StockPickers

I found a stock picker at https://stockgrader.investorplace.com/analyze

You type in your tickers separated by commas, e.g. hpe, dell, mu, , intc, amd, ter, vrt, mrvl, gev, bby, dlo, wdc, stx, amzn,axti, vst, fcx

and I get...

T212 Portfolio update £185k 16/10/2026 - £15k down!

A very bad week for all stocks, especially Tech stocks this week! Gold and metals showed a sign of recovery this week but were still down over the whole week. 

I think (hope) the market will recover next week. This is not a bubble popping. The demand for AI is strong and I expect many businesses to start announcing higher annual profits next year due to the use of AI and a reduction of their workforce for 'greater efficiencies'. I especially expect +10% increase in companies involved in retail, finance, manufacturing and healthcare. As more AI data centers get connected (plugged in to power), I expect share prices of Tech companies to pick up again. 

Choosing your main portfolio's core ETF

Most investors have a main central core ETF plus 1-6 other ETFs as satellite holdings. They then may have 5-10% of their holdings in other more risky shares such as single companies.

In a taxable GIA account, it is best to stick to that one core ETF and keep adding into it as well as your satellite ETFs. Performance over the long term is key. Also the TER should be as low as possible too.

For an ISA, you might choose an accumulating ETF, but for a GIA you probably want to choose a distributing ETF because this usually means they have zero ERI and you won't need to calculate ERI every year when you fill in your HMRC self-assessment tax form.

Here are a few world ETFs you might like to consider...

T212 Portfolio update £200k 09/10/2026 + NU Holdings, Lenovo and Gold

I had set some stop losses on some non-ETF holdings so as prices went down this week, some holdings (approx. £13k) were sold off for a profit.  

Buys

NioCorp £523
Vistra £205
Lenovo £4000
ZENAtech £100
WDC £200

Sells

Intel £158
Meta £1625
HPE £3000
CME £1100
CAT £5936
Eaton £1146

Cash
Invest GIA £8616
ISA £0

NU was my best performer this week

Tax and Capital Expenditure

Recent share buys (having a flutter!)

I have been using stockanalysis.com, simplywallstreet.com, www.hellostocks.ai, snowball-analytics.com and Trading 212 to find some good value stocks which should do well in the next 12 months (median future gain in parenthese)...

Sector and Thematic Investing with ETFs

President Trump has managed to complicate the world economy. International trade has been hampered by tariffs and restricted passage. Executive orders have distorted the economy by lighting a fire under some companies and extinguishing others! Oil prices have rocketed, inflation, interest rates and bond yields have risen and yet gold has not. Some companies are trading at way over 100 P/E (TSLA x340, AMD x160) while others are valued at less than x20 P/E (Micron, Cisco, IBM).

It is difficult to know where to invest and how to invest safely!

Sector Investing vs. Thematic Investing

Thematic investing is often confused with sector investing, but there are some key differences. Sector investing puts investment funds into specific segments of the economy. Popular segments include energy, healthcare and information technology. Thematic investing is different; it uses broader technological advances to improve output spanning across multiple sectors. Popular themes include clean energy and robotics.

T212 Portfolio update £202k 2026-10-02 + whole T212 Portfolio Analysis

Prices went down during the week but recovered towards the end of the week. My Invest account thus stayed level but the ISA had lost over £1k this week.

Top funds/ETFs - can I stick to my new plan?

After spending several years having fun chasing stocks which I hope will show me a nice profit, I have found it to be quite a challenging experience.

Across my Trading 212 ISA+GIA accounts I have 85 different holdings. This is becoming more and more difficult to keep track of. The problem is that in several cases, I have found that I should have sold earlier but I missed the declining price movement amongst all the other price movements of all the other holdings. I know 85 is way too many but I just can't help myself!

T212 Portfolio update £204k 2026-09-25 + 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 ($)/CYSE (£) 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%.

Trading 212 £201k Portfolio update (+ investment opportunities)

Both portfolios were down a bit this week due to a bad Friday, having reached £204k on Thursday. 

Trading 212 £203k portfolio update 22/08/2026 + Tips

After a bad Tuesday, the market seems to have recovered, despite the news of the USA economy debt being serious.

£150 Deposit (+£53k)

Market movements this week (see video below)