Three portfolios. Built to beat the index on risk-adjusted return.
Each portfolio holds a small set of carefully chosen, diversified investments — all tradable in your Hargreaves Lansdown ISA. We compare every portfolio against its natural benchmark so you can see exactly what you're getting versus a passive index fund.
S&P 500 Anchor
Anchored on the S&P 500. A diversifier mix is added to smooth out US large-cap volatility.
View performance → UK MarketFTSE 100 Anchor
Anchored on the FTSE 100. UK-tilted with diversifying assets layered on top.
View performance → Global Best-IdeasUnanchored
No fixed anchor. The portfolio picks the strongest assets each week — gold, equities, defensive trusts — whatever works.
View performance →How to think about it
£20,000 starting amount
The full annual S&S ISA allowance. We show how each portfolio would have performed if you'd invested this amount at the start of the live track-record period.
Weekly rebalancing
Portfolios are reviewed every Monday and adjusted to keep diversification on track. All trading costs (dealing fees, stamp duty, FX, spread) are deducted from the curve.
7.4 years of evidence
The track record runs from January 2019 to May 2026. Every data point was produced with no foreknowledge — the portfolio at any given week only used information available at that time.