Portfolio Charts

90 holdings · 1y · yfinance · Updated 15 Jun 2026 11:00
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Portfolio Value
£426,355
▲ £342 (+0.08%)
Accounts
🟢 Top Gainers (Daily)
Frontline+9.8%
Aura Minerals Inc+7.6%
Filtronic+5.0%
🔴 Top Losers (Daily)
Jadestone Energy-6.5%
Ithaca Energy Ordinary Share-6.1%
Seraphim Space Investment Trust Ord-5.8%
🟢 Top Gainers (Weekly)
Frontline+15.9%
Micron Technology Inc+13.6%
Lion Finance Group+8.8%
🔴 Top Losers (Weekly)
Filtronic-12.5%
Jadestone Energy-11.4%
Salesforce Inc-10.4%
🟢 Top Gainers (Monthly)
Varonis Systems Inc+23.4%
Micron Technology Inc+22.1%
CMC Markets+21.5%
🔴 Top Losers (Monthly)
Sibanye Stillwater Ltd ADR-27.6%
Baidu Inc ADR-23.1%
Aura Minerals Inc-22.4%
📊 Sectors
FX rates: USD/GBP=1.3427 · EUR/GBP=1.1562 · HKD/GBP=10.5140 · AUD/GBP=1.8987
📈 Portfolio Value Over Time
£400,787
2026-02-10 → 2026-06-15
ISA: £220,721SIPP: £172,191Trading: £7,875

ISA 36 holdings

Ashtead Technology Holdings Ordinary SharesTTV
$23.581d+2.5%1w+3.6%1m-4.7%52w hi-19.1%
Aura Minerals IncAUGOTV
$60.891d+7.6%1w+0.8%1m-22.4%52w hi-44.2%
Baidu Inc ADRBIDUTV
$115.771d-0.3%1w-4.8%1m-23.1%52w hi-30.0%
Baker Steel Resources OrdBSRT.LTV
p1321d+3.9%1w-0.4%1m+3.5%52w hi-4.3%
CMC MarketsCMCX.LTV
p4661d+0.3%1w+0.1%1m+21.5%52w hi-1.8%
Cheniere Energy IncLNGTV
$241.281d+0.5%1w+1.0%1m+0.8%52w hi-19.6%
Cloudflare IncNETTV
$228.481d+0.5%1w-8.6%1m+18.6%52w hi-17.5%
CohortCHRT.LTV
p12601d-0.6%1w-1.3%1m+8.8%52w hi-29.8%
Coinbase Global Inc Ordinary Shares - Class ACOINTV
$159.781d-0.4%1w+4.8%1m-20.8%52w hi-64.1%
FrontlineFROTV
$39.071d+9.8%1w+15.9%1m+9.6%52w hi-0.1%
GlencoreGLEN.LTV
p5801d-1.4%1w-1.4%1m-2.6%52w hi-17.9%
Jadestone EnergyJSE.LTV
p291d-6.5%1w-11.4%1m-5.6%52w hi-16.4%
Klarna GroupKLARTV
$16.231d-1.0%1w-0.8%1m+18.6%52w hi-65.8%
Lion Finance GroupBGEO.LTV
p112521d+1.8%1w+8.8%1m+2.4%52w hi-6.5%
Melrose IndustriesMRO.LTV
p4761d+2.8%1w+3.5%1m-2.4%52w hi-30.6%
NVIDIA CorpNVDATV
$205.191d+0.2%1w+0.0%1m-9.0%52w hi-13.2%
Novo Nordisk AS Class BNVOTV
$43.881d-0.2%1w+2.1%1m-6.8%52w hi-43.5%
Palantir Technologies Inc Ordinary Shares - Class APLTRTV
$127.991d-2.4%1w-5.6%1m-1.6%52w hi-38.3%
RELXREL.LTV
p24801d-0.5%1w-4.3%1m+4.9%52w hi-38.4%
RIT Capital Partners OrdRCP.LTV
p23391d+0.2%1w+1.9%1m+6.1%52w hi-1.9%
Salesforce IncCRMTV
$165.891d-0.3%1w-10.4%1m+0.3%52w hi-39.6%
Seraphim Space Investment Trust OrdSSIT.LTV
p1921d-5.8%1w+2.8%1m-19.9%52w hi-32.3%
Shopify Inc Registered Shs -A- Subord VtgSHOPTV
$108.241d-2.0%1w-1.2%1m+13.5%52w hi-40.6%
Stt Strt SPDR MSCI World EnergyETF GBPENGW.LTV
£51.941d-3.6%1w-4.7%1m-3.5%52w hi-12.6%
T. Rowe Price Group IncTROWTV
$109.641d+1.3%1w+3.4%1m+6.4%52w hi-3.6%
Tencent Holdings LtdNNND.SGTV
€50.731d-0.1%1w+2.9%1m+0.3%52w hi-24.2%
Tesla IncTSLATV
$406.431d+1.8%1w+3.9%1m-8.7%52w hi-18.5%
TotalEnergies SETTE.PATV
€72.481d-5.1%1w-6.3%1m-7.9%52w hi-10.8%
Ubiquiti IncUITV
$588.731d+1.2%1w+3.8%1m-11.3%52w hi-46.4%
VanEck Defense ETF A USD Acc GBPDFNG.LTV
£46.331d+0.4%1w+1.6%1m+0.2%52w hi-17.2%
Vanguard S&P 500 ETF USD Acc GBPVUAG.LTV
£107.981d+0.9%1w+0.4%1m+0.6%52w hi-1.2%
iShares Agribusiness ETF USD Acc GBPSPAG.LTV
p41431d+0.3%1w-0.6%1m-5.1%52w hi-8.5%
iShares MSCI Brazil ETF USD Dist GBPIBZL.LTV
p21331d+0.7%1w+5.2%1m-3.9%52w hi-15.2%
iShares NASDAQ 100 ETF USD Acc GBPCNX1.LTV
p1291301d+1.7%1w+1.5%1m+2.3%52w hi-1.9%
iShares Physical Gold ETC GBPSGLN.LTV
p62641d+2.6%1w-0.6%1m-7.2%52w hi-19.8%
iShares £ Ultrashort Bond ETF GBP DistERNS.LTV
£101.581d+0.0%1w+0.1%1m+0.4%52w hi-14.6%

SIPP 24 holdings

AVI Japan Opportunity OrdAJOT.LTV
p1631d+0.9%1w-2.5%1m-5.6%52w hi-16.0%
Alcoa CorpAATV
$68.771d-0.3%1w-4.3%1m+0.6%52w hi-18.5%
BH Macro GBP OrdBHMG.LTV
p4261d+0.2%1w-0.8%1m-2.0%52w hi-4.3%
BlackRock Energy and Resources IncBERI.LTV
p1921d+1.8%1w-0.6%1m-4.5%52w hi-6.4%
Corpay IncCPAYTV
$356.111d+1.5%1w+2.5%1m+7.5%52w hi-3.1%
CrowdStrike Holdings Inc Class ACRWDTV
$682.801d-1.3%1w+1.8%1m+21.4%52w hi-13.1%
FiltronicFTC.LTV
p3411d+5.0%1w-12.5%1m-16.4%52w hi-28.9%
Global X Lithium & Battery TechETFUSDAcc GBPLITG.LTV
£11.261d+1.5%1w+7.8%1m-3.4%52w hi-7.9%
Global X Solar ETF USD Acc GBPRAYG.LTV
£9.281d+1.3%1w+0.1%1m-7.2%52w hi-14.0%
HICL Infrastructure PLC OrdHICL.LTV
p1331d-0.6%1w+0.6%1m+6.4%52w hi-2.4%
HSBC MSCI China ETF GBPHMCH.LTV
p5641d+0.7%1w+1.1%1m-5.2%52w hi-35.8%
Ithaca Energy Ordinary ShareITH.LTV
p2321d-6.1%1w-9.5%1m-17.1%52w hi-20.4%
Micron Technology IncMUTV
$981.611d-1.4%1w+13.6%1m+22.1%52w hi-9.9%
RELXREL.LTV
p24801d-0.5%1w-4.3%1m+4.9%52w hi-38.4%
Sasol Ltd ADRSSLTV
$13.001d-3.1%1w-3.5%1m-1.4%52w hi-9.5%
Serabi GoldSRB.LTV
p3301d+0.0%1w-2.8%1m-4.8%52w hi-12.0%
Seraphim Space Investment Trust OrdSSIT.LTV
p1921d-5.8%1w+2.8%1m-19.9%52w hi-32.3%
Shopify Inc Registered Shs -A- Subord VtgSHOPTV
$108.241d-2.0%1w-1.2%1m+13.5%52w hi-40.6%
SttStrtSPDRS&PUSEnergySelectSectorETF GBPGXLE.LTV
£33.321d-3.3%1w-4.7%1m-2.8%52w hi-13.8%
Vanguard FTSE All-World UCITS ETF GBPVWRL.LTV
£137.851d+1.0%1w+1.3%1m+1.5%52w hi-0.8%
Vanguard S&P 500 ETF USD Acc GBPVUAG.LTV
£107.981d+0.9%1w+0.4%1m+0.6%52w hi-1.2%
Varonis Systems IncVRNSTV
$33.341d-0.4%1w+2.0%1m+23.4%52w hi-47.8%
iShares NASDAQ 100 ETF USD Acc GBPCNX1.LTV
p1291301d+1.7%1w+1.5%1m+2.3%52w hi-1.9%
iShares Physical Gold ETC GBPSGLN.LTV
p62641d+2.6%1w-0.6%1m-7.2%52w hi-19.8%

Trading 4 holdings

On Holding AGONONTV
$38.581d-1.6%1w+4.0%1m+9.0%52w hi-31.0%
Shopify Inc Registered Shs -A- Subord VtgSHOPTV
$108.241d-2.0%1w-1.2%1m+13.5%52w hi-40.6%
Sibanye Stillwater Ltd ADRSBSWTV
$9.861d+1.2%1w-2.6%1m-27.6%52w hi-52.3%
iShares $ TIPS 0-5 ETF USD Acc GBPTI5A.LTV
£86.441d-0.3%1w-0.8%1m-0.0%52w hi-1.3%

Exited 33 holdings

ACV Auctions Inc Ordinary Shares - Class AACVATV
$6.011d-6.8%1w+6.2%1m+6.4%52w hi-64.3%
Autotrader GroupAUTO.LTV
p4651d+0.2%1w-1.3%1m-5.6%52w hi-45.0%
AvingtransAVG.LTV
p6541d+2.1%1w+1.4%1m-0.9%52w hi-3.9%
BAE SystemsBA.LTV
p18731d-2.0%1w-4.1%1m-2.6%52w hi-20.6%
BYD Co Ltd Class H1211.HKTV
HK$85.601d-1.1%1w-2.3%1m-12.4%52w hi-36.9%
CML MicrosystemsCML.LTV
p2971d+1.5%1w+3.3%1m+0.7%52w hi-21.8%
Cleveland-Cliffs IncCLFTV
$13.781d+0.5%1w+1.8%1m+25.4%52w hi-17.5%
Costain GroupCOST.LTV
p1981d+1.7%1w+3.0%1m-2.3%52w hi-3.7%
Dassault Aviation SAAM.PATV
€300.001d+1.0%1w+0.5%1m+8.9%52w hi-15.7%
Fidelity China Special Situations OrdFCSS.LTV
p2781d+1.3%1w-0.1%1m-7.0%52w hi-18.1%
FresnilloFRES.LTV
p32171d+7.2%1w+7.4%1m-13.2%52w hi-28.0%
Global X Uranium ETF USD Acc GBPURNG.LTV
£21.451d+3.4%1w+0.9%1m-10.6%52w hi-23.5%
Invesco Industrials S&P US Sel Sec ETF GBPXLIP.LTV
p727151d+1.6%1w-0.1%1m+2.3%52w hi-1.2%
Invesco LtdIVZTV
$28.921d+2.2%1w+5.7%1m+3.8%52w hi-0.8%
JPMorgan Emerg EMEA Sec PlcJEMA.LTV
p2701d+0.0%1w-0.5%1m-0.9%52w hi-12.9%
LondonMetric PropertyLMP.LTV
p1851d-0.2%1w+3.6%1m-0.2%52w hi-14.3%
Monolithic Power Systems IncMPWRTV
$1577.321d-0.8%1w+6.5%1m-4.4%52w hi-8.0%
Petroleo Brasileiro SA Petrobras ADRPBRTV
$18.381d+0.8%1w+3.5%1m-5.5%52w hi-16.7%
Ping An Insurance (Group) Co. of China Ltd Class H2318.HKTV
HK$57.701d+1.0%1w+1.5%1m-6.0%52w hi-20.1%
PlaytechPTEC.LTV
p3361d-0.5%1w-2.0%1m-2.7%52w hi-24.7%
Plus500 LtdPLUS.LTV
p48401d-0.7%1w+4.9%1m+8.7%52w hi-2.7%
Qualcomm IncQCOMTV
$211.721d+4.3%1w-2.0%1m-0.3%52w hi-18.2%
Quartix TechnologiesQTX.LTV
p2601d+2.0%1w-1.0%1m+0.0%52w hi-23.5%
Schneider Electric SESU.PATV
€272.801d+2.8%1w+0.9%1m+3.4%52w hi-5.3%
Schroder Real Estate Invest OrdSREI.LTV
p471d+0.2%1w+0.2%1m+1.1%52w hi-19.9%
Scottish Mortgage OrdSMT.LTV
p14441d-0.4%1w+0.4%1m-0.4%52w hi-7.6%
Societe Generale SAGLE.PATV
€75.151d+2.4%1w+7.7%1m+14.6%52w hi-1.9%
South32 LtdS32.AXTV
A$4.471d-1.1%1w-3.5%1m+0.7%52w hi-9.7%
Sprott Uranium Miners ETF AccURNMTV
$54.581d+0.5%1w-1.3%1m-14.6%52w hi-35.8%
Tavistock InvestmentsTAVI.LTV
p31d+0.0%1w+0.0%1m-4.5%52w hi-53.7%
Tenable Holdings IncTENBTV
$26.801d-0.3%1w-3.8%1m+30.2%52w hi-24.9%
WisdomTree Agriculture GBPAGAP.LTV
p4441d-0.9%1w-1.9%1m-7.9%52w hi-11.2%
ZotefoamsZTF.LTV
p4681d+3.8%1w+8.8%1m+20.6%52w hi-2.5%