| 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 | £132,723 | +£31,771 | +31.5% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £56,417 | 44.5% | 42.5% | +23.4% | +£10,714 | -4.5% |
| Diversification ETF | £19,565 | 15.0% | 14.7% | +10.0% | +£1,779 | -1.7% |
| Single Investment | £16,297 | 10.0% | 12.3% | +101.1% | +£8,194 | +22.8% |
| Diversification Stocks | £14,516 | 11.0% | 10.9% | +27.1% | +£3,099 | -0.6% |
| Investments | £13,774 | 10.0% | 10.4% | +32.3% | +£3,361 | +3.8% |
| Healthcare ETF | £7,518 | 6.0% | 5.7% | +4.9% | +£352 | -5.6% |
| Healthcare Stocks | £3,865 | 3.0% | 2.9% | +27.4% | +£832 | -2.9% |
| Potentials | £772 | 0.5% | 0.6% | +8.7% | +£61 | +16.4% |
| 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 | £39,014 | 29.4% | +£7,842 | +25.2% |
| NVDA | Nvidia | £16,297 | 12.3% | +£8,194 | +101.1% |
| VUAG | S&P 500 ETF | £11,265 | 8.5% | +£2,273 | +25.3% |
| VEUA | Developed Europe ETF | £6,138 | 4.6% | +£599 | +10.8% |
| IUHC | S&P 500 Healthcare ETF | £5,024 | 3.8% | +£266 | +5.6% |
| CAT | Caterpillar | £4,028 | 3.0% | +£2,124 | +111.5% |
| VFEG | Emerging Markets ETF | £3,825 | 2.9% | +£413 | +12.1% |
| VHYL | Allworld Dividend ETF | £3,690 | 2.8% | +£240 | +7.0% |
| IUSU | S&P 500 Utilities ETF | £3,277 | 2.5% | +£304 | +10.2% |
| GOOGL | Alphabet | £3,167 | 2.4% | +£1,798 | +131.3% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| LMT | Lockheed Martin | £985 | -£79 | -7.4% |
| BRK.B | Berkshire Hathaway | £1,461 | -£74 | -4.8% |
| VAGU | Global Aggregate Bond ETF | £2,723 | -£6 | -0.2% |
| HEAL | Healthcare Innovation ETF | £770 | +£13 | +1.7% |
| DIS | The Walt Disney Company | £1,199 | +£40 | +3.5% |
| PG | Procter & Gamble | £1,761 | +£55 | +3.2% |
| O | Realty Income | £712 | +£60 | +9.2% |
| MSFT | Microsoft | £2,281 | +£68 | +3.1% |
| WHCA | World Healthcare ETF | £1,724 | +£73 | +4.4% |
| ATRL | AtkinsRealis Group | £1,115 | +£90 | +8.8% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £16,297 | +24.0% | +£3,913 | 56 |
| MSFT | Microsoft | £2,281 | +34.8% | +£794 | 54 |
| LLY | Eli Lilly | £2,035 | +38.5% | +£783 | 29 |
| META | Meta Platforms | £2,048 | +26.0% | +£533 | 60 |
| MRK | Merck & Co | £1,830 | +17.7% | +£324 | 27 |
| DIS | The Walt Disney Company | £1,199 | +25.3% | +£303 | 29 |
| ATRL | AtkinsRealis Group | £1,115 | +25.8% | +£287 | 15 |
| GOOGL | Alphabet | £3,167 | +8.0% | +£255 | 56 |
| LMT | Lockheed Martin | £985 | +24.9% | +£246 | 20 |
| AMZN | Amazon | £2,178 | +8.7% | +£189 | 64 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 72,716 | 54.8% |
| Dollar | 58,878 | 44.4% |
| CAN Dollar | 1,115 | 0.8% |
| Euro | 14 | 0.0% |