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How is your portfolio doing this year?
May 12, 2026
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There are moments in investing where simply being “in the market” is enough.
And then there are moments where where you are positioned, how you are positioned, and who is managing your money becomes the difference between average returns… and exceptional ones.
April was one of those months.
Markets rallied strongly across the globe.
The headlines were positive.
Risk appetite returned.
Technology surged.
US earnings exploded higher.
And investors globally finally started to feel optimistic again.
The FTSE All-Share delivered a respectable +2.8%.
A good month.
But whilst many investors were celebrating “solid” returns…
TPP delivered a composite return of:
Not only materially ahead of the UK market…
But competitive with some of the strongest global equity markets on the planet.
And THIS is exactly why we built TPP differently.
Because in our opinion, the traditional wealth management industry has conditioned investors to accept mediocrity.
To accept:
We reject that mindset entirely.
At TPP, we believe active management should actually do something.
When opportunities emerge, portfolios should adapt.
When volatility appears, it should be used.
When momentum builds, it should be captured.
Not ignored.
That is precisely what happened throughout April....
The US led global markets decisively.
The S&P 500 surged +10.5%, driven by one of the strongest earnings seasons in years.
Technology giants delivered.
Financials surprised.
AI momentum accelerated further.
And investors who positioned correctly were rewarded handsomely.
Meanwhile:
Why?
Because market leadership mattered.
And this is something many traditional wealth managers consistently fail to address.
They build static portfolios.
Slow-moving portfolios.
“Balanced” portfolios.
Portfolios that often sound sensible…
But rarely maximise opportunity.
At TPP, we actively position around where we believe the strongest opportunities exist.
That active conviction made a huge difference in April....
One of the standout performers of the month.
This strategy captured the AI-led concentration rally with precision and aggression.
While many investors remain underexposed to the biggest structural technological shift in decades…
TPP portfolios were already positioned.
Another exceptional month.
Financial stocks delivered far stronger earnings than many analysts expected, and this strategy benefited massively from that disconnect.
Again, this comes back to positioning.
Markets reward preparation.
This is something investors often misunderstand.
Strong performance does NOT need to mean reckless exposure.
Our hedged funds participated strongly in the rally whilst maintaining risk controls.
Participation matters.
But intelligent participation matters more.
Perhaps the biggest misconception in investing is that volatility is automatically bad.
It isn’t.
For active investors, volatility creates opportunity.
Our long/flat strategies demonstrated this perfectly throughout April.
This strategy once again proved something we’ve said for years:
There ARE opportunities in UK markets.
You just cannot afford to sit passively and hope.
Our trading team actively bought weakness, sold strength, navigated volatility, and locked in gains.
A moving market can be traded.
And that’s where TPP stands apart from the stale and outdated wealth management model.
Most firms:
TPP actively manages money.
There’s a difference.
And over time, that difference compounds dramatically.
Not every great strategy needs fireworks.
Cambridge Futures has quietly continued doing what it does best:
Delivering steady, reliable returns.
Now sitting at +9.7% year-to-date, it has once again shown why many investors value consistency just as much as explosive upside.
Because successful investing is not about chasing headlines.
It’s about building portfolios capable of compounding intelligently across multiple market environments.
While equities rallied strongly, bond markets told a very different story.
Inflation concerns are re-emerging globally.
Energy prices remain volatile.
Central banks remain cautious.
And interest rate expectations are shifting higher once again.
UK inflation ticked up to 3.3%.
Markets are now pricing further Bank of England rate hikes.
Government borrowing costs continue climbing.
And geopolitical tensions remain firmly in the background.
In other words?
The easy environment investors hoped for still doesn’t exist.
Which is exactly why active portfolio management matters more than ever.
Because the remainder of 2026 is unlikely to be a smooth, straight line higher.
There will be volatility.
There will be rotations.
There will be panic.
There will be opportunities.
And in climates like this, your portfolio cannot afford to stand still.
More and more investors are starting to ask difficult questions:
Why am I paying huge fees for average performance?
Why does my wealth manager never talk about benchmarks?
Why does my portfolio always feel reactive instead of proactive?
Why am I taking all the downside… without seeing enough upside?
Those frustrations are exactly why TPP exists.
We built TPP for investors who are tired of:
We built it for investors who want:
And April was another example of what that can look like when execution meets opportunity....
What excites us most isn’t one month.
It’s the direction of travel.
The traction is building.
The technology is improving.
The strategies are evolving.
And the opportunity set ahead still feels enormous.
We genuinely believe the investing industry is changing.
Investors are demanding more.
More transparency.
More performance focus.
More innovation.
More accountability.
And frankly?
It’s about time.
If your current portfolio feels:
Maybe it’s time to look at something different.
Because investors only get one financial life.
And sitting in outdated portfolios for the next 10 years hoping things improve is a dangerous strategy.
Book a completely FREE portfolio consultation call with the TPP team today. CLICK HERE.....
We’ll show you:
No pressure.
No obligation.
Just an honest conversation about whether your portfolio is truly working hard enough for you.
Because average investing results can have a devastating long-term impact on your future.
And deep down…
Most investors already know they deserve better.
“TPP might just be about to revolutionise investment for the retail market.”
- London Stock Exchange 2020
