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£10,124+1.3%
- Brooks MacdonaldBRK£11,448+14.5%
- PayPointPAY£10,586+5.9%
- Smiths NewsSNWS£10,146+1.5%
- M.P. EvansMPE£11,493+15.1%
- Imperial BrandsIMB£9,161-8.1%
- Greencoat UK WindUKW£10,554+5.5%
- LondonMetric PropertyLMP£10,140+1.4%
- Sirius Real EstateSRE£9,854-1.5%
- Schroder Real EstateSREI£9,317-6.8%
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£8,441-14.7%
- RightmoveRMV£11,544+15.5%
- NextNXT£10,645+6.9%
- DiplomaDPLM£10,297+3.5%
- SoftcatSCT£11,242+12.5%
- Morgan SindallMGNS£8,924-10.4%
- AJ BellAJB£10,438+4.4%
- FRP AdvisoryFRP£10,508+5.1%
- Keystone LawKEYS£10,791+8.0%
- Tatton Asset ManagementTAM£9,351-6.5%
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£11,733+17.3%
- Johnson MattheyJMAT£8,565-14.3%
- CohortCHRT£10,214+2.3%
- Distribution Finance CapitalDFCH£10,781+7.8%
- Orchard FundingORCH£10,221+2.2%
- IofinaIOF£10,650+6.5%
- ActiveOpsAOM£7,193-28.1%
- RedcentricRCNJuly tender: the company bought back 35% of this position at 160p — that cash (and its realised gain) sits in the portfolio total. The figure here is the retained shares only; blended, this position is roughly -4.5%.£5,243-19.0%
- B.P. Marsh & PartnersBPM£9,656-3.4%
- MHAMHA£10,051+0.5%
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.