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⚠️ Disclaimer

Nothing on this site is financial advice. These are my personal notes and opinions, shared for educational and informational purposes only. They do not constitute investment advice, recommendation, or invitation to buy or sell any security. Please do your own research and, if needed, speak to a regulated financial adviser.

Overall Fund Performance

Total Return
+12.61%
YTD Return
+8.45%
Best Month
+5.2%
Worst Month
-2.8%
Total Portfolio Value
£0.00
Total Investment
£0.00
Total Profit/Loss
£0.00
Return (%)
0.00%

Asset Allocation

Portfolio Composition

Top Performers & Biggest Losers

🚀 Top 5 Performers

📉 Biggest Losers

Performance Distribution

Top 10 Holdings by Value

Stock Holdings

Stocks Performance (Last 6 Months)

Stock Ticker Quantity Price Target Stop Buy Date Sell Sell Date P/L

Investment Funds

Funds Performance (Last 6 Months)

Commodities

Commodities Performance (Since Jul 2018)

Foreign Exchange (FX)

FX Performance (Since Jul 2018)