Portfolio Charts

113 holdings · 1y · yfinance · Updated 19 Jun 2026 11:03
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Portfolio Value
£504,523
▼ £nan (nan%)
incl £55,325 cash
Accounts
🟢 Top Gainers (Daily)
Alcoa Corp+50.0%
Aura Minerals Inc+50.0%
Cerebras Systems Inc Class A+50.0%
🔴 Top Losers (Daily)
Quartix Technologies-4.2%
Jadestone Energy-3.3%
iShares Physical Gold ETC GBP-3.2%
🟢 Top Gainers (Weekly)
Alcoa Corp+200.0%
Aura Minerals Inc+200.0%
Cerebras Systems Inc Class A+200.0%
🔴 Top Losers (Weekly)
Jadestone Energy-12.7%
Audioboom Group-10.4%
Quartix Technologies-9.8%
🟢 Top Gainers (Monthly)
Alcoa Corp+500.0%
Aura Minerals Inc+500.0%
Cerebras Systems Inc Class A+500.0%
🔴 Top Losers (Monthly)
Audioboom Group-24.6%
Seraphim Space Investment Trust Ord-23.4%
Filtronic-20.6%
📊 Sectors
FX rates: USD/GBP=1.3236 · EUR/GBP=1.1543 · HKD/GBP=10.3720 · AUD/GBP=1.8860
📈 Portfolio Value Over Time
£504,523
2026-03-24 → 2026-06-17
ISA: £237,856SIPP: £252,989Trading: £13,678

ISA 41 holdings

Alcoa CorpAATV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Ashtead Technology Holdings Ordinary SharesTTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Auction Technology GroupATG.LTV
p4061d+0.6%1w-4.5%1m+2.1%52w hi-20.8%
Audioboom GroupBOOM.LTV
p4261d+1.4%1w-10.4%1m-24.6%52w hi-47.4%
Aura Minerals IncAUGOTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Baker Steel Resources OrdBSRT.LTV
p1351d+0.0%1w+6.3%1m+9.8%52w hi-2.2%
Cerebras Systems Inc Class ACBRSTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Cheniere Energy IncLNGTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
CohortCHRT.LTV
p12301d+2.3%1w-3.0%1m+9.0%52w hi-31.5%
FrontlineFROTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
GlencoreGLEN.LTV
p5581d-1.5%1w-5.3%1m-1.5%52w hi-21.2%
HardideHDD.LTV
p781d+1.5%1w+30.3%1m+103.0%52w hi-1.8%
IQEIQE.LTV
p511d-0.7%1w+9.5%1m+34.9%52w hi-30.5%
Jadestone EnergyJSE.LTV
p271d-3.3%1w-12.7%1m-15.9%52w hi-21.9%
Kainos GroupKNOS.LTV
p7901d+0.0%1w-3.9%1m-4.8%52w hi-33.6%
Klarna GroupKLARTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Lion Finance GroupBGEO.LTV
p114301d-1.0%1w+3.4%1m+3.7%52w hi-5.1%
MGM Resorts InternationalMGMTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Melrose IndustriesMRO.LTV
p4801d-0.7%1w+3.7%1m-5.2%52w hi-30.0%
NVIDIA CorpNVDATV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Novo Nordisk AS Class BNVOTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Palantir Technologies Inc Ordinary Shares - Class APLTRTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Pershing Square IncPSTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
RELXREL.LTV
p23791d+1.3%1w-4.5%1m-4.1%52w hi-41.0%
RIT Capital Partners OrdRCP.LTV
p23001d-0.6%1w-1.5%1m+3.1%52w hi-3.6%
Rocket Lab CorpRKLBTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Schiehallion Fund OrdMNTN.LTV
$2.121d-1.9%1w-2.3%1m+4.4%52w hi-7.8%
Seraphim Space Investment Trust OrdSSIT.LTV
p1961d-1.7%1w-4.1%1m-23.4%52w hi-31.1%
Shopify Inc Registered Shs -A- Subord VtgSHOPTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Stt Strt SPDR MSCI World EnergyETF GBPENGW.LTV
£50.711d+1.0%1w-5.9%1m-9.1%52w hi-14.7%
T. Rowe Price Group IncTROWTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Tencent Holdings LtdNNND.SGTV
€48.331d-0.9%1w-4.9%1m-1.4%52w hi-27.8%
TotalEnergies SETTE.PATV
€71.621d+1.8%1w-6.2%1m-10.8%52w hi-11.9%
Ubiquiti IncUITV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Vanguard S&P 500 ETF USD Acc GBPVUAG.LTV
£109.201d+0.1%1w+2.0%1m+2.7%52w hi-0.4%
WisdomTree Cloud Computing ETF - USD Acc GBPKLWD.LTV
p21951d+0.9%1w-2.2%1m+1.0%52w hi-37.6%
Wise Group Class AWISE.LTV
p8181d-0.2%1w+1.7%1m-11.1%52w hi-29.7%
iShares Agribusiness ETF USD Acc GBPSPAG.LTV
p41001d+0.3%1w-0.8%1m-3.8%52w hi-9.5%
iShares MSCI Brazil ETF USD Dist GBPIBZL.LTV
p20721d-2.9%1w+2.1%1m-3.7%52w hi-17.6%
iShares NASDAQ 100 ETF USD Acc GBPCNX1.LTV
p1315701d+2.0%1w+6.2%1m+7.0%52w hi-0.3%
iShares £ Ultrashort Bond ETF GBP DistERNS.LTV
£100.661d+0.0%1w+0.1%1m+0.4%52w hi-14.5%

SIPP 33 holdings

AVI Japan Opportunity OrdAJOT.LTV
p1601d-0.3%1w-0.9%1m-5.9%52w hi-17.5%
Artemis US Smaller Companies I Acc GBP0P00013YAP.LTV
£5.471d+1.9%1w+6.3%1m+12.0%52w hi+2.8%
BH Macro GBP OrdBHMG.LTV
p4251d+0.2%1w-0.1%1m-0.5%52w hi-4.6%
BlackRock Energy and Resources IncomeBERI.LTV
p1861d-0.9%1w-1.1%1m-4.4%52w hi-9.1%
BlackRock World Mining Trust OrdBRWM.LTV
p9781d-1.1%1w+0.2%1m+2.0%52w hi-7.8%
Corpay IncCPAYTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
FiltronicFTC.LTV
p3731d+0.7%1w+14.7%1m-20.6%52w hi-22.4%
Foresight Environmental Infra OrdFGEN.LTV
p841d-0.1%1w-0.8%1m+8.0%52w hi-2.9%
Gartner IncITTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Global X Lithium & Battery TechETFUSDAcc GBPLITG.LTV
£11.211d+0.4%1w+1.0%1m+0.6%52w hi-8.3%
Global X Solar ETF USD Acc GBPRAYG.LTV
£9.271d-0.1%1w+1.1%1m-7.5%52w hi-14.2%
GoodwinGDWN.LTV
p164001d-0.1%1w+8.0%1m+20.4%52w hi-42.5%
HICL Infrastructure PLC OrdHICL.LTV
p1341d-1.0%1w+0.6%1m+7.1%52w hi-1.1%
HSBC MSCI China ETF GBPHMCH.LTV
p5511d-0.7%1w-0.1%1m-5.0%52w hi-37.3%
Ithaca Energy Ordinary ShareITH.LTV
p2301d+3.4%1w-6.6%1m-16.1%52w hi-20.8%
JPMorgan Emerging Markets Growth & IncJMGI.LTV
p1761d-0.9%1w+3.7%1m+8.0%52w hi-1.5%
Kainos GroupKNOS.LTV
p7901d+0.0%1w-3.9%1m-4.8%52w hi-33.6%
LondonMetric PropertyLMP.LTV
p1821d+0.3%1w-1.7%1m-2.5%52w hi-15.6%
Quartix TechnologiesQTX.LTV
p2301d-4.2%1w-9.8%1m-12.4%52w hi-32.3%
RELXREL.LTV
p23791d+1.3%1w-4.5%1m-4.1%52w hi-41.0%
Renewables Infrastructure GrpTRIG.LTV
p741d-0.9%1w+0.2%1m+2.7%52w hi-17.9%
Sasol Ltd ADRSSLTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Schroder Real Estate Invest OrdSREI.LTV
p461d+0.5%1w-1.8%1m-3.2%52w hi-21.5%
Serabi GoldSRB.LTV
p3221d-0.1%1w-2.3%1m-2.9%52w hi-14.1%
Shopify Inc Registered Shs -A- Subord VtgSHOPTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
SttStrtSPDRS&PUSEnergySelectSectorETF GBPGXLE.LTV
£32.511d+0.7%1w-5.7%1m-9.4%52w hi-15.9%
The Magnum Ice Cream Co NVMICC.LTV
p12311d-2.6%1w-7.7%1m+3.8%52w hi-14.2%
VanEck Gold Miners UCITS ETFGDX.LTV
$91.811d-2.4%1w+1.8%1m-6.0%52w hi-34.4%
Vanguard FTSE All-World UCITS ETF GBPVWRL.LTV
£138.861d-0.1%1w+1.8%1m+3.3%52w hi-0.8%
Vanguard S&P 500 ETF USD Acc GBPVUAG.LTV
£109.201d+0.1%1w+2.0%1m+2.7%52w hi-0.4%
Varonis Systems IncVRNSTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
iShares NASDAQ 100 ETF USD Acc GBPCNX1.LTV
p1315701d+2.0%1w+6.2%1m+7.0%52w hi-0.3%
iShares Physical Gold ETC GBPSGLN.LTV
p61081d-3.2%1w+3.0%1m-6.3%52w hi-21.8%

Trading 5 holdings

Lundin Mining CorpLUN.TOTV
CAD nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
On Holding AGONONTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Power Solutions International IncPSIXTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Shopify Inc Registered Shs -A- Subord VtgSHOPTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
iShares $ TIPS 0-5 ETF USD Acc GBPTI5A.LTV
£87.691d+0.2%1w+1.2%1m+1.5%52w hi+0.0%

Exited 40 holdings

ACV Auctions Inc Ordinary Shares - Class AACVATV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Autotrader GroupAUTO.LTV
p4801d+0.7%1w+3.6%1m-3.2%52w hi-43.1%
AvingtransAVG.LTV
p6201d-0.8%1w-3.1%1m-6.0%52w hi-8.8%
BAE SystemsBA.LTV
p18581d+1.0%1w-2.8%1m-3.6%52w hi-21.3%
BYD Co Ltd Class H1211.HKTV
HK$80.851d-1.3%1w-4.8%1m-13.5%52w hi-40.4%
Baidu Inc ADRBIDUTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
CMC MarketsCMCX.LTV
p4581d+0.0%1w-1.4%1m+17.5%52w hi-3.5%
CML MicrosystemsCML.LTV
p2601d-1.9%1w-11.1%1m-6.3%52w hi-31.6%
Cleveland-Cliffs IncCLFTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Cloudflare IncNETTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Coinbase Global Inc Ordinary Shares - Class ACOINTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Costain GroupCOST.LTV
p2071d-1.5%1w+6.3%1m+7.2%52w hi-2.4%
CrowdStrike Holdings Inc Class ACRWDTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Dassault Aviation SAAM.PATV
€302.801d+0.5%1w+2.0%1m+5.9%52w hi-14.9%
Fidelity China Special Situations OrdFCSS.LTV
p2591d-1.0%1w-5.3%1m-10.2%52w hi-23.4%
FresnilloFRES.LTV
p30411d-2.4%1w+1.3%1m-8.5%52w hi-32.0%
Global X Uranium ETF USD Acc GBPURNG.LTV
£21.751d-1.9%1w+4.9%1m-0.5%52w hi-22.4%
Invesco Industrials S&P US Sel Sec ETF GBPXLIP.LTV
p757721d-0.2%1w+4.2%1m+7.8%52w hi-0.4%
Invesco LtdIVZTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
JPMorgan Emerg EMEA Sec PlcJEMA.LTV
p2811d+4.2%1w+4.2%1m-0.0%52w hi-9.2%
Micron Technology IncMUTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Monolithic Power Systems IncMPWRTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Petroleo Brasileiro SA Petrobras ADRPBRTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Ping An Insurance (Group) Co. of China Ltd Class H2318.HKTV
HK$53.851d-4.0%1w-5.3%1m-9.3%52w hi-25.4%
PlaytechPTEC.LTV
p3131d-1.1%1w-7.4%1m-14.2%52w hi-30.0%
Plus500 LtdPLUS.LTV
p48021d-0.5%1w-1.5%1m+3.7%52w hi-11.6%
Qualcomm IncQCOMTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Salesforce IncCRMTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Schneider Electric SESU.PATV
€290.501d-0.2%1w+9.5%1m+9.8%52w hi-0.5%
Scottish Mortgage OrdSMT.LTV
p14651d-0.8%1w+1.1%1m-0.3%52w hi-6.2%
Sibanye Stillwater Ltd ADRSBSWTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Societe Generale SAGLE.PATV
€78.041d-0.0%1w+6.3%1m+15.7%52w hi-0.5%
South32 LtdS32.AXTV
A$4.131d-2.8%1w-8.6%1m+2.2%52w hi-16.6%
Sprott Uranium Miners ETF AccURNMTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Tavistock InvestmentsTAVI.LTV
p31d+4.8%1w+4.8%1m+0.0%52w hi-51.5%
Tenable Holdings IncTENBTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Tesla IncTSLATV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
VanEck Defense ETF A USD Acc GBPDFNG.LTV
£45.581d+0.6%1w-1.2%1m-1.9%52w hi-18.5%
WisdomTree Agriculture GBPAGAP.LTV
p4601d+1.0%1w+1.8%1m-6.1%52w hi-7.9%
ZotefoamsZTF.LTV
p4491d+0.4%1w-0.3%1m+17.4%52w hi-6.4%