potential profits	£2,021.52		-£623.17
Yr 9 Dividends	£0		+£0
Yr 9 Interest	£0.47		+£0
Yr 9 Profit from sales	£0		+£0
Yr 9 proj avg monthly profit	-£3.87	(-0.1%)	+£0.78
Total Dividends	£11,911.43		+£0
Total Interest	£2.40		+£0
Total Profit from sales	£17,298.53		+£0
Average monthly cash profit	£296.03	(5.5%)	-£0.70
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	44%		+0%

Massive drop in value and OPTI:Opibiotix potential profits severely dented.

After the meteoric rise, we now have the gradual decline.

I guess I should be celebrating that the trend line is pointing upwards for the first time in years, but it won't be for long if we drop to meet it.

The SIPP looks like this after week 406 overall and week 42 of year 8.

			Weekly Change
Cash	£152.69		-£164.95
Portfolio cost	£96,537.55		+£289.95
Portfolio sell value (bid price - commission)	£51,798.22	(-46.3%)	-£3,962.98
Potential profits	£3,424.86		-£709.31
Yr 8 Dividends	£253.36		+£0
Yr 8 Interest	£3.98		+£0
Yr 8 Profit from sales	-£9,597.85		+£0
Yr 8 proj avg monthly profit	-£974.72	(-17.8%)	+£23.78
Total Dividends	£14,396.14		+£0
Total Interest	£4.23		+£0
Total Profit from sales	£10,835.90		+£0
Average monthly cash profit	£257.58	(4.7%)	-£0.63
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	37%		+0%

I had £125 premium bond win, so added it to various tax rebates and dividends to buy 4,058 shares in JLP:Jubilee Metals while they are depressed. I got them at 6.9p costing £289.95 which is less than my usual minimum of £500, but I didn't have a spare £200 to top it up. It brings my average price in my AJ Bell SIPP down from 11.9p to 10.9p, but this holding is still 39% down.

Meanwhile same story as the ISA for big drops in both value and potential profits.

Same shape as the ISA, in fact looks like a steeper drop

The trend line is slightly steeper upwards, but we're not far above it.

The trading account looks like this after week 372 overall and week 8 of year 8.

			Weekly Change
Cash	£273.24		+£0
Portfolio cost	£1,794.51		+£0
Portfolio sell value (bid price - commission)	£1,123.02	(-37.4%)	-£3.55
Potential profits	£0		+£0
Year 8 Dividends	£0		+£0
Year 8 Interest	£0		+£0
Year 8 Profit	£283.99		+£0
Yr 8 proj avg monthly profit	£153.83	(+102.9%)	-£21.97
Dividends	£60.10		+£0
Interest	£0.03		+£0
Profit from sales	-£646.70		+£0
Average monthly cash profit	-£6.83	(-4.6%)	+£0.02
(Sold stocks profit + Dividends - Fees / Months)

BARC:Barclays dropped a tiny amount so I lost £3 in value. Nothing else to say.

At least this one has flattened off after the steep upward rise because I sold OPTI:Optibiotix around its peak.

Below the trend line now. Good news from JLP:Jubilee Metals is what's needed to get things moving.

It's all down to news, or the lack of it. All my microbiome shares are drifting, as is JLP:Jubilee Metals despite making big profits at low metal prices. Hopefully now summer holidays are over we'll get some contracts signed.

Week 421 Review - Very flat week with nothing much of interest

A pretty flat week with few big movers. OPTI:Optibiotix went up by 0.5p but JLP:Jubilee Metals went down by 0.5p which took off some of the shine. The result was an improvement in the deficit between cost and value of £906 to £84,160 and increase in portfolio value to £107,988.

Worst performer was JLP:Jubilee Metals which dropped between 5% and 7% depending on the holding and has been drifting for a long, long time.

OPTI:Optibiotix climbed 5% in my cheapest holding and 0% in my most expensive, but any up week is good news.

PSN:Persimmon had a good week, climbing 5%, unfortunately for the wrong reason as the government decided to scrap legislation that stops them exceeding the capacity of existing water treatment systems so we get even more raw sewage in our rivers.

Share of the Week is CAML:Central Asia Metals which climbed between 5% and 8% depending on the holding, and means one holding is now 5% in profit.

Here's the ISA and shares portfolio after week 5 of year 9.

			Weekly Change
Cash	£152.28		+£0
Portfolio cost	£93,364.33		+£0
Portfolio sell value (bid price-commission)	£50,647.92	(-45.8%)	+£242.86
Potential profits	£2,644.69		+£108.99
Yr 9 Dividends	£0		+£0
Yr 9 Interest	£0.47		+£0
Yr 9 Profit from sales	£0		+£0
Yr 9 proj avg monthly profit	-£4.65	(-0.1%)	+£1.16
Total Dividends	£11,911.43		+£0
Total Interest	£2.40		+£0
Total Profit from sales	£17,298.53		+£0
Average monthly cash profit	£296.73	(5.5%)	-£0.70
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	44%		+0%

Tiny increase in value and potential profits.

Flat

Well above the trend line, but it's still pointing slightly downwards

The SIPP looks like this after week 405 overall and week 41 of year 8.

			Weekly Change
Cash	£317.64		+£0
Portfolio cost	£96,247.60		+£0
Portfolio sell value (bid price - commission)	£55,471.25	(-42.4%)	+£683.75
Potential profits	£4,134.17		+£261.66
Yr 8 Dividends	£253.36		+£0
Yr 8 Interest	£3.98		+£0
Yr 8 Profit from sales	-£9,597.85		+£0
Yr 8 proj avg monthly profit	-£998.50	(-18.3%)	+£24.96
Total Dividends	£14,396.14		+£0
Total Interest	£4.23		+£0
Total Profit from sales	£10,835.90		+£0
Average monthly cash profit	£258.21	(4.7%)	-£0.64
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	37%		+0%

A bit more of an increase in value and potential profits, helped by CAML:Central Asia Metals going over £100 into profit.

A bit more of a tick up here

The trend line was flat last week but definitely upward this week for the first time in several years.

The trading account looks like this after week 371 overall and week 7 of year 8.

			Weekly Change
Cash	£273.24		+£0
Portfolio cost	£1,794.51		+£0
Portfolio sell value (bid price - commission)	£1,126.57	(-37.2%)	-£19.91
Potential profits	£0		+£0
Year 8 Dividends	£0		+£0
Year 8 Interest	£0		+£0
Year 8 Profit	£283.99		+£0
Yr 8 proj avg monthly profit	£175.80	(+117.6%)	-£29.30
Dividends	£60.10		+£0
Interest	£0.03		+£0
Profit from sales	-£646.70		+£0
Average monthly cash profit	-£6.85	(-4.6%)	+£0.02
(Sold stocks profit + Dividends - Fees / Months)

Everything dropped in value, but not by much.

Relatively flat for the time being.

Just below the trend line, which is quite steep so tricky to keep up with.

I'm a week late writing this so can't think of anything else to say. I guess with hindsight I could have said "Hope I don't lose £7,500 next week", not that it would have made any difference!

Week 420 Review - Another negative week as all microbiome shares slide

A pretty bad week, with most shares dropping and all my microbiome shares dropping. The result was an increase in the deficit between cost and value of £4,739 to £85,087 and reduction in portfolio value to £107,082. Still above the all-important £100k to help my morale.

Biggest drop was the 2p fall in PBX:Probiotix Health, which was 9% of my main holding and 26% of my most recent holding price.

SBTX:SkinBioTherapeutics also dropped 2p which was 5% of my old holding and 9% of the price of the shares I bought last week.

OPTI:Optibiotix only dropped 1.5p but that accounted for over £3,000 of the losses. My recent purchases dropped 15% whereas my more expensive shares just 2%.

Share of the Week was JLP:Jubilee Metals which climbed 1p. That's between 8% and 13% in my various holdings. It was the only sizable gainer of the week.

Here's the ISA and shares portfolio after week 4 of year 9.

			Weekly Change
Cash	£152.28		+£0
Portfolio cost	£93,364.33		+£0
Portfolio sell value (bid price-commission)	£50,405.06	(-46.0%)	-£2,395.82
Potential profits	£2,535.70		-£495.03
Yr 9 Dividends	£0		+£0
Yr 9 Interest	£0.47		+£0
Yr 9 Profit from sales	£0		+£0
Yr 9 proj avg monthly profit	-£5.81	(-0.1%)	+£1.93
Total Dividends	£11,911.43		+£0
Total Interest	£2.40		+£0
Total Profit from sales	£17,298.53		+£0
Average monthly cash profit	£297.43	(5.5%)	-£0.71
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	44%		+0%

Not much to report. Big drop in value and OPTI:Optibiotix potential profit, but GAW:Games Workshop also dropped 2% to reduce potential profits there too.

The injection line seems a long way away again

Still comfortably above the trend line which I expect to flatten out next week.

The SIPP looks like this after week 404 overall and week 40 of year 8.

			Weekly Change
Cash	£317.64		+£166.49
Portfolio cost	£96,247.60		+£0
Portfolio sell value (bid price - commission)	£54,787.50	(-43.1%)	-£2,416.30
Potential profits	£3,872.51		-£332.43
Yr 8 Dividends	£253.36		+£13.99
Yr 8 Interest	£3.98		+£0
Yr 8 Profit from sales	-£9,597.85		+£0
Yr 8 proj avg monthly profit	-£1,023.46	(-18.8%)	+£27.79
Total Dividends	£14,396.14		+£13.99
Total Interest	£4.23		+£0
Total Profit from sales	£10,835.90		+£0
Average monthly cash profit	£258.85	(4.7%)	-£0.49
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	37%		+0%

Cash went up thanks to a couple of tax rebates and a £13 dividend from UKW:Greencoat UK Wind. Potential profits down thanks to OPTI:Optibiotix, although III:3i Group did go up by 2% to help reduce the impact.

Hopefully we'll be able to hold here for a bit. I'm worried it will slide if there is no news.

The trend line is just about pointing upwards. Now we just need to stay above it right back to break even.

The trading account looks like this after week 370 overall and week 6 of year 8.

			Weekly Change
Cash	£273.24		+£0
Portfolio cost	£1,794.51		+£0
Portfolio sell value (bid price - commission)	£1,146.48	(-36.1%)	+£72.84
Potential profits	£0		+£0
Year 8 Dividends	£0		+£0
Year 8 Interest	£0		+£0
Year 8 Profit	£283.99		+£0
Yr 8 proj avg monthly profit	£205.10	(+137.2%)	-£41.02
Dividends	£60.10		+£0
Interest	£0.03		+£0
Profit from sales	-£646.70		+£0
Average monthly cash profit	-£6.87	(-4.6%)	+£0.02
(Sold stocks profit + Dividends - Fees / Months)

BARC:Barclays dropped another percent, but the rise in JLP:Jubilee Metals saw portfolio value rise by £72. Let's hope that continues.

Almost back up to the recent high

Back on the upward trend line. I don't mind touching it if we're heading upwards.

Nothing else to say today. It's been a bit of a nothing week and I'm just holding out for people getting back to work in September, and some news from OPTI:Optibiotix, PBX:Probiotics and SBTX:SkinBioTherapeutics to try and halt the drift.

Week 419 Review - Almost everything drops and I buy a load of SkinBioTherapeutics

A red week all round, with the miners particularly hard hit. OPTI:Optibiotix didn't move, but all the other losses dragged the portfolio down by £1,039 and left the deficit between cost and value at £80,328. Portfolio value increased to £111,654 as I injected another £5,000.

Worst performer was ANTO:Antofagasta, and to make matters worse the slide came after a spike upwards which is when I bought my monthly shares, so my average price increased just before it dropped 8%.

CEY:Centamin and EDV:Endeavour Mining didn't do much better, both dropping 7% as the gold price wavered.

PSN:Persimmon also dropped 7% as the house builders took a hit.

JLP:Jubilee Metals has been drifting really badly and fell between 4% and 6% in my various holdings.

CAML:Central Asia Metals also dropped 5% as the miners slumped.

GAW:Games Workshop had a bad week, dropping 5% but is still 12% in profit.

Share of the Week is SBTX:SkinBioTherapeutics, which climbed between 9% and 11% in my existing holdings, and is 3% in profit for the new shares I bought this week.

Here's the ISA and shares portfolio after week 3 of year 9.

			Weekly Change
Cash	£152.28		-£1.52
Portfolio cost	£93,364.33		+£4,999.91
Portfolio sell value (bid price-commission)	£52,800.88	(-43.4%)	-£356.07
Potential profits	£3,030.73		+£118.55
Yr 9 Dividends	£0		+£0
Yr 9 Interest	£0.47		+£0.47
Yr 9 Profit from sales	£0		+£0
Yr 9 proj avg monthly profit	-£7.74	(-0.1%)	+£0.39
Total Dividends	£11,911.43		+£0
Total Interest	£2.40		+£0.47
Total Profit from sales	£17,298.53		+£0
Average monthly cash profit	£298.14	(5.5%)	-£0.73
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	44%		-4%

Value only dropped by £356, which isn't bad given what a dreadful week it was for most of the portfolio. Potential profits rose by £118 but that's all thanks to a timely purchase.

I've been decidedly miffed at the performance of my premium bonds for the last 2 months, generating £25 from 50,000. Although the whole point of keeping them is to have access to cash if I need it, I figured I could get by with 45,000. I've been increasingly optimistic about the potential of SBTX:SkinBioTherapeutics recently, and my holding was only 8,036 shares, so I wanted a significant increase while they are still below 30p. I bought 22,527 at 22.151p costing £4,999.91 and they finished the week at 23p which is a potential profit of £171. I think 30p is achievable quite quickly which would put them up by £1,748, and if they get back to their recent peak of 80p I'll have £13,011 profit from the new shares and about £4,000 from the old ones. I think that will happen next year if Croda finally announce a deal.

The increase in portfolio cost dropped my long term performance from 6% to 5.5% and compound performance dropped by 4%, as it's measured against cash injection.

Always difficult to work out what's going on when there's a cash injection

That shows more accurately that it was an almost flat week, and the trend line is almost flat too.

The SIPP looks like this after week 403 overall and week 39 of year 8.

			Weekly Change
Cash	£151.15		-£1.16
Portfolio cost	£96,247.60		+£0
Portfolio sell value (bid price - commission)	£57,203.80	(-40.6%)	-£638.90
Potential profits	£4,204.94		-£45.73
Yr 8 Dividends	£239.37		+£0
Yr 8 Interest	£3.98		+£0.16
Yr 8 Profit from sales	-£9,597.85		+£0
Yr 8 proj avg monthly profit	-£1,051.25	(-19.3%)	+£27.54
Total Dividends	£14,382.15		+£0
Total Interest	£4.23		+£0.16
Total Profit from sales	£10,835.90		+£0
Average monthly cash profit	£259.34	(4.8%)	-£0.66
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	37%		+0%

Cash dropped due to AJ Bell fees minus interest payments. This portfolio fared worse than the ISA due to having more exposure to miners, and III:3i Group dropped so potential profits are down £45. Otherwise rather quiet.

Not quite as flat as the ISA, but pretty flat.

This trend line is almost flat too.

The trading account looks like this after week 369 overall and week 5 of year 8.

			Weekly Change
Cash	£273.24		+£0
Portfolio cost	£1,794.51		+£0
Portfolio sell value (bid price - commission)	£1,073.64	(-40.2%)	-£44.12
Potential profits	£0		+£0
Year 8 Dividends	£0		+£0
Year 8 Interest	£0		+£0
Year 8 Profit	£283.99		+£0
Yr 8 proj avg monthly profit	£246.12	(+164.6%)	-£61.53
Dividends	£60.10		+£0
Interest	£0.03		+£0
Profit from sales	-£646.70		+£0
Average monthly cash profit	-£6.89	(-4.6%)	+£0.02
(Sold stocks profit + Dividends - Fees / Months)

Everything fell in value, so we're back to the normal behaviour of this account. My BARC:Barclays purchase was another of my ill-timed disasters as they are down 13% now, although I will get a dividend next month.

Depressing

Gutted that we've dropped below the trend line. How can I be so bad at this?

A pretty flat week really, despite most shares having a bad week. The holdings are so small that it doesn't have the impact of a move in OPTI:Optibiotix or PBX:Probiotix, but it shows that I can still lose £1,000 if almost everything drops a little.

I've given up on getting any OPTI:Optibiotix news until September now. Everyone is on holiday, so there's no chance of getting any contracts signed. The fact the share price stayed flat was a massive relief as I thought it would continue to drift back down. Let's hope it doesn't do that for the next 2 weeks until we get into September.

Week 418 Review - Last week's gains wiped out as Optibiotix drops.

I guess it was too much to hope that the great run would continue, and this week was one of the worst ever weeks, with most of last week's gains being wiped out as OPTI:Optibiotix fell 8p. It was a pretty rotten week across most of the portfolio, with few shares finishing the week better off. The deficit between cost and value widened by £18,397 to £79,289 and total portfolio value dropped to £107,696.

The worst performer was ANTO:Antofagasta, which zoomed upwards early in the week until the day I did my monthly savings transaction, after which it absolutely plummeted leaving me having purchased at the top of the spike. The impact was a 12% drop in value, and I went from being 11% up to 1% down. Just about summed up the week!

RIO:Rio Tinto also struggled, dropping 5% despite announcing lots of exciting new ventures.

The biggest disaster was OPTI:Optibiotix dropping 8p. For my cheapest shares that was a drop of 83%, and even for my most expensive shares it was a drop of 9%.

There was some consolation for some of my other larger holdings, with CAML:Central Asia Metals up 5% after being tipped in a Sunday paper. That was enough to put one of my holdings 2% into profit.

PBX:Probiotix Health climbed 1p, which is 5% for my big dividend holding, and 13% for my more recent cheaper buys.

Share of the Week is SBTX:SkinBioTherapeutics which climbed 11% and begged the question whether people were selling OPTI to buy SBTX?

Here's the ISA and shares portfolio after week 2 of year 9.

			Weekly Change
Cash	£153.80		-£109.89
Portfolio cost	£88,364.43		+£509.89
Portfolio sell value (bid price-commission)	£48,157.05	(-45.5%)	-£8,417.81
Potential profits	£2,912.18		-£2,018.58
Yr 9 Dividends	£0		+£0
Yr 9 Interest	£0		+£0
Yr 9 Profit from sales	£0		+£0
Yr 9 proj avg monthly profit	-£8.15	(-0.2%)	+£8.13
Total Dividends	£11,911.43		+£0
Total Interest	£1.93		+£0
Total Profit from sales	£17,298.53		+£0
Average monthly cash profit	£298.87	(6.0%)	-£0.72
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	48%		+0%

I found £400 down the back of various account's sofas and added it to my ISA along with £100 of dividends transferred from my AJ Bell dealing account. That gave me £500 to buy some more shares. I bought 7,143 shares in JLP:Jubilee Metals at 6.999p costing £509.89 as I think they are ridiculously under priced. That brings the average for my AJ Bell holding down to 7.414p and increases my holding there to 26,703, and my total JLP holding now stands at 143,725. They are losing £5,168 at the moment so a turnaround would have a significant improvement on my overall performance.

The rest of the story is misery as half my potential OPTI:Optibiotix profits are wiped out along with £8,417 portfolio value.

I guess it's not a surprise, but I was hoping for consolidation rather than a big drop.

Still reassuringly high above the trend line which will hopefully flatten out soon.

The SIPP looks like this after week 402 overall and week 38 of year 8.

			Weekly Change
Cash	£152.31		-£232.06
Portfolio cost	£96,247.60		+£232.06
Portfolio sell value (bid price - commission)	£57,842.70	(-39.9%)	-£9,951.22
Potential profits	£4,250.67		-£3,094.23
Yr 8 Dividends	£239.37		+£0
Yr 8 Interest	£3.82		+£0
Yr 8 Profit from sales	-£9,597.85		+£0
Yr 8 proj avg monthly profit	-£1,078.79	(-19.8%)	+£29.15
Total Dividends	£14,382.15		+£0
Total Interest	£4.07		+£0
Total Profit from sales	£10,835.90		+£0
Average monthly cash profit	£260.00	(4.8%)	-£0.65
(Sold stocks profit + Dividends - Fees / Months)
Compound performance	37%		+0%

My monthly savings investment was with ANTO:Antofagasta where I bought 14 shares at 1638.67p costing £232.06 with commission and stamp duty. They immediately fell to 1509p, which I consider a disaster of bad timing. The rest of the story mirrors that of the ISA thanks to the big drop in OPTI:Optibiotix.

It was nice to be above the injection for a short time.

The trend line might be flat by next week unless we plummet again.

The trading account looks like this after week 368 overall and week 4 of year 8.

			Weekly Change
Cash	£273.24		+£0
Portfolio cost	£1,794.51		+£0
Portfolio sell value (bid price - commission)	£1,117.76	(-37.7%)	-£28.47
Potential profits	£0		+£0
Year 8 Dividends	£0		+£0
Year 8 Interest	£0		+£0
Year 8 Profit	£283.99		+£0
Yr 8 proj avg monthly profit	£307.65	(+205.7%)	-£102.55
Dividends	£60.10		+£0
Interest	£0.03		+£0
Profit from sales	-£646.70		+£0
Average monthly cash profit	-£6.91	(-4.6%)	+£0.02
(Sold stocks profit + Dividends - Fees / Months)

Everything dropped this week, so we're back to a familiar pattern for the trading account. My genius purchase of BARC:Barclays has been underwhelming, with them dropping 12% in a few weeks, and my two purchases of JLP:Jubileee Metals are down by 48%. At least I have £273 cash, which I'm half tempted to take out to get the injection line down, but the prospect of only needing £230 profit to enable an additional share to be bought means I'll leave it alone.

I guess that doesn't look too bad compared the the recent past

Right on the trend line, which means we have to go up next week to avoid dipping below it.

OPTI:Optibiotix was bound to drift if there was no news, but I was really hoping there would be news. If none is forthcoming next week there's a risk we'll drift the same amount again and all my optimism would have been a very short-lived spike. The key to maintaining my morale is not to drop more than £7k, as that will take my portfolio value back below £100k and I'll be very sad.