Portfolio Charts

ISA 43 holdings

Amplitude Inc Class AAMPLTV

$15.291d+3.6%1w+6.9%1m+23.4%52w hi-0.1%

Auction Technology GroupATG.LTV

p4681d+0.9%1w+1.9%1m+8.7%52w hi-4.6%

BPBPTV

$46.361d+4.2%1w+4.2%1m+1.5%52w hi-1.7%

Baker Steel Resources OrdBSRT.LTV

p1321d-2.2%1w-1.5%1m-7.0%52w hi-7.7%

Balfour BeattyBBY.LTV

p8661d-1.0%1w-5.9%1m+1.0%52w hi-11.0%

Capital LtdCAPD.LTV

p1201d-0.8%1w+1.7%1m+6.2%52w hi-24.5%

Cerebras Systems Inc Class ACBRSTV

$167.921d-4.1%1w-0.9%1m-14.4%52w hi-56.5%

Circle Internet Group Inc Ordinary Shares - Class ACRCL.LTV

p01d+0.0%1w+0.0%1m+9.7%52w hi-15.4%

Costco Wholesale CorpCOST.LTV

p2401d-1.2%1w-6.6%1m+6.2%52w hi-9.2%

Expand Energy Corp Ordinary Shares - NewEXETV

$88.861d+0.8%1w+3.4%1m-8.0%52w hi-28.6%

FiltronicFTC.LTV

p3211d-2.7%1w+24.9%1m+21.1%52w hi-33.1%

Fluor CorpFLRTV

$51.011d-0.3%1w+3.4%1m-7.0%52w hi-12.6%

FrontlineFROTV

$56.261d+6.0%1w+9.2%1m+27.2%52w hi-0.5%

GlencoreGLEN.LTV

p5691d-0.0%1w+4.3%1m-9.1%52w hi-19.6%

Guidewire Software IncGWRETV

$164.781d+0.5%1w+6.1%1m+15.8%52w hi-35.6%

IG Group HoldingsIGG.LTV

p9631d+1.4%1w-24.7%1m-28.9%52w hi-50.8%

Jadestone EnergyJSE.LTV

p371d+1.4%1w-1.1%1m-0.8%52w hi-5.1%

Kier GroupKIE.LTV

p2891d-1.3%1w-5.8%1m+18.2%52w hi-9.6%

Lion Finance GroupBGEO.LTV

p123701d-3.6%1w-8.6%1m-8.0%52w hi-16.5%

Marex Group LtdMRXTV

$71.171d-1.0%1w+0.3%1m-6.0%52w hi-10.0%

MedtronicMDTTV

$87.751d+2.6%1w+1.5%1m-3.7%52w hi-14.7%

MillerKnoll IncMLKNTV

$20.771d+0.6%1w+3.1%1m-4.1%52w hi-15.3%

Novo Nordisk AS Class BNVOTV

$38.181d-0.2%1w+2.1%1m-14.3%52w hi-37.5%

RELXREL.LTV

p25951d-0.2%1w+3.4%1m+3.2%52w hi-26.7%

RIT Capital Partners OrdRCP.LTV

p24501d-0.6%1w-1.2%1m-2.0%52w hi-7.4%

Sasol Ltd ADRSSLTV

$15.141d+6.6%1w+8.5%1m+3.8%52w hi-0.5%

Seraphim Space Investment Trust OrdSSIT.LTV

p1921d-0.4%1w-1.9%1m+1.8%52w hi-32.5%

Serica EnergySQZ.LTV

p2641d+3.8%1w+1.8%1m-5.2%52w hi-12.8%

ServiceNow IncNOWTV

$139.751d+1.4%1w+1.4%1m+6.6%52w hi-27.6%

Shoe ZoneSHOE.LTV

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

Shopify Inc Registered Shs -A- Subord VtgSHOPTV

$164.561d-0.9%1w+10.4%1m+29.8%52w hi-9.7%

T. Rowe Price Group IncTROWTV

$104.231d+0.2%1w-1.5%1m-2.1%52w hi-13.5%

Tencent Holdings LtdNNND.SGTV

€47.001d-1.5%1w-2.1%1m-0.0%52w hi-29.6%

The Magnum Ice Cream Co NVMICC.LTV

p13081d+1.7%1w+0.6%1m-7.6%52w hi-13.6%

Time Finance Ordinary SharesTIME.LTV

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

TotalEnergies SETTE.PATV

€77.581d+2.9%1w+4.1%1m+0.4%52w hi-3.4%

Ubiquiti IncUITV

$641.801d+1.1%1w+5.3%1m+23.3%52w hi-41.5%

Vanguard S&P 500 ETF USD Acc GBPVUAG.LTV

£113.841d-0.3%1w+1.2%1m+3.6%52w hi-0.4%

Veeva Systems Inc Class AVEEVTV

$284.841d+0.8%1w+1.0%1m+9.2%52w hi-6.1%

Venture Life GroupVLG.LTV

p691d+0.0%1w+0.7%1m+3.8%52w hi-4.2%

Visa Inc Class AVTV

$375.101d+0.8%1w+4.2%1m+2.1%52w hi-2.7%

iShares Agribusiness ETF USD Acc GBPSPAG.LTV

p41781d-1.2%1w-0.1%1m-6.3%52w hi-8.2%

iShares Physical Gold ETC GBPSGLN.LTV

p60391d-0.7%1w-0.6%1m-4.2%52w hi-22.7%

SIPP 32 holdings

Amundi Smart Overnight Ret GBP H ETF AccCSH2.LTV

p1255301d+0.0%1w+0.1%1m+0.4%52w hi-0.5%

Artemis UK Select I Acc0P0000V25A.LTV

£14.311d-1.1%1w-2.6%1m-4.2%52w hi-6.3%

Artemis US Smaller Companies I Acc GBP0P00013YAP.LTV

£5.241d-1.1%1w+0.9%1m+1.4%52w hi-6.1%

BH Macro GBP OrdBHMG.LTV

p4191d-0.6%1w+1.8%1m-1.3%52w hi-5.8%

BlackRock American Income Trust OrdBRAI.LTV

p2811d+0.0%1w+1.8%1m+0.7%52w hi-2.9%

BlackRock Energy and Resources IncomeBERI.LTV

p1741d+0.0%1w+0.0%1m-7.4%52w hi-15.1%

CC Japan Income & Growth OrdCCJI.LTV

p2771d-2.1%1w+0.4%1m+3.4%52w hi-7.7%

Corpay IncCPAYTV

$402.081d-0.1%1w+3.2%1m-1.0%52w hi-5.9%

Finsbury Growth & Income OrdFGT.LTV

p7761d-0.5%1w+1.6%1m-1.3%52w hi-11.3%

Foresight Environmental Infra OrdFGEN.LTV

p851d-2.3%1w-3.4%1m+0.4%52w hi-7.1%

Franklin FTSE China UCITS ETF GBPFRCH.LTV

£21.051d-1.0%1w-1.5%1m-3.0%52w hi-20.5%

Global X Defence Tech ETF USD Acc GBPARMG.LTV

£19.971d-1.2%1w-2.4%1m-4.4%52w hi-25.2%

HICL Infrastructure PLC OrdHICL.LTV

p1311d+0.0%1w-0.9%1m-2.2%52w hi-7.1%

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

p701601d+3.0%1w+6.0%1m+3.8%52w hi+0.0%

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

p625001d-0.4%1w-2.2%1m+2.2%52w hi-12.8%

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

p461101d-1.6%1w+0.1%1m-3.3%52w hi-5.7%

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

p15181d+2.0%1w+1.4%1m+3.7%52w hi-1.3%

LondonMetric PropertyLMP.LTV

p1721d-0.2%1w+0.4%1m-4.2%52w hi-20.4%

Man Japan CoreAlpha Profl Acc C0P0000810W.LTV

£4.451d-0.4%1w-0.7%1m-0.4%52w hi-1.2%

Odyssean Investment Trust OrdOIT.LTV

p2371d-0.4%1w+0.0%1m+2.2%52w hi-2.1%

Polar Capital Global Ins I Acc0P0000SY4N.LTV

£14.101d-0.0%1w-0.4%1m-4.2%52w hi-8.1%

Polar Capital Technology OrdPCT.LTV

p7061d-0.9%1w+1.3%1m+7.1%52w hi-5.1%

Schroder Real Estate Invest OrdSREI.LTV

p401d-0.4%1w-0.8%1m-5.1%52w hi-32.9%

VanEck Gold Miners UCITS ETFGDX.LTV

$97.091d-2.9%1w-2.9%1m-14.2%52w hi-30.7%

VanEck Oil Services ETF A USD AccOIHV.LTV

$31.441d-1.7%1w+1.5%1m-10.4%52w hi-16.0%

Vanguard FTSE All-World UCITS ETF GBPVWRL.LTV

£140.751d-1.0%1w+0.3%1m+1.3%52w hi-1.2%

Vanguard S&P 500 ETF USD Acc GBPVUAG.LTV

£113.841d-0.3%1w+1.2%1m+3.6%52w hi-0.4%

Xtrackers MSCI World Financials ETF 1C GBPXWFS.LTV

£34.321d-2.0%1w-2.2%1m-5.7%52w hi-16.5%

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

p33921d-2.4%1w-0.2%1m-2.1%52w hi-13.6%

iShares MSCI Brazil ETF USD Dist GBPIBZL.LTV

p25661d-0.5%1w+15.4%1m+11.1%52w hi-2.7%

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

p26881d+2.5%1w+5.0%1m-1.0%52w hi-7.3%

iShares Physical Gold ETC GBPSGLN.LTV

p60391d-0.7%1w-0.6%1m-4.2%52w hi-22.7%

Trading 4 holdings

Hyperliquid Strategies IncPURRTV

$11.301d-3.7%1w-6.1%1m-6.1%52w hi-23.4%

On Holding AGONONTV

$34.041d+2.5%1w+12.7%1m+26.8%52w hi-33.4%

Palo Alto Networks IncPANWTV

$398.501d-1.7%1w+0.6%1m+18.9%52w hi-7.8%

Shopify Inc Registered Shs -A- Subord VtgSHOPTV

$164.561d-0.9%1w+10.4%1m+29.8%52w hi-9.7%

Exited 92 holdings

ACV Auctions Inc Ordinary Shares - Class AACVATV

$10.441d+0.0%1w-0.1%1m+41.7%52w hi-0.6%

ARK Genomic Revolution ETF A USD AccARKG.LTV

$9.071d-8.5%1w-11.1%1m+4.5%52w hi-17.1%

ARK Innovation ETF A USD AccARKK.LTV

$9.701d-5.8%1w-4.0%1m+1.0%52w hi-9.1%

AVI Japan Opportunity OrdAJOT.LTV

p1791d-1.1%1w+0.3%1m+5.0%52w hi-7.7%

Alcoa CorpAATV

$42.821d+0.8%1w+1.8%1m-15.6%52w hi-49.2%

Ashtead Technology Holdings Ordinary SharesTTV

$24.891d+1.7%1w+2.4%1m-1.1%52w hi-13.4%

Audioboom GroupBOOM.LTV

p4801d+0.0%1w-1.0%1m-1.0%52w hi-40.7%

Aura Minerals IncAUGOTV

$82.491d+0.6%1w+4.6%1m-3.3%52w hi-23.7%

Autotrader GroupAUTO.LTV

p4861d+3.2%1w+5.5%1m-0.6%52w hi-41.4%

AvingtransAVG.LTV

p7501d+0.0%1w+1.4%1m+3.4%52w hi-1.3%

BAE SystemsBA.LTV

p18361d+0.6%1w-5.5%1m-3.3%52w hi-22.2%

BYD Co Ltd Class H1211.HKTV

HK$72.901d-2.2%1w-3.6%1m-13.1%52w hi-35.4%

Babcock & Wilcox Enterprises IncBWTV

$5.501d-2.5%1w-5.0%1m-26.0%52w hi-75.0%

Baidu Inc ADRBIDUTV

$83.921d-1.6%1w-2.0%1m-8.8%52w hi-49.2%

Barrick Mining CorpABXTV

$8.321d+0.4%1w+5.4%1m-13.5%52w hi-33.1%

BlackRock Throgmorton Trust OrdTHRGFTV

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

BlackRock World Mining Trust OrdBRWM.LTV

p9231d-0.3%1w-1.0%1m-9.7%52w hi-14.2%

CMC MarketsCMCX.LTV

p6541d-1.2%1w-0.6%1m-10.9%52w hi-16.9%

CML MicrosystemsCML.LTV

p3201d-1.5%1w+1.6%1m+9.4%52w hi-15.8%

Cheniere Energy IncLNGTV

$277.881d+2.1%1w+2.0%1m+0.7%52w hi-7.2%

Cleveland-Cliffs IncCLFTV

$12.191d+1.1%1w+6.3%1m+0.8%52w hi-27.0%

Cloudflare IncNETTV

$341.701d-0.4%1w-2.6%1m+8.8%52w hi-7.7%

CohortCHRT.LTV

p11921d+0.8%1w-0.2%1m+5.1%52w hi-22.5%

Coinbase Global Inc Ordinary Shares - Class ACOINTV

$172.001d-3.6%1w-9.1%1m-1.6%52w hi-57.2%

CrowdStrike Holdings Inc Class ACRWDTV

$263.011d-0.9%1w-1.2%1m+26.6%52w hi-8.4%

Dassault Aviation SAAM.PATV

€279.001d+0.2%1w-1.3%1m+0.1%52w hi-21.6%

Fidelity China Special Situations OrdFCSS.LTV

p2441d-1.2%1w-3.2%1m-3.0%52w hi-28.1%

FresnilloFRES.LTV

p26891d+0.0%1w+0.3%1m-11.8%52w hi-39.9%

Gartner IncITTV

$195.411d+5.2%1w+1.4%1m+15.2%52w hi-25.2%

Global X Lithium & Battery TechETFUSDAcc GBPLITG.LTV

£9.351d-2.3%1w+1.8%1m-4.0%52w hi-23.6%

Global X Solar ETF USD Acc GBPRAYG.LTV

£6.751d-0.9%1w+0.1%1m-5.7%52w hi-37.5%

Global X Uranium ETF USD Acc GBPURNG.LTV

£17.471d-8.7%1w-5.0%1m-19.4%52w hi-37.7%

GoodwinGDWN.LTV

p141401d-0.4%1w+4.7%1m-5.1%52w hi-50.4%

HSBC MSCI China ETF GBPHMCH.LTV

p5311d-1.4%1w-1.9%1m-3.0%52w hi-22.3%

HardideHDD.LTV

p1041d+0.0%1w+6.1%1m+26.8%52w hi-5.5%

HaysHAS.LTV

p621d-0.1%1w-2.7%1m-8.2%52w hi-21.0%

IQEIQE.LTV

p511d-6.6%1w+2.6%1m+8.2%52w hi-30.6%

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

p703451d-2.3%1w-0.3%1m-1.9%52w hi-9.9%

Invesco LtdIVZTV

$30.091d-1.3%1w-1.1%1m-6.2%52w hi-10.6%

Ithaca Energy Ordinary ShareITH.LTV

p2801d+1.8%1w+1.3%1m-0.4%52w hi-6.4%

JPMorgan Emerg EMEA Sec PlcJEMA.LTV

p2291d+0.0%1w-0.4%1m-1.7%52w hi-26.1%

JPMorgan Emerging Markets Growth & IncJMGI.LTV

p1681d-2.1%1w-0.2%1m-0.3%52w hi-7.2%

Kainos GroupKNOS.LTV

p12331d+1.0%1w+1.8%1m+3.6%52w hi-4.7%

Klarna GroupKLARTV

$13.461d+1.6%1w+8.1%1m-3.0%52w hi-69.9%

Lundin Mining CorpLUN.TOTV

CAD 33.551d-1.1%1w+0.8%1m-10.0%52w hi-26.5%

MGM Resorts InternationalMGMTV

$30.011d+0.0%1w-1.5%1m-26.2%52w hi-41.8%

Melrose IndustriesMRO.LTV

p4381d-2.6%1w-5.8%1m-8.9%52w hi-36.0%

Micron Technology IncMUTV

$1035.841d-4.8%1w-5.6%1m+0.8%52w hi-17.5%

Monolithic Power Systems IncMPWRTV

$1369.801d-3.9%1w+0.6%1m+14.0%52w hi-19.8%

NVIDIA CorpNVDATV

$230.481d-2.9%1w-0.2%1m+3.2%52w hi-5.3%

Nippon Active Value OrdNAVF.LTV

p2161d-0.5%1w-1.8%1m-6.1%52w hi-14.3%

Nucor CorpNUETV

$246.141d-0.1%1w+4.3%1m-4.3%52w hi-11.9%

Palantir Technologies Inc Ordinary Shares - Class APLTRTV

$198.781d+2.4%1w+4.6%1m+17.3%52w hi-4.2%

PayPal Holdings IncPYPLTV

$55.021d+0.1%1w+3.7%1m+5.5%52w hi-29.8%

Paychex IncPAYXTV

$104.461d+2.9%1w+3.6%1m-9.0%52w hi-18.4%

Pershing Square Holdings OrdPSH.LTV

p37341d-0.4%1w+2.7%1m-1.2%52w hi-26.7%

Pershing Square IncPSTV

$54.441d-7.2%1w+2.3%1m+49.2%52w hi-9.9%

Petroleo Brasileiro SA Petrobras ADRPBRTV

$24.691d+2.9%1w+17.7%1m+18.0%52w hi-0.6%

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

HK$51.301d-0.4%1w-2.7%1m-7.1%52w hi-27.5%

PlaytechPTEC.LTV

p3601d+0.3%1w-3.2%1m-9.4%52w hi-21.1%

Plus500 LtdPLUS.LTV

p32201d+0.4%1w-5.7%1m-11.0%52w hi-41.8%

Power Solutions International IncPSIXTV

$48.501d-6.1%1w+6.8%1m+15.3%52w hi-54.5%

Qualcomm IncQCOMTV

$176.011d-0.6%1w-3.3%1m-0.2%52w hi-31.7%

Quartix TechnologiesQTX.LTV

p2381d+0.0%1w+5.6%1m+9.2%52w hi-30.1%

Rathbones GroupRAT.LTV

p15181d-0.9%1w-1.0%1m-7.4%52w hi-39.2%

Renewables Infrastructure GrpTRIG.LTV

p751d-0.4%1w-3.6%1m-0.9%52w hi-6.3%

Rocket Lab CorpRKLBTV

$68.401d-4.9%1w-2.9%1m+8.5%52w hi-54.7%

Salesforce IncCRMTV

$227.801d+1.4%1w-3.8%1m-6.5%52w hi-14.9%

Schiehallion Fund OrdMNTN.LTV

$2.201d+0.0%1w+0.9%1m+0.0%52w hi-4.3%

Schneider Electric SESU.PATV

€261.101d+2.6%1w-10.8%1m-9.9%52w hi-16.4%

Scottish Mortgage OrdSMTCTV

$187.491d-3.2%1w+0.5%1m+14.4%52w hi-7.2%

Serabi GoldSRB.LTV

p2301d+2.7%1w-4.2%1m-22.0%52w hi-38.7%

Sibanye Stillwater Ltd ADRSBSWTV

$9.911d+2.4%1w-1.0%1m-21.2%52w hi-50.0%

Societe Generale SAGLE.PATV

€62.501d-2.3%1w-4.3%1m-14.0%52w hi-25.5%

Solaris Energy Infrastructure Inc Class ASEI.LTV

p211d+0.0%1w+7.7%1m-1.2%52w hi-34.5%

South32 LtdS32.AXTV

A$4.961d-0.8%1w+1.0%1m-5.0%52w hi-5.5%

Sprott Uranium Miners ETF AccURNMTV

$46.091d-3.7%1w-2.4%1m-19.1%52w hi-45.7%

Stt Strt SPDR MSCI World EnergyETF GBPENGW.LTV

£60.481d+2.6%1w+4.6%1m+3.1%52w hi-0.0%

SttStrtSPDRS&PUSEnergySelectSectorETF GBPGXLE.LTV

£40.031d+2.9%1w+5.6%1m+4.3%52w hi+0.0%

Tavistock InvestmentsTAVI.LTV

p21d+0.0%1w-14.6%1m-30.5%52w hi-57.3%

Tenable Holdings IncTENBTV

$39.011d+0.2%1w+8.0%1m+15.9%52w hi-10.7%

Tesla IncTSLATV

$375.001d-0.7%1w+5.9%1m+2.0%52w hi-24.8%

Valaris LtdVAL.LTV

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

VanEck Defense ETF A USD Acc GBPDFNG.LTV

£42.131d-3.5%1w-4.5%1m-5.2%52w hi-24.7%

Varonis Systems IncVRNSTV

$48.881d-0.2%1w+3.0%1m+6.1%52w hi-23.5%

WisdomTree Agriculture GBPAGAP.LTV

p5241d-0.7%1w+0.4%1m-0.1%52w hi-3.6%

WisdomTree Cloud Computing ETF - USD Acc GBPKLWD.LTV

p31181d-0.8%1w+2.7%1m+8.5%52w hi-11.4%

Wise Group Class AWISE.LTV

p8681d-2.2%1w+2.7%1m-5.2%52w hi-21.2%

ZotefoamsZTF.LTV

p4371d-1.6%1w+2.1%1m-2.9%52w hi-8.9%

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

£87.571d+0.6%1w+0.8%1m+1.7%52w hi-0.5%

iShares NASDAQ 100 ETF USD Acc GBPCNX1.LTV

p1347201d-0.6%1w+1.7%1m+7.4%52w hi-0.8%

iShares £ Ultrashort Bond ETF GBP DistERNS.LTV

£100.711d-0.0%1w+0.0%1m+0.2%52w hi-13.6%