Portfolio Charts

Portfolio Value

£426,355

▲ £1,096 (+0.26%)

Accounts

ISA£230,083

SIPP£188,055

Trading£8,217

🟢 Top Gainers (Daily)

Alcoa Corp+9.5%

Cohort+6.0%

Global X Solar ETF USD Acc GBP+3.6%

🔴 Top Losers (Daily)

Filtronic-6.7%

Ithaca Energy Ordinary Share-5.0%

Frontline-3.3%

🟢 Top Gainers (Weekly)

Alcoa Corp+16.2%

CrowdStrike Holdings Inc Class A+12.8%

Seraphim Space Investment Trust Ord+9.8%

🔴 Top Losers (Weekly)

Ithaca Energy Ordinary Share-14.5%

Baker Steel Resources Ord-7.4%

Filtronic-6.7%

🟢 Top Gainers (Monthly)

Micron Technology Inc+59.3%

CrowdStrike Holdings Inc Class A+50.4%

Filtronic+40.5%

🔴 Top Losers (Monthly)

Ubiquiti Inc-42.6%

Aura Minerals Inc-16.8%

Shopify Inc Registered Shs -A- Subord Vtg-15.6%

📊 Sectors

Other£122,231 (29%)

Technology£57,091 (13%)

Financial Services£53,889 (13%)

Basic Materials£27,995 (7%)

Energy£20,714 (5%)

Industrials£18,375 (4%)

ISA 36 holdings

Ashtead Technology Holdings Ordinary SharesT

$25.281d-0.2%1w+5.2%1m-5.0%52w hi-13.2%

Aura Minerals IncAUGO

$72.911d-3.2%1w-3.6%1m-16.8%52w hi-33.2%

Baidu Inc ADRBIDU

$128.301d-2.2%1w-5.2%1m+5.6%52w hi-22.4%

Baker Steel Resources OrdBSRT.L

p1171d-1.4%1w-7.4%1m-12.0%52w hi-14.5%

CMC MarketsCMCX.L

p3921d+0.4%1w+3.3%1m+1.3%52w hi-1.9%

Cheniere Energy IncLNG

$237.241d-1.3%1w-1.9%1m-7.5%52w hi-21.0%

Cloudflare IncNET

$214.571d+0.9%1w+8.6%1m+4.7%52w hi-17.5%

CohortCHRT.L

p12041d+6.0%1w+7.1%1m-9.7%52w hi-33.0%

Coinbase Global Inc Ordinary Shares - Class ACOIN

$189.231d-2.2%1w-3.2%1m-4.4%52w hi-57.4%

FrontlineFRO

$37.191d-3.3%1w+1.4%1m+6.5%52w hi-6.4%

GlencoreGLEN.L

p5691d-0.8%1w-0.9%1m+1.1%52w hi-4.8%

Jadestone EnergyJSE.L

p321d-0.5%1w+5.5%1m+9.8%52w hi-3.5%

Klarna GroupKLAR

$16.151d+1.4%1w+6.5%1m+17.9%52w hi-66.0%

Lion Finance GroupBGEO.L

p106701d-1.6%1w-1.6%1m-5.3%52w hi-11.4%

Melrose IndustriesMRO.L

p5091d+2.4%1w+7.0%1m+1.7%52w hi-25.7%

NVIDIA CorpNVDA

$218.001d-0.7%1w-3.2%1m+9.2%52w hi-7.8%

Novo Nordisk AS Class BNVO

$44.791d+0.9%1w+0.1%1m+16.3%52w hi-42.3%

Palantir Technologies Inc Ordinary Shares - Class APLTR

$136.371d-0.8%1w+1.8%1m-3.7%52w hi-34.3%

RELXREL.L

p24421d-1.0%1w+0.8%1m-10.8%52w hi-41.6%

RIT Capital Partners OrdRCP.L

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

Salesforce IncCRM

$178.861d+1.4%1w+3.1%1m+3.2%52w hi-37.1%

Seraphim Space Investment Trust OrdSSIT.L

p2671d+3.4%1w+9.8%1m+26.1%52w hi-1.1%

Shopify Inc Registered Shs -A- Subord VtgSHOP

$104.821d-0.0%1w+4.5%1m-15.6%52w hi-42.5%

Stt Strt SPDR MSCI World EnergyETF GBPENGW.L

£55.201d-1.2%1w-0.1%1m+5.0%52w hi-7.1%

T. Rowe Price Group IncTROW

$102.991d+1.0%1w+1.0%1m+3.5%52w hi-9.4%

Tencent Holdings LtdNNND.SG

€48.011d-2.0%1w-5.1%1m-2.3%52w hi-28.3%

Tesla IncTSLA

$426.901d+2.2%1w+1.1%1m+14.2%52w hi-14.4%

TotalEnergies SETTE.PA

€78.411d-2.3%1w-0.3%1m+3.1%52w hi-3.5%

Ubiquiti IncUI

$595.491d+1.6%1w-4.3%1m-42.6%52w hi-45.8%

VanEck Defense ETF A USD Acc GBPDFNG.L

£46.811d+1.1%1w+2.9%1m-6.8%52w hi-16.3%

Vanguard S&P 500 ETF USD Acc GBPVUAG.L

£107.501d+0.9%1w-0.1%1m+5.8%52w hi-0.3%

iShares Agribusiness ETF USD Acc GBPSPAG.L

p42191d-0.6%1w-3.5%1m-2.1%52w hi-6.9%

iShares MSCI Brazil ETF USD Dist GBPIBZL.L

p21671d-1.4%1w-0.2%1m-10.7%52w hi-13.8%

iShares NASDAQ 100 ETF USD Acc GBPCNX1.L

p1265501d+1.4%1w+0.5%1m+11.0%52w hi-0.1%

iShares Physical Gold ETC GBPSGLN.L

p65201d-0.1%1w-1.5%1m-4.1%52w hi-16.5%

iShares £ Ultrashort Bond ETF GBP DistERNS.L

£101.381d+0.0%1w+0.3%1m+0.5%52w hi-14.7%

SIPP 24 holdings

AVI Japan Opportunity OrdAJOT.L

p1721d+0.4%1w-0.8%1m-0.5%52w hi-11.5%

Alcoa CorpAA

$72.561d+9.5%1w+16.2%1m+11.2%52w hi-4.0%

BH Macro GBP OrdBHMG.L

p4201d-0.8%1w-4.5%1m-2.3%52w hi-5.6%

BlackRock Energy and Resources IncBERI.L

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

Corpay IncCPAY

$347.211d-0.1%1w+5.8%1m+10.8%52w hi-4.1%

CrowdStrike Holdings Inc Class ACRWD

$669.981d+3.4%1w+12.8%1m+50.4%52w hi-0.5%

FiltronicFTC.L

p3781d-6.7%1w-6.7%1m+40.5%52w hi-21.2%

Global X Lithium & Battery TechETFUSDAcc GBPLITG.L

£11.451d+2.1%1w+0.8%1m+0.7%52w hi-6.3%

Global X Solar ETF USD Acc GBPRAYG.L

£10.351d+3.6%1w+2.6%1m+11.8%52w hi+0.0%

HICL Infrastructure PLC OrdHICL.L

p1281d+0.0%1w+3.6%1m+0.5%52w hi-0.8%

HSBC MSCI China ETF GBPHMCH.L

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

Ithaca Energy Ordinary ShareITH.L

p2431d-5.0%1w-14.5%1m-8.0%52w hi-16.3%

Micron Technology IncMU

$767.531d+0.7%1w+5.9%1m+59.3%52w hi-6.2%

RELXREL.L

p24421d-1.0%1w+0.8%1m-10.8%52w hi-41.6%

Sasol Ltd ADRSSL

$13.251d-0.2%1w-2.0%1m+2.9%52w hi-7.8%

Serabi GoldSRB.L

p3341d+2.6%1w-1.3%1m+1.8%52w hi-11.1%

Seraphim Space Investment Trust OrdSSIT.L

p2671d+3.4%1w+9.8%1m+26.1%52w hi-1.1%

Shopify Inc Registered Shs -A- Subord VtgSHOP

$104.821d-0.0%1w+4.5%1m-15.6%52w hi-42.5%

SttStrtSPDRS&PUSEnergySelectSectorETF GBPGXLE.L

£35.301d-1.0%1w-0.4%1m+5.5%52w hi-8.7%

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

£107.501d+0.9%1w-0.1%1m+5.8%52w hi-0.3%

Varonis Systems IncVRNS

$30.881d+0.7%1w+9.6%1m+29.1%52w hi-51.7%

iShares NASDAQ 100 ETF USD Acc GBPCNX1.L

p1265501d+1.4%1w+0.5%1m+11.0%52w hi-0.1%

iShares Physical Gold ETC GBPSGLN.L

p65201d-0.1%1w-1.5%1m-4.1%52w hi-16.5%

Trading 4 holdings

On Holding AGONON

$39.471d+0.7%1w+5.9%1m+9.0%52w hi-35.6%

Shopify Inc Registered Shs -A- Subord VtgSHOP

$104.821d-0.0%1w+4.5%1m-15.6%52w hi-42.5%

Sibanye Stillwater Ltd ADRSBSW

$11.411d-2.3%1w-5.9%1m-9.9%52w hi-44.9%

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

£86.671d-0.0%1w-0.8%1m+0.9%52w hi-1.0%

Exited 34 holdings

ACV Auctions Inc Ordinary Shares - Class AACVA

$5.891d-0.3%1w-0.6%1m+13.4%52w hi-65.7%

Autotrader GroupAUTO.L

p4601d+1.7%1w-6.3%1m-9.5%52w hi-50.0%

AvingtransAVG.L

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

BAE SystemsBA.L

p19911d+1.9%1w+7.6%1m-5.8%52w hi-15.6%

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

p3111d+2.0%1w+14.2%1m+35.3%52w hi-11.1%

Cleveland-Cliffs IncCLF

$10.941d+2.3%1w+6.2%1m+20.4%52w hi-34.5%

Costain GroupCOST.L

p1921d+0.0%1w-4.5%1m+3.8%52w hi-6.6%

Dassault Aviation SAAM.PA

€293.601d+2.7%1w+6.6%1m-2.0%52w hi-17.5%

Fidelity China Special Situations OrdFCSS.L

p2821d-0.5%1w-4.6%1m-5.2%52w hi-17.0%

FresnilloFRES.L

p32291d-2.0%1w-3.2%1m-11.8%52w hi-27.8%

Global X Uranium ETF USD Acc GBPURNG.L

£22.411d+1.7%1w-3.0%1m-11.9%52w hi-20.1%

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

p707081d+1.0%1w-1.0%1m+0.6%52w hi-3.9%

Invesco LtdIVZ

$27.201d+0.8%1w+0.3%1m+8.1%52w hi-6.7%

JPMorgan Emerg EMEA Sec PlcJEMA.L

p2721d-0.3%1w+0.6%1m+12.2%52w hi-12.4%

LondonMetric PropertyLMP.L

p1871d-0.6%1w+2.7%1m-3.2%52w hi-13.4%

Monolithic Power Systems IncMPWR

$1580.231d+1.2%1w+1.9%1m-0.7%52w hi-5.7%

Petroleo Brasileiro SA Petrobras ADRPBR

$19.791d-1.2%1w-0.7%1m-6.4%52w hi-11.0%

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

p3511d+0.1%1w-2.3%1m-12.6%52w hi-21.4%

Plus500 LtdPLUS.L

p46561d+0.2%1w+4.7%1m+3.2%52w hi-6.4%

Qualcomm IncQCOM

$238.591d+11.8%1w+18.4%1m+78.1%52w hi-3.8%

Quartix TechnologiesQTX.L

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

Schneider Electric SESU.PA

€270.551d+2.2%1w+2.6%1m+0.3%52w hi-4.6%

Schroder Real Estate Invest OrdSREI.L

p481d+1.1%1w+3.1%1m-2.1%52w hi-18.2%

Scottish Mortgage OrdSMT.L

p14981d+1.9%1w+4.1%1m+6.2%52w hi-0.5%

Societe Generale SAGLE.PA

€69.091d+1.0%1w+3.9%1m-1.8%52w hi-10.7%

South32 LtdS32.AX

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

Sprott Uranium Miners ETF AccURNM

$58.551d+0.8%1w-2.7%1m-15.3%52w hi-31.1%

Tavistock InvestmentsTAVI.L

p31d+0.6%1w+0.6%1m-7.8%52w hi-51.2%

Tenable Holdings IncTENB

$25.641d+1.9%1w+19.3%1m+31.6%52w hi-28.2%

WisdomTree Agriculture GBPAGAP.L

p4801d-0.9%1w+0.1%1m+3.0%52w hi-4.0%

ZotefoamsZTF.L

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