Portfolio Charts

79 holdings · 1y · yfinance · Updated 15 May 2026 07:00
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Portfolio Value
£nan
▼ £nan (+0.00%)
Accounts
🟢 Top Gainers (Daily)
iShares NASDAQ 100 ETF USD Acc GBP+50.0%
VanEck Defense ETF A USD Acc GBP+50.0%
Stt Strt SPDR MSCI World EnergyETF GBP+50.0%
🔴 Top Losers (Daily)
Alcoa Corp-3.5%
Micron Technology Inc-3.4%
Sibanye Stillwater Ltd ADR-3.3%
🟢 Top Gainers (Weekly)
iShares NASDAQ 100 ETF USD Acc GBP+200.0%
VanEck Defense ETF A USD Acc GBP+200.0%
Stt Strt SPDR MSCI World EnergyETF GBP+200.0%
🔴 Top Losers (Weekly)
Cloudflare Inc-22.2%
Shopify Inc Registered Shs -A- Subord Vtg-12.8%
ACV Auctions Inc Ordinary Shares-12.0%
🟢 Top Gainers (Monthly)
iShares NASDAQ 100 ETF USD Acc GBP+500.0%
VanEck Defense ETF A USD Acc GBP+500.0%
Stt Strt SPDR MSCI World EnergyETF GBP+500.0%
🔴 Top Losers (Monthly)
Shopify Inc Registered Shs -A- Subord Vtg-23.5%
BAE Systems-13.8%
Cohort-13.3%
📊 Sectors
FX rates: USD/GBP=1.3343 · EUR/GBP=1.1465 · HKD/GBP=10.4480 · AUD/GBP=1.8634
📈 Portfolio Value Over Time
£411,293
2026-02-10 → 2026-05-14
ISA: £192,929SIPP: £206,953Trading: £11,410

ISA 27 holdings

CMC MarketsCMCX.L
p3831d+0.0%1w-0.5%1m-0.5%52w hi-3.5%
Cheniere Energy IncLNG
$241.081d+0.7%1w-2.1%1m-5.9%52w hi-19.7%
Cloudflare IncNET
$199.811d+3.7%1w-22.2%1m+5.1%52w hi-23.2%
CohortCHRT.L
p11581d+0.0%1w+2.7%1m-13.3%52w hi-35.5%
Coinbase Global Inc Ordinary Shares - Class ACOIN
$212.011d+5.1%1w+9.9%1m+8.2%52w hi-52.3%
FrontlineFRO
$37.071d-0.3%1w-2.8%1m+4.5%52w hi-6.3%
GlencoreGLEN.L
p5961d+0.6%1w+5.6%1m+5.9%52w hi-0.4%
Jadestone EnergyJSE.L
p311d+2.5%1w+7.6%1m+15.7%52w hi-3.1%
Lion Finance GroupBGEO.L
p109901d+0.0%1w-0.4%1m-1.5%52w hi-8.7%
Melrose IndustriesMRO.L
p4871d-0.0%1w-6.0%1m-9.8%52w hi-28.9%
NVIDIA CorpNVDA
$235.741d+4.4%1w+11.5%1m+18.5%52w hi-0.3%
Novo Nordisk AS Class BNVO
$45.801d-2.7%1w+0.0%1m+12.2%52w hi-41.0%
Palantir Technologies Inc Ordinary Shares - Class APLTR
$133.731d+2.8%1w-2.4%1m-5.9%52w hi-35.6%
RELXREL.L
p23651d+1.4%1w-4.9%1m-7.8%52w hi-43.4%
RIT Capital Partners OrdRCP.L
p22051d+0.7%1w+0.5%1m+1.8%52w hi-3.3%
Seraphim Space Investment Trust OrdSSIT.L
p2401d+2.6%1w+5.3%1m+30.4%52w hi-4.8%
Shopify Inc Registered Shs -A- Subord VtgSHOP
$97.421d+2.1%1w-12.8%1m-23.5%52w hi-46.5%
Stt Strt SPDR MSCI World EnergyETF GBPENGW.L
£nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
T. Rowe Price Group IncTROW
$102.411d-0.6%1w-1.1%1m+6.6%52w hi-9.9%
Tesla IncTSLA
$443.301d-0.4%1w+7.7%1m+13.1%52w hi-11.1%
TotalEnergies SETTE.PA
€78.281d+0.6%1w+4.0%1m+1.2%52w hi-3.4%
VanEck Defense ETF A USD Acc GBPDFNG.L
£nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Vanguard S&P 500 ETF USD Acc GBPVUAG.L
£nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
iShares MSCI Brazil ETF USD Dist GBPIBZL.L
pnan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
iShares NASDAQ 100 ETF USD Acc GBPCNX1.L
pnan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
iShares Physical Gold ETC GBPSGLN.L
pnan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
iShares £ Ultrashort Bond ETF GBP DistERNS.L
£nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%

SIPP 25 holdings

AVI Japan Opportunity OrdAJOT.L
p1721d+0.0%1w-1.4%1m-0.3%52w hi-11.1%
Alcoa CorpAA
$66.021d-3.5%1w+5.4%1m-6.2%52w hi-12.8%
BAE SystemsBA.L
p19231d-0.3%1w-3.9%1m-13.8%52w hi-18.5%
BH Macro GBP OrdBHMG.L
p4341d+0.0%1w+1.6%1m+4.2%52w hi-2.4%
BlackRock Energy and Resources IncBERI.L
p2011d+0.0%1w+5.2%1m+3.3%52w hi-1.9%
CrowdStrike Holdings Inc Class ACRWD
$579.951d+3.1%1w+14.7%1m+41.1%52w hi-0.7%
FiltronicFTC.L
p4081d+1.2%1w+0.7%1m+98.1%52w hi-2.9%
Global X Lithium & Battery TechETFUSDAcc GBPLITG.L
£nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Global X Solar ETF USD Acc GBPRAYG.L
£nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
HICL Infrastructure PLC OrdHICL.L
p1251d+1.6%1w-1.1%1m-0.2%52w hi-3.3%
HSBC MSCI China ETF GBPHMCH.L
p5951d+50.0%1w+0.9%1m+1.1%52w hi-32.3%
Ithaca Energy Ordinary ShareITH.L
p2791d+0.0%1w+6.6%1m+15.1%52w hi-3.1%
Micron Technology IncMU
$776.011d-3.4%1w+20.0%1m+70.1%52w hi-5.2%
Petroleo Brasileiro SA Petrobras ADRPBR
$19.781d+1.0%1w-2.9%1m-3.1%52w hi-11.1%
RELXREL.L
p23651d+1.4%1w-4.9%1m-7.8%52w hi-43.4%
Sasol Ltd ADRSSL
$13.131d-0.5%1w+2.3%1m+2.7%52w hi-8.6%
Serabi GoldSRB.L
p3461d-1.0%1w-2.4%1m+3.4%52w hi-7.6%
Seraphim Space Investment Trust OrdSSIT.L
p2401d+2.6%1w+5.3%1m+30.4%52w hi-4.8%
Shopify Inc Registered Shs -A- Subord VtgSHOP
$97.421d+2.1%1w-12.8%1m-23.5%52w hi-46.5%
SttStrtSPDRS&PUSEnergySelectSectorETF GBPGXLE.L
£nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Vanguard FTSE All-World UCITS ETF GBPVWRL.L
£nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Vanguard S&P 500 ETF USD Acc GBPVUAG.L
£nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Varonis Systems IncVRNS
$27.221d+0.8%1w-5.1%1m+17.6%52w hi-57.4%
iShares NASDAQ 100 ETF USD Acc GBPCNX1.L
pnan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
iShares Physical Gold ETC GBPSGLN.L
pnan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%

Trading 6 holdings

ACV Auctions Inc Ordinary SharesACVA
$5.721d+1.2%1w-12.0%1m+16.5%52w hi-66.7%
Cleveland-Cliffs IncCLF
$10.931d-0.5%1w+2.6%1m+13.1%52w hi-34.6%
Global X Uranium ETF USD Acc GBPURNG.L
£nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Shopify Inc Registered Shs -A- Subord VtgSHOP
$97.421d+2.1%1w-12.8%1m-23.5%52w hi-46.5%
Sibanye Stillwater Ltd ADRSBSW
$13.161d-3.3%1w-0.2%1m-0.2%52w hi-36.4%
iShares S TIPS 0-5 ETF USD Acc GBPTI5A.L
£nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%

Exited 28 holdings

AvingtransAVG.L
p6601d+0.8%1w+3.1%1m+14.8%52w hi-2.9%
BYD Co Ltd Class H1211.HK
HK$96.201d-2.0%1w-3.6%1m-10.3%52w hi-38.8%
BlackRock Throgmorton Trust OrdTHRG.L
p61d+0.0%1w-99.0%1m-99.0%52w hi-99.2%
CML MicrosystemsCML.L
p2951d-2.5%1w+21.4%1m+31.1%52w hi-15.7%
Corpay IncCPAY
$329.171d-0.6%1w+7.7%1m+1.6%52w hi-9.1%
Costain GroupCOST.L
p2031d+0.0%1w+4.5%1m+5.1%52w hi-1.5%
Dassault Aviation SAAM.PA
€279.421d+0.4%1w-4.8%1m-13.9%52w hi-21.4%
Fidelity China Special Situations OrdFCSS.L
p2981d-2.3%1w-1.0%1m+2.1%52w hi-11.9%
FresnilloFRES.L
p37071d-2.0%1w+0.9%1m+0.5%52w hi-17.1%
Invesco Industrials S&P US Sel Sec ETF GBPXLIP.L
pnan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Invesco LtdIVZ
$27.731d-1.3%1w+3.4%1m+12.2%52w hi-5.6%
JPMorgan Emerg EMEA Sec PlcJEMA.L
p2721d+0.9%1w+7.9%1m+6.4%52w hi-12.1%
LondonMetric PropertyLMP.L
p1861d+0.4%1w-1.9%1m-2.7%52w hi-14.1%
Monolithic Power Systems IncMPWR
$1613.971d-2.2%1w+2.4%1m+19.3%52w hi-3.7%
Ping An Insurance (Group) Co. of China Ltd Class H2318.HK
HK$61.851d-2.6%1w-5.7%1m-1.1%52w hi-17.2%
PlaytechPTEC.L
p3461d+3.0%1w-2.3%1m-12.7%52w hi-22.7%
Plus500 LtdPLUS.L
p44521d+0.3%1w-1.2%1m+2.4%52w hi-10.5%
Qualcomm IncQCOM
$200.081d-6.1%1w-1.2%1m+50.4%52w hi-19.3%
Quartix TechnologiesQTX.L
p2601d+0.0%1w+2.0%1m-5.5%52w hi-23.5%
Schneider Electric SESU.PA
€270.951d+1.0%1w-0.0%1m+2.9%52w hi-4.4%
Schroder Real Estate Invest OrdSREI.L
p471d-0.4%1w-2.5%1m-6.4%52w hi-20.8%
Scottish Mortgage OrdSMT.L
p14501d+0.8%1w+0.5%1m+3.9%52w hi-1.2%
Societe Generale SAGLE.PA
€67.461d+1.4%1w-3.1%1m-6.9%52w hi-12.8%
South32 LtdS32.AX
A$4.171d-6.1%1w+0.7%1m-9.7%52w hi-14.0%
Sprott Uranium Miners ETF AccURNM
$62.501d-2.2%1w-6.7%1m-9.3%52w hi-26.4%
Tavistock InvestmentsTAVI.L
p31d+0.0%1w-2.9%1m-1.5%52w hi-51.5%
Ubiquiti IncUI
$660.011d-0.7%1w-28.8%1m-34.4%52w hi-40.0%
ZotefoamsZTF.L
p3881d+2.1%1w-2.3%1m+2.4%52w hi-19.1%