Portfolio Charts

Portfolio Value

£426,355

▲ £1,481 (+0.35%)

Accounts

ISA£230,083

SIPP£188,055

Trading£8,217

🟢 Top Gainers (Daily)

Alcoa Corp+7.7%

Seraphim Space Investment Trust Ord+5.8%

Cohort+5.3%

🔴 Top Losers (Daily)

Filtronic-6.4%

Ithaca Energy Ordinary Share-4.8%

Coinbase Global Inc Ordinary Shares - Class A-4.4%

🟢 Top Gainers (Weekly)

Alcoa Corp+14.3%

Seraphim Space Investment Trust Ord+12.3%

CrowdStrike Holdings Inc Class A+11.7%

🔴 Top Losers (Weekly)

Ithaca Energy Ordinary Share-14.3%

Filtronic-6.4%

Baker Steel Resources Ord-5.9%

🟢 Top Gainers (Monthly)

Micron Technology Inc+55.9%

CrowdStrike Holdings Inc Class A+49.0%

Filtronic+40.9%

🔴 Top Losers (Monthly)

Ubiquiti Inc-41.1%

Aura Minerals Inc-17.1%

Shopify Inc Registered Shs -A- Subord Vtg-17.1%

📊 Sectors

Other£152,348 (36%)

Technology£57,091 (13%)

Basic Materials£27,995 (7%)

Financial Services£23,772 (6%)

Energy£20,714 (5%)

Industrials£18,375 (4%)

ISA 36 holdings

Ashtead Technology Holdings Ordinary SharesT

$25.261d-0.3%1w+5.1%1m-5.1%52w hi-13.3%

Aura Minerals IncAUGO

$72.581d-3.6%1w-4.0%1m-17.1%52w hi-33.5%

Baidu Inc ADRBIDU

$127.791d-2.6%1w-5.6%1m+5.2%52w hi-22.7%

Baker Steel Resources OrdBSRT.L

p1191d+0.2%1w-5.9%1m-10.5%52w hi-13.1%

CMC MarketsCMCX.L

p3931d+0.8%1w+3.7%1m+1.7%52w hi-1.5%

Cheniere Energy IncLNG

$240.851d+0.2%1w-0.4%1m-6.1%52w hi-19.8%

Cloudflare IncNET

$216.171d+1.7%1w+9.4%1m+5.4%52w hi-16.9%

CohortCHRT.L

p11961d+5.3%1w+6.4%1m-10.3%52w hi-33.4%

Coinbase Global Inc Ordinary Shares - Class ACOIN

$184.991d-4.4%1w-5.3%1m-6.5%52w hi-58.4%

FrontlineFRO

$37.121d-3.4%1w+1.3%1m+6.4%52w hi-6.6%

GlencoreGLEN.L

p5691d-0.9%1w-0.9%1m+1.1%52w hi-4.8%

Jadestone EnergyJSE.L

p331d+2.5%1w+8.6%1m+13.1%52w hi-0.6%

Klarna GroupKLAR

$16.571d+4.0%1w+9.2%1m+20.9%52w hi-65.1%

Lion Finance GroupBGEO.L

p106401d-1.8%1w-1.8%1m-5.6%52w hi-11.6%

Melrose IndustriesMRO.L

p5101d+2.6%1w+7.2%1m+1.9%52w hi-25.6%

NVIDIA CorpNVDA

$215.331d-1.9%1w-4.4%1m+7.9%52w hi-9.0%

Novo Nordisk AS Class BNVO

$44.961d+1.3%1w+0.5%1m+16.7%52w hi-42.1%

Palantir Technologies Inc Ordinary Shares - Class APLTR

$136.881d-0.4%1w+2.2%1m-3.3%52w hi-34.0%

RELXREL.L

p24471d-0.8%1w+1.0%1m-10.7%52w hi-41.5%

RIT Capital Partners OrdRCP.L

p22301d+0.0%1w+1.4%1m+1.4%52w hi-2.2%

Salesforce IncCRM

$180.071d+2.1%1w+3.8%1m+3.9%52w hi-35.4%

Seraphim Space Investment Trust OrdSSIT.L

p2741d+5.8%1w+12.3%1m+29.0%52w hi+0.0%

Shopify Inc Registered Shs -A- Subord VtgSHOP

$103.001d-1.8%1w+2.7%1m-17.1%52w hi-43.5%

Stt Strt SPDR MSCI World EnergyETF GBPENGW.L

£55.031d-1.5%1w-0.4%1m+4.6%52w hi-7.4%

T. Rowe Price Group IncTROW

$103.391d+1.4%1w+1.4%1m+3.9%52w hi-9.1%

Tencent Holdings LtdNNND.SG

€48.461d-1.1%1w-4.2%1m-1.4%52w hi-27.6%

Tesla IncTSLA

$426.011d+2.0%1w+0.9%1m+14.0%52w hi-14.6%

TotalEnergies SETTE.PA

€78.651d-2.0%1w-0.0%1m+3.5%52w hi-3.2%

Ubiquiti IncUI

$610.811d+4.2%1w-1.9%1m-41.1%52w hi-44.4%

VanEck Defense ETF A USD Acc GBPDFNG.L

£46.591d+0.6%1w+2.4%1m-7.3%52w hi-16.7%

Vanguard S&P 500 ETF USD Acc GBPVUAG.L

£107.541d+1.0%1w-0.0%1m+5.8%52w hi-0.2%

iShares Agribusiness ETF USD Acc GBPSPAG.L

p42361d-0.2%1w-3.1%1m-1.7%52w hi-6.5%

iShares MSCI Brazil ETF USD Dist GBPIBZL.L

p21681d-1.4%1w-0.2%1m-10.7%52w hi-13.8%

iShares NASDAQ 100 ETF USD Acc GBPCNX1.L

p1265601d+1.4%1w+0.5%1m+11.0%52w hi-0.1%

iShares Physical Gold ETC GBPSGLN.L

p65241d-0.1%1w-1.4%1m-4.0%52w hi-16.5%

iShares £ Ultrashort Bond ETF GBP DistERNS.L

£101.361d+0.0%1w+0.3%1m+0.5%52w hi-14.8%

SIPP 24 holdings

AVI Japan Opportunity OrdAJOT.L

p1721d+0.6%1w-0.6%1m-0.3%52w hi-11.3%

Alcoa CorpAA

$71.381d+7.7%1w+14.3%1m+9.4%52w hi-5.6%

BH Macro GBP OrdBHMG.L

p4191d-1.1%1w-4.8%1m-2.6%52w hi-5.8%

BlackRock Energy and Resources IncBERI.L

p1971d+1.0%1w+0.8%1m+1.8%52w hi-3.9%

Corpay IncCPAY

$347.901d+0.1%1w+6.0%1m+11.0%52w hi-3.9%

CrowdStrike Holdings Inc Class ACRWD

$663.461d+2.3%1w+11.7%1m+49.0%52w hi-1.7%

FiltronicFTC.L

p3791d-6.4%1w-6.4%1m+40.9%52w hi-21.0%

Global X Lithium & Battery TechETFUSDAcc GBPLITG.L

£11.401d+1.6%1w+0.3%1m+0.1%52w hi-6.8%

Global X Solar ETF USD Acc GBPRAYG.L

£10.331d+3.4%1w+2.4%1m+11.6%52w hi-0.4%

HICL Infrastructure PLC OrdHICL.L

p1281d-0.2%1w+3.4%1m+0.3%52w hi-0.9%

HSBC MSCI China ETF GBPHMCH.L

p5681d-0.3%1w-3.3%1m-4.8%52w hi-35.4%

Ithaca Energy Ordinary ShareITH.L

p2441d-4.8%1w-14.3%1m-7.8%52w hi-16.2%

Micron Technology IncMU

$751.001d-1.5%1w+3.6%1m+55.9%52w hi-8.3%

RELXREL.L

p24471d-0.8%1w+1.0%1m-10.7%52w hi-41.5%

Sasol Ltd ADRSSL

$13.361d+0.7%1w-1.2%1m+3.7%52w hi-7.0%

Serabi GoldSRB.L

p3321d+2.2%1w-1.8%1m+1.4%52w hi-11.5%

Seraphim Space Investment Trust OrdSSIT.L

p2741d+5.8%1w+12.3%1m+29.0%52w hi+0.0%

Shopify Inc Registered Shs -A- Subord VtgSHOP

$103.001d-1.8%1w+2.7%1m-17.1%52w hi-43.5%

SttStrtSPDRS&PUSEnergySelectSectorETF GBPGXLE.L

£35.181d-1.3%1w-0.7%1m+5.2%52w hi-9.0%

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

£107.541d+1.0%1w-0.0%1m+5.8%52w hi-0.2%

Varonis Systems IncVRNS

$31.001d+1.1%1w+10.0%1m+29.6%52w hi-51.5%

iShares NASDAQ 100 ETF USD Acc GBPCNX1.L

p1265601d+1.4%1w+0.5%1m+11.0%52w hi-0.1%

iShares Physical Gold ETC GBPSGLN.L

p65241d-0.1%1w-1.4%1m-4.0%52w hi-16.5%

Trading 4 holdings

On Holding AGONON

$39.811d+1.6%1w+6.8%1m+9.9%52w hi-35.0%

Shopify Inc Registered Shs -A- Subord VtgSHOP

$103.001d-1.8%1w+2.7%1m-17.1%52w hi-43.5%

Sibanye Stillwater Ltd ADRSBSW

$11.441d-2.1%1w-5.6%1m-9.6%52w hi-44.7%

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

£86.311d-0.5%1w-1.2%1m+0.5%52w hi-1.4%

Exited 34 holdings

ACV Auctions Inc Ordinary Shares - Class AACVA

$5.951d+0.8%1w+0.5%1m+14.6%52w hi-65.3%

Autotrader GroupAUTO.L

p4541d+0.4%1w-7.5%1m-10.6%52w hi-50.6%

AvingtransAVG.L

p6601d+0.0%1w+0.9%1m+8.2%52w hi-2.9%

BAE SystemsBA.L

p19941d+2.1%1w+7.7%1m-5.6%52w hi-15.5%

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

p3101d+1.6%1w+13.8%1m+34.8%52w hi-11.4%

Cleveland-Cliffs IncCLF

$11.231d+5.0%1w+8.9%1m+23.5%52w hi-32.8%

Costain GroupCOST.L

p1931d+0.2%1w-4.3%1m+4.0%52w hi-6.4%

Dassault Aviation SAAM.PA

€291.401d+1.9%1w+5.8%1m-2.8%52w hi-18.1%

Fidelity China Special Situations OrdFCSS.L

p2811d-0.7%1w-4.7%1m-5.4%52w hi-17.1%

FresnilloFRES.L

p32361d-1.8%1w-3.0%1m-11.6%52w hi-27.6%

Global X Uranium ETF USD Acc GBPURNG.L

£22.481d+2.1%1w-2.7%1m-11.6%52w hi-19.8%

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

p708201d+1.2%1w-0.8%1m+0.8%52w hi-3.8%

Invesco LtdIVZ

$27.051d+0.3%1w-0.3%1m+7.5%52w hi-7.2%

JPMorgan Emerg EMEA Sec PlcJEMA.L

p2781d+1.8%1w+2.8%1m+14.7%52w hi-10.5%

LondonMetric PropertyLMP.L

p1871d-0.8%1w+2.5%1m-3.4%52w hi-13.6%

Monolithic Power Systems IncMPWR

$1589.811d+1.8%1w+2.6%1m-0.1%52w hi-5.1%

Petroleo Brasileiro SA Petrobras ADRPBR

$19.901d-0.6%1w-0.2%1m-5.9%52w hi-10.5%

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

p3551d+1.1%1w-1.3%1m-11.7%52w hi-20.6%

Plus500 LtdPLUS.L

p46541d+0.2%1w+4.6%1m+3.1%52w hi-6.4%

Qualcomm IncQCOM

$238.161d+11.6%1w+18.2%1m+77.8%52w hi-3.9%

Quartix TechnologiesQTX.L

p2651d+0.0%1w+1.0%1m+5.6%52w hi-22.0%

Schneider Electric SESU.PA

€269.051d+1.7%1w+2.0%1m-0.2%52w hi-5.1%

Schroder Real Estate Invest OrdSREI.L

p481d+0.7%1w+2.7%1m-2.5%52w hi-18.5%

Scottish Mortgage OrdSMT.L

p14981d+1.9%1w+4.1%1m+6.1%52w hi-0.5%

Societe Generale SAGLE.PA

€68.801d+0.6%1w+3.4%1m-2.2%52w hi-11.0%

South32 LtdS32.AX

A$4.351d+5.1%1w+3.3%1m-0.7%52w hi-10.3%

Sprott Uranium Miners ETF AccURNM

$58.221d+0.2%1w-3.2%1m-15.8%52w hi-31.5%

Tavistock InvestmentsTAVI.L

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

Tenable Holdings IncTENB

$25.451d+1.1%1w+18.4%1m+30.6%52w hi-28.7%

WisdomTree Agriculture GBPAGAP.L

p4791d-1.0%1w-0.0%1m+2.9%52w hi-4.1%

ZotefoamsZTF.L

p4161d+5.7%1w+9.2%1m+4.7%52w hi-13.4%