| Year | Cumulative Capital | Portfolio Value | Gain | Return |
|---|---|---|---|---|
| 2023 | £19,900 | £18,908 | -£992 | -5.0% |
| 2024 | £39,902 | £53,071 | +£13,169 | +33.0% |
| 2025 | £77,702 | £104,966 | +£27,264 | +35.1% |
| 2026 | £119,202 | £159,443 | +£40,241 | +33.8% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| Core ETFs | £69,560 | 44.0% | 43.6% | +23.6% | +£13,280 | -0.8% |
| Diversification ETF | £21,444 | 14.0% | 13.4% | +3.7% | +£760 | -3.9% |
| Diversification Stocks | £20,561 | 13.0% | 12.9% | +10.7% | +£1,991 | -0.8% |
| Semiconductors | £18,440 | 12.0% | 11.6% | +69.3% | +£7,550 | -3.6% |
| Convictions | £11,979 | 8.0% | 7.5% | +26.2% | +£2,487 | -6.1% |
| Healthcare ETF | £9,162 | 4.5% | 5.8% | +14.7% | +£1,173 | +27.7% |
| Healthcare Stocks | £7,580 | 4.5% | 4.8% | +25.5% | +£1,539 | +5.7% |
| Potentials | £718 | 0.5% | 0.5% | +8.1% | +£54 | -9.9% |
| Ticker | Company | Total |
|---|---|---|
| O | Realty Income | £55 |
| VHYL | Vanguard FTSE All-World High Dividend Yield (Dist) | £47 |
| MET | MetLife | £34 |
| VHYL | Vanguard FTSE All-World High Dividend Yield | £27 |
| NEE | NextEra Energy | £26 |
| Ticker | Company | Value | Weight | Profit | Return |
|---|---|---|---|---|---|
| VWRP | Allworld ETF | £45,660 | 28.6% | +£9,621 | +26.7% |
| NVDA | Nvidia | £13,843 | 8.7% | +£7,227 | +109.2% |
| VUAG | S&P 500 ETF | £13,842 | 8.7% | +£3,118 | +29.1% |
| VEUA | Developed Europe ETF | £10,059 | 6.3% | +£541 | +5.7% |
| IUHC | S&P 500 Healthcare ETF | £5,836 | 3.7% | +£780 | +15.4% |
| VFEG | Emerging Markets ETF | £5,116 | 3.2% | +£460 | +9.9% |
| VHYL | Allworld Dividend ETF | £4,556 | 2.9% | +£377 | +9.0% |
| LMT | Lockheed Martin | £3,740 | 2.4% | -£112 | -2.9% |
| IGLN | Gold ETF | £3,626 | 2.3% | -£418 | -10.3% |
| VAGU | Global Aggregate Bond ETF | £3,101 | 1.9% | +£8 | +0.3% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| IGLN | Gold ETF | £3,626 | -£418 | -10.3% |
| LMT | Lockheed Martin | £3,740 | -£112 | -2.9% |
| MSFT | Microsoft | £2,780 | -£93 | -3.2% |
| AVGO | Broadcom | £960 | -£93 | -8.8% |
| DIS | The Walt Disney Company | £1,144 | -£26 | -2.2% |
| DIS | The Walt Disney Company | £37 | -£1 | -2.7% |
| VAGU | Global Aggregate Bond ETF | £3,101 | +£8 | +0.3% |
| PG | Procter & Gamble | £2,811 | +£45 | +1.6% |
| AAPL | Apple | £266 | +£49 | +22.5% |
| BRK.B | Berkshire Hathaway | £2,414 | +£58 | +2.5% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £13,843 | +46.5% | +£6,435 | 58 |
| MSFT | Microsoft | £2,780 | +43.4% | +£1,206 | 55 |
| META | Meta Platforms | £2,796 | +25.6% | +£715 | 58 |
| LMT | Lockheed Martin | £3,740 | +18.2% | +£682 | 19 |
| AMZN | Amazon | £2,368 | +26.2% | +£622 | 62 |
| GOOGL | Alphabet | £2,353 | +21.5% | +£505 | 53 |
| XOM | Exxon Mobil | £2,278 | +16.4% | +£374 | 21 |
| AVGO | Broadcom | £960 | +34.4% | +£330 | 45 |
| TSM | Taiwan Semiconductors | £2,233 | +14.3% | +£319 | 18 |
| PG | Procter & Gamble | £2,811 | +10.9% | +£306 | 23 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 86,587 | 54.3% |
| Dollar | 72,856 | 45.7% |