Portfolio Charts

79 holdings · 1y · yfinance · Updated 01 May 2026 07:00
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ISA 27 holdings

CMC MarketsCMCX.L
p3681d+0.4%1w-3.8%1m+10.7%52w hi-7.3%
Cheniere Energy IncLNG
$274.951d+1.0%1w+6.9%1m-3.1%52w hi-8.6%
Cloudflare IncNET
$204.971d-3.3%1w-0.0%1m-0.7%52w hi-21.2%
CohortCHRT.L
p12201d+0.5%1w-7.3%1m+6.1%52w hi-32.1%
Coinbase Global Inc Ordinary Shares - Class ACOIN
$187.771d+3.3%1w-5.1%1m+7.5%52w hi-57.8%
FrontlineFRO
$36.491d+0.6%1w+4.6%1m+4.7%52w hi-5.6%
GlencoreGLEN.L
p5681d+2.6%1w+0.9%1m+2.6%52w hi-1.7%
Jadestone EnergyJSE.L
p301d-1.0%1w+0.8%1m+7.1%52w hi-6.2%
Lion Finance GroupBGEO.L
p110401d+0.5%1w-1.4%1m+20.2%52w hi-8.3%
Melrose IndustriesMRO.L
p4821d+0.8%1w-5.5%1m-2.3%52w hi-29.7%
NVIDIA CorpNVDA
$199.571d-4.6%1w-0.0%1m+14.4%52w hi-8.0%
Novo Nordisk AS Class BNVO
$42.221d+4.8%1w+9.6%1m+14.9%52w hi-45.7%
Palantir Technologies Inc Ordinary Shares - Class APLTR
$139.111d+0.8%1w-1.7%1m-4.9%52w hi-33.0%
RELXREL.L
p26821d+1.2%1w-0.1%1m+8.6%52w hi-35.9%
RIT Capital Partners OrdRCP.L
p21951d+0.9%1w-1.3%1m+7.1%52w hi-3.7%
Seraphim Space Investment Trust OrdSSIT.L
p2021d-3.4%1w-8.2%1m+36.1%52w hi-13.5%
Shopify Inc Registered Shs -A- Subord VtgSHOP
$121.131d-0.1%1w-2.5%1m+2.1%52w hi-33.5%
Stt Strt SPDR MSCI World EnergyETF GBPENGW.L
£55.071d+1.1%1w+4.1%1m-6.8%52w hi-7.3%
T. Rowe Price Group IncTROW
$102.881d+2.4%1w+3.4%1m+14.1%52w hi-9.5%
Tesla IncTSLA
$381.631d+2.4%1w+2.1%1m+2.7%52w hi-23.5%
TotalEnergies SETTE.PA
€79.291d+1.4%1w+3.5%1m-1.1%52w hi-2.1%
VanEck Defense ETF A USD Acc GBPDFNG.L
£48.211d+1.0%1w-3.5%1m-1.8%52w hi-13.8%
Vanguard S&P 500 ETF USD Acc GBPVUAG.L
£101.661d-0.2%1w-0.3%1m+8.8%52w hi-2.6%
iShares MSCI Brazil ETF USD Dist GBPIBZL.L
p23401d+0.2%1w-3.8%1m+3.3%52w hi-6.9%
iShares NASDAQ 100 ETF USD Acc GBPCNX1.L
p1152401d-0.3%1w+0.4%1m+14.1%52w hi-1.1%
iShares Physical Gold ETC GBPSGLN.L
p66051d+1.1%1w-2.9%1m-24.8%52w hi-37.0%
iShares £ Ultrashort Bond ETF GBP DistERNS.L
£100.951d-0.0%1w-0.0%1m+0.4%52w hi-15.1%

SIPP 25 holdings

AVI Japan Opportunity OrdAJOT.L
p1771d+1.4%1w+2.9%1m+5.7%52w hi-8.8%
Alcoa CorpAA
$63.791d+2.1%1w-2.4%1m-3.8%52w hi-15.7%
BAE SystemsBA.L
p20421d+2.1%1w-1.8%1m-4.2%52w hi-13.4%
BH Macro GBP OrdBHMG.L
p4241d+0.2%1w-1.3%1m+1.4%52w hi-4.7%
BlackRock Energy and Resources IncBERI.L
p1911d-1.0%1w-1.5%1m+2.4%52w hi-6.8%
CrowdStrike Holdings Inc Class ACRWD
$445.751d-1.5%1w+0.1%1m+14.2%52w hi-21.4%
FiltronicFTC.L
p2911d+7.8%1w+2.8%1m+54.8%52w hi-3.6%
Global X Lithium & Battery TechETFUSDAcc GBPLITG.L
£11.741d+2.6%1w+6.0%1m+16.7%52w hi+0.0%
Global X Solar ETF USD Acc GBPRAYG.L
£9.201d+1.9%1w-2.6%1m-1.3%52w hi-9.5%
HICL Infrastructure PLC OrdHICL.L
p1281d+0.8%1w+2.4%1m+8.9%52w hi-0.9%
HSBC MSCI China ETF GBPHMCH.L
p5811d-0.1%1w-1.1%1m+1.0%52w hi-34.0%
Ithaca Energy Ordinary ShareITH.L
p2701d+0.6%1w+1.4%1m+6.2%52w hi-6.3%
Micron Technology IncMU
$517.161d-0.3%1w+7.4%1m+53.1%52w hi-3.4%
Petroleo Brasileiro SA Petrobras ADRPBR
$22.031d+0.8%1w+4.2%1m+6.8%52w hi-0.3%
RELXREL.L
p26821d+1.2%1w-0.1%1m+8.6%52w hi-35.9%
Sasol Ltd ADRSSL
$13.821d+0.8%1w+7.3%1m+6.6%52w hi-0.6%
Serabi GoldSRB.L
p3331d+4.1%1w+2.5%1m+23.3%52w hi-11.2%
Seraphim Space Investment Trust OrdSSIT.L
p2021d-3.4%1w-8.2%1m+36.1%52w hi-13.5%
Shopify Inc Registered Shs -A- Subord VtgSHOP
$121.131d-0.1%1w-2.5%1m+2.1%52w hi-33.5%
SttStrtSPDRS&PUSEnergySelectSectorETF GBPGXLE.L
£35.141d+1.3%1w+4.7%1m-8.5%52w hi-9.1%
Vanguard FTSE All-World UCITS ETF GBPVWRL.L
£129.421d+0.2%1w-0.3%1m+7.9%52w hi-1.6%
Vanguard S&P 500 ETF USD Acc GBPVUAG.L
£101.661d-0.2%1w-0.3%1m+8.8%52w hi-2.6%
Varonis Systems IncVRNS
$26.301d-3.6%1w+9.9%1m+22.5%52w hi-58.8%
iShares NASDAQ 100 ETF USD Acc GBPCNX1.L
p1152401d-0.3%1w+0.4%1m+14.1%52w hi-1.1%
iShares Physical Gold ETC GBPSGLN.L
p66051d+1.1%1w-2.9%1m-24.8%52w hi-37.0%

Trading 6 holdings

ACV Auctions Inc Ordinary SharesACVA
$5.191d-0.6%1w+0.0%1m+22.4%52w hi-70.4%
Cleveland-Cliffs IncCLF
$10.201d-0.5%1w+12.2%1m+20.7%52w hi-38.9%
Global X Uranium ETF USD Acc GBPURNG.L
£24.851d+1.8%1w-6.4%1m+15.2%52w hi-11.3%
Shopify Inc Registered Shs -A- Subord VtgSHOP
$121.131d-0.1%1w-2.5%1m+2.1%52w hi-33.5%
Sibanye Stillwater Ltd ADRSBSW
$12.021d+4.8%1w-5.1%1m-2.4%52w hi-41.9%
iShares S TIPS 0-5 ETF USD Acc GBPTI5A.L
£85.671d-0.7%1w-0.3%1m-2.1%52w hi-2.2%

Exited 28 holdings

AvingtransAVG.L
p6101d+0.0%1w+0.0%1m+14.6%52w hi-3.2%
BYD Co Ltd Class H1211.HK
HK$102.501d-5.4%1w-1.0%1m-3.8%52w hi-34.8%
BlackRock Throgmorton Trust OrdTHRG.L
p61d+0.0%1w-99.0%1m-99.0%52w hi-99.2%
CML MicrosystemsCML.L
p2381d+0.0%1w+3.3%1m+5.6%52w hi-32.1%
Corpay IncCPAY
$306.471d-0.2%1w-2.2%1m+5.3%52w hi-15.3%
Costain GroupCOST.L
p1871d+6.0%1w+1.5%1m+3.2%52w hi-9.4%
Dassault Aviation SAAM.PA
€296.801d+2.1%1w-3.4%1m-5.2%52w hi-18.0%
Fidelity China Special Situations OrdFCSS.L
p2921d+1.6%1w-0.2%1m+5.2%52w hi-13.7%
FresnilloFRES.L
p32351d+4.0%1w-5.6%1m+1.9%52w hi-27.6%
Invesco Industrials S&P US Sel Sec ETF GBPXLIP.L
p708001d+1.7%1w-0.9%1m+6.6%52w hi-3.8%
Invesco LtdIVZ
$26.211d+2.2%1w+3.3%1m+7.9%52w hi-10.8%
JPMorgan Emerg EMEA Sec PlcJEMA.L
p2701d+10.2%1w+10.9%1m+9.8%52w hi-12.9%
LondonMetric PropertyLMP.L
p1891d+1.8%1w-2.3%1m+5.0%52w hi-12.4%
Monolithic Power Systems IncMPWR
$1614.411d+5.7%1w+1.4%1m+47.7%52w hi-2.9%
Ping An Insurance (Group) Co. of China Ltd Class H2318.HK
HK$63.001d-1.1%1w+3.8%1m+6.2%52w hi-15.7%
PlaytechPTEC.L
p3651d-2.6%1w-9.2%1m+11.3%52w hi-54.9%
Plus500 LtdPLUS.L
p44981d-0.0%1w+0.3%1m+10.0%52w hi-9.5%
Qualcomm IncQCOM
$179.581d+15.1%1w+34.1%1m+39.4%52w hi-11.8%
Quartix TechnologiesQTX.L
p2601d+0.0%1w+3.6%1m+23.3%52w hi-23.5%
Schneider Electric SESU.PA
€268.601d-1.1%1w-2.3%1m+18.0%52w hi-4.6%
Schroder Real Estate Invest OrdSREI.L
p481d+1.5%1w-3.8%1m+3.8%52w hi-19.0%
Scottish Mortgage OrdSMT.L
p14101d+0.8%1w+0.8%1m+20.0%52w hi-3.0%
Societe Generale SAGLE.PA
€68.441d-3.6%1w-1.8%1m+11.2%52w hi-11.5%
South32 LtdS32.AX
A$4.121d+2.2%1w-4.6%1m-3.5%52w hi-15.1%
Sprott Uranium Miners ETF AccURNM
$68.551d+6.4%1w-0.8%1m+8.6%52w hi-19.3%
Tavistock InvestmentsTAVI.L
p31d+0.0%1w-8.3%1m+1.5%52w hi-51.5%
Ubiquiti IncUI
$1012.011d+4.2%1w-2.5%1m+28.1%52w hi-8.0%
ZotefoamsZTF.L
p3961d+0.0%1w-0.4%1m+15.8%52w hi-17.5%