UK small-cap investment journal.
Small Caps.
Big Bags.
- Portfolio
- £42,082
- Return
- +255.5%
- FTSE All-Share
- +21.2%
- Cash
- 6.4%
- £2,682
Since 13 MAY 25 · TWR · Stockopedia.
Performance figures are self-reported and have not been independently audited. Past performance is not a reliable guide to future returns. Method →
01Holdings.
| Holding | Value | Return | Weight | OnlyCharts |
|---|---|---|---|---|
| IGPIntercede | £12,400 | +24.9% | 29.5% | Chart |
| SPRSpringfield Properties | £11,100 | +12.4% | 26.4% | Chart |
| IHCInspiration Healthcare | £6,300 | +15.0% | 15.0% | Chart |
| TRTTransense Technologies | £6,000 | −14.8% | 14.3% | Chart |
| ENSIEnSilica | £3,600 | +68.9% | 8.6% | Chart |
| CASHPound Sterling | £2,682 | — | 6.4% | — |
Bid values · Holdings may have changed.
02Journal.
Essential Reading.
The full library →The thinking behind the portfolio.
I’ve Read Over 100 Investing Books. These 9 Changed How I Invest.
The books that shaped my approach, and the ideas I took from each.
16 min readThis Time It’s Different...
How I approach volatility, uncertainty and the temptation to sell.
5 min readThe Marathon and the Sprint
My pension and ISA have two very different jobs. This is how they fit together.
11 min readSmall Caps. Big Bags. — The Sprint
The maths, position sizing, mistakes and a real Inspiration Healthcare trade.
15 min readUK Small-Cap Software: Who Gets Paid When AI Does the Work?
How I assess software revenue, pricing power and cash flow when AI changes how customers work.
4 min readInvestor Tools
Practical tools for UK small-cap investors.
Size positions, assess risk/reward, plan purchases and understand dilution.