Portfolio Charts

66 holdings · 1y · yfinance · Updated 20 Apr 2026 07:00
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ISA 31 holdings

AvingtransAVG.L
p6191d-1.1%1w+12.5%1m+16.2%52w hi-1.7%
CMC MarketsCMCX.L
p3891d+1.6%1w+3.6%1m+17.3%52w hi-1.5%
CML MicrosystemsCML.L
p2251d+0.0%1w-8.9%1m+4.7%52w hi-35.7%
Cloudflare IncNET
$200.991d+1.8%1w+20.4%1m-10.9%52w hi-22.7%
CohortCHRT.L
p13521d+1.3%1w+7.1%1m+0.7%52w hi-24.7%
Costain GroupCOST.L
p1911d+1.2%1w-4.2%1m-0.9%52w hi-7.2%
Dassault Aviation SAAM.PA
€326.601d+0.1%1w+0.5%1m-5.7%52w hi-9.7%
Fidelity China Special Situations OrdFCSS.L
p3061d+2.7%1w+5.5%1m+1.5%52w hi-9.7%
FrontlineFRO
$37.131d+5.6%1w+8.1%1m+15.5%52w hi-4.0%
GlencoreGLEN.L
p5471d-1.9%1w-3.3%1m+4.4%52w hi-5.3%
Invesco Industrials S&P US Sel Sec ETF GBPXLIP.L
p710901d+1.7%1w+0.3%1m+3.5%52w hi-3.4%
JPMorgan Emerg EMEA Sec PlcJEMA.L
p2441d-4.7%1w+0.0%1m+4.7%52w hi-21.3%
Jadestone EnergyJSE.L
p261d-3.6%1w+2.7%1m-3.6%52w hi-17.2%
Lion Finance GroupBGEO.L
p116001d+3.1%1w+7.8%1m+17.4%52w hi-3.6%
Melrose IndustriesMRO.L
p5671d+4.9%1w+7.8%1m+10.9%52w hi-17.2%
Novo Nordisk AS Class BNVO
$40.521d-1.0%1w+8.0%1m+12.2%52w hi-47.8%
PlaytechPTEC.L
p4281d+2.2%1w+12.1%1m+19.9%52w hi-47.2%
RIT Capital Partners OrdRCP.L
p22151d+1.6%1w+3.3%1m+1.4%52w hi-2.8%
Schneider Electric SESU.PA
€278.651d+4.1%1w+7.1%1m+11.1%52w hi-1.0%
Seraphim Space Investment Trust OrdSSIT.L
p1791d+0.0%1w-4.6%1m+23.4%52w hi-10.1%
Societe Generale SAGLE.PA
€74.661d+4.0%1w+4.6%1m+13.8%52w hi-3.5%
South32 LtdS32.AX
A$4.361d-3.6%1w-5.5%1m+4.4%52w hi-10.0%
Sprott Uranium Miners ETF AccURNM
$69.431d-0.1%1w+7.7%1m+11.0%52w hi-18.3%
T. Rowe Price Group IncTROW
$96.981d+1.3%1w+6.0%1m+10.8%52w hi-14.7%
TotalEnergies SETTE.PA
€73.071d-5.3%1w-7.0%1m-0.9%52w hi-9.8%
Ubiquiti IncUI
$1084.501d+4.4%1w+17.2%1m+38.2%52w hi-0.3%
VanEck Defense ETF A USD Acc GBPDFNG.L
£51.991d+0.2%1w+1.4%1m-4.3%52w hi-7.1%
ZotefoamsZTF.L
p3841d+2.8%1w-0.9%1m-0.4%52w hi-19.9%
iShares MSCI Brazil ETF USD Dist GBPIBZL.L
p24671d-0.1%1w+0.1%1m+8.3%52w hi-1.9%
iShares Physical Gold ETC GBPSGLN.L
p69721d+1.2%1w+1.3%1m-28.4%52w hi-33.5%
iShares £ Ultrashort Bond ETF GBP DistERNS.L
£100.941d+0.1%1w+0.1%1m+0.4%52w hi-15.1%

SIPP 34 holdings

AVI Japan Opportunity OrdAJOT.L
p1791d+2.6%1w+1.1%1m-0.6%52w hi-7.7%
Alcoa CorpAA
$65.621d-6.8%1w-10.1%1m+2.2%52w hi-13.3%
BAE SystemsBA.L
p22561d+1.8%1w+2.8%1m-3.2%52w hi-4.4%
BH Macro GBP OrdBHMG.L
p4201d+1.1%1w+2.3%1m-1.5%52w hi-5.5%
BYD Co Ltd Class H1211.HK
HK$111.201d-0.2%1w+0.8%1m+6.4%52w hi-29.2%
BlackRock Energy and Resources IncBERI.L
p1941d+0.3%1w+0.3%1m+4.0%52w hi-5.4%
Corpay IncCPAY
$334.641d+0.8%1w+10.5%1m+17.0%52w hi-7.6%
CrowdStrike Holdings Inc Class ACRWD
$423.951d+1.4%1w+11.9%1m-2.7%52w hi-25.2%
FiltronicFTC.L
p2331d+5.4%1w+16.5%1m+24.6%52w hi-0.9%
FresnilloFRES.L
p37821d+6.4%1w+5.2%1m+9.7%52w hi-15.4%
Global X Lithium & Battery TechETFUSDAcc GBPLITG.L
£11.171d+2.5%1w+6.5%1m+15.6%52w hi-2.1%
Global X Solar ETF USD Acc GBPRAYG.L
£9.151d+1.0%1w+1.4%1m-6.6%52w hi-9.9%
GoodwinGDWN.L
p136001d+3.0%1w+6.8%1m-44.9%52w hi-52.3%
HICL Infrastructure PLC OrdHICL.L
p1291d+0.6%1w+5.2%1m+5.6%52w hi+0.0%
HSBC MSCI China ETF GBPHMCH.L
p6041d+0.8%1w+3.4%1m+0.4%52w hi-31.3%
Ithaca Energy Ordinary ShareITH.L
p2381d-4.1%1w-4.1%1m-12.4%52w hi-17.5%
LondonMetric PropertyLMP.L
p1981d+1.9%1w+3.6%1m+1.3%52w hi-8.3%
Monolithic Power Systems IncMPWR
$1468.351d+4.7%1w+8.5%1m+36.8%52w hi-0.7%
Palantir Technologies Inc Ordinary Shares - Class APLTR
$146.391d+2.5%1w+14.3%1m-4.2%52w hi-29.5%
Ping An Insurance (Group) Co. of China Ltd Class H2318.HK
HK$61.251d+1.1%1w-0.6%1m-2.9%52w hi-18.0%
Plus500 LtdPLUS.L
p44541d+1.6%1w+6.2%1m+5.2%52w hi-10.4%
Quartix TechnologiesQTX.L
p2781d+0.4%1w+14.8%1m+15.1%52w hi-18.1%
RELXREL.L
p27201d+0.7%1w+10.3%1m+3.3%52w hi-35.0%
Sasol Ltd ADRSSL
$12.161d-7.3%1w-4.6%1m+1.1%52w hi-11.1%
Schroder Real Estate Invest OrdSREI.L
p511d+1.0%1w+2.6%1m+0.4%52w hi-13.7%
Scottish Mortgage OrdSMT.L
p14441d+0.6%1w+6.1%1m+18.8%52w hi-0.7%
Serabi GoldSRB.L
p3401d+0.0%1w+6.2%1m+20.4%52w hi-9.3%
Shopify Inc Registered Shs -A- Subord VtgSHOP
$131.151d+3.3%1w+18.4%1m+6.0%52w hi-28.0%
Sibanye Stillwater Ltd ADRSBSW
$13.801d+5.4%1w+7.6%1m+13.7%52w hi-33.3%
South32 LtdS32.AX
A$4.361d-3.6%1w-5.5%1m+4.4%52w hi-10.0%
Tavistock InvestmentsTAVI.L
p41d+0.0%1w+7.5%1m+7.5%52w hi-47.0%
Vanguard FTSE All-World UCITS ETF GBPVWRL.L
£130.201d+1.3%1w+3.3%1m+4.7%52w hi-1.0%
Varonis Systems IncVRNS
$24.221d+1.3%1w+20.0%1m-1.1%52w hi-62.1%
iShares Physical Gold ETC GBPSGLN.L
p69721d+1.2%1w+1.3%1m-28.4%52w hi-33.5%

Trading 6 holdings

BlackRock Throgmorton Trust OrdTHRG.L
p5521d+0.0%1w-1.1%1m-1.4%52w hi-17.8%
FiltronicFTC.L
p2331d+5.4%1w+16.5%1m+24.6%52w hi-0.9%
Invesco LtdIVZ
$24.811d+3.3%1w+5.2%1m+5.9%52w hi-15.5%
LondonMetric PropertyLMP.L
p1981d+1.9%1w+3.6%1m+1.3%52w hi-8.3%
Qualcomm IncQCOM
$136.201d+1.3%1w+6.4%1m+4.4%52w hi-33.1%
Seraphim Space Investment Trust OrdSSIT.L
p1791d+0.0%1w-4.6%1m+23.4%52w hi-10.1%