| Pie | Value | Weight | Target | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| Core ETFs | £69,677 | 43.6% | 44.0% | +23.8% | +£13,397 | -0.9% |
| Diversification ETF | £21,533 | 13.5% | 14.0% | +4.1% | +£850 | -3.7% |
| Diversification Stocks | £20,513 | 12.8% | 13.0% | +10.5% | +£1,943 | -1.2% |
| Semiconductors | £18,691 | 11.7% | 12.0% | +71.6% | +£7,801 | -2.5% |
| Convictions | £11,993 | 7.5% | 8.0% | +26.4% | +£2,502 | -6.2% |
| Healthcare ETF | £9,112 | 5.7% | 4.5% | +14.1% | +£1,124 | +26.8% |
| Healthcare Stocks | £7,532 | 4.7% | 4.5% | +24.7% | +£1,492 | +4.8% |
| Potentials | £688 | 0.4% | 0.5% | +3.6% | +£24 | -13.8% |
| Position | Pie | Value | Return | Profit |
|---|---|---|---|---|
| VWRP Allworld ETF | Core ETFs | £45,705 | +26.8% | +£9,666 |
| NVDA Nvidia | Semiconductors | £14,098 | +113.1% | +£7,483 |
| VUAG S&P 500 ETF | Core ETFs | £13,817 | +28.8% | +£3,093 |
| VEUA Developed Europe ETF | Core ETFs | £10,155 | +6.7% | +£638 |
| IUHC S&P 500 Healthcare ETF | Healthcare ETF | £5,795 | +14.6% | +£740 |
| VFEG Emerging Markets ETF | Diversification ETF | £5,150 | +10.6% | +£493 |
| VHYL Allworld Dividend ETF | Diversification ETF | £4,568 | +9.3% | +£389 |
| IGLN Gold ETF | Diversification ETF | £3,682 | -9.0% | -£362 |
| LMT Lockheed Martin | Diversification Stocks | £3,643 | -5.4% | -£210 |
| VAGU Global Aggregate Bond ETF | Diversification ETF | £3,097 | +0.1% | +£4 |
| Stock | Rating | Upside |
|---|---|---|
| NVDA 58 analysts | STRONG BUY | +45.8% |
| MSFT 56 analysts | STRONG BUY | +40.2% |
| AVGO 45 analysts | STRONG BUY | +35.7% |
| DIS 30 analysts | STRONG BUY | +32.6% |
| META 58 analysts | STRONG BUY | +27.8% |
| AMZN 62 analysts | STRONG BUY | +26.4% |
| GOOGL 53 analysts | STRONG BUY | +24.9% |
| TSM 18 analysts | STRONG BUY | +23.1% |
| LMT 19 analysts | HOLD | +19.6% |
| NEE 20 analysts | BUY | +12.8% |