It hasn’t been a trouble-free journey for my Shares and Shares ISA and SIPP in 2025. Sadly, just a few of my inventory holdings, resembling JD Sports activities Trend and Ashtead, have produced double-digit share price losses yr thus far.

Fortunately, the disappointing returns from these canines have been offset by the efficiency of some shares which have performed rather well. Right here’s a have a look at two world-class shares which have delivered substantial positive factors for me in 2025.

Boosted by billionaire shopping for

First up is Uber (NYSE: UBER). It’s up nearly 40% this yr.

My returns have been eroded by positive factors within the British pound versus the US greenback (a danger when investing in US shares). However I’m nonetheless sitting on fabulous positive factors yr thus far.

I used to be banging on about this inventory (rather a lot) final yr. And it has come good in 2025.

It appears traders are realising that this firm ought to nonetheless be capable to compete in a world stuffed with robotaxis (which is trying like a actuality). It may even finish up being the primary demand aggregator for these autonomous autos, given its enormous person base (150m customers worldwide).

The inventory has additionally been boosted by shopping for from billionaire Invoice Ackman. He’s a really influential investor right now.

Wanting forward, I nonetheless see loads of potential right here. In the present day, Uber is rising quickly, regularly increasing into new markets, and providing new providers. This yr, income is predicted to extend about 15%.

In the meantime, the inventory is sort of low cost. At the moment, the price-to-earnings (P/E) ratio utilizing subsequent yr’s earnings forecast is simply 24. That’s not excessive relative to the top-line development anticipated.

There are dangers, after all. There are a variety of components that may affect sentiment in the direction of this inventory (and will affect development) together with Tesla’s self-driving plans and authorities regulation.

I feel the inventory has all the precise elements to be a long-term winner, nonetheless. I consider it’s price contemplating right now.

Triple the return of the FTSE 100

One other inventory that has performed effectively for me in 2025 is Rightmove (LSE: RMV). It’s up about 19%.

That’s a good return in lower than six months. For reference, the FTSE 100 index is barely up about 6%.

That is one other inventory I’ve talked up rather a lot during the last yr. For my part, it has been buying and selling too cheaply given its robust model, market place (80%+ market share within the UK property search market), unbelievable stage of profitability, and long-term development monitor document.

It appears traders have seen the sunshine this yr. The truth that the corporate is effectively insulated from Donald Trump’s tariffs has helped.

I nonetheless just like the look of this inventory right now (and consider it’s price contemplating), even after its leap this yr. At current, the forward-looking P/E ratio is barely 23 utilizing the earnings forecast for 2026.

That’s not a excessive earnings a number of given the extent of high quality right here. If this firm was listed within the US, the a number of would most likely be within the excessive 20s.

The massive danger is competitors from US rival CoStar (a a lot larger firm), which is making an attempt to seize market share within the UK. This is a matter I’m monitoring intently.

I feel Rightmove has what it takes to maintain successful, nonetheless. I see the potential for additional positive factors forward.