The post labour portfolio
Skin in the game.
Every holding tracked in detail: entry price, current valuation, and investment rationale.
Personal portfolio, documented for transparencyNot financial advicePrices as of 28 August 2026
01 / The thesis
Every position here follows one argument: AI and robotics are severing the link between human labour and corporate earnings.
Read the thesis — Is This Time Truly Different?02 / The allocation
How the pie is cut.
Target weights by holding, grouped by theme. Select a slice or a row.
Platforms & Cloud22%
Semiconductors & Hardware20%
Critical Materials10%
Robotics & Autonomy9%
Energy & Electrification8%
Life Sciences8%
AI Applications4%
Digital Entertainment1%
03 / Holdings
What I own, and why.
- Invested
- £3,715.11
- Current value
- £3,871.76
- Return
- +4.2%
Select a holding to open the full case.
Invested £292.44Value £338.50+15.8%
Position reportSpaceX — The Investment CaseOpenInvested £219.00Value £230.74+5.4%
Position reportNvidia — The Investment CaseOpenInvested £213.11Value £213.15+0.0%
Position reportAlphabet — The Investment CaseOpenInvested £242.41Value £232.65−4.0%
Position reportiShares S&P 500 Utilities Sector — The Investment CaseOpenInvested £213.03Value £270.00+26.7%
Position reportMicrosoft — The Investment CaseOpenInvested £217.33Value £235.89+8.5%
Position reportAmazon — The Investment CaseOpenInvested £107.03Value £106.32−0.7%
Position reportASML — The Investment CaseOpenInvested £92.75Value £88.86−4.2%
Position reportEaton — The Investment CaseOpenInvested £28.08Value £32.41+15.4%
Position reportGlobal X Copper Miners — The Investment CaseOpenInvested £414.67Value £403.49−2.7%
Position reportMeta Platforms — The Investment CaseOpenInvested £52.58Value £61.64+17.2%
Position reportVanEck Rare Earth & Strategic Metals — The Investment CaseOpenInvested £174.37Value £165.68−5.0%
Position reportBroadcom — The Investment CaseOpenInvested £284.13Value £278.11−2.1%
Position reportGlobal X Robotics & Artificial Intelligence — The Investment CaseOpenInvested £90.88Value £90.09−0.9%
Position reportMicron Technology — The Investment CaseOpenInvested —Value —Opening
Position reportPalantir — The Investment CaseOpenInvested £131.25Value £134.50+2.5%
Position reportVanEck Space Innovators — The Investment CaseOpenInvested £242.48Value £235.41−2.9%
Position reportApple — The Investment CaseOpenInvested £316.17Value £314.10−0.7%
Position reportTesla — The Investment CaseOpenInvested £138.87Value £159.51+14.9%
Position reportWisdomTree BioRevolution — The Investment CaseOpenInvested £130.83Value £166.20+27.0%
Position reportARK Genomic Revolution — The Investment CaseOpenInvested £113.70Value £114.51+0.7%
Position reportVanEck Video Gaming & eSports — The Investment CaseOpen04 / Portfolio log
A record of changes.
- Portfolio published
First public snapshot of the Post-Labour Economy portfolio: 21 holdings, with cost basis and valuations as of this date.