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Following last Thursday's sale of XTracker AI & Big Data ETF (XAIX) in the Funds' Portfolio, I have sold the position from the JIC Portfolio. (The transfer of my SIPP to Interactive Investor is nearly done.) A small profit of £850.

In my November Review, this was my outlook section: " I know hope is not a good strategy, but it would be nice to record a strong December to cap off what has been a good year for my portfolios. I think I will be rewarded with interest rate cuts, helping equity markets to push on to new highs after what was a wobbly November. My mind then must turn to 2026. One can't ignore the concentration in the US market in the top stocks. One must pinch oneself when one sees that Nvidia

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Xtrackers Artificial Intelligence & Big Data ETF (XAIX) I have increased my exposure in both portfolios to 7.5%. As I said in my last post, " I can't help feeling that we are building up to a strong run in global equities into the year-end. A continuation of what we have seen in the last week. U.S. interest rates are on the way down, and Trump seems to be signing trade deals left, right and centre. An agreement with China, whatever that means, will be welcomed by markets." I

Xtrackers Artificial Intelligence & Big Data ETF (XAIX).   I have bought a 5.0% position in this ETF in both funds. In the JIC Portfolio,...