| Pie | Value | Weight | Target | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| Core ETFs | £71,443 | 43.7% | 44.0% | +26.9% | +£15,163 | -0.6% |
| Diversification ETF | £21,777 | 13.3% | 14.0% | +5.3% | +£1,094 | -4.8% |
| Diversification Stocks | £21,175 | 13.0% | 13.0% | +13.9% | +£2,584 | -0.3% |
| Semiconductors | £18,878 | 11.6% | 12.0% | +73.4% | +£7,988 | -3.7% |
| Convictions | £12,740 | 7.8% | 8.0% | +34.2% | +£3,248 | -2.5% |
| Healthcare ETF | £9,222 | 5.7% | 4.5% | +15.4% | +£1,234 | +25.5% |
| Healthcare Stocks | £7,417 | 4.5% | 4.5% | +22.7% | +£1,374 | +0.9% |
| Potentials | £679 | 0.4% | 0.5% | +2.2% | +£15 | -16.9% |
| Position | Pie | Value | Return | Profit |
|---|---|---|---|---|
| VWRP Allworld ETF | Core ETFs | £46,795 | +29.9% | +£10,756 |
| NVDA Nvidia | Semiconductors | £14,320 | +116.5% | +£7,704 |
| VUAG S&P 500 ETF | Core ETFs | £14,204 | +32.5% | +£3,480 |
| VEUA Developed Europe ETF | Core ETFs | £10,443 | +9.7% | +£926 |
| IUHC S&P 500 Healthcare ETF | Healthcare ETF | £5,869 | +16.1% | +£813 |
| VFEG Emerging Markets ETF | Diversification ETF | £5,218 | +12.1% | +£562 |
| VHYL Allworld Dividend ETF | Diversification ETF | £4,672 | +11.8% | +£492 |
| LMT Lockheed Martin | Diversification Stocks | £4,210 | +9.2% | +£354 |
| IGLN Gold ETF | Diversification ETF | £3,726 | -7.9% | -£318 |
| MSFT Microsoft | Convictions | £3,480 | +21.1% | +£607 |
| Stock | Rating | Upside |
|---|---|---|
| NVDA 58 analysts | STRONG BUY | +42.9% |
| META 57 analysts | STRONG BUY | +29.2% |
| DIS 30 analysts | STRONG BUY | +28.9% |
| ATRL 15 analysts | BUY | +26.1% |
| TSLA 40 analysts | BUY | +21.5% |
| AMZN 61 analysts | STRONG BUY | +16.5% |
| LLY 26 analysts | BUY | +14.5% |
| MSFT 53 analysts | STRONG BUY | +14.2% |
| NEE 19 analysts | BUY | +13.5% |
| GOOGL 55 analysts | STRONG BUY | +13.3% |