Model Portfolios
Three illustrative portfolios our analysts manage in the open — Income, Quality/Growth, and Hidden Gems. We review them every Saturday and show every decision, with realistic dealing costs, so the track record is honest.
Illustrative model portfolios — hypothetical. No money is invested. For research and education only. Not advice and not a recommendation to buy or sell any security. Costs are modelled assumptions (and exclude taxes). Past performance is not a guide to the future.
Income
Launched 27 June 2026 · £100,000 modelA reliable, growing income — built to beat the ~4.5% you'd get risk-free from cash. Dividends accumulate in a separate income pot.
- Legal & GeneralLGEN£9,978-0.2%
- Brooks MacdonaldBRK£9,938-0.6%
- PayPointPAY£9,935-0.6%
- Smiths NewsSNWS£9,940-0.6%
- M.P. EvansMPE£9,926-0.6%
- Imperial BrandsIMB£9,952-0.2%
- Greencoat UK WindUKW£9,979-0.2%
- LondonMetric PropertyLMP£9,979-0.2%
- Sirius Real EstateSRE£9,980-0.2%
- Schroder Real EstateSREI£9,940-0.6%
Reviewed every Saturday; we trade only when a thesis plays out or breaks, or a clearly better idea earns a place — every change shown. Dealing costs modelled (£10/trade + a size-tiered spread) — that's why each holding starts a touch below £10,000.
Quality / Growth
Launched 27 June 2026 · £100,000 modelThe compounders — durable franchises with high returns on capital and an upgrade trail the sweeps keep confirming.
- AstraZenecaAZN£9,879-0.2%
- RightmoveRMV£9,979-0.2%
- NextNXT£9,938-0.2%
- DiplomaDPLM£9,933-0.2%
- SoftcatSCT£9,972-0.2%
- Morgan SindallMGNS£9,945-0.2%
- AJ BellAJB£9,977-0.2%
- FRP AdvisoryFRP£9,939-0.6%
- Keystone LawKEYS£9,936-0.6%
- Tatton Asset ManagementTAM£9,937-0.6%
Reviewed every Saturday; we trade only when a thesis plays out or breaks, or a clearly better idea earns a place — every change shown. Dealing costs modelled (£10/trade + a size-tiered spread) — that's why each holding starts a touch below £10,000.
Hidden Gems
Launched 27 June 2026 · £100,000 modelUnderappreciated companies where the thesis is turning more positive — value the raw numbers miss. A subjective pick, not an algorithm.
- The Works.co.ukWRKS£9,891-1.1%
- Johnson MattheyJMAT£9,979-0.2%
- CohortCHRT£9,929-0.6%
- Distribution Finance CapitalDFCH£9,891-1.1%
- Orchard FundingORCH£9,891-1.1%
- IofinaIOF£9,940-0.6%
- ActiveOpsAOM£9,938-0.6%
- RedcentricRCN£9,940-0.6%
- B.P. Marsh & PartnersBPM£9,940-0.6%
- MHAMHA£9,940-0.6%
Reviewed every Saturday; we trade only when a thesis plays out or breaks, or a clearly better idea earns a place — every change shown. Dealing costs modelled (£10/trade + a size-tiered spread) — that's why each holding starts a touch below £10,000.