Portfolio Charts

Portfolio Value

£426,355

▼ £5,381 (-1.25%)

Accounts

ISA£230,083

SIPP£188,055

Trading£8,217

🟢 Top Gainers (Daily)

SttStrtSPDRS&PUSEnergySelectSectorETF GBP+2.7%

Stt Strt SPDR MSCI World EnergyETF GBP+2.2%

Ithaca Energy Ordinary Share+2.2%

🔴 Top Losers (Daily)

Filtronic-20.3%

Seraphim Space Investment Trust Ord-10.5%

Varonis Systems Inc-6.6%

🟢 Top Gainers (Weekly)

Cloudflare Inc+26.8%

Micron Technology Inc+16.3%

CrowdStrike Holdings Inc Class A+15.8%

🔴 Top Losers (Weekly)

Seraphim Space Investment Trust Ord-29.9%

Filtronic-26.2%

Aura Minerals Inc-14.1%

🟢 Top Gainers (Monthly)

Micron Technology Inc+87.3%

CrowdStrike Holdings Inc Class A+59.3%

Alcoa Corp+29.7%

🔴 Top Losers (Monthly)

Ubiquiti Inc-42.5%

Aura Minerals Inc-20.6%

Coinbase Global Inc Ordinary Shares - Class A-19.6%

📊 Sectors

Other£162,241 (38%)

Technology£53,354 (13%)

Basic Materials£27,995 (7%)

Energy£20,714 (5%)

Industrials£18,375 (4%)

Financial Services£17,616 (4%)

ISA 36 holdings

Ashtead Technology Holdings Ordinary SharesTTV

$23.551d-4.4%1w-5.4%1m-9.8%52w hi-19.2%

Aura Minerals IncAUGOTV

$64.231d-5.6%1w-14.1%1m-20.6%52w hi-41.2%

Baidu Inc ADRBIDUTV

$132.681d-3.0%1w+2.1%1m+4.1%52w hi-19.7%

Baker Steel Resources OrdBSRT.LTV

p1241d+0.0%1w+2.7%1m-4.6%52w hi-9.9%

CMC MarketsCMCX.LTV

p3681d-1.2%1w-2.6%1m+0.5%52w hi-7.8%

Cheniere Energy IncLNGTV

$235.371d-0.3%1w+1.9%1m-13.5%52w hi-21.6%

Cloudflare IncNETTV

$265.331d-2.7%1w+26.8%1m+18.4%52w hi-3.4%

CohortCHRT.LTV

p12561d-1.9%1w-7.6%1m+2.6%52w hi-30.1%

Coinbase Global Inc Ordinary Shares - Class ACOINTV

$163.221d-6.2%1w-6.1%1m-19.6%52w hi-63.3%

FrontlineFROTV

$34.461d-0.6%1w-2.8%1m-7.0%52w hi-13.3%

GlencoreGLEN.LTV

p6081d-1.1%1w+5.9%1m+8.1%52w hi-14.0%

Jadestone EnergyJSE.LTV

p341d+1.5%1w+4.7%1m+10.7%52w hi-4.3%

Klarna GroupKLARTV

$16.951d-3.3%1w-1.7%1m+13.9%52w hi-64.3%

Lion Finance GroupBGEO.LTV

p106901d-2.1%1w-2.9%1m-1.5%52w hi-11.2%

Melrose IndustriesMRO.LTV

p4521d-1.7%1w-4.1%1m-7.5%52w hi-34.0%

NVIDIA CorpNVDATV

$214.751d-3.6%1w+1.0%1m+8.2%52w hi-9.2%

Novo Nordisk AS Class BNVOTV

$42.001d-2.1%1w-5.7%1m-5.4%52w hi-45.9%

Palantir Technologies Inc Ordinary Shares - Class APLTRTV

$142.201d-6.6%1w+7.3%1m-2.6%52w hi-31.5%

RELXREL.LTV

p24361d-1.5%1w-0.3%1m-9.7%52w hi-39.6%

RIT Capital Partners OrdRCP.LTV

p23301d-0.9%1w+4.3%1m+5.4%52w hi-1.3%

Salesforce IncCRMTV

$190.611d-5.1%1w+7.4%1m+2.8%52w hi-30.7%

Seraphim Space Investment Trust OrdSSIT.LTV

p1871d-10.5%1w-29.9%1m-0.8%52w hi-34.0%

Shopify Inc Registered Shs -A- Subord VtgSHOPTV

$112.941d-3.5%1w+5.9%1m-11.5%52w hi-38.0%

Stt Strt SPDR MSCI World EnergyETF GBPENGW.LTV

£54.901d+2.2%1w+3.2%1m+0.9%52w hi-7.6%

T. Rowe Price Group IncTROWTV

$104.011d-0.3%1w-0.5%1m+0.9%52w hi-8.5%

Tencent Holdings LtdNNND.SGTV

€50.311d-3.2%1w+5.0%1m+8.3%52w hi-24.8%

Tesla IncTSLATV

$423.701d-0.0%1w-3.8%1m+7.9%52w hi-15.1%

TotalEnergies SETTE.PATV

€77.581d+1.2%1w+2.9%1m-2.2%52w hi-4.5%

Ubiquiti IncUITV

$576.131d-2.1%1w-5.5%1m-42.5%52w hi-47.6%

VanEck Defense ETF A USD Acc GBPDFNG.LTV

£46.791d-1.5%1w-2.1%1m-3.8%52w hi-16.4%

Vanguard S&P 500 ETF USD Acc GBPVUAG.LTV

£108.701d-0.3%1w+0.7%1m+5.9%52w hi-0.6%

iShares Agribusiness ETF USD Acc GBPSPAG.LTV

p42861d+0.8%1w+1.1%1m-0.7%52w hi-5.4%

iShares MSCI Brazil ETF USD Dist GBPIBZL.LTV

p20781d-2.4%1w-4.5%1m-11.2%52w hi-17.4%

iShares NASDAQ 100 ETF USD Acc GBPCNX1.LTV

p1307201d+0.2%1w+2.3%1m+11.9%52w hi-0.7%

iShares Physical Gold ETC GBPSGLN.LTV

p64141d-1.1%1w+0.0%1m-2.9%52w hi-17.9%

iShares £ Ultrashort Bond ETF GBP DistERNS.LTV

£101.411d+0.0%1w+0.1%1m+0.3%52w hi-14.7%

SIPP 24 holdings

AVI Japan Opportunity OrdAJOT.LTV

p1661d+0.6%1w-1.5%1m-4.6%52w hi-14.4%

Alcoa CorpAATV

$80.861d-3.5%1w+10.5%1m+29.7%52w hi-4.2%

BH Macro GBP OrdBHMG.LTV

p4321d+0.8%1w+1.9%1m+1.8%52w hi-2.8%

BlackRock Energy and Resources IncBERI.LTV

p2011d+0.5%1w+1.9%1m+3.1%52w hi-1.9%

Corpay IncCPAYTV

$352.251d-2.1%1w-0.1%1m+13.3%52w hi-4.1%

CrowdStrike Holdings Inc Class ACRWDTV

$747.611d-2.8%1w+15.8%1m+59.3%52w hi-4.8%

FiltronicFTC.LTV

p2871d-20.3%1w-26.2%1m+0.0%52w hi-40.2%

Global X Lithium & Battery TechETFUSDAcc GBPLITG.LTV

£11.371d-1.4%1w-0.5%1m-3.5%52w hi-7.0%

Global X Solar ETF USD Acc GBPRAYG.LTV

£10.221d-0.9%1w-4.3%1m+9.7%52w hi-5.3%

HICL Infrastructure PLC OrdHICL.LTV

p1321d-0.8%1w-0.6%1m+3.3%52w hi-2.5%

HSBC MSCI China ETF GBPHMCH.LTV

p5761d-1.9%1w+1.3%1m-1.1%52w hi-34.6%

Ithaca Energy Ordinary ShareITH.LTV

p2361d+2.2%1w+4.6%1m-11.4%52w hi-18.9%

Micron Technology IncMUTV

$1079.571d+1.5%1w+16.3%1m+87.3%52w hi-0.9%

RELXREL.LTV

p24361d-1.5%1w-0.3%1m-9.7%52w hi-39.6%

Sasol Ltd ADRSSLTV

$13.191d+0.6%1w+5.4%1m-4.9%52w hi-8.2%

Serabi GoldSRB.LTV

p3371d-5.9%1w-6.4%1m-0.9%52w hi-10.1%

Seraphim Space Investment Trust OrdSSIT.LTV

p1871d-10.5%1w-29.9%1m-0.8%52w hi-34.0%

Shopify Inc Registered Shs -A- Subord VtgSHOPTV

$112.941d-3.5%1w+5.9%1m-11.5%52w hi-38.0%

SttStrtSPDRS&PUSEnergySelectSectorETF GBPGXLE.LTV

£35.131d+2.7%1w+3.4%1m+1.6%52w hi-9.2%

Vanguard FTSE All-World UCITS ETF GBPVWRL.LTV

£138.051d-0.4%1w+0.9%1m+5.9%52w hi-0.6%

Vanguard S&P 500 ETF USD Acc GBPVUAG.LTV

£108.701d-0.3%1w+0.7%1m+5.9%52w hi-0.6%

Varonis Systems IncVRNSTV

$33.511d-6.6%1w+10.8%1m+22.3%52w hi-47.6%

iShares NASDAQ 100 ETF USD Acc GBPCNX1.LTV

p1307201d+0.2%1w+2.3%1m+11.9%52w hi-0.7%

iShares Physical Gold ETC GBPSGLN.LTV

p64141d-1.1%1w+0.0%1m-2.9%52w hi-17.9%

Trading 4 holdings

On Holding AGONONTV

$37.521d-2.1%1w-5.3%1m+9.4%52w hi-36.1%

Shopify Inc Registered Shs -A- Subord VtgSHOPTV

$112.941d-3.5%1w+5.9%1m-11.5%52w hi-38.0%

Sibanye Stillwater Ltd ADRSBSWTV

$11.101d-6.2%1w-6.4%1m-5.5%52w hi-46.3%

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

£86.751d+0.2%1w+0.2%1m+1.4%52w hi-0.9%

Exited 34 holdings

ACV Auctions Inc Ordinary Shares - Class AACVATV

$5.811d-8.1%1w-3.2%1m+9.6%52w hi-66.1%

Autotrader GroupAUTO.LTV

p4451d-0.7%1w+0.1%1m-10.0%52w hi-47.3%

AvingtransAVG.LTV

p6601d-1.5%1w+0.0%1m+3.9%52w hi-2.9%

BAE SystemsBA.LTV

p19001d-0.4%1w-3.3%1m-6.6%52w hi-19.5%

BYD Co Ltd Class H1211.HKTV

HK$93.251d-3.6%1w+2.8%1m-9.5%52w hi-35.1%

BlackRock Throgmorton Trust OrdTHRG.LTV

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

CML MicrosystemsCML.LTV

p3151d-10.6%1w-8.7%1m+32.6%52w hi-17.1%

Cleveland-Cliffs IncCLFTV

$14.151d-4.1%1w+10.3%1m+38.0%52w hi-15.3%

Costain GroupCOST.LTV

p1941d+0.6%1w+1.4%1m+3.7%52w hi-5.9%

Dassault Aviation SAAM.PATV

€286.601d-1.8%1w-2.9%1m-3.7%52w hi-19.4%

Fidelity China Special Situations OrdFCSS.LTV

p2861d-1.2%1w+1.2%1m-1.5%52w hi-15.6%

FresnilloFRES.LTV

p31681d-3.7%1w-1.6%1m-2.7%52w hi-29.1%

Global X Uranium ETF USD Acc GBPURNG.LTV

£22.971d-5.2%1w+0.3%1m-8.2%52w hi-18.1%

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

p724101d+1.4%1w+0.7%1m+2.8%52w hi-1.6%

Invesco LtdIVZTV

$26.941d-2.3%1w-2.4%1m+4.3%52w hi-7.6%

JPMorgan Emerg EMEA Sec PlcJEMA.LTV

p2701d+0.0%1w+0.0%1m+5.1%52w hi-12.9%

LondonMetric PropertyLMP.LTV

p1841d-1.2%1w-3.0%1m-3.0%52w hi-14.6%

Monolithic Power Systems IncMPWRTV

$1689.891d+4.0%1w+4.3%1m+7.4%52w hi-1.4%

Petroleo Brasileiro SA Petrobras ADRPBRTV

$18.191d-2.8%1w-4.1%1m-17.4%52w hi-18.2%

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

HK$57.801d-1.4%1w-0.6%1m-5.9%52w hi-20.3%

PlaytechPTEC.LTV

p3451d-0.3%1w-1.7%1m-5.9%52w hi-22.9%

Plus500 LtdPLUS.LTV

p45361d-0.4%1w+0.9%1m+0.1%52w hi-8.8%

Qualcomm IncQCOMTV

$250.011d+3.8%1w+7.1%1m+48.5%52w hi-3.8%

Quartix TechnologiesQTX.LTV

p2681d+0.0%1w+0.9%1m+2.9%52w hi-21.3%

Schneider Electric SESU.PATV

€283.451d-1.3%1w+5.4%1m+5.5%52w hi-1.6%

Schroder Real Estate Invest OrdSREI.LTV

p471d-0.8%1w-3.2%1m-5.5%52w hi-20.4%

Scottish Mortgage OrdSMT.LTV

p15341d-0.7%1w+1.2%1m+7.6%52w hi-1.9%

Societe Generale SAGLE.PATV

€70.201d-0.4%1w+0.6%1m+7.3%52w hi-7.9%

South32 LtdS32.AXTV

A$4.911d+1.9%1w+2.5%1m+20.9%52w hi-0.8%

Sprott Uranium Miners ETF AccURNMTV

$61.461d-5.9%1w+1.6%1m-7.4%52w hi-27.7%

Tavistock InvestmentsTAVI.LTV

p31d+0.0%1w-6.1%1m-6.1%52w hi-54.4%

Tenable Holdings IncTENBTV

$29.691d-3.9%1w+21.4%1m+42.5%52w hi-16.8%

WisdomTree Agriculture GBPAGAP.LTV

p4661d-0.5%1w-1.9%1m-2.3%52w hi-6.9%

ZotefoamsZTF.LTV

p4301d-1.8%1w+2.3%1m+7.6%52w hi-10.3%