| 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 | £158,276 | +£39,074 | +32.8% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| Core ETFs | £69,262 | 44.0% | 43.8% | +23.1% | +£12,982 | -0.5% |
| Diversification ETF | £21,437 | 14.0% | 13.5% | +3.6% | +£753 | -3.3% |
| Diversification Stocks | £20,330 | 13.0% | 12.8% | +9.5% | +£1,759 | -1.2% |
| Semiconductors | £18,119 | 12.0% | 11.4% | +66.4% | +£7,229 | -4.6% |
| Convictions | £12,040 | 8.0% | 7.6% | +26.9% | +£2,549 | -4.9% |
| Healthcare ETF | £9,043 | 4.5% | 5.7% | +13.2% | +£1,055 | +27.0% |
| Healthcare Stocks | £7,387 | 4.5% | 4.7% | +22.3% | +£1,346 | +3.7% |
| Potentials | £658 | 0.5% | 0.4% | -0.8% | -£6 | -16.8% |
| 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 | £45,419 | 28.7% | +£9,381 | +26.0% |
| NVDA | Nvidia | £13,775 | 8.7% | +£7,160 | +108.2% |
| VUAG | S&P 500 ETF | £13,732 | 8.7% | +£3,008 | +28.1% |
| VEUA | Developed Europe ETF | £10,110 | 6.4% | +£593 | +6.2% |
| IUHC | S&P 500 Healthcare ETF | £5,750 | 3.6% | +£694 | +13.7% |
| VFEG | Emerging Markets ETF | £5,136 | 3.2% | +£479 | +10.3% |
| VHYL | Allworld Dividend ETF | £4,544 | 2.9% | +£365 | +8.7% |
| IGLN | Gold ETF | £3,652 | 2.3% | -£393 | -9.7% |
| LMT | Lockheed Martin | £3,647 | 2.3% | -£205 | -5.3% |
| VAGU | Global Aggregate Bond ETF | £3,087 | 1.9% | -£6 | -0.2% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| IGLN | Gold ETF | £3,652 | -£393 | -9.7% |
| LMT | Lockheed Martin | £3,647 | -£205 | -5.3% |
| AVGO | Broadcom | £942 | -£111 | -10.5% |
| TSM | Taiwan Semiconductors | £2,123 | -£27 | -1.2% |
| DIS | The Walt Disney Company | £1,145 | -£26 | -2.2% |
| MSFT | Microsoft | £2,850 | -£23 | -0.8% |
| VAGU | Global Aggregate Bond ETF | £3,087 | -£6 | -0.2% |
| DIS | The Walt Disney Company | £37 | -£1 | -2.6% |
| BRK.B | Berkshire Hathaway | £2,378 | +£22 | +0.9% |
| PG | Procter & Gamble | £2,815 | +£49 | +1.8% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £13,775 | +47.9% | +£6,596 | 58 |
| MSFT | Microsoft | £2,850 | +39.3% | +£1,120 | 56 |
| LMT | Lockheed Martin | £3,647 | +20.5% | +£749 | 19 |
| META | Meta Platforms | £2,740 | +27.3% | +£747 | 58 |
| AMZN | Amazon | £2,385 | +26.4% | +£629 | 62 |
| GOOGL | Alphabet | £2,341 | +23.9% | +£561 | 53 |
| TSM | Taiwan Semiconductors | £2,123 | +25.8% | +£549 | 18 |
| AVGO | Broadcom | £942 | +37.0% | +£348 | 45 |
| PG | Procter & Gamble | £2,815 | +10.4% | +£293 | 23 |
| NEE | NextEra Energy | £2,162 | +12.9% | +£278 | 20 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 86,245 | 54.5% |
| Dollar | 72,031 | 45.5% |