Portfolio Charts

Portfolio Value

£280,672

▲ £2,477 (+0.89%)

Accounts

ISA£176,945

SIPP£156,590

Trading£19,173

🟢 Top Gainers (Daily)

Coinbase Global Inc Ordinary Shares - Class A+4.5%

NVIDIA Corp+4.4%

Cloudflare Inc+4.1%

🔴 Top Losers (Daily)

Sibanye Stillwater Ltd ADR-2.9%

Global X Uranium ETF USD Acc GBP-2.6%

HSBC MSCI China ETF GBP-2.5%

🟢 Top Gainers (Weekly)

Micron Technology Inc+21.5%

CrowdStrike Holdings Inc Class A+14.9%

NVIDIA Corp+11.5%

🔴 Top Losers (Weekly)

Cloudflare Inc-21.9%

Shopify Inc Registered Shs -A- Subord Vtg-13.8%

ACV Auctions Inc Ordinary Shares-10.5%

🟢 Top Gainers (Monthly)

Filtronic+95.0%

Micron Technology Inc+72.2%

CrowdStrike Holdings Inc Class A+41.4%

🔴 Top Losers (Monthly)

Shopify Inc Registered Shs -A- Subord Vtg-24.4%

BAE Systems-14.1%

Cohort-12.9%

📊 Sectors

Other£125,540 (45%)

Technology£51,511 (18%)

Basic Materials£34,884 (12%)

Energy£25,817 (9%)

Financial Services£19,667 (7%)

Industrials£12,799 (5%)

ISA 27 holdings

CMC MarketsCMCX.L

p3841d+1.5%1w+0.5%1m-2.0%52w hi-3.4%

Cheniere Energy IncLNG

$239.691d+0.1%1w-2.6%1m-6.4%52w hi-20.2%

Cloudflare IncNET

$200.601d+4.1%1w-21.9%1m+5.5%52w hi-22.8%

CohortCHRT.L

p11481d+1.6%1w-7.1%1m-12.9%52w hi-36.1%

Coinbase Global Inc Ordinary Shares - Class ACOIN

$210.981d+4.5%1w+9.3%1m+7.7%52w hi-52.6%

FrontlineFRO

$37.021d-0.5%1w-2.9%1m+4.3%52w hi-6.4%

GlencoreGLEN.L

p5951d+0.4%1w+5.4%1m+5.7%52w hi-0.6%

Jadestone EnergyJSE.L

p301d-0.8%1w+4.2%1m+11.9%52w hi-6.2%

Lion Finance GroupBGEO.L

p109901d+2.1%1w-3.1%1m-1.3%52w hi-8.7%

Melrose IndustriesMRO.L

p4891d+0.3%1w-5.7%1m-9.5%52w hi-28.7%

NVIDIA CorpNVDA

$235.741d+4.4%1w+11.5%1m+18.5%52w hi-0.1%

Novo Nordisk AS Class BNVO

$46.221d-1.8%1w+0.9%1m+13.2%52w hi-40.5%

Palantir Technologies Inc Ordinary Shares - Class APLTR

$133.071d+2.3%1w-2.9%1m-6.4%52w hi-35.9%

RELXREL.L

p23701d+1.6%1w-4.7%1m-7.6%52w hi-43.3%

RIT Capital Partners OrdRCP.L

p22001d+0.5%1w+0.2%1m+1.6%52w hi-3.5%

Seraphim Space Investment Trust OrdSSIT.L

p2361d+1.1%1w+3.7%1m+28.5%52w hi-6.2%

Shopify Inc Registered Shs -A- Subord VtgSHOP

$96.381d+1.0%1w-13.8%1m-24.4%52w hi-47.1%

Stt Strt SPDR MSCI World EnergyETF GBPENGW.L

£53.721d+0.9%1w+4.2%1m+2.2%52w hi-9.6%

T. Rowe Price Group IncTROW

$103.821d+0.8%1w+0.2%1m+8.0%52w hi-8.7%

Tesla IncTSLA

$447.971d+0.6%1w+8.8%1m+14.3%52w hi-10.2%

TotalEnergies SETTE.PA

€77.951d+0.2%1w+3.6%1m+0.7%52w hi-3.8%

VanEck Defense ETF A USD Acc GBPDFNG.L

£46.251d+1.5%1w-1.6%1m-10.9%52w hi-17.3%

Vanguard S&P 500 ETF USD Acc GBPVUAG.L

£107.361d+1.5%1w+2.8%1m+8.8%52w hi-0.0%

iShares MSCI Brazil ETF USD Dist GBPIBZL.L

p22201d-1.9%1w-3.9%1m-10.9%52w hi-11.7%

iShares NASDAQ 100 ETF USD Acc GBPCNX1.L

p1262901d+1.8%1w+4.2%1m+16.3%52w hi+0.0%

iShares Physical Gold ETC GBPSGLN.L

p67481d+0.2%1w-0.1%1m-1.8%52w hi-13.6%

iShares £ Ultrashort Bond ETF GBP DistERNS.L

£101.211d-0.1%1w+0.1%1m+0.5%52w hi-14.9%

SIPP 25 holdings

AVI Japan Opportunity OrdAJOT.L

p1721d-0.3%1w-3.4%1m-2.0%52w hi-11.1%

Alcoa CorpAA

$66.821d-2.4%1w+6.7%1m-5.1%52w hi-11.7%

BAE SystemsBA.L

p19181d-0.6%1w-4.2%1m-14.1%52w hi-18.7%

BH Macro GBP OrdBHMG.L

p4341d-0.1%1w+2.2%1m+3.8%52w hi-2.4%

BlackRock Energy and Resources IncBERI.L

p2011d+2.0%1w+3.6%1m+1.5%52w hi-1.9%

CrowdStrike Holdings Inc Class ACRWD

$581.271d+3.3%1w+14.9%1m+41.4%52w hi-0.1%

FiltronicFTC.L

p4021d-0.3%1w-0.8%1m+95.0%52w hi-4.3%

Global X Lithium & Battery TechETFUSDAcc GBPLITG.L

£11.691d-1.8%1w-3.0%1m+8.8%52w hi-4.4%

Global X Solar ETF USD Acc GBPRAYG.L

£10.031d-0.4%1w+5.2%1m+9.4%52w hi-1.3%

HICL Infrastructure PLC OrdHICL.L

p1241d+1.3%1w-1.4%1m-0.5%52w hi-3.6%

HSBC MSCI China ETF GBPHMCH.L

p5951d-2.5%1w+0.5%1m+1.0%52w hi-32.4%

Ithaca Energy Ordinary ShareITH.L

p2781d+1.9%1w+9.9%1m+12.1%52w hi-3.6%

Micron Technology IncMU

$785.671d-2.2%1w+21.5%1m+72.2%52w hi-4.0%

Petroleo Brasileiro SA Petrobras ADRPBR

$19.841d+1.3%1w-2.6%1m-2.8%52w hi-10.8%

RELXREL.L

p23701d+1.6%1w-4.7%1m-7.6%52w hi-43.3%

Sasol Ltd ADRSSL

$13.181d-0.1%1w+2.6%1m+3.1%52w hi-8.3%

Serabi GoldSRB.L

p3521d+0.4%1w-1.0%1m+4.9%52w hi-6.3%

Seraphim Space Investment Trust OrdSSIT.L

p2361d+1.1%1w+3.7%1m+28.5%52w hi-6.2%

Shopify Inc Registered Shs -A- Subord VtgSHOP

$96.381d+1.0%1w-13.8%1m-24.4%52w hi-47.1%

SttStrtSPDRS&PUSEnergySelectSectorETF GBPGXLE.L

£34.241d+1.5%1w+4.8%1m+3.6%52w hi-11.5%

Vanguard FTSE All-World UCITS ETF GBPVWRL.L

£135.801d+1.2%1w+2.1%1m+6.8%52w hi-0.0%

Vanguard S&P 500 ETF USD Acc GBPVUAG.L

£107.361d+1.5%1w+2.8%1m+8.8%52w hi-0.0%

Varonis Systems IncVRNS

$27.951d+3.5%1w-2.5%1m+20.8%52w hi-56.3%

iShares NASDAQ 100 ETF USD Acc GBPCNX1.L

p1262901d+1.8%1w+4.2%1m+16.3%52w hi+0.0%

iShares Physical Gold ETC GBPSGLN.L

p67481d+0.2%1w-0.1%1m-1.8%52w hi-13.6%

Trading 6 holdings

ACV Auctions Inc Ordinary SharesACVA

$5.821d+3.0%1w-10.5%1m+18.5%52w hi-66.3%

Cleveland-Cliffs IncCLF

$10.951d-0.3%1w+2.9%1m+13.4%52w hi-34.4%

Global X Uranium ETF USD Acc GBPURNG.L

£23.911d-2.6%1w-9.1%1m+0.5%52w hi-14.7%

Shopify Inc Registered Shs -A- Subord VtgSHOP

$96.381d+1.0%1w-13.8%1m-24.4%52w hi-47.1%

Sibanye Stillwater Ltd ADRSBSW

$13.221d-2.9%1w+0.2%1m+0.2%52w hi-36.1%

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

£86.301d+0.0%1w+1.0%1m+1.1%52w hi-1.4%

Exited 28 holdings

AvingtransAVG.L

p6671d+1.8%1w+4.2%1m+15.9%52w hi-2.0%

BYD Co Ltd Class H1211.HK

HK$98.151d+0.0%1w-2.5%1m-10.3%52w hi-37.5%

BlackRock Throgmorton Trust OrdTHRG.L

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

CML MicrosystemsCML.L

p2901d-4.1%1w+19.4%1m+29.0%52w hi-17.1%

Corpay IncCPAY

$332.621d+0.4%1w+8.8%1m+2.7%52w hi-8.1%

Costain GroupCOST.L

p2021d+2.8%1w+3.4%1m+2.0%52w hi-1.8%

Dassault Aviation SAAM.PA

€284.001d+0.4%1w-4.9%1m-14.0%52w hi-21.5%

Fidelity China Special Situations OrdFCSS.L

p2981d-2.3%1w-1.0%1m+2.1%52w hi-11.9%

FresnilloFRES.L

p37011d-2.2%1w+0.7%1m+0.3%52w hi-17.2%

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

p712861d+0.3%1w-0.2%1m+0.4%52w hi-3.2%

Invesco LtdIVZ

$28.221d+0.5%1w+5.2%1m+14.2%52w hi-3.9%

JPMorgan Emerg EMEA Sec PlcJEMA.L

p2701d+0.0%1w+6.9%1m+5.5%52w hi-12.9%

LondonMetric PropertyLMP.L

p1861d+0.8%1w-1.6%1m-2.4%52w hi-13.8%

Monolithic Power Systems IncMPWR

$1620.471d-1.8%1w+2.8%1m+19.8%52w hi-3.3%

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

HK$63.501d-0.9%1w-3.8%1m+0.4%52w hi-15.0%

PlaytechPTEC.L

p3461d+3.2%1w-2.1%1m-12.6%52w hi-22.6%

Plus500 LtdPLUS.L

p44681d+0.7%1w-0.9%1m+2.8%52w hi-10.1%

Qualcomm IncQCOM

$202.461d-5.0%1w-0.0%1m+52.2%52w hi-18.3%

Quartix TechnologiesQTX.L

p2621d+0.8%1w+2.7%1m-4.7%52w hi-22.9%

Schneider Electric SESU.PA

€271.001d+1.0%1w+0.0%1m+2.9%52w hi-4.4%

Schroder Real Estate Invest OrdSREI.L

p471d+0.0%1w-2.1%1m-6.0%52w hi-20.4%

Scottish Mortgage OrdSMT.L

p14501d+0.8%1w+0.5%1m+3.9%52w hi-1.2%

Societe Generale SAGLE.PA

€67.811d+1.9%1w-2.6%1m-6.4%52w hi-12.3%

South32 LtdS32.AX

A$4.441d-1.1%1w+6.0%1m-4.1%52w hi-8.5%

Sprott Uranium Miners ETF AccURNM

$62.201d-2.6%1w-7.2%1m-9.7%52w hi-26.8%

Tavistock InvestmentsTAVI.L

p31d+3.0%1w+0.0%1m+1.5%52w hi-50.0%

Ubiquiti IncUI

$654.891d-1.5%1w-29.3%1m-34.9%52w hi-40.5%

ZotefoamsZTF.L

p3861d+1.6%1w-2.8%1m+1.9%52w hi-19.6%