In case anyone is curious this chart shows the current approximate split of our ‘more adventurous’ capital allocated to Double Bubbler investments. This was based on closing market prices and exchange rates as of 21:00 UTC yesterday.
As you can see EnSilica (ENSI.L) represents about half of the capital allocation, followed by SES A.S. (SESG.PA) at about 27%, Reddit (RDDT) at about 10%, Vertical Aerospace (EVTL) at about 7% and Intuitive Machines (LUNR) at about 3%.
As usual my Musings While Collecting Dollars ($$$) blog has the current shareholding and average price paid per share. That said, I need to create a page for my new investment in Invinity Energy Systems (IES.L) and will do that in the near future.
Double Bubbler Portfolio Allocation (31st January 2026)
byu/_DoubleBubbler_ inDoubleBubbler
