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Prior record

What came before

An account that ran before the current book and was closed out in full. It is here for the same reason the losing calls are: a record that starts at the point the results got good is not a record.

This was small, regular buying rather than sized positions, so the names below are not calls in the sense the current book uses the word, and they carry no thesis. Percentages only, as everywhere else on this site.

UK account

Sep 2024 to Jun 2026, closed

A general investment account run from Manchester, closed out in full in June 2026. It was bought in small regular amounts rather than sized positions, so a purchase here is one buy on one day and not one thesis.

Purchases
179
Made money
150 of 179
Lost money
29
Blended return
+37.0%

A purchase is one buy on one day, so 179 of them across 28 names, 84% of which came out ahead. The blended return is cost-weighted across all of them, in USD and before currency conversion, fees, and dividends, which means it is not what the account was actually worth in pounds.

Every name held in the UK account, best return first
NameReturnPurchasesWorst one
ARM
Arm Holdings
+189.9%6 of 6 up+171.8%
VRT
Vertiv Holdings Co
+102.6%4 of 4 up+1.2%
GOOGL
Alphabet (Class A)
+100.3%6 of 8 up*-8.2%
IONQ
IonQ
+79.4%4 of 6 up*-3.7%
NVDA
NVIDIA
+53.7%19 of 20 up*-1.9%
KEEL
Keel Infrastructure
+43.7%2 of 2 up+6.6%
RKLB
Rocket Lab
+42.4%2 of 5 up*-18.2%
TSLA
Tesla
+33.3%19 of 20 up*-1.3%
BAC
Bank of America
+29.7%1 of 1 up+29.7%
IBM
IBM
+26.1%1 of 1 up+26.1%
AAPL
Apple
+26.0%13 of 13 up+7.4%
AMZN
Amazon
+25.4%14 of 14 up+9.9%
KO
Coca-Cola
+24.1%7 of 7 up+20.8%
PLTR
Palantir
+21.9%11 of 12 up*-6.0%
CEVA
Ceva Inc
+20.7%4 of 4 up+14.6%
ANET
Arista Networks
+19.8%1 of 1 up+19.8%
MU
Micron Technology
+19.7%1 of 1 up+19.7%
BLZE
Backblaze
+12.2%1 of 1 up+12.2%
AMD
Advanced Micro Devices
+10.7%6 of 7 up*-3.1%
AVGO
Broadcom
+7.2%7 of 7 up+4.7%
META
Meta Platforms
+4.2%4 of 4 up+0.1%
ETN
Eaton
+3.0%2 of 4 up*-4.4%
CLS
Celestica
+2.3%2 of 3 up*-8.6%
SNOW
Snowflake
+1.7%1 of 2 up*-2.4%
ASML
ASML Holding
+1.5%2 of 3 up*-2.2%
LMT
Lockheed Martin
+1.3%5 of 11 up*-15.8%
INTC
Intel
+1.2%3 of 7 up*-11.5%
OKLO
Oklo
+0.0%2 of 5 up*-4.0%

* On 14 of these 28 names the return column is positive while some of the purchases behind it were not. Rocket Lab is the clearest case: it settles at +42.4%, and 3 of its 5 purchases lost money, one of them by -18.2%. Grouped by name alone this account has no losers at all, which is why it is not grouped by name alone.

Last position closed 30 Jun 2026. Nothing here is held any more, so none of these numbers can move again.