Portfolio Charts

91 holdings · 1y · yfinance · Updated 05 Jun 2026 21:16
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Portfolio Value
£426,355
▼ £6,712 (-1.55%)
Accounts
🟢 Top Gainers (Daily)
CMC Markets+5.6%
Filtronic+4.3%
Baker Steel Resources Ord+3.6%
🔴 Top Losers (Daily)
Micron Technology Inc-13.3%
Baidu Inc ADR-9.7%
Aura Minerals Inc-9.7%
🟢 Top Gainers (Weekly)
CMC Markets+22.5%
Sasol Ltd ADR+8.9%
Ithaca Energy Ordinary Share+8.2%
🔴 Top Losers (Weekly)
Seraphim Space Investment Trust Ord-29.3%
Aura Minerals Inc-21.8%
Coinbase Global Inc Ordinary Shares - Class A-19.4%
🟢 Top Gainers (Monthly)
CrowdStrike Holdings Inc Class A+43.4%
Micron Technology Inc+29.6%
CMC Markets+20.1%
🔴 Top Losers (Monthly)
Ubiquiti Inc-44.8%
Aura Minerals Inc-32.0%
Sibanye Stillwater Ltd ADR-24.7%
📊 Sectors
FX rates: USD/GBP=1.3332 · EUR/GBP=1.1569 · HKD/GBP=10.4420 · AUD/GBP=1.8938
📈 Portfolio Value Over Time
£404,883
2026-02-10 → 2026-06-05
ISA: £221,974SIPP: £174,836Trading: £8,073

ISA 36 holdings

Ashtead Technology Holdings Ordinary SharesTTV
$22.751d-0.1%1w-8.3%1m-11.0%52w hi-21.9%
Aura Minerals IncAUGOTV
$60.401d-9.7%1w-21.8%1m-32.0%52w hi-44.7%
Baidu Inc ADRBIDUTV
$121.661d-9.7%1w-10.1%1m-13.5%52w hi-26.4%
Baker Steel Resources OrdBSRT.LTV
p1311d+3.6%1w+6.1%1m+2.3%52w hi-5.1%
CMC MarketsCMCX.LTV
p4541d+5.6%1w+22.5%1m+20.1%52w hi-3.0%
Cheniere Energy IncLNGTV
$238.821d-0.9%1w+6.2%1m-8.4%52w hi-20.4%
Cloudflare IncNETTV
$250.111d-6.9%1w+3.4%1m+0.6%52w hi-9.6%
CohortCHRT.LTV
p12741d-0.2%1w-7.8%1m+4.9%52w hi-29.1%
Coinbase Global Inc Ordinary Shares - Class ACOINTV
$152.401d-7.1%1w-19.4%1m-23.0%52w hi-65.7%
FrontlineFROTV
$35.171d+3.0%1w+1.4%1m-6.7%52w hi-11.5%
GlencoreGLEN.LTV
p5901d-3.2%1w+3.9%1m+3.8%52w hi-16.5%
Jadestone EnergyJSE.LTV
p341d+1.5%1w+4.7%1m+16.3%52w hi-4.3%
Klarna GroupKLARTV
$16.361d-6.4%1w-10.6%1m+14.5%52w hi-65.5%
Lion Finance GroupBGEO.LTV
p105501d-2.7%1w-5.0%1m-5.7%52w hi-12.4%
Melrose IndustriesMRO.LTV
p4671d+1.7%1w-0.7%1m-9.8%52w hi-31.8%
NVIDIA CorpNVDATV
$205.101d-6.2%1w-2.7%1m-1.2%52w hi-13.2%
Novo Nordisk AS Class BNVOTV
$42.961d-1.8%1w-5.7%1m-6.1%52w hi-44.7%
Palantir Technologies Inc Ordinary Shares - Class APLTRTV
$135.531d-4.4%1w-13.4%1m+1.3%52w hi-34.7%
RELXREL.LTV
p26161d+1.3%1w+6.8%1m-0.3%52w hi-35.1%
RIT Capital Partners OrdRCP.LTV
p23051d-0.6%1w+0.7%1m+4.8%52w hi-2.3%
Salesforce IncCRMTV
$185.661d-1.6%1w-2.8%1m+2.5%52w hi-32.5%
Seraphim Space Investment Trust OrdSSIT.LTV
p1771d-5.5%1w-29.3%1m-20.7%52w hi-37.7%
Shopify Inc Registered Shs -A- Subord VtgSHOPTV
$109.541d-5.6%1w-7.7%1m+3.9%52w hi-39.9%
Stt Strt SPDR MSCI World EnergyETF GBPENGW.LTV
£54.461d-0.3%1w+4.3%1m+2.8%52w hi-8.3%
T. Rowe Price Group IncTROWTV
$105.991d-0.9%1w+1.4%1m-0.1%52w hi-6.8%
Tencent Holdings LtdNNND.SGTV
€49.051d-2.1%1w+5.1%1m+6.2%52w hi-26.7%
Tesla IncTSLATV
$391.001d-6.6%1w-10.3%1m-1.9%52w hi-21.6%
TotalEnergies SETTE.PATV
€77.371d-0.0%1w+2.9%1m+2.8%52w hi-4.8%
Ubiquiti IncUITV
$567.331d-2.4%1w-2.8%1m-44.8%52w hi-48.4%
VanEck Defense ETF A USD Acc GBPDFNG.LTV
£46.051d-2.0%1w-6.7%1m-4.6%52w hi-17.7%
Vanguard S&P 500 ETF USD Acc GBPVUAG.LTV
£108.081d-0.6%1w-0.5%1m+3.9%52w hi-1.1%
iShares Agribusiness ETF USD Acc GBPSPAG.LTV
p42091d-0.9%1w-0.0%1m-3.1%52w hi-7.1%
iShares MSCI Brazil ETF USD Dist GBPIBZL.LTV
p20491d-1.6%1w-4.1%1m-13.4%52w hi-18.5%
iShares NASDAQ 100 ETF USD Acc GBPCNX1.LTV
p1273801d-1.9%1w-1.4%1m+6.1%52w hi-3.2%
iShares Physical Gold ETC GBPSGLN.LTV
p63071d-2.4%1w-4.3%1m-5.8%52w hi-19.2%
iShares £ Ultrashort Bond ETF GBP DistERNS.LTV
£101.491d+0.0%1w+0.1%1m+0.5%52w hi-14.7%

SIPP 24 holdings

AVI Japan Opportunity OrdAJOT.LTV
p1631d-0.3%1w-3.0%1m-8.9%52w hi-16.0%
Alcoa CorpAATV
$71.891d-7.9%1w-7.4%1m+13.8%52w hi-14.8%
BH Macro GBP OrdBHMG.LTV
p4301d-1.0%1w+0.6%1m+1.1%52w hi-3.3%
BlackRock Energy and Resources IncBERI.LTV
p1951d-2.0%1w-2.0%1m-0.8%52w hi-4.9%
Corpay IncCPAYTV
$347.451d-2.7%1w-4.0%1m+13.8%52w hi-5.4%
CrowdStrike Holdings Inc Class ACRWDTV
$671.021d-6.7%1w-8.2%1m+43.4%52w hi-14.6%
FiltronicFTC.LTV
p3401d+4.3%1w-12.8%1m+0.0%52w hi-29.2%
Global X Lithium & Battery TechETFUSDAcc GBPLITG.LTV
£10.741d-3.4%1w-8.3%1m-11.7%52w hi-12.2%
Global X Solar ETF USD Acc GBPRAYG.LTV
£9.531d-4.5%1w-9.9%1m-0.5%52w hi-11.7%
HICL Infrastructure PLC OrdHICL.LTV
p1331d+0.0%1w-0.6%1m+5.2%52w hi-1.9%
HSBC MSCI China ETF GBPHMCH.LTV
p5611d-1.8%1w-0.6%1m-5.1%52w hi-36.2%
Ithaca Energy Ordinary ShareITH.LTV
p2391d+1.0%1w+8.2%1m-5.5%52w hi-17.9%
Micron Technology IncMUTV
$864.011d-13.3%1w-11.0%1m+29.6%52w hi-20.7%
RELXREL.LTV
p26161d+1.3%1w+6.8%1m-0.3%52w hi-35.1%
Sasol Ltd ADRSSLTV
$13.471d+1.4%1w+8.9%1m+1.7%52w hi-6.3%
Serabi GoldSRB.LTV
p3601d+0.8%1w+0.0%1m+4.3%52w hi-4.0%
Seraphim Space Investment Trust OrdSSIT.LTV
p1771d-5.5%1w-29.3%1m-20.7%52w hi-37.7%
Shopify Inc Registered Shs -A- Subord VtgSHOPTV
$109.541d-5.6%1w-7.7%1m+3.9%52w hi-39.9%
SttStrtSPDRS&PUSEnergySelectSectorETF GBPGXLE.LTV
£34.851d-0.3%1w+4.8%1m+4.0%52w hi-9.9%
Vanguard FTSE All-World UCITS ETF GBPVWRL.LTV
£136.421d-1.1%1w-0.8%1m+2.6%52w hi-1.8%
Vanguard S&P 500 ETF USD Acc GBPVUAG.LTV
£108.081d-0.6%1w-0.5%1m+3.9%52w hi-1.1%
Varonis Systems IncVRNSTV
$32.691d-1.7%1w-4.3%1m+18.4%52w hi-48.8%
iShares NASDAQ 100 ETF USD Acc GBPCNX1.LTV
p1273801d-1.9%1w-1.4%1m+6.1%52w hi-3.2%
iShares Physical Gold ETC GBPSGLN.LTV
p63071d-2.4%1w-4.3%1m-5.8%52w hi-19.2%

Trading 4 holdings

On Holding AGONONTV
$37.081d-1.0%1w-9.2%1m+2.8%52w hi-36.2%
Shopify Inc Registered Shs -A- Subord VtgSHOPTV
$109.541d-5.6%1w-7.7%1m+3.9%52w hi-39.9%
Sibanye Stillwater Ltd ADRSBSWTV
$10.121d-9.4%1w-15.2%1m-24.7%52w hi-51.1%
iShares $ TIPS 0-5 ETF USD Acc GBPTI5A.LTV
£86.921d+0.2%1w+0.5%1m+1.7%52w hi-0.7%

Exited 34 holdings

ACV Auctions Inc Ordinary Shares - Class AACVATV
$5.661d-3.6%1w-13.9%1m+8.4%52w hi-67.0%
Autotrader GroupAUTO.LTV
p4691d+2.0%1w+6.2%1m-6.3%52w hi-44.5%
AvingtransAVG.LTV
p6601d+0.0%1w-2.9%1m+3.9%52w hi-2.9%
BAE SystemsBA.LTV
p19301d+0.8%1w-4.6%1m-7.6%52w hi-18.2%
BYD Co Ltd Class H1211.HKTV
HK$89.701d-2.3%1w-1.8%1m-9.3%52w hi-37.5%
BlackRock Throgmorton Trust OrdTHRG.LTV
p61d+0.0%1w-99.0%1m-99.0%52w hi-99.2%
CML MicrosystemsCML.LTV
p3051d+0.0%1w-10.9%1m+28.4%52w hi-19.7%
Cleveland-Cliffs IncCLFTV
$13.531d-6.2%1w-0.5%1m+21.3%52w hi-19.0%
Costain GroupCOST.LTV
p1941d-0.5%1w+0.0%1m+0.2%52w hi-5.9%
Dassault Aviation SAAM.PATV
€297.801d+0.7%1w-2.3%1m+1.4%52w hi-16.3%
Fidelity China Special Situations OrdFCSS.LTV
p2791d-2.1%1w-0.4%1m-6.7%52w hi-17.7%
FresnilloFRES.LTV
p29861d-6.2%1w-9.1%1m-13.7%52w hi-33.2%
Global X Uranium ETF USD Acc GBPURNG.LTV
£21.141d-7.5%1w-8.7%1m-17.8%52w hi-24.6%
Invesco Industrials S&P US Sel Sec ETF GBPXLIP.LTV
p727701d+0.6%1w+1.9%1m+1.2%52w hi-1.1%
Invesco LtdIVZTV
$27.351d-2.9%1w-3.9%1m+0.8%52w hi-6.2%
JPMorgan Emerg EMEA Sec PlcJEMA.LTV
p2701d+0.0%1w+0.0%1m+8.0%52w hi-12.9%
LondonMetric PropertyLMP.LTV
p1801d-1.4%1w-5.0%1m-5.9%52w hi-16.6%
Monolithic Power Systems IncMPWRTV
$1481.051d-10.4%1w-5.4%1m-10.4%52w hi-13.6%
Petroleo Brasileiro SA Petrobras ADRPBRTV
$17.751d-1.7%1w-4.7%1m-14.5%52w hi-19.6%
Ping An Insurance (Group) Co. of China Ltd Class H2318.HKTV
HK$56.901d-0.3%1w-2.4%1m-8.7%52w hi-21.5%
PlaytechPTEC.LTV
p3451d-0.9%1w-1.6%1m-1.7%52w hi-22.8%
Plus500 LtdPLUS.LTV
p46241d+0.5%1w+4.3%1m+1.8%52w hi-7.0%
Qualcomm IncQCOMTV
$215.941d-11.0%1w-13.7%1m+12.6%52w hi-16.6%
Quartix TechnologiesQTX.LTV
p2621d-0.9%1w-0.9%1m+2.9%52w hi-22.8%
Schneider Electric SESU.PATV
€269.051d-4.5%1w-0.3%1m-0.7%52w hi-6.6%
Schroder Real Estate Invest OrdSREI.LTV
p471d-0.8%1w-0.8%1m-2.9%52w hi-19.9%
Scottish Mortgage OrdSMT.LTV
p14801d-2.0%1w-2.8%1m+1.9%52w hi-5.3%
Societe Generale SAGLE.PATV
€70.261d-1.4%1w-0.5%1m+2.3%52w hi-7.9%
South32 LtdS32.AXTV
A$4.631d-2.5%1w-3.7%1m+10.5%52w hi-6.5%
Sprott Uranium Miners ETF AccURNMTV
$55.281d-9.5%1w-9.8%1m-20.1%52w hi-34.9%
Tavistock InvestmentsTAVI.LTV
p31d+0.0%1w+1.6%1m-4.5%52w hi-53.7%
Tenable Holdings IncTENBTV
$27.851d-4.9%1w-1.3%1m+31.6%52w hi-22.0%
WisdomTree Agriculture GBPAGAP.LTV
p4541d+0.1%1w-3.5%1m-4.3%52w hi-9.1%
ZotefoamsZTF.LTV
p4241d-3.4%1w+2.0%1m+6.7%52w hi-11.6%