Portfolio Charts

ISA 43 holdings

Amplitude Inc Class AAMPLTV

$14.761d-0.2%1w+6.6%1m+17.9%52w hi-3.0%

Auction Technology GroupATG.LTV

p4631d-0.6%1w+0.3%1m+11.4%52w hi-5.5%

BPBPTV

$44.511d-1.1%1w+1.2%1m-0.8%52w hi-5.6%

Baker Steel Resources OrdBSRT.LTV

p1351d+0.7%1w-3.6%1m-3.9%52w hi-5.6%

Balfour BeattyBBY.LTV

p8741d-2.8%1w-5.2%1m+0.5%52w hi-10.1%

Capital LtdCAPD.LTV

p1211d-2.4%1w+0.8%1m+8.0%52w hi-23.9%

Cerebras Systems Inc Class ACBRSTV

$175.051d-1.2%1w-1.5%1m-12.4%52w hi-54.7%

Circle Internet Group Inc Ordinary Shares - Class ACRCL.LTV

p01d+0.0%1w+0.0%1m+8.4%52w hi-15.4%

Costco Wholesale CorpCOST.LTV

p2441d-3.9%1w-6.3%1m+8.2%52w hi-8.1%

Expand Energy Corp Ordinary Shares - NewEXETV

$88.121d-0.1%1w+4.8%1m-10.3%52w hi-29.2%

FiltronicFTC.LTV

p3301d+7.5%1w+38.9%1m+46.7%52w hi-31.2%

Fluor CorpFLRTV

$51.141d-1.7%1w+6.8%1m-9.7%52w hi-12.4%

FrontlineFROTV

$53.061d+0.5%1w+7.7%1m+21.5%52w hi-3.0%

GlencoreGLEN.LTV

p5691d-0.8%1w+2.5%1m-9.6%52w hi-19.5%

Guidewire Software IncGWRETV

$163.981d-0.3%1w+15.0%1m+9.5%52w hi-35.9%

IG Group HoldingsIGG.LTV

p9501d-1.2%1w-28.3%1m-29.1%52w hi-51.4%

Jadestone EnergyJSE.LTV

p361d+0.0%1w-3.9%1m-1.4%52w hi-6.4%

Kier GroupKIE.LTV

p2931d-2.7%1w-5.8%1m+17.3%52w hi-8.4%

Lion Finance GroupBGEO.LTV

p128301d-3.7%1w-10.7%1m-6.3%52w hi-13.4%

Marex Group LtdMRXTV

$71.881d-3.2%1w+3.0%1m-6.3%52w hi-9.1%

MedtronicMDTTV

$85.511d-1.8%1w-0.9%1m-6.7%52w hi-16.9%

MillerKnoll IncMLKNTV

$20.651d-0.3%1w+5.0%1m-7.0%52w hi-15.8%

Novo Nordisk AS Class BNVOTV

$38.261d+1.9%1w+0.9%1m-15.3%52w hi-37.4%

RELXREL.LTV

p25991d+1.1%1w+4.1%1m+1.9%52w hi-26.5%

RIT Capital Partners OrdRCP.LTV

p24651d+0.4%1w-2.9%1m-1.2%52w hi-6.8%

Sasol Ltd ADRSSLTV

$14.201d-0.6%1w+2.7%1m+6.8%52w hi-6.5%

Seraphim Space Investment Trust OrdSSIT.LTV

p1921d-3.7%1w+0.8%1m+0.7%52w hi-32.3%

Serica EnergySQZ.LTV

p2541d-0.1%1w+0.4%1m-3.7%52w hi-16.0%

ServiceNow IncNOWTV

$137.871d-0.1%1w+2.9%1m+2.7%52w hi-28.6%

Shoe ZoneSHOE.LTV

p741d+0.0%1w+1.4%1m+0.7%52w hi-10.8%

Shopify Inc Registered Shs -A- Subord VtgSHOPTV

$166.031d+1.0%1w+12.0%1m+23.8%52w hi-8.9%

T. Rowe Price Group IncTROWTV

$104.071d+0.5%1w+0.0%1m-3.7%52w hi-13.6%

Tencent Holdings LtdNNND.SGTV

€47.711d-1.4%1w-0.0%1m+0.7%52w hi-28.5%

The Magnum Ice Cream Co NVMICC.LTV

p12871d-1.6%1w-4.2%1m-10.0%52w hi-15.0%

Time Finance Ordinary SharesTIME.LTV

p591d+0.0%1w+1.7%1m+2.1%52w hi-1.8%

TotalEnergies SETTE.PATV

€75.421d-0.4%1w-0.4%1m-1.9%52w hi-6.1%

Ubiquiti IncUITV

$634.661d+1.3%1w+11.8%1m+9.3%52w hi-42.1%

Vanguard S&P 500 ETF USD Acc GBPVUAG.LTV

£113.961d+0.3%1w+1.5%1m+3.7%52w hi-0.3%

Veeva Systems Inc Class AVEEVTV

$282.481d-0.4%1w-1.0%1m+6.7%52w hi-8.4%

Venture Life GroupVLG.LTV

p691d-1.4%1w+5.3%1m+3.8%52w hi-4.2%

Visa Inc Class AVTV

$372.101d+0.4%1w+3.6%1m+0.9%52w hi-3.5%

iShares Agribusiness ETF USD Acc GBPSPAG.LTV

p41961d-0.6%1w-0.3%1m-5.1%52w hi-7.8%

iShares Physical Gold ETC GBPSGLN.LTV

p60341d-0.7%1w-1.1%1m-4.5%52w hi-22.7%

SIPP 32 holdings

Amundi Smart Overnight Ret GBP H ETF AccCSH2.LTV

p1254901d+0.0%1w+0.1%1m+0.3%52w hi-0.6%

Artemis UK Select I Acc0P0000V25A.LTV

£14.471d+0.6%1w-1.9%1m-3.6%52w hi-5.3%

Artemis US Smaller Companies I Acc GBP0P00013YAP.LTV

£5.301d+0.8%1w+2.0%1m+2.5%52w hi-5.0%

BH Macro GBP OrdBHMG.LTV

p4221d+2.2%1w+2.1%1m-0.8%52w hi-5.3%

BlackRock American Income Trust OrdBRAI.LTV

pnan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%

BlackRock Energy and Resources IncomeBERI.LTV

p1741d-2.2%1w-0.9%1m-7.4%52w hi-15.1%

CC Japan Income & Growth OrdCCJI.LTV

pnan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%

Corpay IncCPAYTV

$402.431d-1.1%1w+3.6%1m-1.1%52w hi-5.9%

Finsbury Growth & Income OrdFGT.LTV

p7801d+0.5%1w+1.2%1m-2.7%52w hi-10.8%

Foresight Environmental Infra OrdFGEN.LTV

p871d+0.3%1w-1.1%1m+0.9%52w hi-4.9%

Franklin FTSE China UCITS ETF GBPFRCH.LTV

£21.191d-0.8%1w-0.6%1m-2.1%52w hi-20.0%

Global X Defence Tech ETF USD Acc GBPARMG.LTV

£19.921d-3.0%1w-3.0%1m-4.1%52w hi-25.4%

HICL Infrastructure PLC OrdHICL.LTV

p1311d-0.6%1w-2.4%1m-3.1%52w hi-7.1%

Invesco Energy S&P US Select Sector ETF GBPXLEP.LTV

p679101d-0.5%1w+2.7%1m+1.6%52w hi-2.3%

Invesco Health Care S&P US Sel Sec ETF GBPXLVP.LTV

p640501d+2.2%1w+0.2%1m+2.8%52w hi-10.7%

Invesco Materials S&P US Select Sec ETF GBPXLBP.LTV

p462301d-0.2%1w+0.2%1m-2.7%52w hi-5.4%

L&G Multi-Strategy Enhanced Cmdts ETF GBPENCG.LTV

p15051d+0.3%1w+1.0%1m+3.3%52w hi-2.1%

LondonMetric PropertyLMP.LTV

p1721d-0.9%1w-3.8%1m-5.5%52w hi-20.2%

Man Japan CoreAlpha Profl Acc C0P0000810W.LTV

£4.471d+0.3%1w+1.1%1m+3.2%52w hi-0.8%

Odyssean Investment Trust OrdOIT.LTV

p2381d-0.8%1w-0.8%1m+1.5%52w hi-1.7%

Polar Capital Global Ins I Acc0P0000SY4N.LTV

£14.101d+0.5%1w-0.0%1m-3.0%52w hi-8.1%

Polar Capital Technology OrdPCT.LTV

p7121d-1.5%1w+1.9%1m+7.8%52w hi-4.2%

Schroder Real Estate Invest OrdSREI.LTV

p401d-0.7%1w-3.3%1m-9.7%52w hi-32.7%

VanEck Gold Miners UCITS ETFGDX.LTV

$97.091d-1.8%1w-2.9%1m-13.2%52w hi-30.7%

VanEck Oil Services ETF A USD AccOIHV.LTV

$30.991d-4.2%1w+0.0%1m-10.7%52w hi-17.2%

Vanguard FTSE All-World UCITS ETF GBPVWRL.LTV

£141.381d-0.2%1w+0.7%1m+1.6%52w hi-0.5%

Vanguard S&P 500 ETF USD Acc GBPVUAG.LTV

£113.961d+0.3%1w+1.5%1m+3.7%52w hi-0.3%

Xtrackers MSCI World Financials ETF 1C GBPXWFS.LTV

£34.511d-0.9%1w-2.1%1m-5.5%52w hi-16.0%

iShares Edge MSCI EM Mini Vol ETF $ Acc GBPEMV.LTV

p34461d-1.2%1w+0.1%1m-0.8%52w hi-12.3%

iShares MSCI Brazil ETF USD Dist GBPIBZL.LTV

p25531d-2.0%1w+16.8%1m+14.1%52w hi-3.2%

iShares Oil & Gas Explr&Prod ETF USD Acc GBPSPOG.LTV

p26091d-0.8%1w+1.8%1m-3.0%52w hi-10.0%

iShares Physical Gold ETC GBPSGLN.LTV

p60341d-0.7%1w-1.1%1m-4.5%52w hi-22.7%

Trading 4 holdings

Hyperliquid Strategies IncPURRTV

$11.731d-6.2%1w-4.4%1m-1.7%52w hi-20.5%

On Holding AGONONTV

$33.221d+0.3%1w+12.2%1m+21.8%52w hi-35.0%

Palo Alto Networks IncPANWTV

$405.571d-3.4%1w+2.1%1m+20.4%52w hi-6.2%

Shopify Inc Registered Shs -A- Subord VtgSHOPTV

$166.031d+1.0%1w+12.0%1m+23.8%52w hi-8.9%

Exited 92 holdings

ACV Auctions Inc Ordinary Shares - Class AACVATV

$10.441d+0.0%1w+0.1%1m+48.5%52w hi-0.6%

ARK Genomic Revolution ETF A USD AccARKG.LTV

$9.491d-7.4%1w-3.6%1m+9.4%52w hi-7.6%

ARK Innovation ETF A USD AccARKK.LTV

$9.911d-3.7%1w-0.7%1m+3.7%52w hi-4.5%

AVI Japan Opportunity OrdAJOT.LTV

p1811d+0.0%1w+0.0%1m+5.2%52w hi-6.7%

Alcoa CorpAATV

$42.481d-1.6%1w+1.1%1m-17.9%52w hi-49.6%

Ashtead Technology Holdings Ordinary SharesTTV

$24.471d+0.2%1w+0.3%1m-4.4%52w hi-14.9%

Audioboom GroupBOOM.LTV

p4801d-2.0%1w-1.0%1m-2.0%52w hi-40.7%

Aura Minerals IncAUGOTV

$82.021d-5.4%1w+4.2%1m-3.9%52w hi-24.2%

Autotrader GroupAUTO.LTV

p4711d+1.4%1w+4.0%1m-8.2%52w hi-43.2%

AvingtransAVG.LTV

p7501d+0.0%1w+0.0%1m+3.0%52w hi-1.3%

BAE SystemsBA.LTV

p18261d-1.6%1w-6.7%1m-6.0%52w hi-22.6%

BYD Co Ltd Class H1211.HKTV

HK$74.551d-0.6%1w-1.6%1m-11.8%52w hi-33.9%

Babcock & Wilcox Enterprises IncBWTV

$5.641d-4.6%1w-3.4%1m-27.1%52w hi-74.4%

Baidu Inc ADRBIDUTV

$85.301d-2.0%1w-1.8%1m-7.8%52w hi-48.4%

Barrick Mining CorpABXTV

$8.291d-1.2%1w+2.9%1m-14.8%52w hi-33.4%

BlackRock Throgmorton Trust OrdTHRGFTV

$69.461d-0.7%1w+9.2%1m+15.2%52w hi-1.4%

BlackRock World Mining Trust OrdBRWM.LTV

p9261d-2.1%1w-3.9%1m-10.6%52w hi-13.9%

CMC MarketsCMCX.LTV

p6621d-2.5%1w-0.9%1m-12.5%52w hi-15.9%

CML MicrosystemsCML.LTV

p3251d+0.0%1w+0.0%1m+11.1%52w hi-14.5%

Cheniere Energy IncLNGTV

$272.201d-1.1%1w+1.2%1m-1.4%52w hi-9.1%

Cleveland-Cliffs IncCLFTV

$12.061d-1.6%1w+9.5%1m-1.9%52w hi-27.8%

Cloudflare IncNETTV

$342.971d-3.4%1w-1.2%1m+20.6%52w hi-7.4%

CohortCHRT.LTV

p11821d-2.3%1w-1.5%1m+3.9%52w hi-23.1%

Coinbase Global Inc Ordinary Shares - Class ACOINTV

$178.451d-3.9%1w-4.3%1m-0.3%52w hi-55.6%

CrowdStrike Holdings Inc Class ACRWDTV

$265.441d-4.8%1w+0.3%1m+26.4%52w hi-7.5%

Dassault Aviation SAAM.PATV

€278.401d-0.9%1w-2.0%1m-1.1%52w hi-21.7%

Fidelity China Special Situations OrdFCSS.LTV

p2461d-0.2%1w-2.2%1m-2.6%52w hi-27.3%

FresnilloFRES.LTV

p26881d-0.6%1w-1.5%1m-12.7%52w hi-39.9%

Gartner IncITTV

$185.771d+0.5%1w-0.4%1m+7.6%52w hi-28.9%

Global X Lithium & Battery TechETFUSDAcc GBPLITG.LTV

£9.401d-0.2%1w+2.1%1m-3.7%52w hi-23.1%

Global X Solar ETF USD Acc GBPRAYG.LTV

£6.781d-0.4%1w+1.3%1m-4.0%52w hi-37.2%

Global X Uranium ETF USD Acc GBPURNG.LTV

£18.251d-0.3%1w+0.2%1m-12.4%52w hi-34.9%

GoodwinGDWN.LTV

p142001d+2.6%1w+6.9%1m-8.0%52w hi-50.2%

HSBC MSCI China ETF GBPHMCH.LTV

p5361d-0.8%1w-0.8%1m-2.1%52w hi-21.6%

HardideHDD.LTV

p1041d+4.5%1w+4.0%1m+23.1%52w hi-5.5%

HaysHAS.LTV

p621d-1.4%1w-2.0%1m-6.6%52w hi-21.0%

IQEIQE.LTV

p541d-5.1%1w+10.3%1m+13.0%52w hi-25.7%

Invesco Industrials S&P US Sel Sec ETF GBPXLIP.LTV

p704551d-1.4%1w-0.5%1m-1.4%52w hi-9.7%

Invesco LtdIVZTV

$30.501d+0.4%1w+1.1%1m-5.7%52w hi-9.4%

Ithaca Energy Ordinary ShareITH.LTV

p2751d+0.1%1w+0.1%1m+1.3%52w hi-8.0%

JPMorgan Emerg EMEA Sec PlcJEMA.LTV

p2291d-2.6%1w-1.3%1m-4.2%52w hi-26.1%

JPMorgan Emerging Markets Growth & IncJMGI.LTV

p1721d-0.8%1w+1.5%1m+0.6%52w hi-5.2%

Kainos GroupKNOS.LTV

p12211d-1.4%1w-0.3%1m+2.7%52w hi-5.6%

Klarna GroupKLARTV

$13.251d+0.0%1w+6.9%1m-7.1%52w hi-70.4%

Lundin Mining CorpLUN.TOTV

CAD 33.931d-3.0%1w+0.0%1m-9.4%52w hi-25.6%

MGM Resorts InternationalMGMTV

$30.001d-1.8%1w-3.4%1m-26.4%52w hi-41.8%

Melrose IndustriesMRO.LTV

p4501d-2.4%1w-5.5%1m-9.7%52w hi-34.3%

Micron Technology IncMUTV

$1088.001d+4.1%1w+2.1%1m+8.8%52w hi-13.3%

Monolithic Power Systems IncMPWRTV

$1425.981d-3.2%1w+5.8%1m+17.2%52w hi-16.6%

NVIDIA CorpNVDATV

$237.471d-0.7%1w+4.0%1m+5.3%52w hi-2.4%

Nippon Active Value OrdNAVF.LTV

p2171d-0.9%1w-1.8%1m-5.7%52w hi-13.9%

Nucor CorpNUETV

$246.441d-1.8%1w+5.4%1m-3.7%52w hi-11.8%

Palantir Technologies Inc Ordinary Shares - Class APLTRTV

$194.121d+1.1%1w+3.8%1m+14.0%52w hi-6.5%

PayPal Holdings IncPYPLTV

$54.951d+0.6%1w+4.6%1m+3.3%52w hi-29.9%

Paychex IncPAYXTV

$101.551d+0.5%1w+3.1%1m-13.2%52w hi-20.7%

Pershing Square Holdings OrdPSH.LTV

p37501d-0.3%1w+2.5%1m-2.3%52w hi-26.4%

Pershing Square IncPSTV

$58.651d-1.8%1w+4.8%1m+41.4%52w hi-2.9%

Petroleo Brasileiro SA Petrobras ADRPBRTV

$23.991d+0.8%1w+14.9%1m+15.2%52w hi-3.1%

Ping An Insurance (Group) Co. of China Ltd Class H2318.HKTV

HK$51.501d-0.1%1w-2.6%1m-8.4%52w hi-27.2%

PlaytechPTEC.LTV

p3591d-6.3%1w-4.0%1m-11.2%52w hi-21.3%

Plus500 LtdPLUS.LTV

p32061d-1.2%1w-6.4%1m-12.4%52w hi-42.1%

Power Solutions International IncPSIXTV

$51.631d+7.7%1w+12.3%1m+19.7%52w hi-51.5%

Qualcomm IncQCOMTV

$177.121d-2.2%1w-3.8%1m+1.7%52w hi-31.2%

Quartix TechnologiesQTX.LTV

p2381d+0.0%1w+5.6%1m+8.0%52w hi-30.1%

Rathbones GroupRAT.LTV

p15321d+1.3%1w-1.4%1m-8.2%52w hi-38.7%

Renewables Infrastructure GrpTRIG.LTV

p761d-0.3%1w-5.3%1m-0.4%52w hi-5.9%

Rocket Lab CorpRKLBTV

$71.921d-4.2%1w+3.2%1m+9.2%52w hi-52.4%

Salesforce IncCRMTV

$224.561d-0.2%1w-2.2%1m-9.7%52w hi-16.1%

Schiehallion Fund OrdMNTN.LTV

$2.201d+0.5%1w+0.5%1m+0.0%52w hi-4.3%

Schneider Electric SESU.PATV

€254.551d-2.3%1w-12.8%1m-15.0%52w hi-18.5%

Scottish Mortgage OrdSMTCTV

$193.781d-1.7%1w+8.7%1m+19.2%52w hi-4.1%

Serabi GoldSRB.LTV

p2241d-1.3%1w-9.3%1m-21.4%52w hi-40.3%

Sibanye Stillwater Ltd ADRSBSWTV

$9.681d-3.3%1w-5.2%1m-21.7%52w hi-51.2%

Societe Generale SAGLE.PATV

€63.941d-5.0%1w-7.0%1m-13.0%52w hi-23.8%

Solaris Energy Infrastructure Inc Class ASEI.LTV

p211d+0.0%1w+7.7%1m+0.0%52w hi-34.5%

South32 LtdS32.AXTV

A$5.001d-0.6%1w-1.2%1m-2.7%52w hi-4.8%

Sprott Uranium Miners ETF AccURNMTV

$47.871d-4.8%1w+0.9%1m-16.6%52w hi-43.6%

Stt Strt SPDR MSCI World EnergyETF GBPENGW.LTV

£58.751d-0.4%1w+1.5%1m+0.9%52w hi-2.6%

SttStrtSPDRS&PUSEnergySelectSectorETF GBPGXLE.LTV

£38.851d-0.2%1w+2.7%1m+2.1%52w hi-2.0%

Tavistock InvestmentsTAVI.LTV

p21d-14.6%1w-14.6%1m-30.5%52w hi-57.3%

Tenable Holdings IncTENBTV

$38.941d-1.3%1w+7.0%1m+15.5%52w hi-10.8%

Tesla IncTSLATV

$377.811d-0.8%1w+6.5%1m+2.6%52w hi-24.3%

Valaris LtdVAL.LTV

p01d+0.0%1w+0.0%1m-6.9%52w hi-75.5%

VanEck Defense ETF A USD Acc GBPDFNG.LTV

£42.351d-5.1%1w-3.6%1m-4.4%52w hi-24.3%

Varonis Systems IncVRNSTV

$48.961d-0.2%1w+3.2%1m+7.7%52w hi-23.4%

WisdomTree Agriculture GBPAGAP.LTV

p5271d+0.0%1w+0.9%1m+0.5%52w hi-3.1%

WisdomTree Cloud Computing ETF - USD Acc GBPKLWD.LTV

p31131d-0.1%1w+5.1%1m+6.6%52w hi-11.5%

Wise Group Class AWISE.LTV

p8871d+0.3%1w+2.6%1m-4.1%52w hi-19.5%

ZotefoamsZTF.LTV

p4441d+0.7%1w+0.9%1m-1.8%52w hi-7.5%

iShares $ TIPS 0-5 ETF USD Acc GBPTI5A.LTV

£87.561d+0.2%1w+0.4%1m+1.8%52w hi-0.5%

iShares NASDAQ 100 ETF USD Acc GBPCNX1.LTV

p1351201d+0.3%1w+2.5%1m+7.8%52w hi-0.3%

iShares £ Ultrashort Bond ETF GBP DistERNS.LTV

£100.681d+0.1%1w-0.0%1m+0.3%52w hi-13.6%