Portfolio Charts

Portfolio Value

£454,236

▲ £4,462 (+0.99%)

Accounts

ISA£234,370

SIPP£208,086

Trading£11,780

🟢 Top Gainers (Daily)

Klarna Group+6.3%

Seraphim Space Investment Trust Ord+5.6%

CrowdStrike Holdings Inc Class A+5.4%

🔴 Top Losers (Daily)

Ithaca Energy Ordinary Share-3.9%

Sasol Ltd ADR-3.2%

Petroleo Brasileiro SA Petrobras ADR-2.8%

🟢 Top Gainers (Weekly)

Tenable Holdings Inc+23.9%

Klarna Group+17.5%

CrowdStrike Holdings Inc Class A+15.6%

🔴 Top Losers (Weekly)

Sibanye Stillwater Ltd ADR-13.0%

Global X Uranium ETF USD Acc GBP-10.9%

Baidu Inc ADR-10.2%

🟢 Top Gainers (Monthly)

Filtronic+87.6%

Micron Technology Inc+62.9%

CrowdStrike Holdings Inc Class A+44.6%

🔴 Top Losers (Monthly)

Ubiquiti Inc-41.6%

Aura Minerals Inc-22.0%

Shopify Inc Registered Shs -A- Subord Vtg-19.9%

📊 Sectors

Other£153,659 (34%)

Technology£65,386 (14%)

Basic Materials£35,995 (8%)

Energy£25,947 (6%)

Financial Services£24,352 (5%)

Industrials£20,905 (5%)

ISA 34 holdings

Aura Minerals IncAUGO

$74.951d+4.9%1w-4.5%1m-22.0%52w hi-31.4%

Autotrader GroupAUTO.L

p4961d-1.4%1w+0.3%1m-3.1%52w hi-46.0%

Baidu Inc ADRBIDU

$135.221d-1.8%1w-10.2%1m+9.5%52w hi-18.2%

Baker Steel Resources OrdBSRT.L

p1231d+1.7%1w-3.5%1m-7.5%52w hi-10.2%

CMC MarketsCMCX.L

p3901d+1.4%1w+3.0%1m+0.4%52w hi-1.9%

Cheniere Energy IncLNG

$243.661d-1.3%1w+1.8%1m-5.3%52w hi-18.8%

Cloudflare IncNET

$210.131d+1.6%1w+9.1%1m+1.2%52w hi-19.2%

CohortCHRT.L

p11281d+2.0%1w-0.2%1m-15.2%52w hi-37.2%

Coinbase Global Inc Ordinary Shares - Class ACOIN

$191.291d-1.1%1w-5.2%1m-2.4%52w hi-57.0%

FrontlineFRO

$38.941d+4.0%1w+4.7%1m+10.1%52w hi-1.5%

GlencoreGLEN.L

p5661d+0.6%1w-4.4%1m+3.0%52w hi-5.3%

Jadestone EnergyJSE.L

p321d+1.6%1w+7.4%1m+16.1%52w hi-1.5%

Klarna GroupKLAR

$16.091d+6.3%1w+17.5%1m+10.6%52w hi-66.1%

Lion Finance GroupBGEO.L

p110201d+1.6%1w+2.4%1m-5.1%52w hi-8.5%

Melrose IndustriesMRO.L

p5061d+4.2%1w+3.9%1m-9.0%52w hi-26.1%

NVIDIA CorpNVDA

$223.471d+1.3%1w-1.0%1m+11.8%52w hi-5.5%

Novo Nordisk AS Class BNVO

$45.071d+1.8%1w-4.3%1m+14.3%52w hi-42.0%

Palantir Technologies Inc Ordinary Shares - Class APLTR

$137.151d+1.4%1w+5.5%1m-6.0%52w hi-33.9%

RELXREL.L

p24821d-1.8%1w+6.4%1m-8.3%52w hi-40.7%

RIT Capital Partners OrdRCP.L

p22301d+0.9%1w+1.8%1m+2.3%52w hi-2.2%

Seraphim Space Investment Trust OrdSSIT.L

p2561d+5.6%1w+9.2%1m+36.0%52w hi-1.9%

Shopify Inc Registered Shs -A- Subord VtgSHOP

$105.011d+4.0%1w+10.1%1m-19.9%52w hi-42.4%

Stt Strt SPDR MSCI World EnergyETF GBPENGW.L

£55.811d+0.0%1w+3.7%1m+7.8%52w hi-6.1%

T. Rowe Price Group IncTROW

$101.831d+0.1%1w-1.1%1m+2.7%52w hi-10.4%

Tesla IncTSLA

$417.261d+3.3%1w-6.3%1m+8.0%52w hi-16.4%

TotalEnergies SETTE.PA

€79.611d-0.2%1w+2.3%1m+7.0%52w hi-2.0%

Ubiquiti IncUI

$599.211d+2.6%1w-9.7%1m-41.6%52w hi-45.5%

VanEck Defense ETF A USD Acc GBPDFNG.L

£46.441d+1.4%1w+1.9%1m-9.9%52w hi-17.0%

Vanguard S&P 500 ETF USD Acc GBPVUAG.L

£106.321d+0.6%1w+0.5%1m+5.2%52w hi-1.4%

WisdomTree Agriculture GBPAGAP.L

p4821d-1.8%1w-3.0%1m+4.6%52w hi-3.7%

iShares MSCI Brazil ETF USD Dist GBPIBZL.L

p21901d+1.8%1w-3.2%1m-11.2%52w hi-12.9%

iShares NASDAQ 100 ETF USD Acc GBPCNX1.L

p1247801d+1.4%1w+0.6%1m+11.0%52w hi-1.3%

iShares Physical Gold ETC GBPSGLN.L

p65381d+0.3%1w-2.9%1m-5.1%52w hi-16.3%

iShares £ Ultrashort Bond ETF GBP DistERNS.L

£101.261d+0.0%1w-0.0%1m+0.4%52w hi-14.8%

SIPP 26 holdings

AVI Japan Opportunity OrdAJOT.L

p1701d+1.2%1w-1.7%1m-4.0%52w hi-12.4%

Alcoa CorpAA

$64.141d+0.3%1w-6.1%1m-4.3%52w hi-15.1%

BAE SystemsBA.L

p19261d+1.3%1w-0.1%1m-14.0%52w hi-18.4%

BH Macro GBP OrdBHMG.L

p4271d-1.2%1w-1.8%1m+2.0%52w hi-4.0%

BlackRock Energy and Resources IncBERI.L

p1951d+0.9%1w-1.0%1m+1.3%52w hi-4.9%

Corpay IncCPAY

$350.481d+2.1%1w+5.8%1m+6.2%52w hi-3.2%

CrowdStrike Holdings Inc Class ACRWD

$650.111d+5.4%1w+15.6%1m+44.6%52w hi-0.1%

FiltronicFTC.L

p4691d+0.0%1w+15.0%1m+87.6%52w hi-0.2%

Global X Lithium & Battery TechETFUSDAcc GBPLITG.L

£11.151d+2.5%1w-6.3%1m+0.6%52w hi-8.8%

Global X Solar ETF USD Acc GBPRAYG.L

£10.021d+2.6%1w-0.5%1m+9.0%52w hi-2.0%

HICL Infrastructure PLC OrdHICL.L

p1261d+1.0%1w+2.3%1m-0.6%52w hi-2.6%

HSBC MSCI China ETF GBPHMCH.L

p5791d-0.3%1w-5.1%1m-4.0%52w hi-34.2%

Ithaca Energy Ordinary ShareITH.L

p2751d-3.9%1w+0.7%1m+10.3%52w hi-5.6%

Micron Technology IncMU

$731.991d+4.8%1w-8.9%1m+62.9%52w hi-10.6%

Petroleo Brasileiro SA Petrobras ADRPBR

$19.831d-2.8%1w+1.2%1m-5.7%52w hi-10.8%

RELXREL.L

p24821d-1.8%1w+6.4%1m-8.3%52w hi-40.7%

Sasol Ltd ADRSSL

$13.031d-3.2%1w-1.2%1m+2.4%52w hi-9.3%

Serabi GoldSRB.L

p3321d+0.0%1w-4.2%1m-4.6%52w hi-11.5%

Seraphim Space Investment Trust OrdSSIT.L

p2561d+5.6%1w+9.2%1m+36.0%52w hi-1.9%

Shopify Inc Registered Shs -A- Subord VtgSHOP

$105.011d+4.0%1w+10.1%1m-19.9%52w hi-42.4%

SttStrtSPDRS&PUSEnergySelectSectorETF GBPGXLE.L

£35.871d+0.0%1w+4.6%1m+9.2%52w hi-7.3%

Vanguard FTSE All-World UCITS ETF GBPVWRL.L

£134.481d+0.9%1w+0.2%1m+3.8%52w hi-1.0%

Vanguard S&P 500 ETF USD Acc GBPVUAG.L

£106.321d+0.6%1w+0.5%1m+5.2%52w hi-1.4%

Varonis Systems IncVRNS

$31.101d+4.5%1w+15.1%1m+26.5%52w hi-51.3%

iShares NASDAQ 100 ETF USD Acc GBPCNX1.L

p1247801d+1.4%1w+0.6%1m+11.0%52w hi-1.3%

iShares Physical Gold ETC GBPSGLN.L

p65381d+0.3%1w-2.9%1m-5.1%52w hi-16.3%

Trading 7 holdings

ACV Auctions Inc Ordinary Shares - Class AACVA

$5.961d+0.7%1w+5.5%1m+22.4%52w hi-65.3%

Cleveland-Cliffs IncCLF

$10.341d+1.9%1w-5.9%1m+13.3%52w hi-38.1%

Global X Uranium ETF USD Acc GBPURNG.L

£21.861d+2.4%1w-10.9%1m-13.1%52w hi-22.0%

Shopify Inc Registered Shs -A- Subord VtgSHOP

$105.011d+4.0%1w+10.1%1m-19.9%52w hi-42.4%

Sibanye Stillwater Ltd ADRSBSW

$11.841d+3.9%1w-13.0%1m-7.2%52w hi-42.8%

Tenable Holdings IncTENB

$25.501d+1.0%1w+23.9%1m+26.8%52w hi-28.6%

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

£86.411d-0.3%1w+0.2%1m+0.9%52w hi-1.3%

Exited 26 holdings

AvingtransAVG.L

p6601d+0.3%1w+0.8%1m+6.6%52w hi-2.9%

BYD Co Ltd Class H1211.HK

HK$91.001d+0.9%1w-7.3%1m-16.6%52w hi-42.1%

BlackRock Throgmorton Trust OrdTHRG.L

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

CML MicrosystemsCML.L

p2781d-4.3%1w-8.3%1m+22.0%52w hi-20.7%

Costain GroupCOST.L

p1931d+0.2%1w-1.6%1m+3.8%52w hi-6.1%

Dassault Aviation SAAM.PA

€284.401d+1.7%1w+2.2%1m-10.2%52w hi-20.0%

Fidelity China Special Situations OrdFCSS.L

p2891d-1.2%1w-5.4%1m-3.8%52w hi-14.7%

FresnilloFRES.L

p33231d+0.0%1w-10.4%1m-7.4%52w hi-25.7%

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

p702801d+0.8%1w-1.2%1m-1.1%52w hi-4.5%

Invesco LtdIVZ

$26.981d+1.9%1w-3.2%1m+8.9%52w hi-7.4%

JPMorgan Emerg EMEA Sec PlcJEMA.L

p2821d+4.3%1w+4.3%1m+19.8%52w hi-9.2%

LondonMetric PropertyLMP.L

p1871d+1.2%1w+1.2%1m-3.9%52w hi-13.4%

Monolithic Power Systems IncMPWR

$1553.271d+5.8%1w-5.9%1m+1.7%52w hi-7.3%

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

HK$60.951d-0.3%1w-4.0%1m-0.8%52w hi-18.4%

PlaytechPTEC.L

p3651d+0.5%1w+8.8%1m-9.9%52w hi-18.3%

Plus500 LtdPLUS.L

p46301d+2.3%1w+4.3%1m+0.2%52w hi-6.9%

Qualcomm IncQCOM

$202.511d+3.5%1w-5.0%1m+49.4%52w hi-18.3%

Quartix TechnologiesQTX.L

p2621d+0.0%1w+1.0%1m-5.7%52w hi-22.8%

Schneider Electric SESU.PA

€264.601d+3.4%1w-1.4%1m-1.8%52w hi-6.7%

Schroder Real Estate Invest OrdSREI.L

p481d+0.0%1w+2.4%1m-5.1%52w hi-18.9%

Scottish Mortgage OrdSMT.L

p14701d+0.0%1w+1.4%1m+3.7%52w hi-0.4%

Societe Generale SAGLE.PA

€69.431d+4.4%1w+4.4%1m-4.5%52w hi-10.2%

South32 LtdS32.AX

A$4.121d+2.0%1w-7.2%1m-8.4%52w hi-15.1%

Sprott Uranium Miners ETF AccURNM

$57.431d+0.6%1w-10.1%1m-14.4%52w hi-32.4%

Tavistock InvestmentsTAVI.L

p31d+0.0%1w+0.0%1m-8.3%52w hi-51.5%

ZotefoamsZTF.L

p3821d+0.0%1w-1.4%1m-2.7%52w hi-20.3%