Portfolio Charts

113 holdings · 1y · yfinance · Updated 17 Jun 2026 21:54
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Portfolio Value
£504,523
▼ £688 (-0.14%)
incl £55,325 cash
Accounts
🟢 Top Gainers (Daily)
Hardide+8.1%
Seraphim Space Investment Trust Ord+4.3%
VanEck Gold Miners UCITS ETF+3.4%
🔴 Top Losers (Daily)
Lundin Mining Corp-6.1%
Gartner Inc-6.1%
Shopify Inc Registered Shs -A- Subord Vtg-4.5%
🟢 Top Gainers (Weekly)
IQE+42.2%
Aura Minerals Inc+23.8%
Hardide+19.5%
🔴 Top Losers (Weekly)
Sasol Ltd ADR-20.7%
Gartner Inc-13.8%
Jadestone Energy-11.7%
🟢 Top Gainers (Monthly)
Hardide+90.9%
IQE+43.0%
MGM Resorts International+26.6%
🔴 Top Losers (Monthly)
Cerebras Systems Inc Class A-28.0%
Audioboom Group-20.5%
Sasol Ltd ADR-19.6%
📊 Sectors
FX rates: USD/GBP=1.3295 · EUR/GBP=1.1555 · HKD/GBP=10.4150 · AUD/GBP=1.8953
📈 Portfolio Value Over Time
£504,523
2026-03-24 → 2026-06-17
ISA: £237,856SIPP: £252,989Trading: £13,678

ISA 41 holdings

Alcoa CorpAATV
$61.731d-1.8%1w-5.8%1m-1.2%52w hi-26.8%
Ashtead Technology Holdings Ordinary SharesTTV
22.441d-3.1%1w-3.3%1m-8.1%52w hi-23.0%
Auction Technology GroupATG.LTV
p4141d-2.7%1w-2.9%1m+5.2%52w hi-19.3%
Audioboom GroupBOOM.LTV
p4451d-3.8%1w-1.1%1m-20.5%52w hi-45.1%
Aura Minerals IncAUGOTV
$65.981d-0.6%1w+23.8%1m-11.9%52w hi-39.6%
Baker Steel Resources OrdBSRT.LTV
p1351d+0.9%1w+6.9%1m+5.5%52w hi-2.2%
Cerebras Systems Inc Class ACBRSTV
$213.671d+0.7%1w-10.0%1m-28.0%52w hi-44.7%
Cheniere Energy IncLNGTV
$231.411d+0.2%1w-4.3%1m-6.6%52w hi-22.9%
CohortCHRT.LTV
p12561d+3.1%1w-2.5%1m+15.7%52w hi-30.1%
FrontlineFROTV
$38.851d-1.4%1w+11.7%1m+7.4%52w hi-3.3%
GlencoreGLEN.LTV
p5831d-1.3%1w+3.4%1m+1.7%52w hi-17.5%
HardideHDD.LTV
p741d+8.1%1w+19.5%1m+90.9%52w hi-1.7%
IQEIQE.LTV
p561d+1.6%1w+42.2%1m+43.0%52w hi-23.3%
Jadestone EnergyJSE.LTV
p281d-2.6%1w-11.7%1m-10.3%52w hi-19.3%
Kainos GroupKNOS.LTV
p8331d+1.4%1w+0.4%1m+1.6%52w hi-30.0%
Klarna GroupKLARTV
$17.861d+0.4%1w+13.2%1m+14.9%52w hi-62.4%
Lion Finance GroupBGEO.LTV
p113501d+1.0%1w+9.5%1m+2.6%52w hi-5.7%
MGM Resorts InternationalMGMTV
$46.941d-2.2%1w+0.1%1m+26.6%52w hi-9.0%
Melrose IndustriesMRO.LTV
p4741d+1.1%1w+5.6%1m-1.8%52w hi-30.8%
NVIDIA CorpNVDATV
$204.651d-1.3%1w+2.1%1m-7.8%52w hi-13.4%
Novo Nordisk AS Class BNVOTV
$43.521d-0.1%1w+1.7%1m-1.7%52w hi-39.0%
Palantir Technologies Inc Ordinary Shares - Class APLTRTV
$130.631d-2.0%1w+0.3%1m-3.3%52w hi-37.1%
Pershing Square IncPSTV
$34.581d+1.1%1w+6.3%1m-10.6%52w hi-37.1%
RELXREL.LTV
p24451d+1.0%1w-4.0%1m-2.4%52w hi-39.3%
RIT Capital Partners OrdRCP.LTV
p23151d+0.0%1w+1.3%1m+5.7%52w hi-2.9%
Rocket Lab CorpRKLBTV
$107.981d+3.2%1w+2.8%1m-17.7%52w hi-28.5%
Schiehallion Fund OrdMNTN.LTV
$2.121d+0.0%1w-0.9%1m+4.4%52w hi-7.8%
Seraphim Space Investment Trust OrdSSIT.LTV
p2041d+4.3%1w+4.6%1m-18.8%52w hi-28.3%
Shopify Inc Registered Shs -A- Subord VtgSHOPTV
$108.091d-4.5%1w-0.1%1m+5.6%52w hi-40.7%
Stt Strt SPDR MSCI World EnergyETF GBPENGW.LTV
£51.231d-0.5%1w-5.6%1m-8.7%52w hi-13.8%
T. Rowe Price Group IncTROWTV
$108.121d-0.8%1w+2.8%1m+6.9%52w hi-3.8%
Tencent Holdings LtdNNND.SGTV
€48.581d-0.7%1w-5.8%1m-4.2%52w hi-27.4%
TotalEnergies SETTE.PATV
€72.211d-1.1%1w-6.5%1m-9.5%52w hi-11.1%
Ubiquiti IncUITV
$562.821d+0.8%1w+0.9%1m-6.8%52w hi-48.8%
Vanguard S&P 500 ETF USD Acc GBPVUAG.LTV
£108.321d-0.1%1w+2.6%1m+2.0%52w hi-0.9%
WisdomTree Cloud Computing ETF - USD Acc GBPKLWD.LTV
p22381d+0.1%1w-2.2%1m+4.3%52w hi-36.4%
Wise Group Class AWISE.LTV
p8401d-0.2%1w+6.1%1m-9.5%52w hi-27.8%
iShares Agribusiness ETF USD Acc GBPSPAG.LTV
p41041d-0.3%1w+0.1%1m-5.3%52w hi-9.4%
iShares MSCI Brazil ETF USD Dist GBPIBZL.LTV
p21341d+2.0%1w+5.2%1m-2.6%52w hi-15.2%
iShares NASDAQ 100 ETF USD Acc GBPCNX1.LTV
p1290201d-0.3%1w+4.7%1m+4.1%52w hi-2.0%
iShares £ Ultrashort Bond ETF GBP DistERNS.LTV
£101.551d-0.0%1w+0.0%1m+0.3%52w hi-14.6%

SIPP 33 holdings

AVI Japan Opportunity OrdAJOT.LTV
p1611d-0.3%1w-0.6%1m-5.8%52w hi-17.0%
Artemis US Smaller Companies I Acc GBP0P00013YAP.LTV
£5.411d-0.3%1w+3.9%1m+7.3%52w hi+1.7%
BH Macro GBP OrdBHMG.LTV
p4241d+0.2%1w-0.8%1m-2.4%52w hi-4.7%
BlackRock Energy and Resources IncomeBERI.LTV
p1911d+1.3%1w+2.4%1m-1.5%52w hi-6.8%
BlackRock World Mining Trust OrdBRWM.LTV
p10341d+1.4%1w+13.6%1m+8.6%52w hi-2.5%
Corpay IncCPAYTV
$353.331d-2.0%1w+1.2%1m+1.4%52w hi-3.8%
FiltronicFTC.LTV
p3701d-1.7%1w+17.5%1m-10.0%52w hi-22.9%
Foresight Environmental Infra OrdFGEN.LTV
p821d-0.7%1w+0.5%1m+9.0%52w hi-4.4%
Gartner IncITTV
$133.581d-6.1%1w-13.8%1m-14.1%52w hi-67.4%
Global X Lithium & Battery TechETFUSDAcc GBPLITG.LTV
£11.351d+1.1%1w+10.3%1m+1.2%52w hi-7.2%
Global X Solar ETF USD Acc GBPRAYG.LTV
£9.231d-1.2%1w+3.1%1m-7.3%52w hi-14.6%
GoodwinGDWN.LTV
p160201d-1.1%1w+10.6%1m+17.1%52w hi-43.8%
HICL Infrastructure PLC OrdHICL.LTV
p1341d+0.9%1w+0.6%1m+8.4%52w hi-1.3%
HSBC MSCI China ETF GBPHMCH.LTV
p5561d-0.1%1w-0.4%1m-4.1%52w hi-36.8%
Ithaca Energy Ordinary ShareITH.LTV
p2311d-1.0%1w-6.3%1m-18.7%52w hi-20.7%
JPMorgan Emerging Markets Growth & IncJMGI.LTV
p1741d+1.3%1w+6.6%1m+7.5%52w hi-1.1%
Kainos GroupKNOS.LTV
p8331d+1.4%1w+0.4%1m+1.6%52w hi-30.0%
LondonMetric PropertyLMP.LTV
p1821d-1.8%1w-0.2%1m-1.0%52w hi-15.6%
Quartix TechnologiesQTX.LTV
p2451d+0.0%1w-3.9%1m-6.7%52w hi-27.9%
RELXREL.LTV
p24451d+1.0%1w-4.0%1m-2.4%52w hi-39.3%
Renewables Infrastructure GrpTRIG.LTV
p751d+0.5%1w+3.3%1m+4.6%52w hi-17.3%
Sasol Ltd ADRSSLTV
10.741d-2.3%1w-20.7%1m-19.6%52w hi-25.3%
Schroder Real Estate Invest OrdSREI.LTV
p471d+0.2%1w-1.4%1m-0.5%52w hi-21.0%
Serabi GoldSRB.LTV
p3301d-0.9%1w+5.4%1m-1.5%52w hi-12.0%
Shopify Inc Registered Shs -A- Subord VtgSHOPTV
$108.091d-4.5%1w-0.1%1m+5.6%52w hi-40.7%
SttStrtSPDRS&PUSEnergySelectSectorETF GBPGXLE.LTV
£32.811d-0.0%1w-6.1%1m-9.0%52w hi-15.2%
The Magnum Ice Cream Co NVMICC.LTV
p12891d-1.2%1w-2.6%1m+9.1%52w hi-10.1%
VanEck Gold Miners UCITS ETFGDX.LTV
$101.051d+3.4%1w+19.4%1m+2.4%52w hi-27.8%
Vanguard FTSE All-World UCITS ETF GBPVWRL.LTV
£138.641d+0.3%1w+3.7%1m+3.4%52w hi-0.2%
Vanguard S&P 500 ETF USD Acc GBPVUAG.LTV
£108.321d-0.1%1w+2.6%1m+2.0%52w hi-0.9%
Varonis Systems IncVRNSTV
$33.081d-2.3%1w+0.5%1m+14.9%52w hi-48.2%
iShares NASDAQ 100 ETF USD Acc GBPCNX1.LTV
p1290201d-0.3%1w+4.7%1m+4.1%52w hi-2.0%
iShares Physical Gold ETC GBPSGLN.LTV
p63121d+0.9%1w+5.5%1m-4.0%52w hi-19.2%

Trading 5 holdings

Lundin Mining CorpLUN.TOTV
CAD 38.731d-6.1%1w+8.2%1m+3.5%52w hi-15.2%
On Holding AGONONTV
$37.721d-0.9%1w-0.7%1m-1.0%52w hi-32.6%
Power Solutions International IncPSIXTV
$38.921d-0.3%1w+1.6%1m-0.0%52w hi-68.0%
Shopify Inc Registered Shs -A- Subord VtgSHOPTV
$108.091d-4.5%1w-0.1%1m+5.6%52w hi-40.7%
iShares $ TIPS 0-5 ETF USD Acc GBPTI5A.LTV
£86.851d+0.2%1w-0.0%1m-0.1%52w hi-0.8%

Exited 40 holdings

ACV Auctions Inc Ordinary Shares - Class AACVATV
$6.141d-2.1%1w+3.4%1m+2.0%52w hi-63.5%
Autotrader GroupAUTO.LTV
p4781d+0.3%1w+1.9%1m-5.0%52w hi-43.4%
AvingtransAVG.LTV
p6251d+0.0%1w+0.8%1m-5.3%52w hi-8.1%
BAE SystemsBA.LTV
p18651d+0.2%1w-3.9%1m-0.8%52w hi-21.0%
BYD Co Ltd Class H1211.HKTV
HK$81.901d-2.6%1w-5.0%1m-12.3%52w hi-39.6%
Baidu Inc ADRBIDUTV
$111.611d-1.0%1w-5.0%1m-19.0%52w hi-32.5%
CMC MarketsCMCX.LTV
p4601d-0.4%1w+1.1%1m+21.7%52w hi-3.0%
CML MicrosystemsCML.LTV
p2751d-6.8%1w-5.2%1m-3.5%52w hi-27.6%
Cleveland-Cliffs IncCLFTV
$12.681d-4.4%1w+2.2%1m+18.9%52w hi-24.1%
Cloudflare IncNETTV
$226.871d-1.8%1w+3.3%1m+12.5%52w hi-18.0%
Coinbase Global Inc Ordinary Shares - Class ACOINTV
$164.911d-2.6%1w+7.1%1m-12.9%52w hi-62.9%
Costain GroupCOST.LTV
p2101d+2.9%1w+11.1%1m+6.6%52w hi+0.0%
CrowdStrike Holdings Inc Class ACRWDTV
$682.961d+0.5%1w+5.4%1m+10.4%52w hi-13.1%
Dassault Aviation SAAM.PATV
€301.601d+0.8%1w+1.3%1m+7.9%52w hi-15.2%
Fidelity China Special Situations OrdFCSS.LTV
p2711d-0.6%1w-1.8%1m-7.4%52w hi-20.1%
FresnilloFRES.LTV
p33101d+1.4%1w+17.4%1m-0.7%52w hi-26.0%
Global X Uranium ETF USD Acc GBPURNG.LTV
£21.981d+0.3%1w+12.8%1m-1.4%52w hi-21.6%
Invesco Industrials S&P US Sel Sec ETF GBPXLIP.LTV
p750301d+0.9%1w+6.0%1m+7.0%52w hi+0.2%
Invesco LtdIVZTV
$28.791d-1.4%1w+4.8%1m+5.1%52w hi-3.5%
JPMorgan Emerg EMEA Sec PlcJEMA.LTV
p2701d-1.8%1w+0.0%1m-2.9%52w hi-12.9%
Micron Technology IncMUTV
$1043.191d+2.2%1w+17.0%1m+53.1%52w hi-6.1%
Monolithic Power Systems IncMPWRTV
$1448.211d-3.4%1w-1.7%1m-2.6%52w hi-15.5%
Petroleo Brasileiro SA Petrobras ADRPBRTV
$16.791d-1.5%1w-7.3%1m-18.3%52w hi-23.9%
Ping An Insurance (Group) Co. of China Ltd Class H2318.HKTV
HK$56.101d-0.4%1w-1.9%1m-6.2%52w hi-22.3%
PlaytechPTEC.LTV
p3281d-1.6%1w-5.9%1m-8.6%52w hi-26.6%
Plus500 LtdPLUS.LTV
p48121d-1.5%1w+0.8%1m+6.4%52w hi-4.3%
Qualcomm IncQCOMTV
$212.971d-0.5%1w+11.4%1m+5.0%52w hi-17.8%
Salesforce IncCRMTV
$155.021d-4.1%1w-9.1%1m-13.4%52w hi-43.5%
Schneider Electric SESU.PATV
282.751d+2.1%1w+9.7%1m+10.5%52w hi-1.8%
Scottish Mortgage OrdSMT.LTV
p14951d+0.6%1w+6.1%1m+3.9%52w hi-4.3%
Sibanye Stillwater Ltd ADRSBSWTV
$10.151d-5.7%1w+11.8%1m-14.9%52w hi-50.9%
Societe Generale SAGLE.PATV
€77.841d+0.9%1w+13.2%1m+18.7%52w hi-0.5%
South32 LtdS32.AXTV
A$4.291d+0.5%1w-4.2%1m+6.5%52w hi-13.3%
Sprott Uranium Miners ETF AccURNMTV
$57.081d-1.1%1w+10.9%1m-2.8%52w hi-32.8%
Tavistock InvestmentsTAVI.LTV
3.151d+5.0%1w+0.0%1m-4.5%52w hi-53.7%
Tenable Holdings IncTENBTV
26.881d-0.1%1w+0.3%1m+16.3%52w hi-24.7%
Tesla IncTSLATV
$396.381d-2.0%1w+3.9%1m-3.3%52w hi-20.5%
VanEck Defense ETF A USD Acc GBPDFNG.LTV
£46.671d+2.1%1w+2.4%1m+2.9%52w hi-16.6%
WisdomTree Agriculture GBPAGAP.LTV
p4561d+0.9%1w+1.0%1m-6.7%52w hi-8.9%
ZotefoamsZTF.LTV
p4591d+1.3%1w+5.5%1m+21.8%52w hi-4.3%