Portfolio Charts

ISA 36 holdings

ACV Auctions Inc Ordinary Shares - Class AACVATV

$7.491d-6.7%1w-3.1%1m+2.7%52w hi-49.2%

Amplitude Inc Class AAMPLTV

$8.881d+3.1%1w+9.6%1m+3.9%52w hi-38.7%

Ashtead Technology Holdings Ordinary SharesTTV

$23.251d+0.2%1w-3.6%1m+15.0%52w hi-19.1%

Auction Technology GroupATG.LTV

p4551d-1.4%1w+5.3%1m+10.8%52w hi-10.8%

Audioboom GroupBOOM.LTV

p4621d-1.6%1w-7.5%1m-0.5%52w hi-42.9%

Baker Steel Resources OrdBSRT.LTV

p1291d-0.4%1w+1.6%1m+2.4%52w hi-6.5%

Cerebras Systems Inc Class ACBRSTV

$198.711d-2.1%1w-0.2%1m-10.2%52w hi-48.6%

Cleveland-Cliffs IncCLFTV

$11.521d-0.9%1w-3.4%1m+22.3%52w hi-31.0%

Costco Wholesale CorpCOST.LTV

p2111d-0.2%1w-2.5%1m+0.2%52w hi-4.3%

FiltronicFTC.LTV

p2381d+1.3%1w-8.1%1m-11.2%52w hi-50.4%

FrontlineFROTV

$39.371d+0.7%1w+0.2%1m+13.5%52w hi-8.7%

GoodwinGDWN.LTV

p173201d+2.1%1w-6.9%1m+0.2%52w hi-39.2%

HaysHAS.LTV

p561d-6.5%1w-3.3%1m+68.4%52w hi-16.2%

Jadestone EnergyJSE.LTV

p301d-0.8%1w-6.2%1m+5.3%52w hi-14.3%

Kier GroupKIE.LTV

p2401d-0.7%1w+0.1%1m+9.1%52w hi-5.7%

Klarna GroupKLARTV

$18.941d-0.3%1w+9.1%1m-7.3%52w hi-60.1%

MedtronicMDTTV

$85.391d-0.4%1w+2.6%1m+7.8%52w hi-17.7%

Novo Nordisk AS Class BNVOTV

$47.081d-8.8%1w-3.5%1m-3.5%52w hi-23.9%

Nucor CorpNUETV

$257.291d+0.1%1w+3.9%1m+17.5%52w hi-4.8%

PayPal Holdings IncPYPLTV

$57.211d-0.8%1w+1.9%1m+29.8%52w hi-27.2%

Paychex IncPAYXTV

$116.841d+0.4%1w+4.0%1m+14.9%52w hi-15.0%

RELXREL.LTV

p26071d-2.5%1w+1.5%1m+10.8%52w hi-34.4%

RIT Capital Partners OrdRCP.LTV

p25651d+0.0%1w+2.2%1m+12.0%52w hi-1.7%

Sasol Ltd ADRSSLTV

$11.701d-0.1%1w-1.1%1m+22.0%52w hi-18.6%

Seraphim Space Investment Trust OrdSSIT.LTV

p1531d+0.9%1w-3.2%1m-19.0%52w hi-46.2%

Serica EnergySQZ.LTV

p2351d-0.8%1w-8.6%1m+8.1%52w hi-22.2%

Shopify Inc Registered Shs -A- Subord VtgSHOPTV

$117.151d-4.3%1w+3.0%1m-3.7%52w hi-35.7%

T. Rowe Price Group IncTROWTV

$111.751d-6.3%1w-4.1%1m-3.8%52w hi-8.4%

Tencent Holdings LtdNNND.SGTV

€nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%

Time Finance Ordinary SharesTIME.LTV

p501d-0.6%1w+1.0%1m+3.5%52w hi-16.3%

TotalEnergies SETTE.PATV

€nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%

Ubiquiti IncUITV

$556.521d+4.4%1w+5.9%1m+3.8%52w hi-49.3%

Vanguard S&P 500 ETF USD Acc GBPVUAG.LTV

£106.661d+0.5%1w-1.0%1m-1.4%52w hi-2.9%

Veeva Systems Inc Class AVEEVTV

$203.781d+1.1%1w+9.4%1m+10.6%52w hi-34.4%

iShares Agribusiness ETF USD Acc GBPSPAG.LTV

p41531d-2.0%1w-3.4%1m+1.0%52w hi-8.3%

iShares £ Ultrashort Bond ETF GBP DistERNS.LTV

£101.011d+0.0%1w+0.1%1m+0.3%52w hi-14.2%

SIPP 20 holdings

Amundi Smart Overnight Ret GBP H ETF AccCSH2.LTV

p1245501d+0.0%1w+0.1%1m+0.3%52w hi-1.3%

Artemis US Smaller Companies I Acc GBP0P00013YAP.LTV

£5.111d+2.1%1w-2.0%1m-8.4%52w hi-8.4%

BH Macro GBP OrdBHMG.LTV

p4171d+0.2%1w-0.1%1m-3.1%52w hi-6.3%

BlackRock Energy and Resources IncomeBERI.LTV

p1741d+0.0%1w-2.5%1m-0.6%52w hi-15.1%

Corpay IncCPAYTV

$382.111d-2.1%1w+3.1%1m+12.1%52w hi-3.4%

Finsbury Growth & Income OrdFGT.LTV

p8041d-0.7%1w+4.6%1m+6.1%52w hi-13.0%

Foresight Environmental Infra OrdFGEN.LTV

p861d+0.8%1w+1.1%1m+3.9%52w hi-3.0%

Franklin FTSE China UCITS ETF GBPFRCH.LTV

£22.391d+0.2%1w+2.4%1m+6.5%52w hi-15.6%

Gartner IncITTV

$151.021d-1.2%1w+7.5%1m+12.9%52w hi-55.2%

Global X Defence Tech ETF USD Acc GBPARMG.LTV

£21.061d+1.1%1w-1.5%1m-1.9%52w hi-21.1%

Global X Solar ETF USD Acc GBPRAYG.LTV

£7.281d-1.0%1w-2.0%1m-13.4%52w hi-32.6%

HICL Infrastructure PLC OrdHICL.LTV

p1361d+0.0%1w+1.3%1m+2.3%52w hi-1.4%

LondonMetric PropertyLMP.LTV

p1961d-0.9%1w+0.6%1m+3.6%52w hi-9.2%

Nippon Active Value OrdNAVF.LTV

p2301d+0.9%1w+4.1%1m+4.5%52w hi-8.7%

Pershing Square Holdings OrdPSH.LTV

p38081d+2.4%1w+2.5%1m+0.7%52w hi-25.3%

Schroder Real Estate Invest OrdSREI.LTV

p451d-2.8%1w-3.0%1m-3.8%52w hi-24.5%

VanEck Gold Miners UCITS ETFGDX.LTV

$83.781d-1.5%1w-2.8%1m-6.0%52w hi-40.2%

VanEck Oil Services ETF A USD AccOIHV.LTV

$31.161d+2.8%1w-2.8%1m+4.8%52w hi-16.8%

Vanguard S&P 500 ETF USD Acc GBPVUAG.LTV

£106.661d+0.5%1w-1.0%1m-1.4%52w hi-2.9%

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

p32471d+0.9%1w-1.2%1m-4.4%52w hi-17.3%

Trading 3 holdings

On Holding AGONONTV

$36.241d-2.3%1w+1.2%1m+1.9%52w hi-30.6%

Shopify Inc Registered Shs -A- Subord VtgSHOPTV

$117.151d-4.3%1w+3.0%1m-3.7%52w hi-35.7%

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

£86.401d-0.2%1w-0.8%1m-0.5%52w hi-1.9%

Exited 78 holdings

ARK Genomic Revolution ETF A USD AccARKG.LTV

$7.101d+0.0%1w-0.0%1m-11.3%52w hi-14.0%

ARK Innovation ETF A USD AccARKK.LTV

$7.781d-2.3%1w-2.5%1m-14.5%52w hi-18.4%

AVI Japan Opportunity OrdAJOT.LTV

p1641d-3.0%1w-0.9%1m-1.8%52w hi-15.5%

Alcoa CorpAATV

$45.261d+0.6%1w+2.3%1m-4.7%52w hi-46.4%

Aura Minerals IncAUGOTV

$54.571d-4.2%1w-0.4%1m-9.8%52w hi-50.0%

Autotrader GroupAUTO.LTV

p5241d-0.6%1w+7.1%1m+2.5%52w hi-38.0%

AvingtransAVG.LTV

p7201d+0.7%1w+1.4%1m+14.3%52w hi-1.4%

BAE SystemsBA.LTV

p20941d+2.1%1w+6.2%1m+5.6%52w hi-11.3%

BYD Co Ltd Class H1211.HKTV

HK$94.151d-0.7%1w+6.2%1m+20.2%52w hi-21.7%

Baidu Inc ADRBIDUTV

$111.111d+3.4%1w+5.5%1m-5.8%52w hi-32.8%

Barrick Mining CorpABXTV

$10.311d-1.5%1w-0.7%1m-11.7%52w hi-17.1%

BlackRock Throgmorton Trust OrdTHRGFTV

$67.931d+8.0%1w+22.1%1m+24.3%52w hi+0.0%

BlackRock World Mining Trust OrdBRWM.LTV

p8831d+0.1%1w-0.1%1m-2.9%52w hi-16.7%

CMC MarketsCMCX.LTV

p6671d-4.7%1w-7.7%1m-4.7%52w hi-11.4%

CML MicrosystemsCML.LTV

p2801d+1.8%1w+7.7%1m+5.7%52w hi-26.3%

Cheniere Energy IncLNGTV

$263.571d+2.1%1w-2.3%1m+8.1%52w hi-12.2%

Cloudflare IncNETTV

$278.981d-1.6%1w+6.4%1m+13.3%52w hi-5.0%

CohortCHRT.LTV

p12261d-0.6%1w-5.0%1m-14.6%52w hi-20.3%

Coinbase Global Inc Ordinary Shares - Class ACOINTV

$146.261d-10.6%1w-7.6%1m-8.2%52w hi-63.6%

CrowdStrike Holdings Inc Class ACRWDTV

$190.861d+3.0%1w+4.1%1m-1.2%52w hi-12.2%

Dassault Aviation SAAM.PATV

€nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%

Fidelity China Special Situations OrdFCSS.LTV

p2681d+1.1%1w+4.3%1m+6.6%52w hi-20.9%

FresnilloFRES.LTV

p24751d-1.9%1w-2.8%1m-14.0%52w hi-44.6%

GlencoreGLEN.LTV

p5431d+0.7%1w+1.1%1m+6.3%52w hi-23.2%

Global X Lithium & Battery TechETFUSDAcc GBPLITG.LTV

£9.171d-0.2%1w-0.2%1m-11.7%52w hi-25.0%

Global X Uranium ETF USD Acc GBPURNG.LTV

£17.461d-1.7%1w-5.0%1m-12.7%52w hi-37.7%

HSBC MSCI China ETF GBPHMCH.LTV

p5701d+0.4%1w+2.7%1m+8.0%52w hi-16.7%

HardideHDD.LTV

p1041d+2.5%1w+9.5%1m+52.2%52w hi-5.9%

IQEIQE.LTV

p391d-2.3%1w-20.0%1m-6.9%52w hi-46.4%

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

p738001d+1.5%1w-3.4%1m-3.0%52w hi-5.4%

Invesco LtdIVZTV

$29.601d+0.6%1w-1.1%1m+10.3%52w hi-4.6%

Ithaca Energy Ordinary ShareITH.LTV

p2421d+0.9%1w-6.0%1m+11.2%52w hi-16.7%

JPMorgan Emerg EMEA Sec PlcJEMA.LTV

p2501d+0.0%1w-0.6%1m+1.8%52w hi-19.2%

JPMorgan Emerging Markets Growth & IncJMGI.LTV

p1621d+2.9%1w-0.4%1m-4.6%52w hi-10.7%

Kainos GroupKNOS.LTV

p8801d-2.0%1w+7.4%1m+9.8%52w hi-26.0%

Lion Finance GroupBGEO.LTV

p116101d+0.2%1w-0.8%1m+1.6%52w hi-3.6%

Lundin Mining CorpLUN.TOTV

CAD 34.711d-2.5%1w-3.4%1m+0.9%52w hi-24.0%

MGM Resorts InternationalMGMTV

$44.571d-2.4%1w-2.1%1m-6.2%52w hi-13.6%

Melrose IndustriesMRO.LTV

p4541d-4.4%1w-3.4%1m-8.9%52w hi-33.7%

Micron Technology IncMUTV

$823.031d-5.9%1w-10.6%1m-20.3%52w hi-34.4%

Monolithic Power Systems IncMPWRTV

$1426.031d+8.3%1w+6.9%1m+7.1%52w hi-16.7%

NVIDIA CorpNVDATV

$200.751d+2.9%1w-2.9%1m+1.6%52w hi-15.0%

Palantir Technologies Inc Ordinary Shares - Class APLTRTV

$123.061d+0.7%1w+0.1%1m-2.1%52w hi-40.7%

Pershing Square IncPSTV

$33.281d-0.9%1w-2.0%1m+1.2%52w hi-39.2%

Petroleo Brasileiro SA Petrobras ADRPBRTV

$19.401d+1.5%1w+3.4%1m+21.3%52w hi-12.1%

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

HK$58.651d-0.1%1w+3.1%1m+12.1%52w hi-18.8%

PlaytechPTEC.LTV

p3791d-2.4%1w+1.8%1m+17.4%52w hi-15.3%

Plus500 LtdPLUS.LTV

p39101d-4.6%1w-1.6%1m-22.6%52w hi-29.4%

Power Solutions International IncPSIXTV

$27.611d-0.8%1w-7.8%1m-24.8%52w hi-77.3%

Qualcomm IncQCOMTV

$147.611d-2.6%1w-11.6%1m-18.9%52w hi-43.0%

Quartix TechnologiesQTX.LTV

p2381d+0.0%1w-6.1%1m+5.6%52w hi-30.1%

Renewables Infrastructure GrpTRIG.LTV

p761d-1.3%1w+0.1%1m+4.7%52w hi-11.6%

Rocket Lab CorpRKLBTV

$64.951d+0.4%1w+1.6%1m-35.1%52w hi-57.0%

Salesforce IncCRMTV

$184.021d+1.8%1w+12.4%1m+12.7%52w hi-31.3%

Schiehallion Fund OrdMNTN.LTV

$1.961d+0.5%1w+0.0%1m-10.1%52w hi-14.8%

Schneider Electric SESU.PATV

€nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%

Scottish Mortgage OrdSMTCTV

$117.821d+2.8%1w-6.4%1m-19.9%52w hi-33.6%

Serabi GoldSRB.LTV

p2501d-2.7%1w-4.6%1m-14.4%52w hi-33.3%

Sibanye Stillwater Ltd ADRSBSWTV

$8.841d-2.8%1w+5.7%1m+3.9%52w hi-57.3%

Societe Generale SAGLE.PATV

€nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%

South32 LtdS32.AXTV

A$4.571d+0.9%1w+1.8%1m+9.9%52w hi-7.7%

Sprott Uranium Miners ETF AccURNMTV

$48.571d-1.8%1w-1.7%1m-7.3%52w hi-42.8%

Stt Strt SPDR MSCI World EnergyETF GBPENGW.LTV

£55.231d+0.9%1w-1.2%1m+11.4%52w hi-7.1%

SttStrtSPDRS&PUSEnergySelectSectorETF GBPGXLE.LTV

£35.291d+0.9%1w-2.3%1m+10.2%52w hi-8.8%

Tavistock InvestmentsTAVI.LTV

p31d+0.0%1w-1.6%1m+1.6%52w hi-54.4%

Tenable Holdings IncTENBTV

$32.641d+0.3%1w+1.2%1m-13.9%52w hi-25.3%

Tesla IncTSLATV

$311.211d+0.8%1w-0.6%1m-26.8%52w hi-37.6%

The Magnum Ice Cream Co NVMICC.LTV

p13831d-0.2%1w+2.8%1m-0.4%52w hi-4.0%

VanEck Defense ETF A USD Acc GBPDFNG.LTV

£43.881d+1.1%1w-3.5%1m-5.0%52w hi-21.5%

Vanguard FTSE All-World UCITS ETF GBPVWRL.LTV

£134.831d+0.3%1w-0.7%1m-1.4%52w hi-3.7%

Varonis Systems IncVRNSTV

$39.951d+0.1%1w-12.7%1m-4.6%52w hi-37.5%

WisdomTree Agriculture GBPAGAP.LTV

p4801d-0.8%1w-3.9%1m+3.9%52w hi-5.7%

WisdomTree Cloud Computing ETF - USD Acc GBPKLWD.LTV

p25521d+1.0%1w+6.4%1m+3.9%52w hi-27.4%

Wise Group Class AWISE.LTV

p8861d-1.0%1w+2.9%1m-7.8%52w hi-23.9%

ZotefoamsZTF.LTV

p4601d-0.2%1w-1.9%1m+5.4%52w hi-4.0%

iShares MSCI Brazil ETF USD Dist GBPIBZL.LTV

p22001d+1.3%1w+0.2%1m+6.0%52w hi-12.5%

iShares NASDAQ 100 ETF USD Acc GBPCNX1.LTV

p1197001d+0.3%1w-1.9%1m-5.6%52w hi-9.9%

iShares Physical Gold ETC GBPSGLN.LTV

p58191d-1.6%1w-1.8%1m-2.9%52w hi-25.5%