My portfolio · Updated monthly
My portfolio.
Snapshot date
The numbers.
Since 13 May 2025. Cumulative time-weighted return; benchmark: FTSE All-Share Total Return Index.
The figures relate to one concentrated personal portfolio over a short period and should not be considered typical.
Methodology and limitations →Personal portfolio vs FTSE All-Share.
Use the buttons to switch between the full record and 2026 year-to-date performance.
Source: Small Caps. Big Bags. monthly portfolio records and FTSE All-Share Total Return Index checkpoints. Cumulative time-weighted return is used to remove the effect of deposits and withdrawals.
How to read the figures.
Portfolio performance is presented as cumulative time-weighted return, which is intended to remove the effect of deposits and withdrawals. The benchmark is the FTSE All-Share Total Return Index. The chart uses the dated monthly checkpoints published in portfolio updates.
The figures are drawn from my personal records and have not been independently audited. Portfolio values, prices and holdings are month-end snapshots rather than real-time data, and positions may change between updates.
The record began on 13 May 2025, so it covers a short period. Concentration can amplify both gains and losses, and the results should not be regarded as typical.
Another investor’s outcome would differ because of dealing prices, bid-offer spreads, fees, tax, timing and portfolio construction.
What I owned at the month end.
Personal portfolio snapshot as at 26 June 2026. Holdings are not updated between monthly snapshots and may no longer be current.
| Ticker | Company | Shares | Av entry | Last | Value | Gain | Gain % | Weight |
|---|---|---|---|---|---|---|---|---|
| CRDL | Cordel | 100,000 | 5.13p | 11.90p | £11,800 | +£6,665 | +130% | 26% |
| IHC | Inspiration Healthcare | 37,500 | 14.23p | 22.50p | £8,250 | +£2,913 | +55% | 18% |
| IGP | Intercede | 8,000 | 95.73p | 104.00p | £8,000 | +£341 | +4% | 18% |
| SPR | Springfield Properties | 7,500 | 99.29p | 102.50p | £7,575 | +£241 | +3% | 17% |
| ENSI | EnSilica | 5,000 | 44.12p | 92.48p | £4,550 | +£2,418 | +113% | 10% |
| TRT | Transense Technologies | 5,000 | 60.92p | 48.32p | £2,350 | −£630 | -21% | 5% |
| CASH | Pound Sterling | — | — | — | £2,768 | — | — | 6% |
Where the money was.
What changed — and why.