SGLN - SGLN / iShares Physical Gold
Shares: 5.7193202 shares
Role: Portfolio hedge and macro protection
Sleeve: Hedge
Personal portfolio record. Not investment advice.
Current Portfolio
This page documents my own portfolio structure for accountability. It is not a model portfolio, not investment advice, and should not be copied.
Week 15 Snapshot
- Current account value
- £2,055.86
- Starting value
- £1,999
- Latest return
- +2.84%
- Cash
- £118.47
- Investments
- £1,937.39
- Weekly move
- +£32.86 since Week 14
Open Holdings
QQQA - QQQA / Nasdaq-100 ETF
Shares: 5.56619718 shares
Role: Broad technology-led US equity exposure
Sleeve: Core ETF
VUAG - VUAG / Vanguard S&P 500 ETF
Shares: 2.03661797 shares
Role: Broad US market exposure
Sleeve: Core ETF
RHM - Rheinmetall
Shares: 0.08678 shares
Role: Defence demand and European security exposure
Sleeve: Thematic / defence
O - Realty Income
Shares: 3.27872926 shares
Role: Real estate income exposure
Sleeve: Defensive / income-style
NEE - NextEra Energy
Shares: 2.04 shares
Role: Utility and renewables exposure
Sleeve: Defensive / energy transition
META - Meta Platforms
Shares: 0.51994241 shares
Role: Advertising, AI, and platform scale
Sleeve: Core quality growth
SYM - Symbotic
Shares: 3.268 shares
Role: Robotics and warehouse automation
Sleeve: Higher volatility
SPCX - SpaceX
Shares: 1 share
Role: Early exposure to space infrastructure, satellites, and Starlink
Sleeve: Speculative / long-term opportunity
ABNB - Airbnb
Shares: 1.223 shares
Role: Asset-light travel platform exposure
Sleeve: Quality growth / travel
BRK.B - Berkshire Hathaway
Shares: 0.3884 shares
Role: Diversified operating businesses and capital discipline
Sleeve: Core quality / ballast
GOOGL - Alphabet (Class A)
Shares: 0.28 shares
Role: Search, cloud, AI, and platform scale
Sleeve: Watchlist / quality growth
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.
Portfolio Role Notes
Compounders
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
Nasdaq 100 exposure, S&P 500 exposure
ETF exposure gives the portfolio a base layer of diversified participation in public markets.
Defensive / Income Holdings
Realty Income, NextEra Energy, Rheinmetall
Holdings with different drivers from the core technology sleeve, used to balance the portfolio and broaden exposure.
Macro Hedge
iShares Physical Gold
Gold has a role as a hedge against inflation, instability, currency pressure, and market stress.
Controlled Higher-Risk Growth
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.
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.
Transaction Summary
- Transaction export
- 3 Mar - 16 Jun 2026
- Rows reviewed
- 79
- Realised result
- c. £79.92
- Dividends + interest
- c. £4.55 gross