Trading 212 Portfolio Update 2025-09-13

Here is a status report of my two Trading 212 accounts which have performed very well this week (it probably won't last :-( ).

• My £20K ISA account was opened on April 7 2025 with a £20K lump sum.
• My £70K GIA Invest account was opened with £1K in Feb 2024, by June 2025 I had deposited £40K, July 2025 £60K and by Sept. 2025 £70K

Note: I have other SIPP, ISA and GIA accounts which I tend not to touch and only look at occasionally. These comprise of safer, longer term ETFs such as HMWS, XLKQ, IUCM, IITU, EQGB and Artemis Global Income Fund. I use my Trading 212 accounts for more active trading as they have a great app. and web site and very useful search/research features plus alerts, etc. They make investing fun!

I have been investing for over 20 years and have made many mistakes along the way!

My philosophy for these two Trading 212 accounts is to have some fun but never make a large loss by taking big risks. If I buy risky/volatile stocks, it will only be in small amounts that would not seriously harm my whole portfolio. That is why I have 40-50 holdings in each account. Using a wide diversity of stock types is thus spreading the risk. That is why I do not invest large amounts in such trendy, highly tipped companies like FuboTV, HIVE, Crowdstrike, Vertiv, Fortinet, etc. Large losses can seriously affect portfolio performances.

Just use THIS LINK to sign up and get Trading 212 free shares once you have put some money into your account. I will also get some free shares too :-)

£20K ISA (Rate of Return 25%)

I have 50 holdings in my ISA account at the moment. These are shares that I intend to trade in the short or medium term because gains are tax free. This £20K account has gained £1600 in the last week.

Here is a partial list in value order:

Weekly gains have been most impressive for:

• HIVE 50%
• Crypto and Blockchain DAGB 19%
• OKLO 18%
• HIMS 13.5%
• United Health Group UNH 13%
• Eli Lily LLY 14%
• Rolls Royce RR 5%
• Comfort Systems FIX 7.8
• Vistra V 11%
• BAE Systems BAE 11.4
• NVIDIA NVDA 6%

Purchases this week included HIVE, Eli Lily, Novo Nordisk, Coreweave, Currys and Van Eck Junior Gold miners GKGB.

£70K GIA Invest Account (Rate of Return 30%)

I have 45 different stocks and shares in this account. It has gained £1650 in this last week. Note that this account had £27K added to it only 2 months ago.

This is the top of the list of 45 holdings ordered by value:

Weekly gains have been most impressive for:

• BOOM 21%
• HOOD 13.8%
• Palantir PLTR 11%
• COIN 8%
• Broadcom AVGO 7.5%
• NVIDIA 6%
• BNKE 3.75%
• ARKI 4%
• NUCG 5%
• AMD 4.5%
• FUBO 5.5%
• CRWD 4.4%
• Couer Mining CDE 6.3%

Purchases this week included BOOM, Coeur Mining, Lundin Gold, BNKS, Ashtead and Fresnillo