Trading 212 Portfolio Review - 6 August 2026
- Account value
- £2,009.30
- Weekly move
- Qualitative review only
- Main trade
- Re-entered Microsoft with £41.40 on 8 July
- Main lesson
- The best decision of the month was Microsoft. Among the largest technology companies, I believed it was undervalued and still had room to grow. More importantly, I had sp
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Capital Research Review 04 - 23 June 2026
- Account value
- Not recorded
- Weekly move
- Qualitative review only
- Main trade
- Re-entered Alphabet near the planned level
- Main lesson
- The first lesson is that good results can hide weaknesses in the process. The Microsoft trade was profitable, but I failed to record it properly when I made it. SpaceX in
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Capital Research Review 03 - 22 May 2026
- Account value
- Not recorded
- Weekly move
- Qualitative review only
- Main trade
- Sold Alphabet for a realised profit
- Main lesson
- The biggest lesson from these weeks is that cash is not simply money waiting to be invested. It is an active part of the portfolio.
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Capital Research Review 02 - 28 April 2026
- Account value
- Not recorded
- Weekly move
- Qualitative review only
- Main trade
- Recovered from the first drawdown
- Main lesson
- The portfolio has ended this period only slightly above where it began. If I looked only at the starting value and the current value, it might appear that very little had
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Capital Research Review 01 - 30 March 2026
- Account value
- Not recorded
- Weekly move
- Qualitative review only
- Main trade
- First proper drawdown
- Main lesson
- During the third week, the portfolio fell to £1,860.18. Compared with the initial value of £1,996.96, the account had declined by £136.78, or approximately 6.85%. For a p
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