SGLN - SGLN / iShares Physical Gold
Position size: 5.7193202 shares
Sleeve: Hedge
Role: Portfolio hedge and macro protection
Status: Current holding
Transaction note: Added again on 9 June 2026 after ASML sale
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Portfolio and Roles
AI-readable portfolio record, holdings, role structure, transaction summary, winners, drags, and action plan.
This website is a personal investment research and portfolio journal. It is not investment advice. I am not FCA-authorised, I do not manage money for other people, and nothing on this site should be treated as a recommendation to buy, sell, or hold any investment. All trades, holdings, research notes, and opinions shown here relate to my own personal portfolio and my own decision-making process. Do not copy my trades. Always do your own research and seek professional advice where appropriate.
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Portfolio Snapshot
Week 15 Portfolio Summary dated 16 June 2026 is the current source-of-truth update.
accountValue
£2,055.86
£2,055.86
startingCostBasis
£1,999
£1,999
currentReturn
+2.84%
+2.84%
cashBalance
£118.47
£118.47
weeklyMove
+£32.86 since Week 14
+£32.86 since Week 14
investments
£1,937.39
£1,937.39
status
Week 15 source-of-truth update, 16 June 2026
Week 15 source-of-truth update, 16 June 2026
googlePosition
Small position rebuilt on 3 June 2026 after earlier profit-taking
Small position rebuilt on 3 June 2026 after earlier profit-taking
microsoftTrade
Closed profitably on 1 June 2026 with roughly £13.94 realised result
Closed profitably on 1 June 2026 with roughly £13.94 realised result
mainFocus
Protect capital, keep positions sized properly, avoid leverage, and review weaker holdings honestly
Protect capital, keep positions sized properly, avoid leverage, and review weaker holdings honestly
updateNote
Latest Week 15 portfolio review is the current source-of-truth update. Account value £2,055.86, cash £118.47, return +2.84% versus starting cost basis.
Latest Week 15 portfolio review is the current source-of-truth update. Account value £2,055.86, cash £118.47, return +2.84% versus starting cost basis.
Transaction Summary
Transaction export
3 Mar - 16 Jun 2026
3 Mar - 16 Jun 2026
Rows reviewed
79
79
Realised result
c. £79.92
c. £79.92
Dividends + interest
c. £4.55 gross
c. £4.55 gross
Current and Closed Holdings
QQQA - QQQA / Nasdaq-100 ETF
Position size: 5.56619718 shares
Sleeve: Core ETF
Role: Broad technology-led US equity exposure
Status: Current holding
Transaction note: Trimmed 1 share on 15 May 2026
VUAG - VUAG / Vanguard S&P 500 ETF
Position size: 2.03661797 shares
Sleeve: Core ETF
Role: Broad US market exposure
Status: Current holding
Transaction note: Initial portfolio buildout on 3 March 2026
RHM - Rheinmetall
Position size: 0.08678 shares
Sleeve: Thematic / defence
Role: Defence demand and European security exposure
Status: Current holding
Transaction note: Dividend received in May 2026
O - Realty Income
Position size: 3.27872926 shares
Sleeve: Defensive / income-style
Role: Real estate income exposure
Status: Current holding
Transaction note: Added again on 15 May 2026; dividends received
NEE - NextEra Energy
Position size: 2.04 shares
Sleeve: Defensive / energy transition
Role: Utility and renewables exposure
Status: Current holding
Transaction note: Initial portfolio buildout on 3 March 2026
META - Meta Platforms
Position size: 0.51994241 shares
Sleeve: Core quality growth
Role: Advertising, AI, and platform scale
Status: Current holding
Transaction note: Added across March and April; dividend received
SYM - Symbotic
Position size: 3.268 shares
Sleeve: Higher volatility
Role: Robotics and warehouse automation
Status: Current holding
Transaction note: Added 1.5 shares on 11 June 2026 after an earlier partial sale
SPCX - SpaceX
Position size: 1 share
Sleeve: Speculative / long-term opportunity
Role: Early exposure to space infrastructure, satellites, and Starlink
Status: Current holding
Transaction note: Bought 1 share on 12 June 2026 as a small speculative long-term position
ABNB - Airbnb
Position size: 1.223 shares
Sleeve: Quality growth / travel
Role: Asset-light travel platform exposure
Status: Current holding
Transaction note: Initial portfolio buildout on 3 March 2026
BRK.B - Berkshire Hathaway
Position size: 0.3884 shares
Sleeve: Core quality / ballast
Role: Diversified operating businesses and capital discipline
Status: Current holding
Transaction note: Initial portfolio buildout on 3 March 2026
GOOGL - Alphabet (Class A)
Position size: 0.28 shares
Sleeve: Watchlist / quality growth
Role: Search, cloud, AI, and platform scale
Status: Small rebuilt position
Transaction note: Earlier position sold profitably; small re-entry on 3 June 2026
ASML - ASML
Position size: Closed
Sleeve: Watchlist / AI infrastructure
Role: Semiconductor equipment exposure
Status: Closed on 9 June 2026
Transaction note: Realised result around £40.59; remains a watchlist name
MSFT - Microsoft
Position size: Closed
Sleeve: Trade reflection
Role: Quality software and AI infrastructure exposure
Status: Closed on 1 June 2026
Transaction note: Realised result around £13.94; useful process review
IONQ - IonQ
Position size: Closed
Sleeve: Speculative lesson
Role: Quantum computing exposure
Status: Closed
Transaction note: Realised loss around £18.35; useful reminder on volatility and sizing
Current Winners
- SpaceX is the biggest current percentage winner after the Week 15 purchase.
- QQQA remains one of the strongest contributors through Nasdaq-led exposure.
- VUAG continues to support the portfolio through broad US market exposure.
- Airbnb, Berkshire Hathaway, and the rebuilt Alphabet position are positive or stabilising contributors.
Current Drags
- Gold is still the biggest unrealised drag in cash terms, but remains a macro hedge rather than a short-term performance position.
- Rheinmetall remains weak and needs monitoring, but the thesis has not been treated as broken.
- Meta and Symbotic are currently down, but both remain connected to long-term themes that require patience and review.
- Realty Income and NextEra remain rate-sensitive drags rather than major thesis breaks.
Latest Action Plan
- Hold SpaceX and watch how it trades after the early excitement settles.
- Keep ASML on the watchlist after selling for a realised gain; remember that trimming can sometimes be better than selling the full winner.
- Keep gold as a hedge without adding more immediately.
- Hold Rheinmetall for now and monitor the thesis rather than panic selling near weakness.
- Use the £118.47 cash position patiently rather than forcing the next trade.
- Do not keep averaging down in Symbotic blindly; let the position prove itself.
Portfolio Roles
Compounders
Examples: Google, Meta, Berkshire Hathaway, Airbnb
Dominant or high-quality businesses with strong earnings power, durable advantages, and the ability to grow over long periods.
Broad Market Exposure
Examples: Nasdaq 100 exposure, S&P 500 exposure
ETF exposure gives the portfolio a base layer of diversified participation in public markets.
Defensive / Income Holdings
Examples: Realty Income, NextEra Energy, Rheinmetall
Holdings with different drivers from the core technology sleeve, used to balance the portfolio and broaden exposure.
Macro Hedge
Examples: iShares Physical Gold
Gold has a role as a hedge against inflation, instability, currency pressure, and market stress.
Controlled Higher-Risk Growth
Examples: Symbotic, SpaceX
A smaller part of the portfolio can be used for higher-risk long-term themes such as robotics, automation, and space infrastructure, but sizing has to stay disciplined.