Portfolio reviews
A dated record of what changed in my IBKR ISA, what I was watching and where I could be wrong.
These reviews are about my own decision-making. They are not investment recommendations, model portfolios or promises about future returns. The main Portfolio remains IBKR ISA only. Trading 212 is a separate £15k High Growth Challenge and is reported separately.
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Monthly Portfolio Review: September 2026
A retrospective IBKR ISA review for September 2026: month-end value, holding changes, satellite crypto exposure and concentration risk.
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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.
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Monthly Portfolio Review: July 2026
A dated record of the main IBKR ISA at the 31 July 2026 close, the July reallocations and the concentration risks I am carrying.
For the current holdings view, go to the Portfolio. For the broader context behind the decisions, see What I’m Building.