| 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 | £103,602 | £143,001 | +£39,399 | +38.0% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| Core ETFs | £62,786 | 44.0% | 43.9% | +25.6% | +£12,812 | -0.2% |
| Diversification ETF | £20,479 | 14.0% | 14.3% | +5.9% | +£1,143 | +2.3% |
| Semiconductors | £17,423 | 12.0% | 12.2% | +78.9% | +£7,682 | +1.5% |
| Diversification Stocks | £16,262 | 13.0% | 11.4% | +10.8% | +£1,580 | -12.5% |
| Convictions | £11,803 | 8.0% | 8.2% | +31.4% | +£2,823 | +3.2% |
| Healthcare ETF | £8,498 | 4.5% | 5.9% | +6.4% | +£510 | +32.1% |
| Healthcare Stocks | £4,895 | 4.5% | 3.4% | +23.1% | +£918 | -23.9% |
| Potentials | £855 | 0.5% | 0.6% | +20.3% | +£144 | +19.6% |
| Ticker | Company | Total |
|---|---|---|
| O | Realty Income | £52 |
| MET | MetLife | £34 |
| VHYL | Vanguard FTSE All-World High Dividend Yield | £27 |
| PG | Procter & Gamble | £25 |
| CAT | Caterpillar | £21 |
| Ticker | Company | Value | Weight | Profit | Return |
|---|---|---|---|---|---|
| VWRP | Allworld ETF | £41,516 | 29.0% | +£9,243 | +28.6% |
| NVDA | Nvidia | £14,207 | 9.9% | +£7,599 | +115.0% |
| VUAG | S&P 500 ETF | £13,771 | 9.6% | +£3,047 | +28.4% |
| VEUA | Developed Europe ETF | £7,500 | 5.2% | +£522 | +7.5% |
| IUHC | S&P 500 Healthcare ETF | £5,384 | 3.8% | +£328 | +6.5% |
| VFEG | Emerging Markets ETF | £4,871 | 3.4% | +£565 | +13.1% |
| VHYL | Allworld Dividend ETF | £4,120 | 2.9% | +£329 | +8.7% |
| IGLN | Gold ETF | £3,723 | 2.6% | -£52 | -1.4% |
| VAGU | Global Aggregate Bond ETF | £3,092 | 2.2% | +£5 | +0.2% |
| MSFT | Microsoft | £2,924 | 2.0% | +£51 | +1.8% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| LMT | Lockheed Martin | £2,306 | -£66 | -2.8% |
| JPM | JP Morgan | £1,717 | -£62 | -3.5% |
| IGLN | Gold ETF | £3,723 | -£52 | -1.4% |
| BRK.B | Berkshire Hathaway | £1,894 | -£31 | -1.6% |
| PG | Procter & Gamble | £2,254 | -£4 | -0.2% |
| JNJ | Johnson & Johnson | £447 | -£3 | -0.7% |
| DIS | The Walt Disney Company | £39 | +£2 | +4.7% |
| VAGU | Global Aggregate Bond ETF | £3,092 | +£5 | +0.2% |
| AMAT | Applied Materials | £512 | +£12 | +2.5% |
| AVGO | Broadcom | £503 | +£19 | +3.9% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £14,207 | +24.0% | +£3,411 | 56 |
| MSFT | Microsoft | £2,924 | +34.8% | +£1,018 | 54 |
| LLY | Eli Lilly | £2,318 | +38.5% | +£892 | 29 |
| META | Meta Platforms | £2,481 | +26.0% | +£645 | 60 |
| LMT | Lockheed Martin | £2,306 | +24.9% | +£575 | 20 |
| MRK | Merck & Co | £2,130 | +17.7% | +£377 | 27 |
| PG | Procter & Gamble | £2,254 | +10.6% | +£239 | 22 |
| XOM | Exxon Mobil | £1,813 | +12.1% | +£220 | 22 |
| BRK.B | Berkshire Hathaway | £1,894 | +10.8% | +£205 | 3 |
| AMZN | Amazon | £2,314 | +8.7% | +£201 | 64 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 78,721 | 55.0% |
| Dollar | 64,265 | 44.9% |
| Euro | 15 | 0.0% |