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SIPP Smart Portfolio

Michael Breen | AJ Bell A61645S | Last updated: --
Overview
Performance
Name Shares Avg Buy
Price
Last Buy Price Day %
Change
Analyst
Consensus
Price Target Holding
Value
Holding Gain Forecast
Value

Buy-back & Entry Watchlist

Closed positions to re-enter, plus new-entry candidates, at trigger price. Triggers anchored in GBP per share; native equivalent uses live FX. IBM ($215) and Airbus (€155, wide-moat) are entry watches (not previously held).
Stock Last Closed Last Buy Current Price Buy-back Trigger Distance to Trigger Cumulative Realised Gain

Speculative Watch (not held · not advice)

Catalyst-driven punts tracked alongside the SIPP, in the same risk bucket as SpaceX: money you can afford to lose entirely. These are not Buffett buys and are not a recommendation. Each has a real, dateable catalyst (or, where flagged, a promotion to treat with caution). "vs 52-wk high" shows how far below the year's peak each sits. Prices live from Yahoo. Day move is coloured green for up and red for down; "vs 52-wk high" is shown in grey as neutral context (how far below the year\u2019s peak each sits), not good or bad. "52-wk Low–High" is the year\u2019s trading range in native currency (some UK names show "--" for the low where the data feed omits it). Edit the SPEC_WATCH list in the source to add or remove names.
Stock Theme Catalyst Current Price 52-wk Low–High Day % vs 52-wk High Risk flag

Total Return by Tax Year

Each UK tax year's contribution to the lifetime Total Return (current value + all withdrawals − all deposits). 2024-25 and 2025-26 use AJ Bell year-end valuations; 2020-21 to 2023-24 are estimated, apportioned by realised gains plus income per tax year (year-end valuations not available; the realised engine reconciles to the 2024-25 tax-deck figure of £117,997); 2026-27 is to date and carries the live movement, so the rows always total to the card.
Tax yearContribution to total returnShare of total

Where You Stand (lifetime, since April 2020)

Money you have put in versus what the pension is worth now, the income already drawn, and the dividends collected along the way. Total return = current value + all withdrawals − all deposits (the dividends are part of how that return was generated, not added on top).

Novo Nordisk — Cost vs Worth vs Income

Your combined Novo position (NVO ADR + NOVO-B Copenhagen, economically the same share). Net after income = current value − cost + dividends received.