MAIN PORTFOLIO, IBKR ISA ONLY
Current Portfolio
A public record of the holdings I own in my IBKR ISA, the position sizes behind them, and the thinking I am sharing as the journey develops. Trading 212 is tracked separately as the £15k High Growth Challenge.
Total portfolio value: £206,822.69 including £2,410.93 cash.
IBKR ISA prior-business-day close: 23 October 2026. USD positions use USD/GBP 0.747655 for indicative GBP values.
| Symbol ↕ | Name ↕ | Shares ↕ | Latest price ↕ | Position value (GBP) ↕ | Weighting ↕ |
|---|---|---|---|---|---|
| ABCL | AbCellera | 2,001 | $11.82 | £17,683.40 | 8.55% |
| BETA | BETA Technologies | 1,000 | $19.80 | £14,803.57 | 7.16% |
| BMNR | BitMine | 200 | $22.40 | £3,349.49 | 1.62% |
| IONQ | IonQ | 105 | $31.27 | £2,454.81 | 1.19% |
| MSTR | Strategy | 100 | $146.01 | £10,916.51 | 5.28% |
| MU | micron technology inc | 30 | $0.00 | £0.00 | 0.00% |
| ONDS | ondas inc | 200 | $6.20 | £927.09 | 0.45% |
| PLTR | Palantir | 100 | $196.75 | £14,710.11 | 7.11% |
| QYLP | gx nasdaq 100 cov call ucits | 1,038 | £12.47 | £12,943.86 | 6.26% |
| RKLB | Rocket Lab | 2,000 | $52.60 | £78,653.31 | 38.03% |
| RMR | rome resources plc | 6,000,000 | £0.00 | £11,700.00 | 5.66% |
| SRFM | Surf Air Mobility | 20,000 | $0.78 | £11,593.14 | 5.61% |
| UBER | Uber | 100 | $66.70 | £4,986.86 | 2.41% |
| Cash | GBP Cash | – | £2,410.93 | £2,410.93 | 1.17% |
| Total portfolio value | £206,822.69 | 100.00% | |||
Tip: click any column heading to sort.
RESEARCH & INVESTMENT THESES
Explore the holdings
These links lead to company notes, investment theses and related writing. They are not buy recommendations.
PORTFOLIO WRITING
Articles on investments
Only posts filed under Investment Portfolio appear here.
-
Monthly Portfolio Review: September 2026
A retrospective IBKR ISA review for September 2026: month-end value, holding changes, satellite crypto exposure and concentration risk.
-
Monthly Portfolio Review: August 2026
A retrospective IBKR ISA review for August 2026: month-end value, concentration, late-month volatility and the risks still being underwritten.
-
IonQ (IONQ) Investment Thesis: Commercialisation and Revenue Quality
IonQ (IONQ) is reporting stronger commercial demand. This thesis examines whether revenue quality, RPO conversion, margins and integration can support a durable quantum business.
-
BitMine (BMNR) Investment Thesis: ETH Per Fully Diluted Share
BitMine (BMNR) is best analysed through ETH per fully diluted share, plus the execution and dilution risks around its growing validator-services model.
-
Rome Resources (AIM: RMR): Why Resource Definition Matters More Than Headline Potential
A cautious RMR thesis focused on Kalayi resource definition, grade, licence conversion, ownership and DRC execution risk.
-
Surf Air Mobility (SRFM) Investment Thesis: Can Aviation Software Become the Real Business?
Surf Air Mobility’s credible thesis is SurfOS, not imminent electric aircraft. Here is the SRFM opportunity, evidence to track and the risks.