Current Portfolio
Welcome to my Investment Portfolio. Here, you’ll find a curated collection of the stocks and assets I actively follow and invest in, each chosen based on thorough research and a forward-looking approach. Whether you’re a seasoned investor or just starting out, this portfolio offers valuable insights into how I navigate the markets, identify high-potential opportunities, and build a balanced yet growth-oriented mix of investments. Dive in to explore the companies driving innovation and long-term value creation today.
This table reflects the latest available IBKR ISA prior-business-day close, dated 9 July 2026. Trading 212 holdings are tracked separately as the £15k High Growth Challenge. USD position values are indicative GBP equivalents using the 0.746032 USD→GBP rate captured on 10 July 2026.
Total portfolio value: £218,037.61 including £70.16 cash.
| Symbol ↕ | Name ↕ | Shares ↕ | Latest price ↕ | Position value (GBP) ↕ | Weighting ↕ |
|---|---|---|---|---|---|
| FTC | Filtronic | 1,000 | 260.00p | £2,600.00 | 1.19% |
| AAPL | Apple | 40 | $316.22 | £9,436.41 | 4.33% |
| ABCL | AbCellera | 3,001 | $7.29 | £16,321.16 | 7.49% |
| AMKR | Amkor Technology | 100 | $72.16 | £5,383.37 | 2.47% |
| BETA | BETA Technologies | 1,000 | $16.73 | £12,481.12 | 5.72% |
| BMNR | BitMine | 200 | $14.69 | £2,191.84 | 1.01% |
| GOOG | 10 | $356.24 | £2,657.66 | 1.22% | |
| IONQ | IonQ | 50 | $44.77 | £1,669.99 | 0.77% |
| MSTR | Strategy | 70 | $93.89 | £4,903.15 | 2.25% |
| MU | Micron | 8 | $991.64 | £5,918.36 | 2.71% |
| NOW | ServiceNow | 150 | $108.84 | £12,179.72 | 5.59% |
| NVDA | NVIDIA | 140 | $202.78 | £21,179.25 | 9.71% |
| ONDS | Ondas | 400 | $7.65 | £2,282.86 | 1.05% |
| PLTR | Palantir | 250 | $129.04 | £24,066.99 | 11.04% |
| RKLB | Rocket Lab | 1,000 | $82.55 | £61,584.94 | 28.25% |
| SOFI | SoFi | 1,000 | $18.62 | £13,891.12 | 6.37% |
| SRFM | Surf Air Mobility | 10,000 | $0.95 | £7,086.56 | 3.25% |
| UBER | Uber | 220 | $74.35 | £12,202.85 | 5.60% |
| Cash | GBP Cash | - | £70.16 | £70.16 | 0.03% |
| Total portfolio value | £218,037.61 | 100.00% | |||
Tip: click any column heading to sort.
My Investment Philosophy
My approach to investing blends the best of two proven strategies—value and growth investing—to create a balanced, resilient portfolio with long-term upside. As a value growth investor, I seek out companies that not only demonstrate strong potential for sustainable growth but also trade at prices that reflect a margin of safety. This means identifying stocks that are temporarily undervalued or overlooked by the market but possess solid fundamentals, innovative products, and competitive advantages capable of driving future earnings expansion.
Rather than chasing short-term trends or speculative hype, I focus on businesses with clear paths to profitability, robust cash flow generation, and durable moats. I believe in the power of compounding returns over time and aim to invest in companies that can grow earnings steadily while maintaining reasonable valuations. This philosophy encourages patience and discipline, guiding me to hold quality investments through market cycles and capitalize on opportunities when sentiment undervalues genuine value.
By combining growth potential with value principles, my investment decisions strive to balance risk and reward—with a bias toward long-term wealth creation rather than quick gains. This blend has allowed me to discover innovative companies at attractive prices, unlocking strong returns in evolving industries such as technology, fintech, and biotechnology.