Portfolio Charts

91 holdings · 1y · yfinance · Updated 04 Jun 2026 21:15
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Portfolio Value
£426,355
▲ £1,322 (+0.31%)
Accounts
🟢 Top Gainers (Daily)
CMC Markets+16.8%
Filtronic+13.6%
RELX+6.0%
🔴 Top Losers (Daily)
Micron Technology Inc-7.7%
CrowdStrike Holdings Inc Class A-3.8%
Alcoa Corp-3.5%
🟢 Top Gainers (Weekly)
Cloudflare Inc+17.8%
CMC Markets+16.2%
Micron Technology Inc+7.8%
🔴 Top Losers (Weekly)
Seraphim Space Investment Trust Ord-27.8%
Cohort-13.4%
Aura Minerals Inc-11.9%
🟢 Top Gainers (Monthly)
Micron Technology Inc+55.6%
CrowdStrike Holdings Inc Class A+50.9%
Alcoa Corp+23.9%
🔴 Top Losers (Monthly)
Ubiquiti Inc-42.6%
Coinbase Global Inc Ordinary Shares - Class A-17.0%
Seraphim Space Investment Trust Ord-16.3%
📊 Sectors
FX rates: USD/GBP=1.3423 · EUR/GBP=1.1556 · HKD/GBP=10.5140 · AUD/GBP=1.8814
📈 Portfolio Value Over Time
£403,661
2026-02-10 → 2026-06-04
ISA: £220,711SIPP: £174,887Trading: £8,064

ISA 36 holdings

Ashtead Technology Holdings Ordinary SharesTTV
$22.771d-3.3%1w-8.5%1m-12.1%52w hi-21.8%
Aura Minerals IncAUGOTV
$66.861d+4.1%1w-11.9%1m-16.3%52w hi-38.8%
Baidu Inc ADRBIDUTV
$134.801d+1.6%1w+2.1%1m+6.8%52w hi-18.5%
Baker Steel Resources OrdBSRT.LTV
p1261d+2.4%1w+5.2%1m-2.3%52w hi-7.7%
CMC MarketsCMCX.LTV
p4301d+16.8%1w+16.2%1m+16.4%52w hi-3.3%
Cheniere Energy IncLNGTV
$241.071d+2.4%1w+5.0%1m-10.3%52w hi-19.7%
Cloudflare IncNETTV
$268.641d+1.2%1w+17.8%1m+9.9%52w hi-3.0%
CohortCHRT.LTV
p12761d+1.6%1w-13.4%1m+10.2%52w hi-28.9%
Coinbase Global Inc Ordinary Shares - Class ACOINTV
$164.131d+0.6%1w-9.9%1m-17.0%52w hi-63.1%
FrontlineFROTV
$34.161d-0.9%1w-1.1%1m-10.3%52w hi-14.0%
GlencoreGLEN.LTV
p6101d+0.3%1w+6.3%1m+9.0%52w hi-13.7%
Jadestone EnergyJSE.LTV
p331d-1.5%1w+2.8%1m+9.3%52w hi-5.7%
Klarna GroupKLARTV
$17.471d+3.1%1w+0.2%1m+21.9%52w hi-63.2%
Lion Finance GroupBGEO.LTV
p108401d+1.4%1w-2.0%1m-0.2%52w hi-10.0%
Melrose IndustriesMRO.LTV
p4601d+1.6%1w-3.4%1m-5.0%52w hi-32.9%
NVIDIA CorpNVDATV
$218.661d+1.8%1w+2.1%1m+11.3%52w hi-7.6%
Novo Nordisk AS Class BNVOTV
$43.751d+4.2%1w-3.9%1m-2.5%52w hi-43.7%
Palantir Technologies Inc Ordinary Shares - Class APLTRTV
$141.701d-0.4%1w-1.1%1m+4.3%52w hi-31.7%
RELXREL.LTV
p25831d+6.0%1w+5.6%1m-3.4%52w hi-35.9%
RIT Capital Partners OrdRCP.LTV
p23201d-0.4%1w+3.1%1m+5.9%52w hi-1.7%
Salesforce IncCRMTV
$188.751d-1.0%1w+7.1%1m+0.9%52w hi-31.4%
Seraphim Space Investment Trust OrdSSIT.LTV
p1871d-0.2%1w-27.8%1m-16.3%52w hi-34.2%
Shopify Inc Registered Shs -A- Subord VtgSHOPTV
$116.041d+2.7%1w+0.9%1m+7.8%52w hi-36.3%
Stt Strt SPDR MSCI World EnergyETF GBPENGW.LTV
£54.611d-0.5%1w+2.7%1m-0.8%52w hi-8.1%
T. Rowe Price Group IncTROWTV
$106.961d+2.8%1w+3.3%1m+2.7%52w hi-5.9%
Tencent Holdings LtdNNND.SGTV
€50.121d-0.4%1w+6.7%1m+7.9%52w hi-25.1%
Tesla IncTSLATV
$418.451d-1.2%1w-5.3%1m+7.5%52w hi-16.1%
TotalEnergies SETTE.PATV
€77.381d-0.3%1w+2.6%1m+0.8%52w hi-4.8%
Ubiquiti IncUITV
$581.301d+0.9%1w-2.3%1m-42.6%52w hi-47.1%
VanEck Defense ETF A USD Acc GBPDFNG.LTV
£47.011d+0.5%1w-5.6%1m-3.4%52w hi-16.0%
Vanguard S&P 500 ETF USD Acc GBPVUAG.LTV
£108.761d+0.1%1w+0.2%1m+5.5%52w hi-0.5%
iShares Agribusiness ETF USD Acc GBPSPAG.LTV
p42481d-0.9%1w-0.1%1m-2.5%52w hi-6.2%
iShares MSCI Brazil ETF USD Dist GBPIBZL.LTV
p20821d+0.2%1w-4.0%1m-12.0%52w hi-17.2%
iShares NASDAQ 100 ETF USD Acc GBPCNX1.LTV
p1299001d-0.6%1w+0.6%1m+9.6%52w hi-1.3%
iShares Physical Gold ETC GBPSGLN.LTV
p64591d+0.7%1w-0.1%1m-1.4%52w hi-17.3%
iShares £ Ultrashort Bond ETF GBP DistERNS.LTV
£101.471d+0.1%1w+0.1%1m+0.4%52w hi-14.7%

SIPP 24 holdings

AVI Japan Opportunity OrdAJOT.LTV
p1641d-1.5%1w-2.1%1m-6.6%52w hi-15.7%
Alcoa CorpAATV
$78.021d-3.5%1w+3.2%1m+23.9%52w hi-7.5%
BH Macro GBP OrdBHMG.LTV
p4351d+0.6%1w+1.8%1m+1.5%52w hi-2.2%
BlackRock Energy and Resources IncBERI.LTV
p1991d-1.0%1w+0.3%1m+2.6%52w hi-2.9%
Corpay IncCPAYTV
$357.181d+1.4%1w+1.4%1m+17.6%52w hi-2.8%
CrowdStrike Holdings Inc Class ACRWDTV
$719.091d-3.8%1w+7.2%1m+50.9%52w hi-8.5%
FiltronicFTC.LTV
p3261d+13.6%1w-10.7%1m-6.9%52w hi-32.1%
Global X Lithium & Battery TechETFUSDAcc GBPLITG.LTV
£11.121d-2.2%1w-4.9%1m-5.8%52w hi-9.1%
Global X Solar ETF USD Acc GBPRAYG.LTV
£9.981d-2.4%1w-6.6%1m+4.8%52w hi-7.6%
HICL Infrastructure PLC OrdHICL.LTV
p1331d+0.6%1w+0.3%1m+5.1%52w hi-1.9%
HSBC MSCI China ETF GBPHMCH.LTV
p5721d-0.7%1w+2.1%1m-1.8%52w hi-35.0%
Ithaca Energy Ordinary ShareITH.LTV
p2361d+0.3%1w+5.7%1m-12.0%52w hi-18.7%
Micron Technology IncMUTV
$996.001d-7.7%1w+7.8%1m+55.6%52w hi-8.6%
RELXREL.LTV
p25831d+6.0%1w+5.6%1m-3.4%52w hi-35.9%
Sasol Ltd ADRSSLTV
$13.291d+0.8%1w+5.2%1m-7.0%52w hi-7.5%
Serabi GoldSRB.LTV
p3571d+5.9%1w+4.2%1m+6.6%52w hi-4.8%
Seraphim Space Investment Trust OrdSSIT.LTV
p1871d-0.2%1w-27.8%1m-16.3%52w hi-34.2%
Shopify Inc Registered Shs -A- Subord VtgSHOPTV
$116.041d+2.7%1w+0.9%1m+7.8%52w hi-36.3%
SttStrtSPDRS&PUSEnergySelectSectorETF GBPGXLE.LTV
£34.971d-0.5%1w+2.8%1m-0.1%52w hi-9.6%
Vanguard FTSE All-World UCITS ETF GBPVWRL.LTV
£137.971d-0.1%1w+0.4%1m+5.3%52w hi-0.7%
Vanguard S&P 500 ETF USD Acc GBPVUAG.LTV
£108.761d+0.1%1w+0.2%1m+5.5%52w hi-0.5%
Varonis Systems IncVRNSTV
$33.251d-0.8%1w+4.5%1m+21.3%52w hi-48.0%
iShares NASDAQ 100 ETF USD Acc GBPCNX1.LTV
p1299001d-0.6%1w+0.6%1m+9.6%52w hi-1.3%
iShares Physical Gold ETC GBPSGLN.LTV
p64591d+0.7%1w-0.1%1m-1.4%52w hi-17.3%

Trading 4 holdings

On Holding AGONONTV
$37.471d-0.1%1w-5.7%1m+8.3%52w hi-35.7%
Shopify Inc Registered Shs -A- Subord VtgSHOPTV
$116.041d+2.7%1w+0.9%1m+7.8%52w hi-36.3%
Sibanye Stillwater Ltd ADRSBSWTV
$11.171d+0.6%1w-8.1%1m-4.7%52w hi-46.0%
iShares $ TIPS 0-5 ETF USD Acc GBPTI5A.LTV
£86.711d-0.0%1w+0.1%1m+1.0%52w hi-1.0%

Exited 34 holdings

ACV Auctions Inc Ordinary Shares - Class AACVATV
$5.871d+1.0%1w-7.0%1m+8.7%52w hi-65.8%
Autotrader GroupAUTO.LTV
p4601d+3.4%1w+7.6%1m-6.2%52w hi-45.6%
AvingtransAVG.LTV
p6601d+0.0%1w+0.0%1m+3.9%52w hi-2.9%
BAE SystemsBA.LTV
p19161d+0.8%1w-5.1%1m-7.8%52w hi-18.8%
BYD Co Ltd Class H1211.HKTV
HK$91.801d-1.6%1w+1.7%1m-9.1%52w hi-36.1%
BlackRock Throgmorton Trust OrdTHRG.LTV
p61d+0.0%1w-99.0%1m-99.0%52w hi-99.2%
CML MicrosystemsCML.LTV
p3051d-3.2%1w-17.6%1m+27.1%52w hi-19.7%
Cleveland-Cliffs IncCLFTV
$14.431d+2.0%1w+8.6%1m+35.5%52w hi-13.6%
Costain GroupCOST.LTV
p1951d+0.5%1w+2.0%1m+4.2%52w hi-5.4%
Dassault Aviation SAAM.PATV
€295.601d+3.1%1w-2.5%1m-2.3%52w hi-16.9%
Fidelity China Special Situations OrdFCSS.LTV
p2851d-0.3%1w+1.8%1m-2.4%52w hi-15.9%
FresnilloFRES.LTV
p31841d+0.5%1w-1.7%1m+2.2%52w hi-28.8%
Global X Uranium ETF USD Acc GBPURNG.LTV
£22.851d-0.5%1w-0.9%1m-7.8%52w hi-18.5%
Invesco Industrials S&P US Sel Sec ETF GBPXLIP.LTV
p723251d-0.1%1w+0.7%1m+2.6%52w hi-1.7%
Invesco LtdIVZTV
$28.171d+4.6%1w+0.4%1m+5.8%52w hi-3.3%
JPMorgan Emerg EMEA Sec PlcJEMA.LTV
p2701d+0.0%1w+0.0%1m+14.4%52w hi-12.9%
LondonMetric PropertyLMP.LTV
p1831d-1.0%1w-3.5%1m-2.0%52w hi-15.5%
Monolithic Power Systems IncMPWRTV
$1652.601d-2.2%1w+1.2%1m+4.1%52w hi-3.6%
Petroleo Brasileiro SA Petrobras ADRPBRTV
$18.061d-0.7%1w-3.4%1m-16.4%52w hi-18.2%
Ping An Insurance (Group) Co. of China Ltd Class H2318.HKTV
HK$57.051d-1.3%1w-0.8%1m-7.5%52w hi-21.3%
PlaytechPTEC.LTV
p3481d+1.0%1w-0.8%1m-2.0%52w hi-22.1%
Plus500 LtdPLUS.LTV
p46001d+1.4%1w+3.2%1m+1.9%52w hi-7.5%
Qualcomm IncQCOMTV
$242.571d-3.0%1w-0.3%1m+30.0%52w hi-6.7%
Quartix TechnologiesQTX.LTV
p2651d-0.9%1w+0.0%1m+3.9%52w hi-22.0%
Schneider Electric SESU.PATV
€281.851d-0.6%1w+5.5%1m+1.3%52w hi-2.2%
Schroder Real Estate Invest OrdSREI.LTV
p481d+1.5%1w-1.8%1m-0.9%52w hi-19.3%
Scottish Mortgage OrdSMT.LTV
p15101d-1.5%1w+0.1%1m+5.3%52w hi-3.4%
Societe Generale SAGLE.PATV
€71.251d+1.5%1w+3.1%1m+3.2%52w hi-6.6%
South32 LtdS32.AXTV
A$4.751d-3.3%1w+1.7%1m+14.7%52w hi-4.0%
Sprott Uranium Miners ETF AccURNMTV
$61.051d-0.7%1w-0.5%1m-5.8%52w hi-28.1%
Tavistock InvestmentsTAVI.LTV
p31d+1.6%1w-4.5%1m-4.5%52w hi-53.7%
Tenable Holdings IncTENBTV
$29.291d-1.3%1w+12.9%1m+39.3%52w hi-17.9%
WisdomTree Agriculture GBPAGAP.LTV
p4541d-2.6%1w-4.5%1m-6.5%52w hi-9.3%
ZotefoamsZTF.LTV
p4391d+2.0%1w+3.5%1m+11.1%52w hi-8.5%