Portfolio Charts

79 holdings · 1y · yfinance · Updated 01 May 2026 16:36
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ISA 27 holdings

CMC MarketsCMCX.L
p3651d-0.8%1w-3.2%1m+6.3%52w hi-8.1%
Cheniere Energy IncLNG
$269.051d-2.1%1w+4.7%1m-2.5%52w hi-10.6%
Cloudflare IncNET
$215.571d+5.2%1w+4.1%1m+4.9%52w hi-17.1%
CohortCHRT.L
p12261d+0.5%1w-2.9%1m+1.0%52w hi-31.7%
Coinbase Global Inc Ordinary Shares - Class ACOIN
$192.921d+2.7%1w-3.4%1m+11.5%52w hi-56.6%
FrontlineFRO
$36.141d-1.0%1w+1.6%1m+3.8%52w hi-6.5%
GlencoreGLEN.L
p5641d-0.7%1w+1.1%1m-0.3%52w hi-2.4%
Jadestone EnergyJSE.L
p301d+0.2%1w+0.2%1m+7.3%52w hi-6.1%
Lion Finance GroupBGEO.L
p107101d-3.0%1w-3.0%1m+15.4%52w hi-11.0%
Melrose IndustriesMRO.L
p4851d+0.8%1w-3.0%1m-3.5%52w hi-29.2%
NVIDIA CorpNVDA
$198.771d-0.4%1w-4.6%1m+13.1%52w hi-8.3%
Novo Nordisk AS Class BNVO
$43.611d+3.3%1w+5.9%1m+19.5%52w hi-43.9%
Palantir Technologies Inc Ordinary Shares - Class APLTR
$144.041d+3.5%1w+0.7%1m-1.7%52w hi-30.6%
RELXREL.L
p26941d+0.4%1w-0.1%1m+8.8%52w hi-35.6%
RIT Capital Partners OrdRCP.L
p22081d+0.6%1w+0.6%1m+5.1%52w hi-3.2%
Seraphim Space Investment Trust OrdSSIT.L
p1911d-5.2%1w-14.2%1m+27.3%52w hi-18.0%
Shopify Inc Registered Shs -A- Subord VtgSHOP
$126.251d+4.2%1w+0.3%1m+6.5%52w hi-30.7%
Stt Strt SPDR MSCI World EnergyETF GBPENGW.L
£54.471d-1.1%1w+3.2%1m-7.3%52w hi-8.3%
T. Rowe Price Group IncTROW
$103.561d+0.7%1w+4.5%1m+15.2%52w hi-8.9%
Tesla IncTSLA
$393.581d+3.1%1w+4.6%1m+3.2%52w hi-21.1%
TotalEnergies SETTE.PA
€79.291d+1.4%1w+3.5%1m-1.1%52w hi-2.1%
VanEck Defense ETF A USD Acc GBPDFNG.L
£48.561d+0.7%1w+0.5%1m-1.8%52w hi-13.2%
Vanguard S&P 500 ETF USD Acc GBPVUAG.L
£102.581d+0.9%1w+0.6%1m+9.3%52w hi-1.7%
iShares MSCI Brazil ETF USD Dist GBPIBZL.L
p23421d+0.1%1w-1.5%1m+2.0%52w hi-6.9%
iShares NASDAQ 100 ETF USD Acc GBPCNX1.L
p1168301d+1.4%1w+1.1%1m+15.2%52w hi-0.6%
iShares Physical Gold ETC GBPSGLN.L
p66051d+0.0%1w-2.6%1m-26.1%52w hi-37.0%
iShares £ Ultrashort Bond ETF GBP DistERNS.L
£101.001d+0.1%1w+0.0%1m+0.4%52w hi-15.1%

SIPP 25 holdings

AVI Japan Opportunity OrdAJOT.L
p1751d-0.9%1w+0.9%1m+5.1%52w hi-9.5%
Alcoa CorpAA
$63.281d-0.8%1w-4.1%1m-12.2%52w hi-16.4%
BAE SystemsBA.L
p20341d-0.4%1w+0.6%1m-7.6%52w hi-13.8%
BH Macro GBP OrdBHMG.L
p4271d+0.7%1w-0.5%1m+1.4%52w hi-4.0%
BlackRock Energy and Resources IncBERI.L
p1931d+1.2%1w+0.2%1m+1.8%52w hi-5.7%
CrowdStrike Holdings Inc Class ACRWD
$454.431d+1.9%1w+1.4%1m+15.5%52w hi-19.8%
FiltronicFTC.L
p2861d-1.6%1w-3.3%1m+49.1%52w hi-5.2%
Global X Lithium & Battery TechETFUSDAcc GBPLITG.L
£11.771d+0.3%1w+5.1%1m+18.8%52w hi-0.6%
Global X Solar ETF USD Acc GBPRAYG.L
£9.351d+1.6%1w+0.6%1m+1.5%52w hi-8.0%
HICL Infrastructure PLC OrdHICL.L
p1281d+0.5%1w+2.4%1m+8.1%52w hi-0.6%
HSBC MSCI China ETF GBPHMCH.L
p5841d+0.5%1w-0.7%1m+1.5%52w hi-33.6%
Ithaca Energy Ordinary ShareITH.L
p2671d-1.2%1w+0.5%1m+3.5%52w hi-7.4%
Micron Technology IncMU
$533.111d+3.1%1w+7.3%1m+44.9%52w hi-2.3%
Petroleo Brasileiro SA Petrobras ADRPBR
$21.771d-1.2%1w+4.3%1m+9.1%52w hi-1.4%
RELXREL.L
p26941d+0.4%1w-0.1%1m+8.8%52w hi-35.6%
Sasol Ltd ADRSSL
$13.681d-1.0%1w+6.3%1m+13.2%52w hi-2.2%
Serabi GoldSRB.L
p3411d+2.3%1w+6.5%1m+21.7%52w hi-9.1%
Seraphim Space Investment Trust OrdSSIT.L
p1911d-5.2%1w-14.2%1m+27.3%52w hi-18.0%
Shopify Inc Registered Shs -A- Subord VtgSHOP
$126.251d+4.2%1w+0.3%1m+6.5%52w hi-30.7%
SttStrtSPDRS&PUSEnergySelectSectorETF GBPGXLE.L
£34.671d-1.4%1w+3.6%1m-9.2%52w hi-10.4%
Vanguard FTSE All-World UCITS ETF GBPVWRL.L
£130.431d+0.8%1w+0.6%1m+8.3%52w hi-0.8%
Vanguard S&P 500 ETF USD Acc GBPVUAG.L
£102.581d+0.9%1w+0.6%1m+9.3%52w hi-1.7%
Varonis Systems IncVRNS
$26.881d+2.2%1w+9.6%1m+23.6%52w hi-57.9%
iShares NASDAQ 100 ETF USD Acc GBPCNX1.L
p1168301d+1.4%1w+1.1%1m+15.2%52w hi-0.6%
iShares Physical Gold ETC GBPSGLN.L
p66051d+0.0%1w-2.6%1m-26.1%52w hi-37.0%

Trading 6 holdings

ACV Auctions Inc Ordinary SharesACVA
$5.241d+0.9%1w+2.0%1m+22.6%52w hi-70.2%
Cleveland-Cliffs IncCLF
$10.281d+0.8%1w+5.3%1m+24.3%52w hi-38.4%
Global X Uranium ETF USD Acc GBPURNG.L
£24.951d+0.4%1w-2.2%1m+15.3%52w hi-11.0%
Shopify Inc Registered Shs -A- Subord VtgSHOP
$126.251d+4.2%1w+0.3%1m+6.5%52w hi-30.7%
Sibanye Stillwater Ltd ADRSBSW
$12.021d-0.0%1w-5.5%1m-3.2%52w hi-41.9%
iShares S TIPS 0-5 ETF USD Acc GBPTI5A.L
£85.661d-0.0%1w-0.5%1m-2.0%52w hi-2.2%

Exited 28 holdings

AvingtransAVG.L
p6401d+4.9%1w+4.9%1m+20.8%52w hi+0.0%
BYD Co Ltd Class H1211.HK
HK$102.501d-5.4%1w-1.0%1m-3.8%52w hi-34.8%
BlackRock Throgmorton Trust OrdTHRG.L
p61d+0.0%1w-99.0%1m-99.0%52w hi-99.2%
CML MicrosystemsCML.L
p2321d-2.3%1w+0.9%1m+4.0%52w hi-33.7%
Corpay IncCPAY
$306.701d+0.1%1w-2.0%1m+5.9%52w hi-15.3%
Costain GroupCOST.L
p1871d+0.0%1w+3.4%1m+2.9%52w hi-9.4%
Dassault Aviation SAAM.PA
€296.801d+2.1%1w-3.4%1m-5.2%52w hi-18.0%
Fidelity China Special Situations OrdFCSS.L
p2921d+0.0%1w-0.2%1m+4.5%52w hi-13.7%
FresnilloFRES.L
p32531d+0.6%1w-3.5%1m-1.5%52w hi-27.2%
Invesco Industrials S&P US Sel Sec ETF GBPXLIP.L
p706501d-0.2%1w-0.1%1m+5.7%52w hi-4.0%
Invesco LtdIVZ
$26.381d+0.6%1w+3.4%1m+8.5%52w hi-10.2%
JPMorgan Emerg EMEA Sec PlcJEMA.L
p2571d-4.8%1w+9.4%1m+4.5%52w hi-17.1%
LondonMetric PropertyLMP.L
p1901d+0.1%1w-0.8%1m+4.5%52w hi-12.3%
Monolithic Power Systems IncMPWR
$1568.471d-2.8%1w-3.9%1m+40.1%52w hi-5.6%
Ping An Insurance (Group) Co. of China Ltd Class H2318.HK
HK$63.001d-1.1%1w+3.8%1m+6.2%52w hi-15.7%
PlaytechPTEC.L
p3671d+0.6%1w-8.0%1m+9.9%52w hi-54.6%
Plus500 LtdPLUS.L
p45341d+0.8%1w+1.2%1m+11.5%52w hi-8.8%
Qualcomm IncQCOM
$173.001d-3.7%1w+16.2%1m+35.9%52w hi-15.0%
Quartix TechnologiesQTX.L
p2591d-0.4%1w+3.6%1m+22.8%52w hi-23.8%
Schneider Electric SESU.PA
€268.601d-1.1%1w-2.3%1m+18.0%52w hi-4.6%
Schroder Real Estate Invest OrdSREI.L
p491d+2.7%1w+1.4%1m+3.6%52w hi-16.8%
Scottish Mortgage OrdSMT.L
p14181d+0.5%1w+1.5%1m+19.0%52w hi-2.5%
Societe Generale SAGLE.PA
€68.441d-3.6%1w-1.8%1m+11.2%52w hi-11.5%
South32 LtdS32.AX
A$4.121d+2.2%1w-4.6%1m-3.5%52w hi-15.1%
Sprott Uranium Miners ETF AccURNM
$66.451d-3.1%1w-0.8%1m+4.0%52w hi-21.8%
Tavistock InvestmentsTAVI.L
p31d-2.3%1w-9.2%1m-3.7%52w hi-52.6%
Ubiquiti IncUI
$1025.601d+1.3%1w-0.7%1m+24.6%52w hi-6.8%
ZotefoamsZTF.L
p4001d+1.1%1w+1.7%1m+18.2%52w hi-16.5%