T212 Portfolio update £204k + Snowball Analytics and JISA's

Much to my surprise, shares stayed high over the whole week. Tuesday was the best day and due to Trump/Xi/Hormuz, etc. the market saw good news. 

However, I am still expecting a dip in share prices next week when it all falls apart again.

I took advantage of the high prices to sell a few shares but also make a few buys...

Tech stocks still have a way to go!

I used my free trend chart to plot semiconductor stocks over the last 2 months.

0992.HK is Lenovo, WCBR.L is a cybersecurity ETF, HYNX.F is Hynix, 005930.KS is Samsung and IWVG.L is an All World Value ETF whose top stock is 13% Micron MU (earnings due on Sept. 30th 2026).

Nearly all are trending upwards this month!

PM Andy Burnham's Budget Capital Gains Tax rate hike and how to prepare for it

It is rumoured that in the budget on October 28th 2026, Capital Gains Tax may be brought in line with Income Tax. This would mean a Capital Gains Tax rate rise from 18% or 24% to new rates of  20%/40%/45% depending on your income tax band. Typically, any CGT rate hike takes place immediately after the budget.

For higher rate tax payers, the jump from 24% to 40% CGT is quite substantial.

Stock tips I am buying this week (and they all begin with A)! 2026-09-21

I have put in for some limit orders on three of the following US stocks today and I am also watching Moderna closely too but not yet buying at the current price...

For research I used the free stock list app HelloStocks.ai (S&P only) and SimplyWallStreet for the first three A stocks. I picked them for value, future growth and health. Moderna is my own (very risky) pick.

T212 Portfolio update £201k 2026-09-18 + tips

The week started badly with my T212 portfolios down £7k but they have since recovered to about the same level as at the start of the week.

Note that both these T212 portfolios are my 'play' accounts. I also have other holdings in simple generic All World Index funds, so these T212 stock picks are not what I would suggest for an average person's investment portfolio. You do not know my full financial position just as I do not know your financial position! The average investor should hold mainly All World index tracker ETFs with perhaps 10%-40% in other index ETFs depending on your risk/volatility threshold! Do not copy my trades just because my IRR is 50-90% over 2.5 years - I was probably just lucky!

Try out my new share chart tool for trend spotting!

Most stock charts allow you to specify a time period and some allow you to also plot a moving average line, but I wanted to easily spot trends (especially in ETFs).

For instance, is Copper on an upward trend? What about Gold or the S&P 500? What about Euro banks?

When plotted on a chart, I needed to smooth out the daily kinks but also easily change the time period. For instance, Copper may have come down recently, but has it gained over a whole year or five years?

Looking for a growth ETF for H2 2026 and 2027 - Try IWVG

I already have large holdings in MSCI Core world class funds. In my Trading 212 ISA and GIA I also hold quite a bit of gold and metals miners and tech companies.

I am looking for a good global index fund which is not too heavily dependant on the US or on any one sector.

Trading 212 update £201k Portfolio 2026-09-11 + a look at Vanguard's VALL and my recent buys + tip

My ISA lost approx. £1.5k this week and my Invest account approx £500.

Investments for Q4 2026

High bond rates and high inflation seems likely. We have high rates of borrowing. Most bonds, equities and interest-paying funds will not do very well if this escalates.

In these circumstances, it make sense to diversify away from over-valued US stocks such as tech stocks and invest more in essential commodities that must be bought by everyone, no matter how much they cost (such as energy or toilet rolls!).

Trading 212 £203k Portfolio update 2026-09-05

This week saw a drop in value of about £4k followed by recovery on Thursday/Friday. The drop was probably mostly due to the bond market and high Treasury yields but the good performance figures from Tech stocks this week from Oracle and Broadcom also helped. So I am up £2k from last week and about the same as two weeks ago. Overall, I am £53k up on my total deposits of £150k over a period of approx. 30 months. IRR on the two accounts is 89% (GIA) and 53% (ISA) - compared to an MSCI Core SWDA IRR over the same period of approx. 20%.