Portfolio Charts

66 holdings · 1y · yfinance · Updated 17 Apr 2026 07:00
Sort by

ISA 31 holdings

AvingtransAVG.L
p6261d+7.9%1w+13.8%1m+15.9%52w hi-0.6%
CMC MarketsCMCX.L
p3831d-0.5%1w+2.7%1m+14.8%52w hi-3.0%
CML MicrosystemsCML.L
p2251d+0.0%1w-11.1%1m+4.7%52w hi-35.7%
Cloudflare IncNET
$197.381d+3.8%1w+2.2%1m-6.7%52w hi-24.1%
CohortCHRT.L
p13341d-0.1%1w+2.8%1m-1.3%52w hi-25.7%
Costain GroupCOST.L
p1891d-2.2%1w-4.0%1m-3.4%52w hi-8.2%
Dassault Aviation SAAM.PA
€326.201d-1.5%1w-3.1%1m-5.8%52w hi-9.8%
Fidelity China Special Situations OrdFCSS.L
p2981d+2.8%1w+3.7%1m-0.8%52w hi-12.1%
FrontlineFRO
$35.151d-1.0%1w+0.9%1m+12.3%52w hi-9.1%
GlencoreGLEN.L
p5581d+0.5%1w-0.5%1m+8.1%52w hi-3.4%
Invesco Industrials S&P US Sel Sec ETF GBPXLIP.L
p699001d+0.1%1w-0.9%1m+1.7%52w hi-5.0%
JPMorgan Emerg EMEA Sec PlcJEMA.L
p2561d+0.0%1w+4.9%1m+11.3%52w hi-17.4%
Jadestone EnergyJSE.L
p281d+2.6%1w+6.2%1m-2.5%52w hi-14.1%
Lion Finance GroupBGEO.L
p112501d+0.8%1w+5.0%1m+14.8%52w hi-6.6%
Melrose IndustriesMRO.L
p5411d+0.2%1w+1.3%1m+6.4%52w hi-21.1%
Novo Nordisk AS Class BNVO
$40.931d+0.3%1w+9.3%1m+10.4%52w hi-47.3%
PlaytechPTEC.L
p4181d-0.5%1w+9.4%1m+21.7%52w hi-48.3%
RIT Capital Partners OrdRCP.L
p21801d+0.9%1w+2.1%1m+1.4%52w hi-4.4%
Schneider Electric SESU.PA
€267.751d+0.6%1w+4.5%1m+7.6%52w hi-4.4%
Seraphim Space Investment Trust OrdSSIT.L
p1791d-3.2%1w+0.3%1m+26.5%52w hi-10.1%
Societe Generale SAGLE.PA
€71.801d-0.7%1w+1.3%1m+10.5%52w hi-7.2%
South32 LtdS32.AX
A$4.531d-2.1%1w-2.3%1m+8.3%52w hi-6.7%
Sprott Uranium Miners ETF AccURNM
$69.521d+0.9%1w+7.6%1m+6.9%52w hi-18.2%
T. Rowe Price Group IncTROW
$95.751d-0.4%1w+3.9%1m+8.3%52w hi-15.8%
TotalEnergies SETTE.PA
€77.121d+0.6%1w-2.2%1m+7.6%52w hi-4.8%
Ubiquiti IncUI
$1039.131d+3.2%1w+14.5%1m+31.8%52w hi-0.5%
VanEck Defense ETF A USD Acc GBPDFNG.L
£51.881d+0.1%1w-0.9%1m-3.8%52w hi-7.3%
ZotefoamsZTF.L
p3741d-0.9%1w-1.1%1m-0.3%52w hi-22.1%
iShares MSCI Brazil ETF USD Dist GBPIBZL.L
p24711d+0.0%1w+1.9%1m+10.6%52w hi-1.3%
iShares Physical Gold ETC GBPSGLN.L
p68861d+0.4%1w-0.5%1m-29.0%52w hi-34.4%
iShares £ Ultrashort Bond ETF GBP DistERNS.L
£100.871d+0.0%1w+0.1%1m+0.4%52w hi-15.2%

SIPP 34 holdings

AVI Japan Opportunity OrdAJOT.L
p1741d+0.9%1w-1.7%1m-3.6%52w hi-10.1%
Alcoa CorpAA
$70.411d+0.0%1w-3.9%1m+7.6%52w hi-7.0%
BAE SystemsBA.L
p22161d-1.6%1w-2.3%1m-4.5%52w hi-6.1%
BH Macro GBP OrdBHMG.L
p4161d-0.2%1w+1.0%1m-4.9%52w hi-6.5%
BYD Co Ltd Class H1211.HK
HK$111.101d-1.9%1w+5.7%1m+6.5%52w hi-29.3%
BlackRock Energy and Resources IncBERI.L
p1941d-0.5%1w+0.5%1m+3.5%52w hi-5.6%
Corpay IncCPAY
$332.071d+2.5%1w+8.3%1m+11.5%52w hi-8.3%
CrowdStrike Holdings Inc Class ACRWD
$418.201d+1.7%1w+6.0%1m-3.5%52w hi-26.2%
FiltronicFTC.L
p2211d+2.3%1w+8.3%1m+19.1%52w hi-0.9%
FresnilloFRES.L
p35531d-0.7%1w+0.7%1m+3.6%52w hi-20.6%
Global X Lithium & Battery TechETFUSDAcc GBPLITG.L
£10.891d+3.2%1w+5.5%1m+12.9%52w hi-0.6%
Global X Solar ETF USD Acc GBPRAYG.L
£9.061d-0.9%1w+1.5%1m-7.7%52w hi-10.8%
GoodwinGDWN.L
p132001d+3.3%1w+4.4%1m-46.6%52w hi-53.7%
HICL Infrastructure PLC OrdHICL.L
p1281d+1.4%1w+5.4%1m+6.0%52w hi-0.3%
HSBC MSCI China ETF GBPHMCH.L
p6001d+1.8%1w+2.7%1m-1.1%52w hi-31.8%
Ithaca Energy Ordinary ShareITH.L
p2481d+2.1%1w-0.9%1m-5.8%52w hi-14.0%
LondonMetric PropertyLMP.L
p1951d+1.5%1w+1.9%1m+1.3%52w hi-10.0%
Monolithic Power Systems IncMPWR
$1402.811d+3.7%1w+5.1%1m+31.8%52w hi-0.2%
Palantir Technologies Inc Ordinary Shares - Class APLTR
$142.761d+0.4%1w+9.4%1m-7.9%52w hi-31.2%
Ping An Insurance (Group) Co. of China Ltd Class H2318.HK
HK$60.251d-3.8%1w-4.0%1m-3.2%52w hi-19.3%
Plus500 LtdPLUS.L
p43821d+1.2%1w+4.6%1m+5.1%52w hi-11.9%
Quartix TechnologiesQTX.L
p2781d+0.2%1w+21.7%1m+13.3%52w hi-18.4%
RELXREL.L
p27001d+2.4%1w+9.0%1m+4.6%52w hi-35.4%
Sasol Ltd ADRSSL
$13.121d+2.7%1w+8.6%1m+7.9%52w hi-4.1%
Schroder Real Estate Invest OrdSREI.L
p501d-1.0%1w+3.1%1m-0.2%52w hi-14.5%
Scottish Mortgage OrdSMT.L
p14351d+1.1%1w+5.2%1m+20.4%52w hi-0.7%
Serabi GoldSRB.L
p3401d-1.6%1w+13.0%1m+14.5%52w hi-9.3%
Shopify Inc Registered Shs -A- Subord VtgSHOP
$126.941d-0.4%1w+13.0%1m-0.7%52w hi-30.3%
Sibanye Stillwater Ltd ADRSBSW
$13.091d-0.8%1w-0.1%1m+0.8%52w hi-36.7%
South32 LtdS32.AX
A$4.531d-2.1%1w-2.3%1m+8.3%52w hi-6.7%
Tavistock InvestmentsTAVI.L
p41d+0.0%1w+7.5%1m+7.5%52w hi-47.0%
Vanguard FTSE All-World UCITS ETF GBPVWRL.L
£128.511d+0.7%1w+2.3%1m+3.7%52w hi-2.3%
Varonis Systems IncVRNS
$23.901d+3.3%1w+11.0%1m-1.6%52w hi-62.6%
iShares Physical Gold ETC GBPSGLN.L
p68861d+0.4%1w-0.5%1m-29.0%52w hi-34.4%

Trading 6 holdings

BlackRock Throgmorton Trust OrdTHRG.L
p5521d+0.0%1w-1.1%1m-1.4%52w hi-17.8%
FiltronicFTC.L
p2211d+2.3%1w+8.3%1m+19.1%52w hi-0.9%
Invesco LtdIVZ
$24.011d-2.8%1w+1.9%1m+1.2%52w hi-18.3%
LondonMetric PropertyLMP.L
p1951d+1.5%1w+1.9%1m+1.3%52w hi-10.0%
Qualcomm IncQCOM
$134.471d+1.1%1w+5.3%1m+2.2%52w hi-34.0%
Seraphim Space Investment Trust OrdSSIT.L
p1791d-3.2%1w+0.3%1m+26.5%52w hi-10.1%