Stocks and Shares ISA is comfortably beating the FTSE 100 in 2026. Here's what I'm doing now

A personal investing piece argues that a Stocks and Shares ISA has outperformed major benchmarks in 2026, citing roughly 15% growth since January. The author says the portfolio’s gains were supported by earlier, opportunistic buying during weaker sentiment and by careful capital allocation amid volatility. They highlight Shopify and CrowdStrike as key performers in the first half, noting CrowdStrike’s strong momentum. The article also points to other holdings that lagged, including Intuitive Surgical and MercadoLibre, as diversification offsets some winners. On the portfolio’s current stance, the author shifts to a more cautious approach, citing elevated growth-stock valuations. CrowdStrike’s quarterly metrics include revenue up 26% to $1.47bn and annual recurring revenue up 25% to $5.84bn, with shares trading at about 208x forecast earnings and 49x trailing sales.