Investment club dashboard

RIC Portfolio

A long-term buy-and-hold view of the club portfolio, focused on compounding, cash deployment, and thesis monitoring.

Portfolio plus cash GBP 136,563
Baseline only

Snapshot from 10 May 2026

Compounding Ledger

Allocation and concentration

Portfolio Map

Largest holding GJGB.L
Top 4: 51.5%
Holdings 14
Ranked by market value Top Positions

Signal board

What Deserves Attention

Position detail

Holdings Table

Ticker Value Weight Cost Total Gain Gain % Day

Cash lens

Deployment Range

Available cash GBP 2,923

The current vault snapshot records cash for future investments separately from holdings value. This lens keeps cash explicit while preserving the buy-and-hold baseline.

Deploy 35%
New investment pool GBP 1,023
Cash reserve GBP 1,900

Club discipline

Hold First, Review Carefully

01

Compounding default

Hold long term and let strong positions keep doing the heavy lifting.

02

Review before exits

Only discuss selling when the recovery case, thesis, and tax context have been checked.

03

Fresh cash beats churn

Use new cash deployment and thesis checks before turning winners into trading decisions.