Trading 212 £182k Portfolio progress update 15/05/2026

It was all going so well until Friday!

At the end of Thursday my T212 portfolios totalled £186k and my Invest account reached 100% IRR - but then came Friday...

I still cannot complain though as my IRR numbers are still is Invest 86% and ISA 42%.

Recent purchases

I have bought these shares recently. My main thought is to buy 'picks and shovels' companies in defence, metals and ARM seemed to be a good buy at the time...

Tips

I don't have any specific tips this week. I do think the Hormuz trouble will continue, but there will be increasing pressure to open it fully from many countries as they all begin to feel the effect on their economies. Insurance companies need to cover the ship's passage before it can be fully open.. 

Even if it does fully open, many industries will be damaged by the existing shortages (oil, chemicals, helium, fertilizers, etc.) and this will affect the cost of living (prices) and cause production shortages for many months.

I am going to hang onto my miners (gold, silver, copper, uranium) and tech companies (I was very tempted to top-slice these even more on Thursday but I have already top-sliced them enough).

I hold £15k in cash, and if prices go down next week, I will be tempted to buy more shares of whatever seems good value.