Portfolio Charts

90 holdings · 1y · yfinance · Updated 12 Jun 2026 21:15
Sort by
Portfolio Value
£426,355
▲ £2,785 (+0.66%)
Accounts
🟢 Top Gainers (Daily)
Aura Minerals Inc+7.6%
Serabi Gold+7.1%
Lion Finance Group+5.9%
🔴 Top Losers (Daily)
Sasol Ltd ADR-3.1%
Cohort-2.5%
Palantir Technologies Inc Ordinary Shares - Class A-2.4%
🟢 Top Gainers (Weekly)
Seraphim Space Investment Trust Ord+15.4%
Micron Technology Inc+13.6%
Frontline+11.1%
🔴 Top Losers (Weekly)
Salesforce Inc-10.4%
Cloudflare Inc-8.6%
Serabi Gold-8.3%
🟢 Top Gainers (Monthly)
Varonis Systems Inc+23.4%
CMC Markets+22.8%
Micron Technology Inc+22.1%
🔴 Top Losers (Monthly)
Sibanye Stillwater Ltd ADR-27.5%
Baidu Inc ADR-23.1%
Aura Minerals Inc-22.4%
📊 Sectors
FX rates: USD/GBP=1.3408 · EUR/GBP=1.1584 · HKD/GBP=10.5040 · AUD/GBP=1.9019
📈 Portfolio Value Over Time
£398,113
2026-02-10 → 2026-06-12
ISA: £219,303SIPP: £170,937Trading: £7,873

ISA 36 holdings

Ashtead Technology Holdings Ordinary SharesTTV
$23.581d+2.5%1w+3.6%1m-4.7%52w hi-19.1%
Aura Minerals IncAUGOTV
$60.891d+7.6%1w+0.8%1m-22.4%52w hi-44.2%
Baidu Inc ADRBIDUTV
$115.771d-0.3%1w-4.8%1m-23.1%52w hi-30.0%
Baker Steel Resources OrdBSRT.LTV
p1271d+1.6%1w-3.1%1m-0.4%52w hi-8.0%
CMC MarketsCMCX.LTV
p4641d+0.1%1w+2.2%1m+22.8%52w hi-1.7%
Cheniere Energy IncLNGTV
$241.281d+0.5%1w+1.0%1m+0.8%52w hi-19.6%
Cloudflare IncNETTV
$228.481d+0.5%1w-8.6%1m+18.6%52w hi-17.5%
CohortCHRT.LTV
p12681d-2.5%1w-0.5%1m+12.2%52w hi-29.4%
Coinbase Global Inc Ordinary Shares - Class ACOINTV
$159.781d-0.4%1w+4.8%1m-20.8%52w hi-64.1%
FrontlineFROTV
$39.071d+5.2%1w+11.1%1m+5.1%52w hi-1.7%
GlencoreGLEN.LTV
p5891d+2.6%1w-0.2%1m-0.5%52w hi-16.7%
Jadestone EnergyJSE.LTV
p311d-2.2%1w-6.6%1m+3.5%52w hi-10.6%
Klarna GroupKLARTV
$16.231d-1.0%1w-0.8%1m+18.6%52w hi-65.8%
Lion Finance GroupBGEO.LTV
p110501d+5.9%1w+4.7%1m+2.7%52w hi-8.2%
Melrose IndustriesMRO.LTV
p4621d+3.2%1w-1.0%1m-5.1%52w hi-32.5%
NVIDIA CorpNVDATV
$205.191d+0.2%1w+0.0%1m-9.0%52w hi-13.2%
Novo Nordisk AS Class BNVOTV
$43.881d-0.2%1w+2.1%1m-6.8%52w hi-43.5%
Palantir Technologies Inc Ordinary Shares - Class APLTRTV
$127.991d-2.4%1w-5.6%1m-1.6%52w hi-38.3%
RELXREL.LTV
p24921d+1.2%1w-4.7%1m+6.8%52w hi-38.1%
RIT Capital Partners OrdRCP.LTV
p23351d+2.0%1w+1.3%1m+6.6%52w hi-1.9%
Salesforce IncCRMTV
$165.891d-0.3%1w-10.4%1m+0.3%52w hi-39.6%
Seraphim Space Investment Trust OrdSSIT.LTV
p2041d-1.4%1w+15.4%1m-12.8%52w hi-28.2%
Shopify Inc Registered Shs -A- Subord VtgSHOPTV
$108.241d-2.0%1w-1.2%1m+13.5%52w hi-40.6%
Stt Strt SPDR MSCI World EnergyETF GBPENGW.LTV
£53.881d-1.4%1w-1.1%1m+1.2%52w hi-9.3%
T. Rowe Price Group IncTROWTV
$109.641d+1.3%1w+3.4%1m+6.4%52w hi-3.6%
Tencent Holdings LtdNNND.SGTV
€50.801d+0.1%1w+3.6%1m+11.9%52w hi-24.1%
Tesla IncTSLATV
$406.431d+1.8%1w+3.9%1m-8.7%52w hi-18.5%
TotalEnergies SETTE.PATV
€76.381d-2.1%1w-1.3%1m-2.4%52w hi-6.0%
Ubiquiti IncUITV
$588.731d+1.2%1w+3.8%1m-11.3%52w hi-46.4%
VanEck Defense ETF A USD Acc GBPDFNG.LTV
£46.151d+0.4%1w+0.2%1m+1.3%52w hi-17.5%
Vanguard S&P 500 ETF USD Acc GBPVUAG.LTV
£107.021d+1.5%1w-1.0%1m+1.2%52w hi-2.1%
iShares Agribusiness ETF USD Acc GBPSPAG.LTV
p41311d+0.4%1w-1.9%1m-5.2%52w hi-8.8%
iShares MSCI Brazil ETF USD Dist GBPIBZL.LTV
p21181d+4.3%1w+3.4%1m-6.4%52w hi-15.8%
iShares NASDAQ 100 ETF USD Acc GBPCNX1.LTV
p1269701d+2.5%1w-0.3%1m+2.4%52w hi-3.5%
iShares Physical Gold ETC GBPSGLN.LTV
p61031d+2.9%1w-3.2%1m-9.4%52w hi-21.9%
iShares £ Ultrashort Bond ETF GBP DistERNS.LTV
£101.561d+0.0%1w+0.1%1m+0.2%52w hi-14.6%

SIPP 24 holdings

AVI Japan Opportunity OrdAJOT.LTV
p1621d-0.3%1w-0.9%1m-6.6%52w hi-16.7%
Alcoa CorpAATV
$68.771d-0.3%1w-4.3%1m+0.6%52w hi-18.5%
BH Macro GBP OrdBHMG.LTV
p4251d+0.1%1w-1.3%1m-2.3%52w hi-4.5%
BlackRock Energy and Resources IncBERI.LTV
p1881d+0.8%1w-3.3%1m-4.3%52w hi-8.0%
Corpay IncCPAYTV
$356.111d+1.5%1w+2.5%1m+7.5%52w hi-3.1%
CrowdStrike Holdings Inc Class ACRWDTV
$682.801d-1.3%1w+1.8%1m+21.4%52w hi-13.1%
FiltronicFTC.LTV
p3251d+4.8%1w-4.4%1m-19.4%52w hi-32.3%
Global X Lithium & Battery TechETFUSDAcc GBPLITG.LTV
£11.101d+5.0%1w+3.4%1m-6.8%52w hi-9.2%
Global X Solar ETF USD Acc GBPRAYG.LTV
£9.171d+2.3%1w-3.8%1m-8.9%52w hi-15.1%
HICL Infrastructure PLC OrdHICL.LTV
p1341d+0.1%1w+0.5%1m+8.8%52w hi-1.8%
HSBC MSCI China ETF GBPHMCH.LTV
p5601d+1.5%1w-0.2%1m-8.2%52w hi-36.3%
Ithaca Energy Ordinary ShareITH.LTV
p2471d-2.3%1w+3.3%1m-9.6%52w hi-15.2%
Micron Technology IncMUTV
$981.611d-1.4%1w+13.6%1m+22.1%52w hi-9.9%
RELXREL.LTV
p24921d+1.2%1w-4.7%1m+6.8%52w hi-38.1%
Sasol Ltd ADRSSLTV
$13.001d-3.1%1w-3.5%1m-1.4%52w hi-9.5%
Serabi GoldSRB.LTV
p3301d+7.1%1w-8.3%1m-5.7%52w hi-12.0%
Seraphim Space Investment Trust OrdSSIT.LTV
p2041d-1.4%1w+15.4%1m-12.8%52w hi-28.2%
Shopify Inc Registered Shs -A- Subord VtgSHOPTV
$108.241d-2.0%1w-1.2%1m+13.5%52w hi-40.6%
SttStrtSPDRS&PUSEnergySelectSectorETF GBPGXLE.LTV
£34.461d-1.4%1w-1.1%1m+2.2%52w hi-10.9%
Vanguard FTSE All-World UCITS ETF GBPVWRL.LTV
£136.441d+1.7%1w+0.0%1m+1.7%52w hi-1.8%
Vanguard S&P 500 ETF USD Acc GBPVUAG.LTV
£107.021d+1.5%1w-1.0%1m+1.2%52w hi-2.1%
Varonis Systems IncVRNSTV
$33.341d-0.4%1w+2.0%1m+23.4%52w hi-47.8%
iShares NASDAQ 100 ETF USD Acc GBPCNX1.LTV
p1269701d+2.5%1w-0.3%1m+2.4%52w hi-3.5%
iShares Physical Gold ETC GBPSGLN.LTV
p61031d+2.9%1w-3.2%1m-9.4%52w hi-21.9%

Trading 4 holdings

On Holding AGONONTV
$38.581d-1.6%1w+4.0%1m+9.0%52w hi-31.0%
Shopify Inc Registered Shs -A- Subord VtgSHOPTV
$108.241d-2.0%1w-1.2%1m+13.5%52w hi-40.6%
Sibanye Stillwater Ltd ADRSBSWTV
$9.871d+1.3%1w-2.5%1m-27.5%52w hi-52.3%
iShares $ TIPS 0-5 ETF USD Acc GBPTI5A.LTV
£86.661d-0.6%1w-0.3%1m+0.5%52w hi-1.0%

Exited 33 holdings

ACV Auctions Inc Ordinary Shares - Class AACVATV
$6.011d-6.8%1w+6.2%1m+6.4%52w hi-64.3%
Autotrader GroupAUTO.LTV
p4641d+2.1%1w-1.1%1m-6.3%52w hi-45.1%
AvingtransAVG.LTV
p6401d+0.8%1w-3.0%1m-2.3%52w hi-5.9%
BAE SystemsBA.LTV
p19111d-1.6%1w-1.0%1m-0.9%52w hi-19.0%
BYD Co Ltd Class H1211.HKTV
HK$86.551d+1.9%1w-3.1%1m-11.4%52w hi-37.8%
CML MicrosystemsCML.LTV
p2921d+10.4%1w-4.1%1m-3.3%52w hi-23.0%
Cleveland-Cliffs IncCLFTV
$13.781d+0.5%1w+1.8%1m+25.4%52w hi-17.5%
Costain GroupCOST.LTV
p1951d+0.7%1w+0.6%1m-0.8%52w hi-5.3%
Dassault Aviation SAAM.PATV
€297.001d-1.1%1w-0.3%1m+6.3%52w hi-16.5%
Fidelity China Special Situations OrdFCSS.LTV
p2741d+1.3%1w-1.8%1m-10.3%52w hi-19.2%
FresnilloFRES.LTV
p30021d+4.5%1w+0.5%1m-20.7%52w hi-32.9%
Global X Uranium ETF USD Acc GBPURNG.LTV
£20.741d+4.3%1w-1.9%1m-15.5%52w hi-26.0%
Invesco Industrials S&P US Sel Sec ETF GBPXLIP.LTV
p727151d+1.6%1w-0.1%1m+2.3%52w hi-1.2%
Invesco LtdIVZTV
$28.921d+2.2%1w+5.7%1m+3.8%52w hi-0.8%
JPMorgan Emerg EMEA Sec PlcJEMA.LTV
p2701d-2.4%1w+0.0%1m+0.0%52w hi-12.9%
LondonMetric PropertyLMP.LTV
p1861d+2.5%1w+3.0%1m+0.4%52w hi-14.1%
Monolithic Power Systems IncMPWRTV
$1577.321d-0.8%1w+6.5%1m-4.4%52w hi-8.0%
Petroleo Brasileiro SA Petrobras ADRPBRTV
$18.381d+0.8%1w+3.5%1m-5.5%52w hi-16.7%
Ping An Insurance (Group) Co. of China Ltd Class H2318.HKTV
HK$57.151d+0.5%1w+0.4%1m-7.8%52w hi-20.8%
PlaytechPTEC.LTV
p3381d-1.3%1w-2.1%1m+0.7%52w hi-24.4%
Plus500 LtdPLUS.LTV
p48741d+1.8%1w+5.4%1m+9.8%52w hi-2.0%
Qualcomm IncQCOMTV
$211.721d+4.3%1w-2.0%1m-0.3%52w hi-18.2%
Quartix TechnologiesQTX.LTV
p2551d+0.0%1w-2.9%1m-1.9%52w hi-25.0%
Schneider Electric SESU.PATV
€265.301d+0.4%1w-1.4%1m-2.1%52w hi-7.9%
Schroder Real Estate Invest OrdSREI.LTV
p471d-0.2%1w-0.2%1m+0.4%52w hi-20.1%
Scottish Mortgage OrdSMT.LTV
p14501d+1.7%1w-2.0%1m+0.8%52w hi-7.2%
Societe Generale SAGLE.PATV
€73.401d+6.1%1w+4.5%1m+10.3%52w hi-3.8%
South32 LtdS32.AXTV
A$4.521d+3.4%1w-4.8%1m+0.7%52w hi-8.7%
Sprott Uranium Miners ETF AccURNMTV
$54.581d+0.5%1w-1.3%1m-14.6%52w hi-35.8%
Tavistock InvestmentsTAVI.LTV
p31d+0.0%1w+0.0%1m-4.5%52w hi-53.7%
Tenable Holdings IncTENBTV
$26.801d-0.3%1w-3.8%1m+30.2%52w hi-24.9%
WisdomTree Agriculture GBPAGAP.LTV
p4481d-0.8%1w-1.3%1m-9.7%52w hi-10.3%
ZotefoamsZTF.LTV
p4501d+3.7%1w+6.2%1m+18.6%52w hi-6.1%