SLS Investments

Total Invested

£208,268

Cost basis

Portfolio Value

£258,778

Live market value

Unrealised P&L

+£50,510

+24.25% total return

Crypto Value

£194,847

+34.33% return

Stocks Value

£63,931

+1.13% return

Seb — Cash to Deploy

£0

Uninvested capital

Levi — Cash to Deploy

£9,100

Uninvested capital

∑

Total Dry Powder

£9,100

Combined uninvested

Portfolio Snapshot

Position	Units	Avg Buy	Live Price	Cost Basis	Value	P&L	Return	Weight
Bitcoin Crypto	2	£41,199.32	£65,218.87	£87,500	£138,513	+£51,013	+58.30%	53.5%
MicroStrategy Crypto	465	£123.77	£121.15	£57,552	£56,334	£1,218	-2.12%	21.8%
Berkshire Hathaway Diversified	121	£326.99	£380.57	£39,566	£46,049	+£6,483	+16.39%	17.8%
Lightpath Tech Tech	1093	£9.97	£8.36	£10,900	£9,136	£1,764	-16.18%	3.5%
Rheinmetall AG Defence	9	£1,281.67	£822.43	£11,535	£7,402	£4,133	-35.83%	2.9%
BAE Systems Defence	69	£17.60	£19.47	£1,214	£1,343	+£129	+10.62%	0.5%

Total Cost Basis

£208,268

Total Value

£258,778

Total P&L

+£50,510

Total Return

+24.25%

Allocation

Cost Allocation

Crypto: £145,052 (69.6%)

Stocks: £63,215 (30.4%)

Value Allocation

Crypto: £194,847 (75.3%)

Stocks: £63,931 (24.7%)

Gain Allocation

Crypto: £49,795 (98.6%)

Stocks: £715 (1.4%)

Sector Breakdown

Crypto — by asset (value)

Bitcoin: £138,513 (71.1%)

MicroStrategy: £56,334 (28.9%)

Stocks & Shares — by sector (value)

Tech: £9,136 (14.3%)

Diversified: £46,049 (72.0%)

Defence: £8,745 (13.7%)

Performance

P&L by asset (live)

Cost basis vs current value

Consolidated position per asset — tap to expand by portfolio

Bitcoin

Crypto · Crypto

£138,513

+£51,013 (+58.30%)

Units

2.12

Avg Buy

£41,199.32

Live Price

£65,218.87

Cost Basis

£87,500

Weight

53.5%

Return

+58.30%

Shared 1.12 units £72,928 +£20,428 (+38.91%)

Shared (Dad) 1.01 units £65,585 +£30,585 (+87.39%)

MicroStrategy

Crypto · Crypto

£56,334

£1,218 (-2.12%)

Units

465.00

Avg Buy

£123.77

Live Price

£121.15

Cost Basis

£57,552

Weight

21.8%

Return

-2.12%

ISA: Levi 410.00 units £49,671 +£6,769 (+15.78%)

Non-ISA: Seb 55.00 units £6,663 £7,987 (-54.52%)

Berkshire Hathaway

Diversified · Stocks & Shares

£46,049

+£6,483 (+16.39%)

Units

121.00

Avg Buy

£326.99

Live Price

£380.57

Cost Basis

£39,566

Weight

17.8%

Return

+16.39%

ISA: Seb 121.00 units £46,049 +£6,483 (+16.39%)

Lightpath Tech

Tech · Stocks & Shares

£9,136

£1,764 (-16.18%)

Units

1093.00

Avg Buy

£9.97

Live Price

£8.36

Cost Basis

£10,900

Weight

3.5%

Return

-16.18%

ISA: Levi 881.00 units £7,364 £1,539 (-17.28%)

ISA: Seb 212.00 units £1,772 £226 (-11.30%)

Rheinmetall AG

Defence · Stocks & Shares

£7,402

£4,133 (-35.83%)

Units

9.00

Avg Buy

£1,281.67

Live Price

£822.43

Cost Basis

£11,535

Weight

2.9%

Return

-35.83%

ISA: Seb 9.00 units £7,402 £4,133 (-35.83%)

BAE Systems

Defence · Stocks & Shares

£1,343

+£129 (+10.62%)

Units

69.00

Avg Buy

£17.60

Live Price

£19.47

Cost Basis

£1,214

Weight

0.5%

Return

+10.62%

ISA: Seb 69.00 units £1,343 +£129 (+10.62%)

Grouped by asset + portfolio — expand to see individual transactions

Asset	Portfolio	Units	Avg Buy	Live Price	Cost	Value	P&L	%
Bitcoin Crypto	Shared	1.12	£46,950.36	£65,218.87	£52,500	£72,928	+£20,428	+38.91%
DateUnitsBuy PriceLive PriceCostValueP&L 03/01/20210.1943 £30,885.16£65,218.87 £6,000£12,670 +£6,670 13/01/20210.1169 £25,655.45£65,218.87 £3,000£7,626 +£4,626 19/03/20240.0702 £49,858.00£65,218.87 £3,500£4,578 +£1,078 03/04/20240.1126 £53,285.97£65,218.87 £6,000£7,344 +£1,344 04/04/20240.1699 £52,972.34£65,218.87 £9,000£11,081 +£2,081 05/04/20240.1669 £53,924.51£65,218.87 £9,000£10,885 +£1,885 07/04/20240.2874 £55,671.54£65,218.87 £16,000£18,744 +£2,744
Bitcoin Crypto	Shared (Dad)	1.01	£34,804.43	£65,218.87	£35,000	£65,585	+£30,585	+87.39%
DateUnitsBuy PriceLive PriceCostValueP&L 23/02/20210.2877 £34,753.69£65,218.87 £10,000£18,766 +£8,766 23/02/20210.2934 £34,077.94£65,218.87 £10,000£19,138 +£9,138 23/02/20210.4244 £35,341.10£65,218.87 £15,000£27,681 +£12,681
MicroStrategy Crypto	ISA: Levi	410.00	£104.64	£121.15	£42,902	£49,671	+£6,769	+15.78%
DateUnitsBuy PriceLive PriceCostValueP&L 23/01/202180.00 £44.76£121.15 £3,581£9,692 +£6,111 20/03/2024120.00 £114.65£121.15 £13,758£14,538 +£780 02/04/202450.00 £120.00£121.15 £6,000£6,057 +£57 08/04/2024160.00 £122.27£121.15 £19,563£19,384 £179
Lightpath Tech Stocks & Shares	ISA: Levi	881.00	£10.11	£8.36	£8,903	£7,364	£1,539	-17.28%
DateUnitsBuy PriceLive PriceCostValueP&L 06/04/2026178.00 £8.43£8.36 £1,500£1,488 £12 13/04/2026212.00 £9.39£8.36 £1,991£1,772 £219 20/04/2026491.00 £10.90£8.36 £5,412£4,104 £1,308
MicroStrategy Crypto	Non-ISA: Seb	55.00	£266.37	£121.15	£14,650	£6,663	£7,987	-54.52%
DateUnitsBuy PriceLive PriceCostValueP&L 11/11/202455.00 £264.15£121.15 £14,650£6,663 £7,987
Berkshire Hathaway Stocks & Shares	ISA: Seb	121.00	£326.99	£380.57	£39,566	£46,049	+£6,483	+16.39%
DateUnitsBuy PriceLive PriceCostValueP&L 20/03/202460.00 £325.64£380.57 £19,538£22,834 +£3,296 09/04/202461.00 £328.32£380.57 £20,027£23,215 +£3,187
Rheinmetall AG Stocks & Shares	ISA: Seb	9.00	£1,281.67	£822.43	£11,535	£7,402	£4,133	-35.83%
DateUnitsBuy PriceLive PriceCostValueP&L 15/04/20259.00 £1,281.67£822.43 £11,535£7,402 £4,133
Lightpath Tech Stocks & Shares	ISA: Seb	212.00	£9.42	£8.36	£1,998	£1,772	£226	-11.30%
DateUnitsBuy PriceLive PriceCostValueP&L 06/04/202661.00 £8.69£8.36 £530£510 £20 06/04/2026151.00 £9.72£8.36 £1,468£1,262 £206
BAE Systems Stocks & Shares	ISA: Seb	69.00	£17.60	£19.47	£1,214	£1,343	+£129	+10.62%
DateUnitsBuy PriceLive PriceCostValueP&L 15/04/202569.00 £17.60£19.47 £1,214£1,343 +£129

Bitcoin

Shared

£72,928

+£20,428 (+38.91%)

Live Price

£65,218.87

Cost

£52,500

Units

1.12

DateCostP&L

03/01/2021£6,000 +£6,670

13/01/2021£3,000 +£4,626

19/03/2024£3,500 +£1,078

03/04/2024£6,000 +£1,344

04/04/2024£9,000 +£2,081

05/04/2024£9,000 +£1,885

07/04/2024£16,000 +£2,744

Bitcoin

Shared (Dad)

£65,585

+£30,585 (+87.39%)

Live Price

£65,218.87

Cost

£35,000

Units

1.01

DateCostP&L

23/02/2021£10,000 +£8,766

23/02/2021£10,000 +£9,138

23/02/2021£15,000 +£12,681

MicroStrategy

ISA: Levi

£49,671

+£6,769 (+15.78%)

Live Price

£121.15

Cost

£42,902

Units

410.00

DateCostP&L

23/01/2021£3,581 +£6,111

20/03/2024£13,758 +£780

02/04/2024£6,000 +£57

08/04/2024£19,563 £179

Lightpath Tech

ISA: Levi

£7,364

£1,539 (-17.28%)

Live Price

£8.36

Cost

£8,903

Units

881.00

DateCostP&L

06/04/2026£1,500 £12

13/04/2026£1,991 £219

20/04/2026£5,412 £1,308

MicroStrategy

Non-ISA: Seb

£6,663

£7,987 (-54.52%)

Live Price

£121.15

Cost

£14,650

Units

55.00

DateCostP&L

11/11/2024£14,650 £7,987

Berkshire Hathaway

ISA: Seb

£46,049

+£6,483 (+16.39%)

Live Price

£380.57

Cost

£39,566

Units

121.00

DateCostP&L

20/03/2024£19,538 +£3,296

09/04/2024£20,027 +£3,187

Rheinmetall AG

ISA: Seb

£7,402

£4,133 (-35.83%)

Live Price

£822.43

Cost

£11,535

Units

9.00

DateCostP&L

15/04/2025£11,535 £4,133

Lightpath Tech

ISA: Seb

£1,772

£226 (-11.30%)

Live Price

£8.36

Cost

£1,998

Units

212.00

DateCostP&L

06/04/2026£530 £20

06/04/2026£1,468 £206

BAE Systems

ISA: Seb

£1,343

+£129 (+10.62%)

Live Price

£19.47

Cost

£1,214

Units

69.00

DateCostP&L

15/04/2025£1,214 +£129

Portfolio split by owner

Total Portfolio Value

£258,778

Total Cost

£208,268

Unrealised P&L

+£50,510

+24.25% total return

Cash to Deploy

£51,000

Levi £9.1k remaining

Holdings — click to see individual purchases

Bitcoin 53.5% of portfolio

£138,513 +£51,013 (+58.30%) ▾

MicroStrategy 21.8% of portfolio

£56,334 £1,218 (-2.12%) ▾

Berkshire Hathaway 17.8% of portfolio

£46,049 +£6,483 (+16.39%) ▾

Lightpath Tech 3.5% of portfolio

£9,136 £1,764 (-16.18%) ▾

Rheinmetall AG 2.9% of portfolio

£7,402 £4,133 (-35.83%) ▾

BAE Systems 0.5% of portfolio

£1,343 +£129 (+10.62%) ▾

Shared Portfolio

Value

£138,513

P&L

+£51,013

+58.30%

Cost basis: £87,500

Holdings — tap to expand purchases

Bitcoin 100.0%

£138,513 +£51,013 ▾

Levi's Portfolio

Value

£57,035

P&L

+£5,230

+10.10%

Cost basis: £51,805

Holdings — tap to expand purchases

MicroStrategy 87.1%

£49,671 +£6,769 ▾

Lightpath Tech 12.9%

£7,364 £1,539 ▾

Seb's Portfolio

Value

£63,230

P&L

£5,733

-8.31%

Cost basis: £68,963

Holdings — tap to expand purchases

MicroStrategy 10.5%

£6,663 £7,987 ▾

Berkshire Hathaway 72.8%

£46,049 +£6,483 ▾

Rheinmetall AG 11.7%

£7,402 £4,133 ▾

Lightpath Tech 2.8%

£1,772 £226 ▾

BAE Systems 2.1%

£1,343 +£129 ▾

Every individual transaction with live P&L

Date	Asset	Type	Portfolio	Units	Buy Price	Live Price	Cost	Value	P&L	%
03/01/2021	Bitcoin	Crypto	Shared	0.194268	£30,885.16	£65,218.87	£6,000	£12,670	+£6,670	+111.17%
13/01/2021	Bitcoin	Crypto	Shared	0.116934	£25,655.45	£65,218.87	£3,000	£7,626	+£4,626	+154.21%
19/03/2024	Bitcoin	Crypto	Shared	0.070200	£49,858.00	£65,218.87	£3,500	£4,578	+£1,078	+30.81%
03/04/2024	Bitcoin	Crypto	Shared	0.112600	£53,285.97	£65,218.87	£6,000	£7,344	+£1,344	+22.39%
04/04/2024	Bitcoin	Crypto	Shared	0.169900	£52,972.34	£65,218.87	£9,000	£11,081	+£2,081	+23.12%
05/04/2024	Bitcoin	Crypto	Shared	0.166900	£53,924.51	£65,218.87	£9,000	£10,885	+£1,885	+20.94%
07/04/2024	Bitcoin	Crypto	Shared	0.287400	£55,671.54	£65,218.87	£16,000	£18,744	+£2,744	+17.15%
23/02/2021	Bitcoin	Crypto	Shared (Dad)	0.287739	£34,753.69	£65,218.87	£10,000	£18,766	+£8,766	+87.66%
23/02/2021	Bitcoin	Crypto	Shared (Dad)	0.293445	£34,077.94	£65,218.87	£10,000	£19,138	+£9,138	+91.38%
23/02/2021	Bitcoin	Crypto	Shared (Dad)	0.424435	£35,341.10	£65,218.87	£15,000	£27,681	+£12,681	+84.54%
23/01/2021	MicroStrategy	Crypto	ISA: Levi	80.00	£44.76	£121.15	£3,581	£9,692	+£6,111	+170.65%
20/03/2024	MicroStrategy	Crypto	ISA: Levi	120.00	£114.65	£121.15	£13,758	£14,538	+£780	+5.67%
02/04/2024	MicroStrategy	Crypto	ISA: Levi	50.00	£120.00	£121.15	£6,000	£6,057	+£57	+0.96%
08/04/2024	MicroStrategy	Crypto	ISA: Levi	160.00	£122.27	£121.15	£19,563	£19,384	£179	-0.92%
06/04/2026	Lightpath Tech	Stocks & Shares	ISA: Levi	178.00	£8.43	£8.36	£1,500	£1,488	£12	-0.81%
13/04/2026	Lightpath Tech	Stocks & Shares	ISA: Levi	212.00	£9.39	£8.36	£1,991	£1,772	£219	-10.98%
20/04/2026	Lightpath Tech	Stocks & Shares	ISA: Levi	491.00	£10.90	£8.36	£5,412	£4,104	£1,308	-24.16%
11/11/2024	MicroStrategy	Crypto	Non-ISA: Seb	55.00	£264.15	£121.15	£14,650	£6,663	£7,987	-54.52%
20/03/2024	Berkshire Hathaway	Stocks & Shares	ISA: Seb	60.00	£325.64	£380.57	£19,538	£22,834	+£3,296	+16.87%
09/04/2024	Berkshire Hathaway	Stocks & Shares	ISA: Seb	61.00	£328.32	£380.57	£20,027	£23,215	+£3,187	+15.92%
15/04/2025	Rheinmetall AG	Stocks & Shares	ISA: Seb	9.00	£1,281.67	£822.43	£11,535	£7,402	£4,133	-35.83%
06/04/2026	Lightpath Tech	Stocks & Shares	ISA: Seb	61.00	£8.69	£8.36	£530	£510	£20	-3.80%
06/04/2026	Lightpath Tech	Stocks & Shares	ISA: Seb	151.00	£9.72	£8.36	£1,468	£1,262	£206	-14.00%
15/04/2025	BAE Systems	Stocks & Shares	ISA: Seb	69.00	£17.60	£19.47	£1,214	£1,343	+£129	+10.62%

Bitcoin

03/01/2021 Shared

£12,670

+£6,670 (+111.17%)

Live Price

£65,218.87

Buy Price

£30,885.16

Cost

£6,000

Bitcoin

13/01/2021 Shared

£7,626

+£4,626 (+154.21%)

Live Price

£65,218.87

Buy Price

£25,655.45

Cost

£3,000

Bitcoin

19/03/2024 Shared

£4,578

+£1,078 (+30.81%)

Live Price

£65,218.87

Buy Price

£49,858.00

Cost

£3,500

Bitcoin

03/04/2024 Shared

£7,344

+£1,344 (+22.39%)

Live Price

£65,218.87

Buy Price

£53,285.97

Cost

£6,000

Bitcoin

04/04/2024 Shared

£11,081

+£2,081 (+23.12%)

Live Price

£65,218.87

Buy Price

£52,972.34

Cost

£9,000

Bitcoin

05/04/2024 Shared

£10,885

+£1,885 (+20.94%)

Live Price

£65,218.87

Buy Price

£53,924.51

Cost

£9,000

Bitcoin

07/04/2024 Shared

£18,744

+£2,744 (+17.15%)

Live Price

£65,218.87

Buy Price

£55,671.54

Cost

£16,000

Bitcoin

23/02/2021 Shared (Dad)

£18,766

+£8,766 (+87.66%)

Live Price

£65,218.87

Buy Price

£34,753.69

Cost

£10,000

Bitcoin

23/02/2021 Shared (Dad)

£19,138

+£9,138 (+91.38%)

Live Price

£65,218.87

Buy Price

£34,077.94

Cost

£10,000

Bitcoin

23/02/2021 Shared (Dad)

£27,681

+£12,681 (+84.54%)

Live Price

£65,218.87

Buy Price

£35,341.10

Cost

£15,000

MicroStrategy

23/01/2021 ISA: Levi

£9,692

+£6,111 (+170.65%)

Live Price

£121.15

Buy Price

£44.76

Cost

£3,581

MicroStrategy

20/03/2024 ISA: Levi

£14,538

+£780 (+5.67%)

Live Price

£121.15

Buy Price

£114.65

Cost

£13,758

MicroStrategy

02/04/2024 ISA: Levi

£6,057

+£57 (+0.96%)

Live Price

£121.15

Buy Price

£120.00

Cost

£6,000

MicroStrategy

08/04/2024 ISA: Levi

£19,384

£179 (-0.92%)

Live Price

£121.15

Buy Price

£122.27

Cost

£19,563

Lightpath Tech

06/04/2026 ISA: Levi

£1,488

£12 (-0.81%)

Live Price

£8.36

Buy Price

£8.43

Cost

£1,500

Lightpath Tech

13/04/2026 ISA: Levi

£1,772

£219 (-10.98%)

Live Price

£8.36

Buy Price

£9.39

Cost

£1,991

Lightpath Tech

20/04/2026 ISA: Levi

£4,104

£1,308 (-24.16%)

Live Price

£8.36

Buy Price

£10.90

Cost

£5,412

MicroStrategy

11/11/2024 Non-ISA: Seb

£6,663

£7,987 (-54.52%)

Live Price

£121.15

Buy Price

£264.15

Cost

£14,650

Berkshire Hathaway

20/03/2024 ISA: Seb

£22,834

+£3,296 (+16.87%)

Live Price

£380.57

Buy Price

£325.64

Cost

£19,538

Berkshire Hathaway

09/04/2024 ISA: Seb

£23,215

+£3,187 (+15.92%)

Live Price

£380.57

Buy Price

£328.32

Cost

£20,027

Rheinmetall AG

15/04/2025 ISA: Seb

£7,402

£4,133 (-35.83%)

Live Price

£822.43

Buy Price

£1,281.67

Cost

£11,535

Lightpath Tech

06/04/2026 ISA: Seb

£510

£20 (-3.80%)

Live Price

£8.36

Buy Price

£8.69

Cost

£530

Lightpath Tech

06/04/2026 ISA: Seb

£1,262

£206 (-14.00%)

Live Price

£8.36

Buy Price

£9.72

Cost

£1,468

BAE Systems

15/04/2025 ISA: Seb

£1,343

+£129 (+10.62%)

Live Price

£19.47

Buy Price

£17.60

Cost

£1,214

Calculated from purchase dates at current live prices

Total Return

+24.25%

Current Value

£258,778

Peak Value

£258,778

Total Deployed

£208,268

Total portfolio value over time

Portfolio Value

Cost Deployed

Crypto vs Stocks over time

Crypto

Stocks

Return % by asset

Realised positions

Date	Asset	Portfolio	Units	Buy Price	Sell Price	Cost	Proceeds	P&L	%
02/04/2023	MicroStrategy	ISA: Closed	18	£325.64	£333.25	£5,862	£5,999	+£137	+2.34%
11/11/2024	Microsoft	Non-ISA: Closed	45	£339.00	£324.55	£15,255	£14,482	£773	-5.07%
14/04/2025	NVIDIA	Non-ISA: Closed	150	£95.00	£84.38	£14,250	£12,657	£1,593	-11.18%

MicroStrategy

02/04/2023ISA: Closed

£5,999

+£137 (+2.34%)

Buy Price

£325.64

Sell Price

£333.25

Cost

£5,862

Microsoft

11/11/2024Non-ISA: Closed

£14,482

£773 (-5.07%)

Buy Price

£339.00

Sell Price

£324.55

Cost

£15,255

NVIDIA

14/04/2025Non-ISA: Closed

£12,657

£1,593 (-11.18%)

Buy Price

£95.00

Sell Price

£84.38

Cost

£14,250