Portfolio Charts

Portfolio Value

£277,914

▲ £3,264 (+1.19%)

Accounts

ISA£174,799

SIPP£155,458

Trading£19,157

🟢 Top Gainers (Daily)

Filtronic+11.7%

Seraphim Space Investment Trust Ord+5.3%

Tesla Inc+4.4%

🔴 Top Losers (Daily)

RELX-4.9%

Frontline-4.3%

Palantir Technologies Inc Ordinary Shares - Class A-4.0%

🟢 Top Gainers (Weekly)

Micron Technology Inc+18.9%

CrowdStrike Holdings Inc Class A+17.8%

Filtronic+17.6%

🔴 Top Losers (Weekly)

Cloudflare Inc-23.8%

RELX-11.1%

BAE Systems-8.7%

🟢 Top Gainers (Monthly)

Filtronic+101.0%

Micron Technology Inc+70.2%

CrowdStrike Holdings Inc Class A+38.4%

🔴 Top Losers (Monthly)

Shopify Inc Registered Shs -A- Subord Vtg-17.8%

BAE Systems-15.0%

Cohort-13.2%

📊 Sectors

Other£94,554 (34%)

Technology£49,989 (18%)

Financial Services£49,707 (18%)

Basic Materials£34,909 (13%)

Energy£25,704 (9%)

Industrials£12,656 (5%)

ISA 27 holdings

CMC MarketsCMCX.L

p3781d-0.3%1w-0.1%1m-2.1%52w hi-4.9%

Cheniere Energy IncLNG

$240.271d-1.7%1w-7.9%1m-7.3%52w hi-20.0%

Cloudflare IncNET

$189.541d+1.5%1w-23.8%1m+6.1%52w hi-27.1%

CohortCHRT.L

p11301d-1.1%1w-6.9%1m-13.2%52w hi-37.1%

Coinbase Global Inc Ordinary Shares - Class ACOIN

$200.921d-3.2%1w+1.5%1m+9.0%52w hi-54.8%

FrontlineFRO

$36.871d-4.3%1w-2.2%1m+7.9%52w hi-6.8%

GlencoreGLEN.L

p5931d+3.3%1w+4.2%1m+5.1%52w hi-0.6%

Jadestone EnergyJSE.L

p301d+0.0%1w+5.2%1m+13.3%52w hi-5.3%

Lion Finance GroupBGEO.L

p107401d+1.0%1w-4.0%1m-1.9%52w hi-10.8%

Melrose IndustriesMRO.L

p4841d+0.2%1w-6.6%1m-8.1%52w hi-29.4%

NVIDIA CorpNVDA

$226.181d+2.4%1w+8.8%1m+15.1%52w hi-0.6%

Novo Nordisk AS Class BNVO

$46.881d-0.2%1w+2.5%1m+19.2%52w hi-39.6%

Palantir Technologies Inc Ordinary Shares - Class APLTR

$130.561d-4.0%1w-2.4%1m-3.8%52w hi-37.1%

RELXREL.L

p23341d-4.9%1w-11.1%1m-7.0%52w hi-44.2%

RIT Capital Partners OrdRCP.L

p21901d-0.2%1w-0.5%1m+1.9%52w hi-3.9%

Seraphim Space Investment Trust OrdSSIT.L

p2361d+5.3%1w+6.1%1m+24.5%52w hi-6.2%

Shopify Inc Registered Shs -A- Subord VtgSHOP

$96.681d-3.2%1w-8.3%1m-17.8%52w hi-46.9%

Stt Strt SPDR MSCI World EnergyETF GBPENGW.L

£53.321d-0.2%1w+0.7%1m-1.6%52w hi-10.3%

T. Rowe Price Group IncTROW

$102.571d-0.3%1w-3.4%1m+7.0%52w hi-9.8%

Tesla IncTSLA

$452.461d+4.4%1w+13.5%1m+24.2%52w hi-9.3%

TotalEnergies SETTE.PA

€77.841d-0.6%1w+1.4%1m-2.3%52w hi-3.9%

VanEck Defense ETF A USD Acc GBPDFNG.L

£45.441d-0.5%1w-5.9%1m-12.5%52w hi-18.8%

Vanguard S&P 500 ETF USD Acc GBPVUAG.L

£105.721d+0.9%1w+1.6%1m+8.3%52w hi-0.3%

iShares MSCI Brazil ETF USD Dist GBPIBZL.L

p22601d-0.3%1w-4.5%1m-8.2%52w hi-10.2%

iShares NASDAQ 100 ETF USD Acc GBPCNX1.L

p1241501d+1.5%1w+3.4%1m+15.7%52w hi-0.4%

iShares Physical Gold ETC GBPSGLN.L

p67291d+0.6%1w+0.5%1m-1.0%52w hi-13.8%

iShares £ Ultrashort Bond ETF GBP DistERNS.L

£101.151d+0.1%1w+0.1%1m+0.4%52w hi-14.9%

SIPP 25 holdings

AVI Japan Opportunity OrdAJOT.L

p1751d+0.8%1w-2.0%1m-0.1%52w hi-9.6%

Alcoa CorpAA

$69.241d+2.4%1w+9.5%1m-3.6%52w hi-8.5%

BAE SystemsBA.L

p19081d-0.9%1w-8.7%1m-15.0%52w hi-19.1%

BH Macro GBP OrdBHMG.L

p4351d+0.7%1w+2.1%1m+6.0%52w hi-2.2%

BlackRock Energy and Resources IncBERI.L

p1991d+3.6%1w+1.5%1m+2.6%52w hi-2.7%

CrowdStrike Holdings Inc Class ACRWD

$551.411d+1.0%1w+17.8%1m+38.4%52w hi-2.7%

FiltronicFTC.L

p4001d+11.7%1w+17.6%1m+101.0%52w hi-4.8%

Global X Lithium & Battery TechETFUSDAcc GBPLITG.L

£11.961d+2.2%1w-1.6%1m+13.0%52w hi-2.2%

Global X Solar ETF USD Acc GBPRAYG.L

£10.111d+4.3%1w+5.6%1m+10.4%52w hi-0.5%

HICL Infrastructure PLC OrdHICL.L

p1231d+0.5%1w-2.7%1m-0.2%52w hi-4.7%

HSBC MSCI China ETF GBPHMCH.L

p6081d+3.1%1w+2.8%1m+4.5%52w hi-30.9%

Ithaca Energy Ordinary ShareITH.L

p2721d+0.0%1w+7.8%1m+6.0%52w hi-5.5%

Micron Technology IncMU

$792.521d+3.4%1w+18.9%1m+70.2%52w hi-3.2%

Petroleo Brasileiro SA Petrobras ADRPBR

$20.231d-1.3%1w-3.3%1m-3.2%52w hi-9.1%

RELXREL.L

p23341d-4.9%1w-11.1%1m-7.0%52w hi-44.2%

Sasol Ltd ADRSSL

$13.221d-1.5%1w-0.2%1m+3.2%52w hi-8.0%

Serabi GoldSRB.L

p3521d+1.3%1w+2.1%1m+10.1%52w hi-6.0%

Seraphim Space Investment Trust OrdSSIT.L

p2361d+5.3%1w+6.1%1m+24.5%52w hi-6.2%

Shopify Inc Registered Shs -A- Subord VtgSHOP

$96.681d-3.2%1w-8.3%1m-17.8%52w hi-46.9%

SttStrtSPDRS&PUSEnergySelectSectorETF GBPGXLE.L

£33.831d-0.5%1w+1.0%1m-1.1%52w hi-12.5%

Vanguard FTSE All-World UCITS ETF GBPVWRL.L

£134.161d+1.2%1w+0.9%1m+6.6%52w hi-0.3%

Vanguard S&P 500 ETF USD Acc GBPVUAG.L

£105.721d+0.9%1w+1.6%1m+8.3%52w hi-0.3%

Varonis Systems IncVRNS

$27.271d-2.0%1w-1.2%1m+25.3%52w hi-57.3%

iShares NASDAQ 100 ETF USD Acc GBPCNX1.L

p1241501d+1.5%1w+3.4%1m+15.7%52w hi-0.4%

iShares Physical Gold ETC GBPSGLN.L

p67291d+0.6%1w+0.5%1m-1.0%52w hi-13.8%

Trading 6 holdings

ACV Auctions Inc Ordinary SharesACVA

$5.701d-2.5%1w+9.1%1m+22.2%52w hi-67.0%

Cleveland-Cliffs IncCLF

$11.161d+3.5%1w+0.1%1m+18.1%52w hi-33.1%

Global X Uranium ETF USD Acc GBPURNG.L

£24.561d+1.2%1w-4.5%1m+6.5%52w hi-12.4%

Shopify Inc Registered Shs -A- Subord VtgSHOP

$96.681d-3.2%1w-8.3%1m-17.8%52w hi-46.9%

Sibanye Stillwater Ltd ADRSBSW

$13.621d+1.0%1w+1.3%1m+1.6%52w hi-34.2%

iShares S TIPS 0-5 ETF USD Acc GBPTI5A.L

£86.321d+1.1%1w+0.5%1m+0.5%52w hi-1.4%

Exited 28 holdings

AvingtransAVG.L

p6601d+1.5%1w+3.9%1m+20.0%52w hi-0.1%

BYD Co Ltd Class H1211.HK

HK$98.151d-1.7%1w-0.8%1m-11.0%52w hi-37.5%

BlackRock Throgmorton Trust OrdTHRG.L

p61d+0.0%1w-99.0%1m-99.0%52w hi-99.2%

CML MicrosystemsCML.L

p2981d-1.5%1w+25.5%1m+32.4%52w hi-14.8%

Corpay IncCPAY

$327.551d-3.2%1w+7.2%1m+2.2%52w hi-9.5%

Costain GroupCOST.L

p1961d+0.5%1w+1.3%1m+0.2%52w hi-4.8%

Dassault Aviation SAAM.PA

€281.601d-1.0%1w-8.5%1m-14.8%52w hi-22.2%

Fidelity China Special Situations OrdFCSS.L

p3051d+2.7%1w+1.8%1m+5.4%52w hi-10.2%

FresnilloFRES.L

p37631d+3.4%1w+8.7%1m+6.8%52w hi-15.8%

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

p709141d+0.4%1w-1.4%1m+0.9%52w hi-3.7%

Invesco LtdIVZ

$27.801d-2.1%1w+1.6%1m+12.4%52w hi-5.4%

JPMorgan Emerg EMEA Sec PlcJEMA.L

p2701d-1.8%1w+8.0%1m+9.1%52w hi-12.9%

LondonMetric PropertyLMP.L

p1841d+0.0%1w-3.9%1m-2.5%52w hi-14.8%

Monolithic Power Systems IncMPWR

$1648.881d+3.1%1w-0.2%1m+20.9%52w hi-0.9%

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

HK$64.101d-1.4%1w-0.2%1m+4.0%52w hi-14.2%

PlaytechPTEC.L

p3381d-0.2%1w-3.8%1m-12.7%52w hi-24.4%

Plus500 LtdPLUS.L

p44521d+0.3%1w-2.0%1m+4.3%52w hi-10.5%

Qualcomm IncQCOM

$213.531d+1.5%1w+10.9%1m+60.7%52w hi-13.9%

Quartix TechnologiesQTX.L

p2621d+2.6%1w+2.6%1m-1.2%52w hi-23.0%

Schneider Electric SESU.PA

€267.601d+0.9%1w-3.9%1m+4.4%52w hi-5.6%

Schroder Real Estate Invest OrdSREI.L

p471d+2.3%1w-3.8%1m-4.8%52w hi-20.7%

Scottish Mortgage OrdSMT.L

p14361d+1.0%1w-1.2%1m+5.4%52w hi-2.1%

Societe Generale SAGLE.PA

€66.501d-0.4%1w-5.0%1m-5.6%52w hi-14.0%

South32 LtdS32.AX

A$4.491d+3.2%1w+8.5%1m-3.9%52w hi-7.4%

Sprott Uranium Miners ETF AccURNM

$64.161d-2.0%1w-7.3%1m-3.4%52w hi-24.5%

Tavistock InvestmentsTAVI.L

p31d-3.0%1w-3.0%1m-4.5%52w hi-52.9%

Ubiquiti IncUI

$692.981d-1.5%1w-32.6%1m-30.1%52w hi-37.0%

ZotefoamsZTF.L

p3781d-4.2%1w-4.8%1m+1.8%52w hi-21.1%