Portfolio Charts

168 holdings · 1y · yfinance · Updated 08 Oct 2026 11:01
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Portfolio Value
£499,137
▼ £nan (nan%)
incl £62,604 cash
Accounts
🟢 Top Gainers (Daily)
BlackRock American Income Trust Ord+50.0%
CC Japan Income & Growth Ord+50.0%
Serica Energy+2.8%
🔴 Top Losers (Daily)
Hyperliquid Strategies Inc-6.2%
Filtronic-5.2%
Palo Alto Networks Inc-3.4%
🟢 Top Gainers (Weekly)
BlackRock American Income Trust Ord+200.0%
CC Japan Income & Growth Ord+200.0%
Filtronic+21.8%
🔴 Top Losers (Weekly)
IG Group Holdings-23.8%
Lion Finance Group-7.2%
Costco Wholesale Corp-7.0%
🟢 Top Gainers (Monthly)
BlackRock American Income Trust Ord+500.0%
CC Japan Income & Growth Ord+500.0%
Shopify Inc Registered Shs -A- Subord Vtg+23.8%
🔴 Top Losers (Monthly)
IG Group Holdings-28.0%
Novo Nordisk AS Class B-15.3%
VanEck Gold Miners UCITS ETF-14.4%
📊 Sectors
FX rates: USD/GBP=1.3190 · EUR/GBP=1.1791 · HKD/GBP=10.3480 · AUD/GBP=1.8972
📈 Portfolio Value Over Time
£499,137
2026-03-24 → 2026-10-08
ISA: £237,780SIPP: £247,122Trading: £14,235

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
p4621d-0.2%1w+0.8%1m+7.5%52w hi-5.6%
BPBPTV
$44.511d-1.1%1w+1.2%1m-0.8%52w hi-5.6%
Baker Steel Resources OrdBSRT.LTV
p1321d-2.2%1w-1.5%1m-7.0%52w hi-7.7%
Balfour BeattyBBY.LTV
p8581d-1.9%1w-6.8%1m+0.0%52w hi-11.9%
Capital LtdCAPD.LTV
p1211d+0.1%1w+2.6%1m+7.1%52w hi-23.8%
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+0.9%1w+0.9%1m+10.7%52w hi-14.6%
Costco Wholesale CorpCOST.LTV
p2401d-1.6%1w-7.0%1m+5.7%52w hi-9.6%
Expand Energy Corp Ordinary Shares - NewEXETV
$88.121d-0.1%1w+4.8%1m-10.3%52w hi-29.2%
FiltronicFTC.LTV
p3131d-5.2%1w+21.8%1m+18.1%52w hi-34.8%
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
p5701d+0.2%1w+4.6%1m-8.8%52w hi-19.3%
Guidewire Software IncGWRETV
$163.981d-0.3%1w+15.0%1m+9.5%52w hi-35.9%
IG Group HoldingsIGG.LTV
p9751d+2.6%1w-23.8%1m-28.0%52w hi-50.1%
Jadestone EnergyJSE.LTV
p361d-1.4%1w-3.7%1m-3.5%52w hi-7.7%
Kier GroupKIE.LTV
p2861d-2.1%1w-6.6%1m+17.2%52w hi-10.3%
Lion Finance GroupBGEO.LTV
p125601d-2.1%1w-7.2%1m-6.6%52w hi-15.2%
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
p26381d+1.5%1w+5.1%1m+4.9%52w hi-25.4%
RIT Capital Partners OrdRCP.LTV
p24761d+0.4%1w-0.2%1m-1.0%52w hi-6.4%
Sasol Ltd ADRSSLTV
$14.201d-0.6%1w+2.7%1m+6.8%52w hi-6.5%
Seraphim Space Investment Trust OrdSSIT.LTV
p1901d-1.1%1w-2.7%1m+1.1%52w hi-33.0%
Serica EnergySQZ.LTV
p2611d+2.8%1w+0.8%1m-6.0%52w hi-13.6%
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
€46.881d-1.7%1w-2.4%1m-0.3%52w hi-29.8%
The Magnum Ice Cream Co NVMICC.LTV
p12931d+0.4%1w-0.6%1m-8.7%52w hi-14.7%
Time Finance Ordinary SharesTIME.LTV
p601d+1.8%1w+3.6%1m+3.9%52w hi-0.1%
TotalEnergies SETTE.PATV
€76.721d+1.7%1w+3.0%1m-0.8%52w hi-4.5%
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
£114.041d-0.1%1w+1.4%1m+3.8%52w hi-0.2%
Veeva Systems Inc Class AVEEVTV
$282.501d-0.4%1w-1.0%1m+6.7%52w hi-8.4%
Venture Life GroupVLG.LTV
p701d+1.2%1w+2.0%1m+5.0%52w hi-3.0%
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
p41861d-1.0%1w+0.1%1m-6.1%52w hi-8.0%
iShares Physical Gold ETC GBPSGLN.LTV
p60561d-0.5%1w-0.3%1m-4.0%52w hi-22.5%

SIPP 32 holdings

Amundi Smart Overnight Ret GBP H ETF AccCSH2.LTV
p1255381d+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
p4211d-0.1%1w+2.3%1m-0.8%52w hi-5.4%
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+0.0%1w+0.0%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
p7741d-0.7%1w+1.3%1m-1.5%52w hi-11.5%
Foresight Environmental Infra OrdFGEN.LTV
p861d-0.9%1w-2.1%1m+1.7%52w hi-5.8%
Franklin FTSE China UCITS ETF GBPFRCH.LTV
£21.131d-0.7%1w-1.1%1m-2.6%52w hi-20.2%
Global X Defence Tech ETF USD Acc GBPARMG.LTV
£19.981d-1.1%1w-2.4%1m-4.4%52w hi-25.2%
HICL Infrastructure PLC OrdHICL.LTV
p1301d-1.0%1w-1.9%1m-3.2%52w hi-8.0%
Invesco Energy S&P US Select Sector ETF GBPXLEP.LTV
p691801d+1.6%1w+4.5%1m+2.4%52w hi-0.5%
Invesco Health Care S&P US Sel Sec ETF GBPXLVP.LTV
p635851d+1.3%1w-0.5%1m+3.9%52w hi-11.3%
Invesco Materials S&P US Select Sec ETF GBPXLBP.LTV
p468481d+1.1%1w+1.6%1m-1.4%52w hi-4.2%
L&G Multi-Strategy Enhanced Cmdts ETF GBPENCG.LTV
p15201d+2.1%1w+1.6%1m+3.8%52w hi-1.1%
LondonMetric PropertyLMP.LTV
p1721d-0.5%1w+0.2%1m-4.4%52w hi-20.6%
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
p2391d+0.2%1w+0.7%1m+2.8%52w hi-1.4%
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
p7101d-0.3%1w+1.9%1m+7.7%52w hi-4.5%
Schroder Real Estate Invest OrdSREI.LTV
p401d-0.1%1w-0.4%1m-4.8%52w hi-32.7%
VanEck Gold Miners UCITS ETFGDX.LTV
$96.891d-3.1%1w-3.1%1m-14.4%52w hi-30.8%
VanEck Oil Services ETF A USD AccOIHV.LTV
$32.001d-1.1%1w+3.3%1m-7.8%52w hi-14.5%
Vanguard FTSE All-World UCITS ETF GBPVWRL.LTV
£141.011d-0.8%1w+0.5%1m+1.4%52w hi-1.0%
Vanguard S&P 500 ETF USD Acc GBPVUAG.LTV
£114.041d-0.1%1w+1.4%1m+3.8%52w hi-0.2%
Xtrackers MSCI World Financials ETF 1C GBPXWFS.LTV
£34.301d-2.0%1w-2.2%1m-5.7%52w hi-16.5%
iShares Edge MSCI EM Mini Vol ETF $ Acc GBPEMV.LTV
p34231d-1.6%1w+0.7%1m-1.2%52w hi-12.8%
iShares MSCI Brazil ETF USD Dist GBPIBZL.LTV
p25461d-1.3%1w+14.5%1m+10.2%52w hi-3.4%
iShares Oil & Gas Explr&Prod ETF USD Acc GBPSPOG.LTV
p26571d+1.3%1w+3.7%1m-2.1%52w hi-8.4%
iShares Physical Gold ETC GBPSGLN.LTV
p60561d-0.5%1w-0.3%1m-4.0%52w hi-22.5%

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
$9.241d-6.7%1w-9.4%1m+6.5%52w hi-15.5%
ARK Innovation ETF A USD AccARKK.LTV
$9.861d-4.3%1w-2.4%1m+2.7%52w hi-7.5%
AVI Japan Opportunity OrdAJOT.LTV
p1781d-1.4%1w+0.0%1m+4.7%52w hi-8.0%
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+0.0%1w-1.0%1m-1.0%52w hi-40.7%
Aura Minerals IncAUGOTV
$82.021d-5.4%1w+4.2%1m-3.9%52w hi-24.2%
Autotrader GroupAUTO.LTV
p4751d+0.9%1w+3.1%1m-2.9%52w hi-42.7%
AvingtransAVG.LTV
p7511d+0.1%1w+1.5%1m+3.6%52w hi-1.2%
BAE SystemsBA.LTV
p18171d-0.5%1w-6.5%1m-4.3%52w hi-23.0%
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
$5.641d-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
p9251d-0.1%1w-0.7%1m-9.5%52w hi-14.0%
CMC MarketsCMCX.LTV
p6641d+0.3%1w+0.9%1m-9.5%52w hi-15.6%
CML MicrosystemsCML.LTV
p3221d-0.8%1w+2.4%1m+10.3%52w hi-15.1%
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
p11761d-0.5%1w-1.5%1m+3.7%52w hi-23.5%
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
€277.001d-0.5%1w-2.1%1m-0.6%52w hi-22.1%
Fidelity China Special Situations OrdFCSS.LTV
p2451d-0.4%1w-2.4%1m-2.2%52w hi-27.6%
FresnilloFRES.LTV
p26521d-1.3%1w-1.0%1m-13.0%52w hi-40.7%
Gartner IncITTV
$185.771d+0.5%1w-0.4%1m+7.6%52w hi-28.9%
Global X Lithium & Battery TechETFUSDAcc GBPLITG.LTV
£9.411d-1.6%1w+2.5%1m-3.3%52w hi-23.0%
Global X Solar ETF USD Acc GBPRAYG.LTV
£6.811d-0.0%1w+0.9%1m-4.9%52w hi-37.0%
Global X Uranium ETF USD Acc GBPURNG.LTV
£17.881d-6.6%1w-2.7%1m-17.5%52w hi-36.2%
GoodwinGDWN.LTV
p143801d+1.3%1w+6.5%1m-3.5%52w hi-49.5%
HSBC MSCI China ETF GBPHMCH.LTV
p5341d-1.0%1w-1.5%1m-2.6%52w hi-22.0%
HardideHDD.LTV
p1061d+1.8%1w+8.1%1m+29.1%52w hi-3.7%
HaysHAS.LTV
p641d+2.5%1w-0.2%1m-5.8%52w hi-19.0%
IQEIQE.LTV
p501d-6.9%1w+2.4%1m+8.0%52w hi-30.8%
Invesco Industrials S&P US Sel Sec ETF GBPXLIP.LTV
p720351d+0.8%1w+1.7%1m+0.9%52w hi-7.7%
Invesco LtdIVZTV
$30.501d+0.4%1w+1.1%1m-5.7%52w hi-9.4%
Ithaca Energy Ordinary ShareITH.LTV
p2771d+0.7%1w+0.2%1m-1.5%52w hi-7.4%
JPMorgan Emerg EMEA Sec PlcJEMA.LTV
p2281d-0.4%1w-0.9%1m-2.1%52w hi-26.4%
JPMorgan Emerging Markets Growth & IncJMGI.LTV
p1681d-2.0%1w-0.1%1m-0.2%52w hi-7.1%
Kainos GroupKNOS.LTV
p12321d+0.9%1w+1.7%1m+3.5%52w hi-4.8%
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
p4381d-2.7%1w-6.0%1m-9.1%52w hi-36.1%
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+0.0%1w-1.3%1m-5.6%52w hi-13.8%
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
p37301d-0.5%1w+2.6%1m-1.3%52w hi-26.8%
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$51.301d-0.4%1w-2.7%1m-7.1%52w hi-27.5%
PlaytechPTEC.LTV
p3581d-0.2%1w-3.8%1m-9.9%52w hi-21.5%
Plus500 LtdPLUS.LTV
p32261d+0.6%1w-5.6%1m-10.8%52w hi-41.7%
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
p2401d+1.1%1w+6.7%1m+10.3%52w hi-29.4%
Rathbones GroupRAT.LTV
p15261d-0.4%1w-0.5%1m-7.0%52w hi-38.9%
Renewables Infrastructure GrpTRIG.LTV
p751d-0.9%1w-4.1%1m-1.4%52w hi-6.7%
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+0.0%1w+0.9%1m+0.0%52w hi-4.3%
Schneider Electric SESU.PATV
€254.551d+0.0%1w-13.0%1m-12.1%52w hi-18.5%
Scottish Mortgage OrdSMTCTV
$193.781d-1.7%1w+8.7%1m+19.2%52w hi-4.1%
Serabi GoldSRB.LTV
p2291d+2.2%1w-4.6%1m-22.4%52w hi-39.0%
Sibanye Stillwater Ltd ADRSBSWTV
$9.681d-3.3%1w-5.2%1m-21.7%52w hi-51.2%
Societe Generale SAGLE.PATV
€62.821d-1.8%1w-3.8%1m-13.5%52w hi-25.1%
Solaris Energy Infrastructure Inc Class ASEI.LTV
p201d-2.4%1w+5.1%1m-3.5%52w hi-36.1%
South32 LtdS32.AXTV
A$4.961d-0.8%1w+1.0%1m-5.0%52w hi-5.5%
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
£59.651d+1.1%1w+3.1%1m+1.7%52w hi-1.1%
SttStrtSPDRS&PUSEnergySelectSectorETF GBPGXLE.LTV
£39.491d+1.5%1w+4.2%1m+2.9%52w hi-0.4%
Tavistock InvestmentsTAVI.LTV
p21d+7.3%1w-8.3%1m-25.4%52w hi-54.2%
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+11.1%1w+11.1%1m+3.4%52w hi-72.7%
VanEck Defense ETF A USD Acc GBPDFNG.LTV
£42.241d-3.3%1w-4.2%1m-5.0%52w hi-24.5%
Varonis Systems IncVRNSTV
$48.961d-0.2%1w+3.2%1m+7.7%52w hi-23.4%
WisdomTree Agriculture GBPAGAP.LTV
p5301d+0.3%1w+1.3%1m+0.9%52w hi-2.7%
WisdomTree Cloud Computing ETF - USD Acc GBPKLWD.LTV
p31341d-0.3%1w+3.3%1m+9.1%52w hi-10.9%
Wise Group Class AWISE.LTV
p8821d-0.6%1w+4.4%1m-3.6%52w hi-19.9%
ZotefoamsZTF.LTV
p4381d-1.2%1w+2.5%1m-2.6%52w hi-8.6%
iShares $ TIPS 0-5 ETF USD Acc GBPTI5A.LTV
£87.061d-0.3%1w-0.1%1m+1.2%52w hi-1.1%
iShares NASDAQ 100 ETF USD Acc GBPCNX1.LTV
p1350901d-0.3%1w+2.0%1m+7.7%52w hi-0.5%
iShares £ Ultrashort Bond ETF GBP DistERNS.LTV
£100.721d+0.0%1w+0.0%1m+0.2%52w hi-13.6%