| Pie | Value | Weight | Target | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| Healthcare ETF | £91,522 | 54.8% | 4.5% | +1463.8% | +£85,669 | +1118.5% |
| Diversification Stocks | £33,495 | 20.1% | 13.0% | +142.6% | +£19,688 | +54.4% |
| Diversification ETF | £29,735 | 17.8% | 14.0% | +353.0% | +£23,171 | +27.2% |
| Convictions | £6,745 | 4.0% | 8.0% | -28.9% | -£2,746 | -49.5% |
| Semiconductors | £2,876 | 1.7% | 12.0% | -67.1% | -£5,864 | -85.6% |
| Healthcare Stocks | £2,544 | 1.5% | 4.5% | -57.9% | -£3,499 | -66.1% |
| Position | Pie | Value | Return | Profit |
|---|---|---|---|---|
| IUHC S&P 500 Healthcare ETF | Healthcare ETF | £57,792 | +1043.1% | +£52,736 |
| HEAL Healthcare Innovation ETF | Healthcare ETF | £33,730 | +4134.1% | +£32,933 |
| IGLN Gold ETF | Diversification ETF | £29,397 | +566.3% | +£24,985 |
| DIS The Walt Disney Company | Diversification Stocks | £12,946 | +1004.2% | +£11,773 |
| CAT Caterpillar | Diversification Stocks | £9,880 | +834.1% | +£8,822 |
| NEE NextEra Energy | Diversification Stocks | £4,753 | +131.5% | +£2,700 |
| O Realty Income | Diversification Stocks | £2,857 | +160.0% | +£1,758 |
| AMZN Amazon | Convictions | £2,616 | +38.5% | +£727 |
| GOOGL Alphabet | Convictions | £1,698 | +45.7% | +£533 |
| JPM JP Morgan | Diversification Stocks | £1,550 | -28.7% | -£623 |
| Stock | Rating | Upside |
|---|---|---|
| NVDA 58 analysts | STRONG BUY | +38.1% |
| META 57 analysts | STRONG BUY | +28.2% |
| DIS 30 analysts | STRONG BUY | +22.5% |
| AMZN 61 analysts | STRONG BUY | +18.1% |
| GOOGL 55 analysts | STRONG BUY | +18.1% |
| NEE 19 analysts | BUY | +15.2% |
| MSFT 53 analysts | STRONG BUY | +13.5% |
| CAT 26 analysts | BUY | +10.1% |
| XOM 22 analysts | BUY | +9.8% |
| PG 23 analysts | BUY | +9.5% |