Portfolio Charts

91 holdings · 1y · yfinance · Updated 05 Jun 2026 11:05
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Portfolio Value
£426,355
▼ £nan (nan%)
Accounts
🟢 Top Gainers (Daily)
Alcoa Corp+50.0%
Aura Minerals Inc+50.0%
Coinbase Global Inc Ordinary Shares - Class A+50.0%
🔴 Top Losers (Daily)
Micron Technology Inc-7.7%
Ashtead Technology Holdings Ordinary Shares-3.3%
Seraphim Space Investment Trust Ord-2.8%
🟢 Top Gainers (Weekly)
Alcoa Corp+200.0%
Aura Minerals Inc+200.0%
Coinbase Global Inc Ordinary Shares - Class A+200.0%
🔴 Top Losers (Weekly)
Seraphim Space Investment Trust Ord-27.3%
Filtronic-10.3%
Ashtead Technology Holdings Ordinary Shares-8.5%
🟢 Top Gainers (Monthly)
Alcoa Corp+500.0%
Aura Minerals Inc+500.0%
Coinbase Global Inc Ordinary Shares - Class A+500.0%
🔴 Top Losers (Monthly)
Ubiquiti Inc-42.6%
Seraphim Space Investment Trust Ord-18.5%
iShares MSCI Brazil ETF USD Dist GBP-12.5%
📊 Sectors
FX rates: USD/GBP=1.3466 · EUR/GBP=1.1563 · HKD/GBP=10.5450 · AUD/GBP=1.8860
📈 Portfolio Value Over Time
£404,883
2026-02-10 → 2026-06-05
ISA: £221,974SIPP: £174,836Trading: £8,073

ISA 36 holdings

Ashtead Technology Holdings Ordinary SharesTTV
$22.771d-3.3%1w-8.5%1m-12.1%52w hi-21.8%
Aura Minerals IncAUGOTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Baidu Inc ADRBIDUTV
$134.801d+1.6%1w+2.1%1m+6.8%52w hi-18.5%
Baker Steel Resources OrdBSRT.LTV
p1361d+7.1%1w+9.7%1m+5.9%52w hi-1.6%
CMC MarketsCMCX.LTV
p4641d+8.0%1w+25.4%1m+22.9%52w hi-0.7%
Cheniere Energy IncLNGTV
$241.071d+2.4%1w+5.0%1m-10.3%52w hi-19.7%
Cloudflare IncNETTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
CohortCHRT.LTV
p12901d+1.1%1w-6.7%1m+6.3%52w hi-28.2%
Coinbase Global Inc Ordinary Shares - Class ACOINTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
FrontlineFROTV
$34.161d-0.9%1w-1.1%1m-10.3%52w hi-14.0%
GlencoreGLEN.LTV
p5981d-2.0%1w+5.2%1m+5.1%52w hi-15.5%
Jadestone EnergyJSE.LTV
p331d+0.6%1w+3.8%1m+15.3%52w hi-5.1%
Klarna GroupKLARTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Lion Finance GroupBGEO.LTV
p107201d-1.1%1w-3.5%1m-4.2%52w hi-11.0%
Melrose IndustriesMRO.LTV
p4631d+0.7%1w-1.6%1m-10.6%52w hi-32.4%
NVIDIA CorpNVDATV
$218.661d+1.9%1w+2.2%1m+11.4%52w hi-7.5%
Novo Nordisk AS Class BNVOTV
$43.751d+4.2%1w-3.9%1m-2.5%52w hi-43.7%
Palantir Technologies Inc Ordinary Shares - Class APLTRTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
RELXREL.LTV
p26431d+2.3%1w+7.9%1m+0.7%52w hi-34.4%
RIT Capital Partners OrdRCP.LTV
p23181d-0.1%1w+1.2%1m+5.4%52w hi-1.8%
Salesforce IncCRMTV
$188.751d-1.0%1w+7.1%1m+0.9%52w hi-31.4%
Seraphim Space Investment Trust OrdSSIT.LTV
p1821d-2.8%1w-27.3%1m-18.5%52w hi-36.0%
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
£54.511d-0.2%1w+4.4%1m+2.9%52w hi-8.3%
T. Rowe Price Group IncTROWTV
$106.961d+2.8%1w+3.3%1m+2.7%52w hi-5.9%
Tencent Holdings LtdNNND.SGTV
€50.041d-0.2%1w+7.2%1m+8.4%52w hi-25.2%
Tesla IncTSLATV
$418.451d-1.2%1w-5.3%1m+7.5%52w hi-16.1%
TotalEnergies SETTE.PATV
€77.441d+0.1%1w+3.0%1m+2.9%52w hi-4.7%
Ubiquiti IncUITV
$581.301d+0.9%1w-2.3%1m-42.6%52w hi-47.1%
VanEck Defense ETF A USD Acc GBPDFNG.LTV
£46.831d-0.4%1w-5.1%1m-3.0%52w hi-16.3%
Vanguard S&P 500 ETF USD Acc GBPVUAG.LTV
£108.321d-0.4%1w-0.2%1m+4.1%52w hi-0.9%
iShares Agribusiness ETF USD Acc GBPSPAG.LTV
p42221d-0.6%1w+0.3%1m-2.8%52w hi-6.8%
iShares MSCI Brazil ETF USD Dist GBPIBZL.LTV
p20701d-0.6%1w-3.1%1m-12.5%52w hi-17.7%
iShares NASDAQ 100 ETF USD Acc GBPCNX1.LTV
p1286301d-1.0%1w-0.5%1m+7.1%52w hi-2.3%
iShares Physical Gold ETC GBPSGLN.LTV
p64361d-0.4%1w-2.3%1m-3.9%52w hi-17.6%
iShares £ Ultrashort Bond ETF GBP DistERNS.LTV
£101.481d+0.0%1w+0.1%1m+0.5%52w hi-14.7%

SIPP 24 holdings

AVI Japan Opportunity OrdAJOT.LTV
p1651d+1.0%1w-1.7%1m-7.7%52w hi-14.9%
Alcoa CorpAATV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
BH Macro GBP OrdBHMG.LTV
p4351d+0.1%1w+1.7%1m+2.2%52w hi-2.2%
BlackRock Energy and Resources IncBERI.LTV
p1961d-1.5%1w-1.5%1m-0.2%52w hi-4.3%
Corpay IncCPAYTV
$357.181d+1.4%1w+1.4%1m+17.6%52w hi-2.8%
CrowdStrike Holdings Inc Class ACRWDTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
FiltronicFTC.LTV
p3501d+7.4%1w-10.3%1m+2.9%52w hi-27.1%
Global X Lithium & Battery TechETFUSDAcc GBPLITG.LTV
£10.941d-1.5%1w-6.6%1m-10.0%52w hi-10.5%
Global X Solar ETF USD Acc GBPRAYG.LTV
£9.891d-0.9%1w-6.5%1m+3.3%52w hi-8.4%
HICL Infrastructure PLC OrdHICL.LTV
p1331d+0.3%1w-0.3%1m+5.6%52w hi-1.6%
HSBC MSCI China ETF GBPHMCH.LTV
p5651d-1.2%1w+0.0%1m-4.5%52w hi-35.8%
Ithaca Energy Ordinary ShareITH.LTV
p2381d+0.5%1w+7.7%1m-6.0%52w hi-18.3%
Micron Technology IncMUTV
$996.001d-7.7%1w+7.8%1m+55.6%52w hi-8.6%
RELXREL.LTV
p26431d+2.3%1w+7.9%1m+0.7%52w hi-34.4%
Sasol Ltd ADRSSLTV
$13.291d+0.8%1w+5.2%1m-7.0%52w hi-7.5%
Serabi GoldSRB.LTV
p3551d-0.6%1w-1.4%1m+2.8%52w hi-5.4%
Seraphim Space Investment Trust OrdSSIT.LTV
p1821d-2.8%1w-27.3%1m-18.5%52w hi-36.0%
Shopify Inc Registered Shs -A- Subord VtgSHOPTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
SttStrtSPDRS&PUSEnergySelectSectorETF GBPGXLE.LTV
£34.941d-0.1%1w+5.0%1m+4.3%52w hi-9.7%
Vanguard FTSE All-World UCITS ETF GBPVWRL.LTV
£137.211d-0.6%1w-0.3%1m+3.2%52w hi-1.2%
Vanguard S&P 500 ETF USD Acc GBPVUAG.LTV
£108.321d-0.4%1w-0.2%1m+4.1%52w hi-0.9%
Varonis Systems IncVRNSTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
iShares NASDAQ 100 ETF USD Acc GBPCNX1.LTV
p1286301d-1.0%1w-0.5%1m+7.1%52w hi-2.3%
iShares Physical Gold ETC GBPSGLN.LTV
p64361d-0.4%1w-2.3%1m-3.9%52w hi-17.6%

Trading 4 holdings

On Holding AGONONTV
$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%
Sibanye Stillwater Ltd ADRSBSWTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
iShares $ TIPS 0-5 ETF USD Acc GBPTI5A.LTV
£86.691d-0.0%1w+0.3%1m+1.5%52w hi-1.0%

Exited 34 holdings

ACV Auctions Inc Ordinary Shares - Class AACVATV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Autotrader GroupAUTO.LTV
p4701d+2.2%1w+6.4%1m-6.1%52w hi-44.4%
AvingtransAVG.LTV
p6501d-1.4%1w-4.3%1m+2.4%52w hi-4.3%
BAE SystemsBA.LTV
p19291d+0.7%1w-4.6%1m-7.7%52w hi-18.3%
BYD Co Ltd Class H1211.HKTV
HK$89.701d-2.3%1w-1.8%1m-9.3%52w hi-37.5%
BlackRock Throgmorton Trust OrdTHRG.LTV
p61d+0.0%1w-99.0%1m-99.0%52w hi-99.2%
CML MicrosystemsCML.LTV
p3041d-0.3%1w-11.2%1m+28.0%52w hi-20.0%
Cleveland-Cliffs IncCLFTV
$14.431d+2.0%1w+8.6%1m+35.5%52w hi-13.6%
Costain GroupCOST.LTV
p1941d-0.4%1w+0.1%1m+0.3%52w hi-5.8%
Dassault Aviation SAAM.PATV
€297.201d+0.5%1w-2.5%1m+1.2%52w hi-16.4%
Fidelity China Special Situations OrdFCSS.LTV
p2801d-1.6%1w+0.2%1m-6.2%52w hi-17.3%
FresnilloFRES.LTV
p31501d-1.1%1w-4.1%1m-9.0%52w hi-29.5%
Global X Uranium ETF USD Acc GBPURNG.LTV
£22.761d-0.4%1w-1.6%1m-11.4%52w hi-18.8%
Invesco Industrials S&P US Sel Sec ETF GBPXLIP.LTV
p724671d+0.2%1w+1.5%1m+0.8%52w hi-1.6%
Invesco LtdIVZTV
$28.171d+4.6%1w+0.4%1m+5.8%52w hi-3.3%
JPMorgan Emerg EMEA Sec PlcJEMA.LTV
p2701d+0.0%1w+0.0%1m+8.0%52w hi-12.9%
LondonMetric PropertyLMP.LTV
p1831d-0.0%1w-3.7%1m-4.7%52w hi-15.5%
Monolithic Power Systems IncMPWRTV
$1652.601d-2.2%1w+1.2%1m+4.1%52w hi-3.6%
Petroleo Brasileiro SA Petrobras ADRPBRTV
$18.061d-0.7%1w-3.4%1m-16.4%52w hi-18.2%
Ping An Insurance (Group) Co. of China Ltd Class H2318.HKTV
HK$56.901d-0.3%1w-2.4%1m-8.7%52w hi-21.5%
PlaytechPTEC.LTV
p3521d+1.2%1w+0.5%1m+0.3%52w hi-21.2%
Plus500 LtdPLUS.LTV
p46501d+1.1%1w+4.9%1m+2.4%52w hi-6.5%
Qualcomm IncQCOMTV
$242.571d-2.6%1w+0.1%1m+30.5%52w hi-6.3%
Quartix TechnologiesQTX.LTV
p2651d+0.0%1w+0.0%1m+3.9%52w hi-22.0%
Schneider Electric SESU.PATV
€274.401d-2.6%1w+1.6%1m+1.3%52w hi-4.7%
Schroder Real Estate Invest OrdSREI.LTV
p471d-0.7%1w-0.7%1m-2.8%52w hi-19.9%
Scottish Mortgage OrdSMT.LTV
p14851d-1.7%1w-2.4%1m+2.2%52w hi-5.0%
Societe Generale SAGLE.PATV
€71.201d-0.1%1w+0.8%1m+3.7%52w hi-6.6%
South32 LtdS32.AXTV
A$4.631d-2.5%1w-3.7%1m+10.5%52w hi-6.5%
Sprott Uranium Miners ETF AccURNMTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
Tavistock InvestmentsTAVI.LTV
p31d+1.6%1w-4.5%1m-4.5%52w hi-53.7%
Tenable Holdings IncTENBTV
$nan1d+50.0%1w+200.0%1m+500.0%52w hi+nan%
WisdomTree Agriculture GBPAGAP.LTV
p4521d-0.3%1w-3.9%1m-4.7%52w hi-9.5%
ZotefoamsZTF.LTV
p4421d+0.6%1w+6.3%1m+11.1%52w hi-8.0%