Portfolio Charts

91 holdings · 1y · yfinance · Updated 22 May 2026 21:16
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Portfolio Value
£426,355
▲ £1,096 (+0.26%)
Accounts
🟢 Top Gainers (Daily)
Alcoa Corp+9.5%
Cohort+6.0%
Global X Solar ETF USD Acc GBP+3.6%
🔴 Top Losers (Daily)
Filtronic-6.7%
Ithaca Energy Ordinary Share-5.0%
Frontline-3.3%
🟢 Top Gainers (Weekly)
Alcoa Corp+16.2%
CrowdStrike Holdings Inc Class A+12.8%
Seraphim Space Investment Trust Ord+9.8%
🔴 Top Losers (Weekly)
Ithaca Energy Ordinary Share-14.5%
Baker Steel Resources Ord-7.4%
Filtronic-6.7%
🟢 Top Gainers (Monthly)
Micron Technology Inc+59.3%
CrowdStrike Holdings Inc Class A+50.4%
Filtronic+40.5%
🔴 Top Losers (Monthly)
Ubiquiti Inc-42.6%
Aura Minerals Inc-16.8%
Shopify Inc Registered Shs -A- Subord Vtg-15.6%
📊 Sectors
FX rates: USD/GBP=1.3441 · EUR/GBP=1.1577 · HKD/GBP=10.5300 · AUD/GBP=1.8848
📈 Portfolio Value Over Time
£406,738
2026-02-10 → 2026-05-22
ISA: £223,295SIPP: £175,331Trading: £8,113

ISA 36 holdings

Ashtead Technology Holdings Ordinary SharesT
$25.281d-0.2%1w+5.2%1m-5.0%52w hi-13.2%
Aura Minerals IncAUGO
$72.911d-3.2%1w-3.6%1m-16.8%52w hi-33.2%
Baidu Inc ADRBIDU
$128.301d-2.2%1w-5.2%1m+5.6%52w hi-22.4%
Baker Steel Resources OrdBSRT.L
p1171d-1.4%1w-7.4%1m-12.0%52w hi-14.5%
CMC MarketsCMCX.L
p3921d+0.4%1w+3.3%1m+1.3%52w hi-1.9%
Cheniere Energy IncLNG
$237.241d-1.3%1w-1.9%1m-7.5%52w hi-21.0%
Cloudflare IncNET
$214.571d+0.9%1w+8.6%1m+4.7%52w hi-17.5%
CohortCHRT.L
p12041d+6.0%1w+7.1%1m-9.7%52w hi-33.0%
Coinbase Global Inc Ordinary Shares - Class ACOIN
$189.231d-2.2%1w-3.2%1m-4.4%52w hi-57.4%
FrontlineFRO
$37.191d-3.3%1w+1.4%1m+6.5%52w hi-6.4%
GlencoreGLEN.L
p5691d-0.8%1w-0.9%1m+1.1%52w hi-4.8%
Jadestone EnergyJSE.L
p321d-0.5%1w+5.5%1m+9.8%52w hi-3.5%
Klarna GroupKLAR
$16.151d+1.4%1w+6.5%1m+17.9%52w hi-66.0%
Lion Finance GroupBGEO.L
p106701d-1.6%1w-1.6%1m-5.3%52w hi-11.4%
Melrose IndustriesMRO.L
p5091d+2.4%1w+7.0%1m+1.7%52w hi-25.7%
NVIDIA CorpNVDA
$218.001d-0.7%1w-3.2%1m+9.2%52w hi-7.8%
Novo Nordisk AS Class BNVO
$44.791d+0.9%1w+0.1%1m+16.3%52w hi-42.3%
Palantir Technologies Inc Ordinary Shares - Class APLTR
$136.371d-0.8%1w+1.8%1m-3.7%52w hi-34.3%
RELXREL.L
p24421d-1.0%1w+0.8%1m-10.8%52w hi-41.6%
RIT Capital Partners OrdRCP.L
p22301d-0.0%1w+1.4%1m+1.4%52w hi-2.2%
Salesforce IncCRM
$178.861d+1.4%1w+3.1%1m+3.2%52w hi-37.1%
Seraphim Space Investment Trust OrdSSIT.L
p2671d+3.4%1w+9.8%1m+26.1%52w hi-1.1%
Shopify Inc Registered Shs -A- Subord VtgSHOP
$104.821d-0.0%1w+4.5%1m-15.6%52w hi-42.5%
Stt Strt SPDR MSCI World EnergyETF GBPENGW.L
£55.201d-1.2%1w-0.1%1m+5.0%52w hi-7.1%
T. Rowe Price Group IncTROW
$102.991d+1.0%1w+1.0%1m+3.5%52w hi-9.4%
Tencent Holdings LtdNNND.SG
€48.011d-2.0%1w-5.1%1m-2.3%52w hi-28.3%
Tesla IncTSLA
$426.901d+2.2%1w+1.1%1m+14.2%52w hi-14.4%
TotalEnergies SETTE.PA
€78.411d-2.3%1w-0.3%1m+3.1%52w hi-3.5%
Ubiquiti IncUI
$595.491d+1.6%1w-4.3%1m-42.6%52w hi-45.8%
VanEck Defense ETF A USD Acc GBPDFNG.L
£46.811d+1.1%1w+2.9%1m-6.8%52w hi-16.3%
Vanguard S&P 500 ETF USD Acc GBPVUAG.L
£107.501d+0.9%1w-0.1%1m+5.8%52w hi-0.3%
iShares Agribusiness ETF USD Acc GBPSPAG.L
p42191d-0.6%1w-3.5%1m-2.1%52w hi-6.9%
iShares MSCI Brazil ETF USD Dist GBPIBZL.L
p21671d-1.4%1w-0.2%1m-10.7%52w hi-13.8%
iShares NASDAQ 100 ETF USD Acc GBPCNX1.L
p1265501d+1.4%1w+0.5%1m+11.0%52w hi-0.1%
iShares Physical Gold ETC GBPSGLN.L
p65201d-0.1%1w-1.5%1m-4.1%52w hi-16.5%
iShares £ Ultrashort Bond ETF GBP DistERNS.L
£101.381d+0.0%1w+0.3%1m+0.5%52w hi-14.7%

SIPP 24 holdings

AVI Japan Opportunity OrdAJOT.L
p1721d+0.4%1w-0.8%1m-0.5%52w hi-11.5%
Alcoa CorpAA
$72.561d+9.5%1w+16.2%1m+11.2%52w hi-4.0%
BH Macro GBP OrdBHMG.L
p4201d-0.8%1w-4.5%1m-2.3%52w hi-5.6%
BlackRock Energy and Resources IncBERI.L
p1971d+1.0%1w+0.8%1m+1.8%52w hi-3.9%
Corpay IncCPAY
$347.211d-0.1%1w+5.8%1m+10.8%52w hi-4.1%
CrowdStrike Holdings Inc Class ACRWD
$669.981d+3.4%1w+12.8%1m+50.4%52w hi-0.5%
FiltronicFTC.L
p3781d-6.7%1w-6.7%1m+40.5%52w hi-21.2%
Global X Lithium & Battery TechETFUSDAcc GBPLITG.L
£11.451d+2.1%1w+0.8%1m+0.7%52w hi-6.3%
Global X Solar ETF USD Acc GBPRAYG.L
£10.351d+3.6%1w+2.6%1m+11.8%52w hi+0.0%
HICL Infrastructure PLC OrdHICL.L
p1281d+0.0%1w+3.6%1m+0.5%52w hi-0.8%
HSBC MSCI China ETF GBPHMCH.L
p5681d-0.3%1w-3.3%1m-4.8%52w hi-35.4%
Ithaca Energy Ordinary ShareITH.L
p2431d-5.0%1w-14.5%1m-8.0%52w hi-16.3%
Micron Technology IncMU
$767.531d+0.7%1w+5.9%1m+59.3%52w hi-6.2%
RELXREL.L
p24421d-1.0%1w+0.8%1m-10.8%52w hi-41.6%
Sasol Ltd ADRSSL
$13.251d-0.2%1w-2.0%1m+2.9%52w hi-7.8%
Serabi GoldSRB.L
p3341d+2.6%1w-1.3%1m+1.8%52w hi-11.1%
Seraphim Space Investment Trust OrdSSIT.L
p2671d+3.4%1w+9.8%1m+26.1%52w hi-1.1%
Shopify Inc Registered Shs -A- Subord VtgSHOP
$104.821d-0.0%1w+4.5%1m-15.6%52w hi-42.5%
SttStrtSPDRS&PUSEnergySelectSectorETF GBPGXLE.L
£35.301d-1.0%1w-0.4%1m+5.5%52w hi-8.7%
Vanguard FTSE All-World UCITS ETF GBPVWRL.L
£135.791d+0.9%1w+0.3%1m+4.7%52w hi-0.1%
Vanguard S&P 500 ETF USD Acc GBPVUAG.L
£107.501d+0.9%1w-0.1%1m+5.8%52w hi-0.3%
Varonis Systems IncVRNS
$30.881d+0.7%1w+9.6%1m+29.1%52w hi-51.7%
iShares NASDAQ 100 ETF USD Acc GBPCNX1.L
p1265501d+1.4%1w+0.5%1m+11.0%52w hi-0.1%
iShares Physical Gold ETC GBPSGLN.L
p65201d-0.1%1w-1.5%1m-4.1%52w hi-16.5%

Trading 4 holdings

On Holding AGONON
$39.471d+0.7%1w+5.9%1m+9.0%52w hi-35.6%
Shopify Inc Registered Shs -A- Subord VtgSHOP
$104.821d-0.0%1w+4.5%1m-15.6%52w hi-42.5%
Sibanye Stillwater Ltd ADRSBSW
$11.411d-2.3%1w-5.9%1m-9.9%52w hi-44.9%
iShares $ TIPS 0-5 ETF USD Acc GBPTI5A.L
£86.671d-0.0%1w-0.8%1m+0.9%52w hi-1.0%

Exited 34 holdings

ACV Auctions Inc Ordinary Shares - Class AACVA
$5.891d-0.3%1w-0.6%1m+13.4%52w hi-65.7%
Autotrader GroupAUTO.L
p4601d+1.7%1w-6.3%1m-9.5%52w hi-50.0%
AvingtransAVG.L
p6601d+0.0%1w+0.9%1m+8.2%52w hi-2.9%
BAE SystemsBA.L
p19911d+1.9%1w+7.6%1m-5.8%52w hi-15.6%
BYD Co Ltd Class H1211.HK
HK$91.601d+1.2%1w-5.0%1m-14.4%52w hi-41.7%
BlackRock Throgmorton Trust OrdTHRG.L
p61d+0.0%1w-99.0%1m-99.0%52w hi-99.2%
CML MicrosystemsCML.L
p3111d+2.0%1w+14.2%1m+35.3%52w hi-11.1%
Cleveland-Cliffs IncCLF
$10.941d+2.3%1w+6.2%1m+20.4%52w hi-34.5%
Costain GroupCOST.L
p1921d+0.0%1w-4.5%1m+3.8%52w hi-6.6%
Dassault Aviation SAAM.PA
€293.601d+2.7%1w+6.6%1m-2.0%52w hi-17.5%
Fidelity China Special Situations OrdFCSS.L
p2821d-0.5%1w-4.6%1m-5.2%52w hi-17.0%
FresnilloFRES.L
p32291d-2.0%1w-3.2%1m-11.8%52w hi-27.8%
Global X Uranium ETF USD Acc GBPURNG.L
£22.411d+1.7%1w-3.0%1m-11.9%52w hi-20.1%
Invesco Industrials S&P US Sel Sec ETF GBPXLIP.L
p707081d+1.0%1w-1.0%1m+0.6%52w hi-3.9%
Invesco LtdIVZ
$27.201d+0.8%1w+0.3%1m+8.1%52w hi-6.7%
JPMorgan Emerg EMEA Sec PlcJEMA.L
p2721d-0.3%1w+0.6%1m+12.2%52w hi-12.4%
LondonMetric PropertyLMP.L
p1871d-0.6%1w+2.7%1m-3.2%52w hi-13.4%
Monolithic Power Systems IncMPWR
$1580.231d+1.2%1w+1.9%1m-0.7%52w hi-5.7%
Petroleo Brasileiro SA Petrobras ADRPBR
$19.791d-1.2%1w-0.7%1m-6.4%52w hi-11.0%
Ping An Insurance (Group) Co. of China Ltd Class H2318.HK
HK$60.851d+0.1%1w-2.6%1m-0.7%52w hi-18.5%
PlaytechPTEC.L
p3511d+0.1%1w-2.3%1m-12.6%52w hi-21.4%
Plus500 LtdPLUS.L
p46561d+0.2%1w+4.7%1m+3.2%52w hi-6.4%
Qualcomm IncQCOM
$238.591d+11.8%1w+18.4%1m+78.1%52w hi-3.8%
Quartix TechnologiesQTX.L
p2651d+0.0%1w+1.0%1m+5.6%52w hi-22.0%
Schneider Electric SESU.PA
€270.551d+2.2%1w+2.6%1m+0.3%52w hi-4.6%
Schroder Real Estate Invest OrdSREI.L
p481d+1.1%1w+3.1%1m-2.1%52w hi-18.2%
Scottish Mortgage OrdSMT.L
p14981d+1.9%1w+4.1%1m+6.2%52w hi-0.5%
Societe Generale SAGLE.PA
€69.091d+1.0%1w+3.9%1m-1.8%52w hi-10.7%
South32 LtdS32.AX
A$4.351d+5.1%1w+3.3%1m-0.7%52w hi-10.3%
Sprott Uranium Miners ETF AccURNM
$58.551d+0.8%1w-2.7%1m-15.3%52w hi-31.1%
Tavistock InvestmentsTAVI.L
p31d+0.6%1w+0.6%1m-7.8%52w hi-51.2%
Tenable Holdings IncTENB
$25.641d+1.9%1w+19.3%1m+31.6%52w hi-28.2%
WisdomTree Agriculture GBPAGAP.L
p4801d-0.9%1w+0.1%1m+3.0%52w hi-4.0%
ZotefoamsZTF.L
p4161d+5.7%1w+9.2%1m+4.7%52w hi-13.4%