SGLN - SGLN / iShares Physical Gold
Shares: 5.72 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.
August 2026 review Snapshot
- Current account value
- £2,009.30
- Starting value
- £1,999
- Latest return
- +0.52%
- Cash
- £0.56
- Investments
- £2,008.74
- Weekly move
- 6 Aug 2026
Portfolio Value History
| Week | Date | Portfolio value | Source |
|---|---|---|---|
| Week 1 | 8 March 2026 | Starting baseline: £1,999 | Baseline |
| Week 3 | March 2026 | £1,860.18 | Recorded |
| Week 4 | 30 March 2026 | Around £1,860 | Approximate |
| Week 5 | 05 April 2026 | Around £1,931 | Approximate |
| Week 6 | 12 April 2026 | Around £1,960 | Approximate |
| Week 7 | April 2026 | £2,025.84 | Recorded |
| Week 8 | 28 April 2026 | £2,008.07 | Recorded |
| Week 9 | 04 May 2026 | Around £2,000 | Approximate |
| Week 10 | 11 May 2026 | £1,986.69 | Recorded |
| Week 11 | 15 May 2026 | c. £1,974.37 | Recorded |
| Week 12 | 22 May 2026 | £1,983.39 | Recorded |
| Week 13 | 2 June 2026 | Around £2,007 | Approximate |
| Week 14 | 9 June 2026 | Around £1,979.98 | Approximate |
| Week 15 | 16 June 2026 | £2,055.86 | Recorded |
| Week 16 | 23 June 2026 | Around £1,981 | Approximate |
| Week 18 | 7 July 2026 | £2,008 | Recorded |
| August review | 6 August 2026 | £2,009.30 | Recorded |
Week 2 did not record a precise account value, so it is not plotted in the line chart.
Open Holdings
QQQA - QQQA / Nasdaq-100 ETF
Shares: 5.57 shares
Role: Broad technology-led US equity exposure
Sleeve: Core ETF
VUAG - VUAG / Vanguard S&P 500 ETF
Shares: 2.04 shares
Role: Broad US market exposure
Sleeve: Core ETF
RHM - Rheinmetall
Shares: 0.087 shares
Role: Defence demand and European security exposure
Sleeve: Thematic / defence
O - Realty Income
Shares: 3.28 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: 0.52 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
PSH - Pershing Square Holdings
Shares: 2 shares
Role: Discount-to-NAV exposure to Pershing Square portfolio and Bill Ackman’s capital allocation
Sleeve: Investor-led holding
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: Core quality growth / add-on watchlist
MSFT - Microsoft
Shares: 0.14171835 shares
Role: Quality software and AI infrastructure exposure
Sleeve: Core quality growth
Current Winners
- Microsoft was worth £51.10 in the 6 August snapshot after a £41.40 purchase on 8 July.
- The portfolio moved £10.30 above its original £1,999 capital in the updated snapshot.
- Rheinmetall recovered from roughly 40% down to 25.10% down, while remaining under review.
- The index funds continued to support the account without requiring new trades.
Current Drags
- Gold remained the largest position and the biggest drag at 17.46% of the account and 14.20% down.
- SpaceX was worth £81.65 and was 31.35% down in the latest authored snapshot.
- Cash remained very limited at £0.56.
- The portfolio continued to trail the reported returns of its VUAG and QQQA holdings.
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.
Investor-Led Holding
Pershing Square Holdings
A manager-led holding added for exposure to Bill Ackman’s portfolio at a discount to net asset value, with the position treated as a long-term compounding idea rather than a quick trade.
Latest Action Plan
- Do not make impulsive trades during the next monthly review period.
- Hold Microsoft unless a genuinely better use for the capital appears.
- Watch Symbotic execution, Airbnb results, Rheinmetall delivery and cash conversion, and the NextEra-Dominion proposal.
- Rebalance gold towards 15–20% if it reaches around 30% of the account.
- Judge every holding on its forward-looking thesis rather than its old purchase price.
Transaction Summary
- Latest review
- August 2026 review
- Review date
- 6 Aug 2026
- Cash balance
- £0.56
- Main new trade
- Re-entered Microsoft with £41.40 on 8 July and otherwise left the portfolio unchanged