| Pie | Value | Weight | Target | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| Core ETFs | £69,553 | 43.5% | 44.0% | +23.6% | +£13,273 | -1.2% |
| Diversification ETF | £21,606 | 13.5% | 14.0% | +4.5% | +£923 | -3.5% |
| Diversification Stocks | £20,689 | 12.9% | 13.0% | +11.4% | +£2,118 | -0.6% |
| Semiconductors | £19,005 | 11.9% | 12.0% | +74.5% | +£8,115 | -1.0% |
| Convictions | £11,805 | 7.4% | 8.0% | +24.4% | +£2,313 | -7.8% |
| Healthcare ETF | £9,108 | 5.7% | 4.5% | +14.0% | +£1,119 | +26.5% |
| Healthcare Stocks | £7,577 | 4.7% | 4.5% | +25.4% | +£1,537 | +5.2% |
| Potentials | £674 | 0.4% | 0.5% | +1.5% | +£10 | -15.8% |
| Position | Pie | Value | Return | Profit |
|---|---|---|---|---|
| VWRP Allworld ETF | Core ETFs | £45,621 | +26.6% | +£9,582 |
| NVDA Nvidia | Semiconductors | £14,428 | +118.1% | +£7,813 |
| VUAG S&P 500 ETF | Core ETFs | £13,776 | +28.5% | +£3,052 |
| VEUA Developed Europe ETF | Core ETFs | £10,156 | +6.7% | +£639 |
| IUHC S&P 500 Healthcare ETF | Healthcare ETF | £5,798 | +14.7% | +£742 |
| VFEG Emerging Markets ETF | Diversification ETF | £5,151 | +10.6% | +£494 |
| VHYL Allworld Dividend ETF | Diversification ETF | £4,607 | +10.2% | +£428 |
| LMT Lockheed Martin | Diversification Stocks | £3,696 | -4.0% | -£156 |
| IGLN Gold ETF | Diversification ETF | £3,693 | -8.7% | -£352 |
| VAGU Global Aggregate Bond ETF | Diversification ETF | £3,090 | -0.1% | -£3 |
| Stock | Rating | Upside |
|---|---|---|
| NVDA 58 analysts | STRONG BUY | +44.6% |
| MSFT 55 analysts | STRONG BUY | +43.1% |
| DIS 30 analysts | STRONG BUY | +35.9% |
| GOOGL 53 analysts | STRONG BUY | +35.6% |
| META 58 analysts | STRONG BUY | +34.7% |
| AVGO 45 analysts | STRONG BUY | +33.1% |
| AMZN 62 analysts | STRONG BUY | +32.1% |
| TSM 18 analysts | STRONG BUY | +25.7% |
| PG 23 analysts | BUY | +11.3% |
| NEE 20 analysts | BUY | +10.5% |