| 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 | £101,202 | £138,359 | +£37,157 | +36.7% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £60,128 | 44.5% | 43.5% | +24.6% | +£11,886 | -2.3% |
| Diversification ETF | £20,337 | 15.0% | 14.7% | +4.9% | +£956 | -2.0% |
| Single Investment | £15,546 | 10.0% | 11.2% | +135.3% | +£8,939 | +12.4% |
| Diversification Stocks | £14,908 | 11.0% | 10.8% | +16.8% | +£2,144 | -2.0% |
| Investments | £14,355 | 10.0% | 10.4% | +37.1% | +£3,881 | +3.8% |
| Healthcare ETF | £8,131 | 6.0% | 5.9% | +4.4% | +£345 | -2.0% |
| Healthcare Stocks | £4,135 | 3.0% | 3.0% | +17.2% | +£608 | -0.4% |
| Potentials | £818 | 0.5% | 0.6% | +15.1% | +£107 | +18.2% |
| Ticker | Company | Total |
|---|---|---|
| O | Realty Income | £49 |
| MET | MetLife | £34 |
| VHYL | Vanguard FTSE All-World High Dividend Yield (Dist) | £27 |
| PG | Procter & Gamble | £22 |
| MRK | Merck & Co | £20 |
| Ticker | Company | Value | Weight | Profit | Return |
|---|---|---|---|---|---|
| VWRP | Allworld ETF | £41,061 | 29.7% | +£8,789 | +27.2% |
| NVDA | Nvidia | £15,546 | 11.2% | +£8,939 | +135.3% |
| VUAG | S&P 500 ETF | £11,807 | 8.5% | +£2,815 | +31.3% |
| VEUA | Developed Europe ETF | £7,260 | 5.2% | +£282 | +4.0% |
| IUHC | S&P 500 Healthcare ETF | £5,286 | 3.8% | +£230 | +4.6% |
| VFEG | Emerging Markets ETF | £3,993 | 2.9% | +£477 | +13.6% |
| VHYL | Allworld Dividend ETF | £3,968 | 2.9% | +£278 | +7.5% |
| CAT | Caterpillar | £3,348 | 2.4% | +£1,787 | +114.4% |
| GOOGL | Alphabet | £3,306 | 2.4% | +£1,937 | +141.5% |
| VAGU | Global Aggregate Bond ETF | £2,959 | 2.1% | +£2 | +0.1% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| LMT | Lockheed Martin | £1,257 | -£96 | -7.1% |
| IUSU | S&P 500 Utilities ETF | £2,647 | -£82 | -3.0% |
| ATRL | AtkinsRealis Group | £1,141 | -£76 | -6.3% |
| PG | Procter & Gamble | £1,877 | -£72 | -3.7% |
| JPM | JP Morgan | £1,691 | -£48 | -2.8% |
| BRK.B | Berkshire Hathaway | £1,526 | -£11 | -0.7% |
| VAGU | Global Aggregate Bond ETF | £2,959 | +£2 | +0.1% |
| HEAL | Healthcare Innovation ETF | £812 | +£15 | +1.9% |
| O | Realty Income | £732 | +£46 | +6.8% |
| IGLN | Gold ETF | £2,861 | +£55 | +1.9% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £15,546 | +24.0% | +£3,733 | 56 |
| LLY | Eli Lilly | £2,169 | +38.5% | +£834 | 29 |
| MSFT | Microsoft | £2,362 | +34.8% | +£822 | 54 |
| META | Meta Platforms | £2,100 | +26.0% | +£546 | 60 |
| MRK | Merck & Co | £1,966 | +17.7% | +£348 | 27 |
| LMT | Lockheed Martin | £1,257 | +24.9% | +£313 | 20 |
| DIS | The Walt Disney Company | £1,223 | +25.3% | +£310 | 29 |
| ATRL | AtkinsRealis Group | £1,141 | +25.8% | +£294 | 15 |
| GOOGL | Alphabet | £3,306 | +8.0% | +£266 | 56 |
| PG | Procter & Gamble | £1,877 | +10.6% | +£199 | 22 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 76,867 | 55.6% |
| Dollar | 60,335 | 43.6% |
| CAN Dollar | 1,141 | 0.8% |
| Euro | 15 | 0.0% |