| 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 | £118,852 | £159,247 | +£40,395 | +34.0% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| Core ETFs | £69,717 | 44.0% | 43.8% | +24.6% | +£13,787 | -0.5% |
| Diversification ETF | £21,813 | 14.0% | 13.7% | +5.7% | +£1,180 | -2.2% |
| Diversification Stocks | £20,663 | 13.0% | 13.0% | +11.3% | +£2,093 | -0.2% |
| Semiconductors | £18,770 | 12.0% | 11.8% | +72.5% | +£7,891 | -1.8% |
| Convictions | £11,724 | 8.0% | 7.4% | +23.5% | +£2,232 | -8.0% |
| Healthcare ETF | £8,659 | 4.5% | 5.4% | +8.4% | +£670 | +20.8% |
| Healthcare Stocks | £7,039 | 4.5% | 4.4% | +16.5% | +£998 | -1.8% |
| Potentials | £862 | 0.5% | 0.5% | +30.9% | +£203 | +8.3% |
| Ticker | Company | Total |
|---|---|---|
| O | Realty Income | £55 |
| MET | MetLife | £34 |
| VHYL | Vanguard FTSE All-World High Dividend Yield | £27 |
| PG | Procter & Gamble | £25 |
| XOM | Exxon Mobil | £24 |
| Ticker | Company | Value | Weight | Profit | Return |
|---|---|---|---|---|---|
| VWRP | Allworld ETF | £45,799 | 28.8% | +£10,023 | +28.0% |
| NVDA | Nvidia | £14,163 | 8.9% | +£7,555 | +114.3% |
| VUAG | S&P 500 ETF | £13,840 | 8.7% | +£3,116 | +29.1% |
| VEUA | Developed Europe ETF | £10,078 | 6.3% | +£648 | +6.9% |
| IUHC | S&P 500 Healthcare ETF | £5,507 | 3.5% | +£452 | +8.9% |
| VFEG | Emerging Markets ETF | £5,220 | 3.3% | +£576 | +12.4% |
| VHYL | Allworld Dividend ETF | £4,579 | 2.9% | +£410 | +9.8% |
| IGLN | Gold ETF | £3,876 | 2.4% | -£159 | -3.9% |
| LMT | Lockheed Martin | £3,844 | 2.4% | -£9 | -0.2% |
| VAGU | Global Aggregate Bond ETF | £3,103 | 1.9% | +£17 | +0.5% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| IGLN | Gold ETF | £3,876 | -£159 | -3.9% |
| AVGO | Broadcom | £942 | -£109 | -10.4% |
| MSFT | Microsoft | £2,782 | -£91 | -3.2% |
| LMT | Lockheed Martin | £3,844 | -£9 | -0.2% |
| DIS | The Walt Disney Company | £38 | +£1 | +2.0% |
| VAGU | Global Aggregate Bond ETF | £3,103 | +£17 | +0.5% |
| DIS | The Walt Disney Company | £1,199 | +£28 | +2.4% |
| AAPL | Apple | £249 | +£32 | +14.7% |
| HEAL | Healthcare Innovation ETF | £848 | +£51 | +6.5% |
| BRK.B | Berkshire Hathaway | £2,414 | +£58 | +2.5% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £14,163 | +42.8% | +£6,056 | 59 |
| MSFT | Microsoft | £2,782 | +43.0% | +£1,195 | 55 |
| META | Meta Platforms | £2,522 | +39.0% | +£983 | 59 |
| LMT | Lockheed Martin | £3,844 | +16.3% | +£627 | 19 |
| AMZN | Amazon | £2,366 | +26.1% | +£618 | 63 |
| XOM | Exxon Mobil | £2,223 | +20.1% | +£446 | 22 |
| GOOGL | Alphabet | £2,480 | +16.3% | +£404 | 53 |
| AVGO | Broadcom | £942 | +37.4% | +£352 | 45 |
| NEE | NextEra Energy | £2,144 | +12.8% | +£275 | 19 |
| MRK | Merck & Co | £2,018 | +12.8% | +£258 | 27 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 86,748 | 54.5% |
| Dollar | 72,483 | 45.5% |
| Euro | 16 | 0.0% |