| Action | Symbol | Name | Reason | Stop / Guidance | Score |
|---|---|---|---|---|---|
| ENTER | QCLN | FT Nasdaq Clean Energy UCITS ETF | Top-ranked candidate in available slot (target ~16.7%) | $1444.80 (20% below entry) | 16.7% |
| HOLD GATE | IUMO | Hold gate (16 days < 90) | — | — | |
| HOLD GATE | ITWN | Hold gate (19 days < 90) | — | — | |
| HOLD GATE | SMGB | Hold gate (37 days < 90) | — | — | |
| HOLD GATE | KRWL | Hold gate (37 days < 90) | — | — | |
| HOLD GATE | XCX4 | Hold gate (13 days < 90) | — | — | |
| CONSIDER | SEMG | Amundi MSCI Semiconductors ESG Screened | Top-ranked (60.98%) not held | $8148.80 (20% below entry) | 60.98% |
| CONSIDER | IUVL | iShares Edge MSCI USA Value Factor | Top-ranked (39.34%) not held | £15.07 (20% below entry) | 39.34% |
| CONSIDER | AIAG | iShares Automation & Robotics UCITS ETF | Top-ranked (38.08%) not held | $2318.80 (20% below entry) | 38.08% |
| CONSIDER | RBTX | iShares Robotics and Automation UCITS ETF | Top-ranked (30.96%) not held | $1281.20 (20% below entry) | 30.96% |
| CONSIDER | RBOT | iShares Automation & Robotics Acc | Top-ranked (27.95%) not held | £16.88 (20% below entry) | 27.95% |
| CONSIDER | RENG | L&G Clean Energy UCITS ETF | Top-ranked (26.84%) not held | $1091.84 (20% below entry) | 26.84% |
| Symbol | Theme | Qty | Entry | Price | Stop | Mkt Value | P&L | Rank | Score | Action |
|---|---|---|---|---|---|---|---|---|---|---|
|
XCX4
Xtrackers MSCI Thailand U
|
Thailand | 2,204 | £22.04 | £21.39 | £18.72 | £47,155 |
-2.9% £-1,430 |
#76 | 0.00% | GATE |
|
ITWN
iShares MSCI Taiwan UCITS
|
Taiwan | 465 | £145.97 | £150.10 | £135.91 | £69,796 |
+2.8% £1,921 |
#3 | 57.82% | GATE |
|
IUMO
iShares Edge MSCI USA Mom
|
US Equity | 3,241 | $21.99 | $23.18 | $20.28 | $75,110 |
+5.4% $3,841 |
#8 | 30.91% | GATE |
|
KRWL
Amundi MSCI Korea UCITS E
|
Korea | 376 | £150.60 | £166.70 | £153.85 | £62,679 |
+10.7% £6,054 |
#45 | 0.00% | GATE |
|
SMGB
VanEck Semiconductor UCIT
|
Semiconductors | 748 | £71.56 | £88.85 | £79.47 | £66,460 |
+24.2% £12,933 |
#1 | 82.63% | GATE |
| Total Invested | £321,200 | £23,319 | ||||||||
| Symbol | Name | Qty | Entry Date | Entry Price | Last Price Date | Days Since (Trading) | Status | Note |
|---|---|---|---|---|---|---|---|---|
| KRWL | Amundi MSCI Korea UCITS ETF Acc | 376 | 2026-05-18 | £150.60 | 2026-06-24 | 0 | OK | Up to date |
| ITWN | iShares MSCI Taiwan UCITS ETF | 465 | 2026-06-05 | £145.97 | 2026-06-24 | 0 | OK | Up to date |
| SMGB | VanEck Semiconductor UCITS ETF | 748 | 2026-05-18 | £71.56 | 2026-06-24 | 0 | OK | Up to date |
| IUMO | iShares Edge MSCI USA Momentum Factor UCITS USD Ac | 3,241 | 2026-06-08 | £21.99 | 2026-06-24 | 0 | OK | Up to date |
| XCX4 | Xtrackers MSCI Thailand UCITS ETF 1C | 2,204 | 2026-06-11 | £22.04 | 2026-06-24 | 0 | OK | Up to date |
| Symbol | Name | Status | Rank | Score | Last Price Date | Days Since (Trading) | Note |
|---|---|---|---|---|---|---|---|
| SMGB | VanEck Semiconductor UCITS ETF | OK | #1 | 82.63% | 2026-06-24 | 0 | Up to date |
| SEMG | Amundi MSCI Semiconductors ESG Screened | OK | #2 | 60.98% | 2026-06-24 | 0 | Up to date |
| ITWN | iShares MSCI Taiwan UCITS ETF | OK | #3 | 57.82% | 2026-06-24 | 0 | Up to date |
| IUVL | iShares Edge MSCI USA Value Factor | OK | #4 | 39.34% | 2026-06-24 | 0 | Up to date |
| QCLN | FT Nasdaq Clean Energy UCITS ETF | OK | #5 | 38.90% | 2026-06-24 | 0 | Up to date |
| AIAG | iShares Automation & Robotics UCITS ETF | OK | #6 | 38.08% | 2026-06-24 | 0 | Up to date |
| RBTX | iShares Robotics and Automation UCITS ETF | OK | #7 | 30.96% | 2026-06-24 | 0 | Up to date |
| IUMO | iShares Edge MSCI USA Momentum Factor UCITS USD Ac | OK | #8 | 30.91% | 2026-06-24 | 0 | Up to date |
| RBOT | iShares Automation & Robotics Acc | OK | #9 | 27.95% | 2026-06-24 | 0 | Up to date |
| RENG | L&G Clean Energy UCITS ETF | OK | #10 | 26.84% | 2026-06-24 | 0 | Up to date |
| ISPY | iShares Cybersecurity and Tech ETF | OK | #11 | 26.24% | 2026-06-24 | 0 | Up to date |
| INRG | iShares Global Clean Energy UCITS | OK | #12 | 23.80% | 2026-06-24 | 0 | Up to date |
| HMEF | HSBC MSCI Emerging Markets UCITS | OK | #13 | 23.31% | 2026-06-24 | 0 | Up to date |
| EMIM | iShares Core MSCI EM IMI UCITS ETF | OK | #14 | 23.10% | 2026-06-24 | 0 | Up to date |
| IWMO | iShares Edge MSCI World Momentum Factor ETF USD Acc | OK | #15 | 22.43% | 2026-06-24 | 0 | Up to date |
| LCJG | L&G Japan Equity UCITS ETF | OK | #16 | 20.46% | 2026-06-24 | 0 | Up to date |
| EQQQ | Invesco EQQQ NASDAQ-100 UCITS ETF | OK | #17 | 20.13% | 2026-06-24 | 0 | Up to date |
| IJPE | iShares MSCI Japan SmallCap UCITS ETF | OK | #18 | 19.14% | 2026-06-24 | 0 | Up to date |
| IASH | iShares MSCI China A UCITS USD | OK | #19 | 15.93% | 2026-06-24 | 0 | Up to date |
| CNAL | iShares MSCI China A UCITS ETF | OK | #20 | 15.92% | 2026-06-24 | 0 | Up to date |
| BNKS | iShares S&P U.S. Banks | OK | #21 | 15.56% | 2026-06-24 | 0 | Up to date |
| GCVG | State Street SPDR FTSE Global Convertible Bond GBP Hedged Inc | OK | #22 | 14.31% | 2026-06-24 | 0 | Up to date |
| VWRL | Vanguard FTSE All-World UCITS ETF | OK | #23 | 13.73% | 2026-06-24 | 0 | Up to date |
| CNYA | iShares MSCI China A UCITS USD | OK | #24 | 13.36% | 2026-06-24 | 0 | Up to date |
| IFSE | iShares Edge MSCI Europe MF GBp | OK | #25 | 12.45% | 2026-06-23 | 1 | 1 trading days since last bar |
| MSEX | iShares Core MSCI Europe ex-UK ETF | OK | #26 | 12.27% | 2026-06-24 | 0 | Up to date |
| CSPX | iShares Core S&P 500 USD Acc | OK | #27 | 10.90% | 2026-06-24 | 0 | Up to date |
| SPXS | Source S&P 500 UCITS | OK | #28 | 10.55% | 2026-06-24 | 0 | Up to date |
| HCAN | HSBC MSCI Canada UCITS ETF | OK | #29 | 10.19% | 2026-06-24 | 0 | Up to date |
| H50E | HSBC EURO STOXX 50 UCITS | OK | #30 | 10.16% | 2026-06-24 | 0 | Up to date |
| UC15 | UBS CMCI Composite SF ETF USD Acc GBP | OK | #31 | 8.63% | 2026-06-24 | 0 | Up to date |
| TDGB | VanEck Morningstar Developed Markets Dividend Leaders ETF GBP | OK | #32 | 8.37% | 2026-06-24 | 0 | Up to date |
| L100 | Amundi FTSE 100 Swap ETF Acc | OK | #33 | 8.15% | 2026-06-24 | 0 | Up to date |
| FVUB | Franklin FTSE Brazil UCITS ETF GBP | OK | #34 | 7.52% | 2026-06-24 | 0 | Up to date |
| IUFS | iShares S&P 500 USD Financials | OK | #35 | 5.26% | 2026-06-24 | 0 | Up to date |
| IEMB | iShares JP Morgan USD EM Bond ETF USD Dist | OK | #36 | 4.21% | 2026-06-24 | 0 | Up to date |
| XDWH | db x-trackers MSCI Wd Health Care | OK | #37 | 4.12% | 2026-06-24 | 0 | Up to date |
| IKSA | iShares MSCI Saudi Arabia Capped UCITS ETF USD Acc | OK | #38 | 3.63% | 2026-06-24 | 0 | Up to date |
| SPAG | iShares Agribusiness ETF USD Acc GBP | OK | #39 | 3.14% | 2026-06-24 | 0 | Up to date |
| XCX3 | Xtrackers MSCI Malaysia UCITS ETF 1C | OK | #40 | 2.59% | 2026-06-24 | 0 | Up to date |
| DGTL | iShares Digital Security UCITS ETF | OK | #41 | 2.40% | 2026-06-24 | 0 | Up to date |
| U71G | Amundi US Treasury 7-10Y ETF Dist GBP | OK | #42 | 2.35% | 2026-06-24 | 0 | Up to date |
| SPOG | iShares Oil & Gas Exploration & Production | OK | #43 | 1.89% | 2026-06-24 | 0 | Up to date |
| INRL | L&G India INR UCITS ETF | OK | #44 | 0.53% | 2026-06-24 | 0 | Up to date |
| FLXI | Franklin FTSE India UCITS | OK | #78 | -1.11% | 2026-06-24 | 0 | Up to date |
| HMCH | HSBC MSCI China UCITS | OK | #79 | -6.54% | 2026-06-24 | 0 | Up to date |
| XSD2 | db x-trackers ShortDAX x2 Daily UCITS 1C | OK | #80 | -8.79% | 2026-06-24 | 0 | Up to date |
| Symbol | Name | Category | Theme | Proposed | Status | Actions |
|---|---|---|---|---|---|---|
| CNYA | iShares MSCI China A UCITS USD | regional | US Equity | 2026-05-19 | confirmed | Confirmed |
| ISF | iShares Core FTSE 100 UCITS | regional | UK Equity | 2026-05-19 | rejected | Rejected |
| FLXI | Franklin FTSE India UCITS | regional | India | 2026-05-19 | confirmed | Confirmed |
| XSD2 | db x-trackers ShortDAX x2 Daily UCITS 1C | sector | Technology | 2026-05-19 | confirmed | Confirmed |
| SPXS | Source S&P 500 UCITS | regional | US Equity | 2026-05-19 | confirmed | Confirmed |
| INRG | iShares Global Clean Energy UCITS | regional | Developed + Emerging World | 2026-05-19 | confirmed | Confirmed |
| IUMO | iShares Edge MSCI USA Momentum Factor UCITS USD Ac | regional | US Equity | 2026-05-19 | confirmed | Confirmed |
| IUFS | iShares S&P 500 USD Financials | regional | US Equity | 2026-05-19 | confirmed | Confirmed |
| IUVL | iShares Edge MSCI USA Value Factor | regional | US Equity | 2026-05-19 | confirmed | Confirmed |
| HMCH | HSBC MSCI China UCITS | regional | China | 2026-05-19 | confirmed | Confirmed |
| EIMI | iShares Core MSCI Emerging Markets IMI UCITS | regional | Emerging Markets | 2026-05-20 | confirmed | Confirmed |
| EIMU | iShares Core MSCI EM IMI UCITS ETF USD Dist | regional | Emerging Markets | 2026-05-20 | confirmed | Confirmed |
| IASH | iShares MSCI China A UCITS USD | regional | China | 2026-05-21 | confirmed | Confirmed |
| KWEB | KraneShares CSI China Internet | regional | China | 2026-05-21 | confirmed | Confirmed |
| SUSM | iShares Sust MSCI EM SRI | regional | Emerging Markets | 2026-05-21 | confirmed | Confirmed |
| BNKS | iShares S&P U.S. Banks | theme | Thematic | 2026-05-21 | confirmed | Confirmed |
| RBOT | iShares Automation & Robotics Acc | theme | Thematic | 2026-05-21 | confirmed | Confirmed |
| ISDE | iShares MSCI EM Islamic | regional | Emerging Markets | 2026-05-21 | confirmed | Confirmed |
| HMEF | HSBC MSCI Emerging Markets UCITS | regional | Emerging Markets | 2026-05-21 | confirmed | Confirmed |
| SMEA | iShares MSCI Europe UCITS Acc | regional | Europe | 2026-05-22 | rejected | Rejected |
| VERX | Vanguard FTSE Dev Europe x UK | regional | Europe | 2026-05-22 | rejected | Rejected |
| IDVY | iShares EURO Dividend UCITS | regional | Europe | 2026-05-22 | rejected | Rejected |
| IEVL | iShares MSCI Europe Value Factor | regional | Europe | 2026-05-22 | rejected | Rejected |
| IAUP | iShares S&P Gold Producers UCITS | sector | Materials | 2026-06-22 | pending_review | |
| IMEU | iShares MSCI Europe UCITS Dist | regional | Europe | 2026-05-22 | rejected | Rejected |
| GDXJ | VanEck Junior Gold Miners | sector | Materials | 2026-06-22 | pending_review | |
| CB5 | Amundi MSCI Europe Banks UCITS | regional | Europe | 2026-05-22 | rejected | Rejected |
| XMEX | db x-trackers MSCI Mexico UCITS DR 1C | regional | Latin America | 2026-05-22 | rejected | Rejected |
| EUE | iShares EURO STOXX 50 UCITS Dist | regional | Europe | 2026-05-22 | rejected | Rejected |
| H50E | HSBC EURO STOXX 50 UCITS | regional | Europe | 2026-05-29 | confirmed | Confirmed |
| IFSE | iShares Edge MSCI Europe MF GBp | regional | Europe | 2026-06-05 | confirmed | Confirmed |
| IBZL | iShares MSCI Brazil UCITS Dist | regional | Latin America | 2026-06-08 | confirmed | Confirmed |
| XDWH | db x-trackers MSCI Wd Health Care | sector | Healthcare | 2026-06-10 | confirmed | Confirmed |
| IDAP | iShares Asia Pacific Dividend UCITS | regional | Asia Pacific | 2026-06-11 | confirmed | Confirmed |
| IAPD | iShares Asia Pacific Dividend UCITS | regional | Asia Pacific | 2026-06-11 | confirmed | Confirmed |
| IOGP | iShares S&P Commodity Producers Oil and Gas UCITS | sector | Energy | 2026-06-11 | confirmed | Confirmed |
| IPRP | iShares European Property Yield UCITS | sector | Real Estate | 2026-06-18 | confirmed | Confirmed |
| AUCO | ETFX DAXGlobal Gold Mining GO UCITS | sector | Materials | 2026-06-23 | pending_review | |
| CIND | iShares Dow Jones Industrial Average UCITS | sector | Industrials | 2026-06-23 | pending_review |
| Time | Type | Symbol | Details |
|---|---|---|---|
| 2026-06-11T11:19 | PROPOSED | IOGP | Proposed from investpy/yfinance screener |
| 2026-06-18T16:02 | PROPOSED | IPRP | Proposed from investpy/yfinance screener |
| 2026-06-22T07:51 | PROPOSED | IAUP | Re-proposed (was rejected >30d ago) from investpy/yfinance screener |
| 2026-06-22T07:51 | PROPOSED | GDXJ | Re-proposed (was rejected >30d ago) from investpy/yfinance screener |
| 2026-06-22T16:36 | CONFIRMED | IDAP | Confirmed and added to universe in category regional |
| 2026-06-22T16:36 | CONFIRMED | IAPD | Confirmed and added to universe in category regional |
| 2026-06-22T16:36 | CONFIRMED | IOGP | Confirmed and added to universe in category sector |
| 2026-06-22T16:36 | CONFIRMED | IPRP | Confirmed and added to universe in category sector |
| 2026-06-23T16:02 | PROPOSED | AUCO | Proposed from investpy/yfinance screener |
| 2026-06-23T16:02 | PROPOSED | CIND | Proposed from investpy/yfinance screener |
| Pillar | Score | Key Metrics | Notes |
|---|---|---|---|
| Data Freshness | 100.0 | Positions: 100.0 | Universe: 100.0 | Price data age for live positions and ranked universe |
| Stop Loss Health | 94.0 | 5 position(s) tracked | PLACEHOLDER: Stop-loss health is computed from local state only. Future enhancement will compare against live broker stop orders via portal scraping. |
| Universe Maintenance | 100.0 | 82 ok / 0 stale / 0 delisted / 0 missing | ETF universe data quality |
| Broker Consistency | 100.0 | Reconcile: 2026-06-26 | Discrepancies: 0 | Local state vs broker reality |