The Envesta PIE
A real portfolio, run in the open on Trading 212 by our founder — every holding visible, every decision written down. Shared so you can follow the reasoning, not copy the result.
The themes
Fintech. Space. AI and data. Robotics. Blockchain. Healthcare. Six areas where the founder believes innovation and capital are converging, held over years rather than weeks.
The approach
Positions built to be held and compounded, not traded.
Structural shifts where innovation and capital meet — and a story that has to keep being true.
Spread across sectors, so no single theme carries the whole thing.
Looking for positions where what you can gain meaningfully outweighs what you can lose.
The journey so far
Highlights from positions held across the community's journey — and a portfolio that finished top of its platform out of more than two hundred, in both 2023 and 2024.
Gains on positions discussed within the community, correct at time of writing. Past performance is not a guide to future returns and your capital is at risk. The Envesta PIE is shared for education and transparency — it is not a recommendation to copy trades, and it is not a substitute for your own research.