| 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 | £100,952 | £132,184 | +£31,232 | +30.9% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £55,946 | 44.5% | 42.3% | +22.6% | +£10,307 | -4.9% |
| Diversification ETF | £19,587 | 15.0% | 14.8% | +10.1% | +£1,802 | -1.2% |
| Single Investment | £16,629 | 10.0% | 12.6% | +105.2% | +£8,527 | +25.8% |
| Diversification Stocks | £14,303 | 11.0% | 10.8% | +25.3% | +£2,886 | -1.6% |
| Investments | £13,535 | 10.0% | 10.2% | +30.0% | +£3,122 | +2.4% |
| Healthcare ETF | £7,585 | 6.0% | 5.7% | +5.8% | +£419 | -4.4% |
| Healthcare Stocks | £3,829 | 3.0% | 2.9% | +26.2% | +£796 | -3.4% |
| Potentials | £770 | 0.5% | 0.6% | +8.3% | +£59 | +16.5% |
| Ticker | Company | Total |
|---|---|---|
| O | Realty Income | £46 |
| MET | MetLife | £34 |
| VHYL | Vanguard FTSE All-World High Dividend Yield (Dist) | £27 |
| MRK | Merck & Co | £20 |
| XOM | Exxon Mobil | £15 |
| Ticker | Company | Value | Weight | Profit | Return |
|---|---|---|---|---|---|
| VWRP | Allworld ETF | £38,595 | 29.2% | +£7,487 | +24.1% |
| NVDA | Nvidia | £16,629 | 12.6% | +£8,527 | +105.2% |
| VUAG | S&P 500 ETF | £11,195 | 8.5% | +£2,203 | +24.5% |
| VEUA | Developed Europe ETF | £6,156 | 4.7% | +£617 | +11.2% |
| IUHC | S&P 500 Healthcare ETF | £5,061 | 3.8% | +£303 | +6.4% |
| CAT | Caterpillar | £3,825 | 2.9% | +£1,920 | +100.8% |
| VFEG | Emerging Markets ETF | £3,820 | 2.9% | +£407 | +11.9% |
| VHYL | Allworld Dividend ETF | £3,686 | 2.8% | +£236 | +6.8% |
| IUSU | S&P 500 Utilities ETF | £3,223 | 2.4% | +£250 | +8.4% |
| GOOGL | Alphabet | £2,805 | 2.1% | +£1,435 | +104.8% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| BRK.B | Berkshire Hathaway | £1,460 | -£75 | -4.9% |
| LMT | Lockheed Martin | £1,023 | -£40 | -3.8% |
| VAGU | Global Aggregate Bond ETF | £2,749 | +£20 | +0.7% |
| HEAL | Healthcare Innovation ETF | £787 | +£30 | +3.9% |
| PG | Procter & Gamble | £1,749 | +£43 | +2.5% |
| DIS | The Walt Disney Company | £1,216 | +£58 | +5.0% |
| ATRL | AtkinsRealis Group | £1,087 | +£62 | +6.0% |
| O | Realty Income | £718 | +£66 | +10.1% |
| WHCA | World Healthcare ETF | £1,737 | +£86 | +5.2% |
| WLDS | Small Cap ETF | £1,912 | +£107 | +5.9% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £16,629 | +34.5% | +£5,745 | 56 |
| MSFT | Microsoft | £2,326 | +39.0% | +£908 | 54 |
| META | Meta Platforms | £2,254 | +29.7% | +£670 | 60 |
| LLY | Eli Lilly | £1,957 | +31.9% | +£625 | 29 |
| GOOGL | Alphabet | £2,805 | +11.3% | +£318 | 55 |
| ATRL | AtkinsRealis Group | £1,087 | +27.3% | +£297 | 15 |
| DIS | The Walt Disney Company | £1,216 | +23.7% | +£289 | 29 |
| LMT | Lockheed Martin | £1,023 | +26.1% | +£268 | 20 |
| MRK | Merck & Co | £1,872 | +13.2% | +£247 | 27 |
| AMZN | Amazon | £2,094 | +11.1% | +£233 | 64 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 72,178 | 54.6% |
| Dollar | 58,904 | 44.6% |
| CAN Dollar | 1,087 | 0.8% |
| Euro | 15 | 0.0% |