Trading 212 Portfolio progress update 17/04/2026

This week ended with the announcement that Straights of Hormuz  would be open and so the market ended well up on Friday. However, over the weekend, we saw that the USA were still blockading the Straights and so the Iranians closed access again. It seems the stock market is very dovish at the moment (except for the oil market where oil prices were still very high - they weren't fooled by the tweets from DJT!).

T212 Invest Account (100k)

This is about £4.6k up this week with £7k still in cash ready to buy copper, gold and silver on what I think will be a forthcoming dip. IRR overall is 75%.

T212 ISA Account (£40k)

This is up £2k in the week with £14k still in cash. I have recently just transferred £20k over from the Invest account (Bed-and-ISA).

Trading

I have bought a bit more Eli Lily (£1k) and some new Scottish Mortgage Investment Trust (£2k). I have heard that half of the planned AI Data Centres are delayed. This is due to planning issues (limited provision of power, local government bans, etc.).

I assume that the disks and chips have already been bought for these data centres and are sitting in warehouses somewhere. This could mean a slow down in the sales of disks and memory and thus affect the price of my Hynix, Samsung, Micron, Seagate, Western Digital, etc, shares. I am therefore looking at taking some profit on these in the next few weeks and trimming down on my holdings.

I am still looking for buying opportunities in gold, silver, copper and rare earths. I am also watching Uranium carefully too.

It is nice to see the S&P go up this week, but I see no solid reason for it, hence I am keeping some cash back to buy on the future dips!