Portfolio Charts

113 holdings · 1y · yfinance · Updated 18 Jun 2026 21:15
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Portfolio Value
£504,523
▼ £1,576 (-0.31%)
incl £55,325 cash
Accounts
🟢 Top Gainers (Daily)
Cerebras Systems Inc Class A+9.8%
Klarna Group+5.5%
Frontline+5.4%
🔴 Top Losers (Daily)
IQE-8.8%
VanEck Gold Miners UCITS ETF-7.0%
Audioboom Group-5.6%
🟢 Top Gainers (Weekly)
Hardide+29.4%
Filtronic+19.4%
IQE+16.2%
🔴 Top Losers (Weekly)
Sasol Ltd ADR-19.7%
Gartner Inc-14.3%
Alcoa Corp-13.9%
🟢 Top Gainers (Monthly)
Hardide+100.0%
IQE+59.4%
MGM Resorts International+30.0%
🔴 Top Losers (Monthly)
Audioboom Group-25.0%
Cerebras Systems Inc Class A-22.7%
Ithaca Energy Ordinary Share-22.0%
📊 Sectors
FX rates: USD/GBP=1.3207 · EUR/GBP=1.1517 · HKD/GBP=10.3470 · AUD/GBP=1.8817
📈 Portfolio Value Over Time
£504,523
2026-03-24 → 2026-06-17
ISA: £237,856SIPP: £252,989Trading: £13,678

ISA 41 holdings

Alcoa CorpAATV
$59.371d-3.8%1w-13.9%1m-7.1%52w hi-29.6%
Ashtead Technology Holdings Ordinary SharesTTV
$22.011d-1.9%1w-4.3%1m-11.9%52w hi-24.5%
Auction Technology GroupATG.LTV
p4041d-2.4%1w-5.2%1m+2.0%52w hi-21.2%
Audioboom GroupBOOM.LTV
p4201d-5.6%1w-11.6%1m-25.0%52w hi-48.1%
Aura Minerals IncAUGOTV
$63.541d-3.7%1w+12.3%1m-11.1%52w hi-41.8%
Baker Steel Resources OrdBSRT.LTV
p1351d+0.0%1w+8.0%1m+11.6%52w hi-2.2%
Cerebras Systems Inc Class ACBRSTV
$234.711d+9.8%1w+3.6%1m-22.7%52w hi-39.2%
Cheniere Energy IncLNGTV
$227.031d-1.9%1w-5.5%1m-8.0%52w hi-24.4%
CohortCHRT.LTV
p12021d-4.3%1w-7.5%1m+8.7%52w hi-33.1%
FrontlineFROTV
$40.931d+5.4%1w+15.0%1m+14.1%52w hi-0.0%
GlencoreGLEN.LTV
p5661d-2.9%1w-1.4%1m+0.6%52w hi-20.0%
HardideHDD.LTV
p771d+4.8%1w+29.4%1m+100.0%52w hi-0.7%
IQEIQE.LTV
p511d-8.8%1w+16.2%1m+59.4%52w hi-30.0%
Jadestone EnergyJSE.LTV
p281d+0.0%1w-11.7%1m-11.7%52w hi-19.3%
Kainos GroupKNOS.LTV
p7901d-5.2%1w-3.1%1m-6.6%52w hi-33.6%
Klarna GroupKLARTV
$18.841d+5.5%1w+14.9%1m+24.5%52w hi-60.3%
Lion Finance GroupBGEO.LTV
p115501d+1.8%1w+10.7%1m+6.5%52w hi-4.1%
MGM Resorts InternationalMGMTV
$46.841d-0.2%1w-0.8%1m+30.0%52w hi-9.2%
Melrose IndustriesMRO.LTV
p4831d+2.0%1w+7.8%1m-0.5%52w hi-29.4%
NVIDIA CorpNVDATV
$210.691d+3.0%1w+2.8%1m-4.4%52w hi-10.8%
Novo Nordisk AS Class BNVOTV
$43.191d-0.8%1w-1.8%1m-2.5%52w hi-39.1%
Palantir Technologies Inc Ordinary Shares - Class APLTRTV
$128.471d-1.7%1w-2.0%1m-5.0%52w hi-38.1%
Pershing Square IncPSTV
$33.331d-3.6%1w-0.7%1m-12.8%52w hi-39.3%
RELXREL.LTV
p23481d-4.0%1w-4.6%1m-7.1%52w hi-41.7%
RIT Capital Partners OrdRCP.LTV
p23151d+0.0%1w+1.1%1m+4.8%52w hi-2.9%
Rocket Lab CorpRKLBTV
$107.241d-0.7%1w-6.6%1m-15.8%52w hi-29.0%
Schiehallion Fund OrdMNTN.LTV
$2.161d+1.9%1w+0.5%1m+6.4%52w hi-6.1%
Seraphim Space Investment Trust OrdSSIT.LTV
p1991d-2.1%1w-3.8%1m-17.7%52w hi-29.9%
Shopify Inc Registered Shs -A- Subord VtgSHOPTV
$108.851d+0.7%1w-1.5%1m+7.8%52w hi-40.3%
Stt Strt SPDR MSCI World EnergyETF GBPENGW.LTV
£50.201d-2.0%1w-8.1%1m-10.9%52w hi-15.5%
T. Rowe Price Group IncTROWTV
$107.651d-0.4%1w+0.6%1m+7.1%52w hi-4.2%
Tencent Holdings LtdNNND.SGTV
€48.781d+0.4%1w-3.9%1m-3.2%52w hi-27.1%
TotalEnergies SETTE.PATV
€70.341d-2.6%1w-9.8%1m-11.6%52w hi-13.4%
Ubiquiti IncUITV
$589.461d+4.7%1w+1.3%1m+1.0%52w hi-46.3%
Vanguard S&P 500 ETF USD Acc GBPVUAG.LTV
£109.141d+0.8%1w+3.5%1m+3.2%52w hi-0.4%
WisdomTree Cloud Computing ETF - USD Acc GBPKLWD.LTV
p21741d-2.9%1w-2.9%1m-0.6%52w hi-38.2%
Wise Group Class AWISE.LTV
p8201d-2.4%1w+4.3%1m-10.1%52w hi-29.6%
iShares Agribusiness ETF USD Acc GBPSPAG.LTV
p40871d-0.4%1w-0.7%1m-4.7%52w hi-9.8%
iShares MSCI Brazil ETF USD Dist GBPIBZL.LTV
p20711d-2.9%1w+2.0%1m-3.7%52w hi-17.6%
iShares NASDAQ 100 ETF USD Acc GBPCNX1.LTV
p1312901d+1.8%1w+6.0%1m+6.7%52w hi-0.3%
iShares £ Ultrashort Bond ETF GBP DistERNS.LTV
£100.651d+0.1%1w+0.1%1m+0.4%52w hi-14.5%

SIPP 33 holdings

AVI Japan Opportunity OrdAJOT.LTV
p1601d-0.3%1w-0.9%1m-4.5%52w hi-17.3%
Artemis US Smaller Companies I Acc GBP0P00013YAP.LTV
£5.471d+1.9%1w+6.3%1m+12.0%52w hi+2.8%
BH Macro GBP OrdBHMG.LTV
p4241d+0.0%1w-0.1%1m-1.9%52w hi-4.7%
BlackRock Energy and Resources IncomeBERI.LTV
p1881d-1.6%1w+0.5%1m-2.7%52w hi-8.3%
BlackRock World Mining Trust OrdBRWM.LTV
p9891d-4.3%1w+6.5%1m+6.1%52w hi-6.7%
Corpay IncCPAYTV
$345.281d-2.3%1w-1.6%1m+0.6%52w hi-6.0%
FiltronicFTC.LTV
p3701d+0.0%1w+19.4%1m-17.7%52w hi-22.9%
Foresight Environmental Infra OrdFGEN.LTV
p841d+1.7%1w+0.6%1m+10.3%52w hi-2.8%
Gartner IncITTV
$127.491d-4.6%1w-14.3%1m-17.3%52w hi-68.9%
Global X Lithium & Battery TechETFUSDAcc GBPLITG.LTV
£11.171d-1.6%1w+5.7%1m+2.7%52w hi-8.6%
Global X Solar ETF USD Acc GBPRAYG.LTV
£9.281d+0.5%1w+3.6%1m-5.0%52w hi-14.1%
GoodwinGDWN.LTV
p164201d+2.5%1w+12.2%1m+23.5%52w hi-42.4%
HICL Infrastructure PLC OrdHICL.LTV
p1361d+1.2%1w+1.8%1m+9.2%52w hi-0.1%
HSBC MSCI China ETF GBPHMCH.LTV
p5511d-0.8%1w-0.1%1m-5.0%52w hi-37.3%
Ithaca Energy Ordinary ShareITH.LTV
p2231d-3.4%1w-11.7%1m-22.0%52w hi-23.4%
JPMorgan Emerging Markets Growth & IncJMGI.LTV
p1781d+2.2%1w+7.0%1m+11.1%52w hi-0.1%
Kainos GroupKNOS.LTV
p7901d-5.2%1w-3.1%1m-6.6%52w hi-33.6%
LondonMetric PropertyLMP.LTV
p1821d-0.2%1w+0.5%1m-1.6%52w hi-15.8%
Quartix TechnologiesQTX.LTV
p2401d-2.0%1w-5.9%1m-8.6%52w hi-29.4%
RELXREL.LTV
p23481d-4.0%1w-4.6%1m-7.1%52w hi-41.7%
Renewables Infrastructure GrpTRIG.LTV
p751d+0.1%1w+1.5%1m+4.1%52w hi-17.2%
Sasol Ltd ADRSSLTV
$10.771d+0.3%1w-19.7%1m-20.0%52w hi-25.1%
Schroder Real Estate Invest OrdSREI.LTV
p461d-1.1%1w-2.4%1m-1.8%52w hi-21.9%
Serabi GoldSRB.LTV
p3221d-2.3%1w+4.7%1m-5.7%52w hi-14.0%
Shopify Inc Registered Shs -A- Subord VtgSHOPTV
$108.851d+0.7%1w-1.5%1m+7.8%52w hi-40.3%
SttStrtSPDRS&PUSEnergySelectSectorETF GBPGXLE.LTV
£32.271d-1.6%1w-7.6%1m-11.0%52w hi-16.6%
The Magnum Ice Cream Co NVMICC.LTV
p12631d-2.0%1w-5.5%1m+8.7%52w hi-11.9%
VanEck Gold Miners UCITS ETFGDX.LTV
$94.021d-7.0%1w+10.7%1m-0.9%52w hi-32.8%
Vanguard FTSE All-World UCITS ETF GBPVWRL.LTV
£139.031d+0.3%1w+3.7%1m+4.3%52w hi-0.7%
Vanguard S&P 500 ETF USD Acc GBPVUAG.LTV
£109.141d+0.8%1w+3.5%1m+3.2%52w hi-0.4%
Varonis Systems IncVRNSTV
$33.381d+0.9%1w-0.2%1m+12.1%52w hi-47.8%
iShares NASDAQ 100 ETF USD Acc GBPCNX1.LTV
p1312901d+1.8%1w+6.0%1m+6.7%52w hi-0.3%
iShares Physical Gold ETC GBPSGLN.LTV
p62031d-1.7%1w+4.6%1m-4.9%52w hi-20.6%

Trading 5 holdings

Lundin Mining CorpLUN.TOTV
CAD 37.491d-3.2%1w+1.7%1m-1.1%52w hi-17.9%
On Holding AGONONTV
$38.881d+3.1%1w-0.8%1m+4.1%52w hi-30.5%
Power Solutions International IncPSIXTV
$40.311d+3.6%1w-0.7%1m+10.9%52w hi-66.9%
Shopify Inc Registered Shs -A- Subord VtgSHOPTV
$108.851d+0.7%1w-1.5%1m+7.8%52w hi-40.3%
iShares $ TIPS 0-5 ETF USD Acc GBPTI5A.LTV
£87.511d+0.8%1w+0.4%1m+0.9%52w hi-0.1%

Exited 40 holdings

ACV Auctions Inc Ordinary Shares - Class AACVATV
$6.481d+5.5%1w+0.5%1m+9.5%52w hi-61.5%
Autotrader GroupAUTO.LTV
p4771d-0.3%1w+5.0%1m-5.2%52w hi-43.5%
AvingtransAVG.LTV
p6251d+0.0%1w-1.6%1m-5.0%52w hi-8.1%
BAE SystemsBA.LTV
p18401d-1.3%1w-5.3%1m-3.3%52w hi-22.0%
BYD Co Ltd Class H1211.HKTV
HK$80.851d-1.3%1w-4.8%1m-13.5%52w hi-40.4%
Baidu Inc ADRBIDUTV
$111.761d+0.1%1w-3.7%1m-18.8%52w hi-32.4%
CMC MarketsCMCX.LTV
p4581d-0.5%1w-1.3%1m+19.1%52w hi-3.5%
CML MicrosystemsCML.LTV
p2651d-3.6%1w+0.0%1m-8.6%52w hi-30.3%
Cleveland-Cliffs IncCLFTV
$12.281d-3.2%1w-10.4%1m+21.0%52w hi-26.5%
Cloudflare IncNETTV
$224.061d-1.2%1w-1.5%1m+8.4%52w hi-19.1%
Coinbase Global Inc Ordinary Shares - Class ACOINTV
$163.261d-1.0%1w+1.8%1m-15.6%52w hi-63.3%
Costain GroupCOST.LTV
p2101d+0.2%1w+8.7%1m+9.1%52w hi-0.5%
CrowdStrike Holdings Inc Class ACRWDTV
$684.861d+0.3%1w-1.0%1m+11.0%52w hi-12.8%
Dassault Aviation SAAM.PATV
€301.201d-0.1%1w+0.3%1m+5.9%52w hi-15.3%
Fidelity China Special Situations OrdFCSS.LTV
p2621d-3.3%1w-3.1%1m-10.4%52w hi-22.7%
FresnilloFRES.LTV
p31171d-5.8%1w+8.5%1m-2.4%52w hi-30.3%
Global X Uranium ETF USD Acc GBPURNG.LTV
£22.181d+1.0%1w+11.6%1m+3.9%52w hi-20.9%
Invesco Industrials S&P US Sel Sec ETF GBPXLIP.LTV
p759351d+1.2%1w+6.2%1m+9.0%52w hi-0.2%
Invesco LtdIVZTV
$28.141d-2.3%1w-0.5%1m+6.3%52w hi-5.6%
JPMorgan Emerg EMEA Sec PlcJEMA.LTV
p2701d+0.0%1w-2.4%1m+0.0%52w hi-12.9%
Micron Technology IncMUTV
$1133.991d+8.7%1w+13.9%1m+62.3%52w hi-1.3%
Monolithic Power Systems IncMPWRTV
$1563.701d+8.0%1w-1.6%1m+6.5%52w hi-8.8%
Petroleo Brasileiro SA Petrobras ADRPBRTV
$16.751d-0.2%1w-8.2%1m-17.3%52w hi-24.1%
Ping An Insurance (Group) Co. of China Ltd Class H2318.HKTV
HK$53.851d-4.0%1w-5.3%1m-9.3%52w hi-25.4%
PlaytechPTEC.LTV
p3171d-3.5%1w-7.6%1m-12.8%52w hi-29.2%
Plus500 LtdPLUS.LTV
p48241d+0.2%1w+0.7%1m+6.6%52w hi-11.2%
Qualcomm IncQCOMTV
$226.111d+6.2%1w+11.4%1m+16.0%52w hi-12.7%
Salesforce IncCRMTV
$151.781d-2.1%1w-8.8%1m-15.2%52w hi-44.7%
Schneider Electric SESU.PATV
€291.001d+2.9%1w+10.1%1m+10.0%52w hi-0.2%
Scottish Mortgage OrdSMT.LTV
p14771d-1.2%1w+3.6%1m+2.4%52w hi-5.5%
Sibanye Stillwater Ltd ADRSBSWTV
$9.651d-4.9%1w-0.9%1m-15.3%52w hi-53.3%
Societe Generale SAGLE.PATV
€78.051d+0.3%1w+12.9%1m+14.0%52w hi-0.5%
South32 LtdS32.AXTV
A$4.251d-0.9%1w-2.7%1m+4.7%52w hi-14.1%
Sprott Uranium Miners ETF AccURNMTV
$57.471d+0.7%1w+5.9%1m+0.7%52w hi-32.3%
Tavistock InvestmentsTAVI.LTV
p31d+0.0%1w+0.0%1m-4.5%52w hi-53.7%
Tenable Holdings IncTENBTV
$26.871d-0.0%1w+0.0%1m+6.4%52w hi-24.7%
Tesla IncTSLATV
$400.491d+1.0%1w+0.3%1m-0.9%52w hi-19.7%
VanEck Defense ETF A USD Acc GBPDFNG.LTV
£45.331d-2.9%1w-1.4%1m-1.0%52w hi-19.0%
WisdomTree Agriculture GBPAGAP.LTV
p4561d+0.1%1w+0.9%1m-7.0%52w hi-8.8%
ZotefoamsZTF.LTV
p4481d-2.5%1w+3.0%1m+17.3%52w hi-6.7%