| 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 | £130,961 | +£30,009 | +29.7% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £55,410 | 44.5% | 42.3% | +21.4% | +£9,771 | -4.9% |
| Diversification ETF | £19,573 | 15.0% | 14.9% | +10.1% | +£1,787 | -0.4% |
| Single Investment | £16,368 | 10.0% | 12.5% | +102.0% | +£8,266 | +25.0% |
| Diversification Stocks | £13,990 | 11.0% | 10.7% | +22.5% | +£2,573 | -2.9% |
| Investments | £13,426 | 10.0% | 10.2% | +28.9% | +£3,013 | +2.5% |
| Healthcare ETF | £7,651 | 6.0% | 5.8% | +6.8% | +£485 | -2.6% |
| Healthcare Stocks | £3,808 | 3.0% | 2.9% | +25.5% | +£775 | -3.1% |
| Potentials | £736 | 0.5% | 0.6% | +3.6% | +£25 | +12.4% |
| 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 | £38,219 | 29.2% | +£7,111 | +22.9% |
| NVDA | Nvidia | £16,368 | 12.5% | +£8,266 | +102.0% |
| VUAG | S&P 500 ETF | £10,999 | 8.4% | +£2,008 | +22.3% |
| VEUA | Developed Europe ETF | £6,192 | 4.7% | +£653 | +11.8% |
| IUHC | S&P 500 Healthcare ETF | £5,087 | 3.9% | +£329 | +6.9% |
| VFEG | Emerging Markets ETF | £3,809 | 2.9% | +£396 | +11.6% |
| VHYL | Allworld Dividend ETF | £3,687 | 2.8% | +£237 | +6.9% |
| CAT | Caterpillar | £3,479 | 2.7% | +£1,575 | +82.7% |
| IUSU | S&P 500 Utilities ETF | £3,235 | 2.5% | +£263 | +8.8% |
| GOOGL | Alphabet | £2,777 | 2.1% | +£1,408 | +102.8% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| BRK.B | Berkshire Hathaway | £1,467 | -£68 | -4.4% |
| PG | Procter & Gamble | £1,718 | +£12 | +0.7% |
| VAGU | Global Aggregate Bond ETF | £2,742 | +£13 | +0.5% |
| HEAL | Healthcare Innovation ETF | £806 | +£49 | +6.5% |
| DIS | The Walt Disney Company | £1,209 | +£50 | +4.3% |
| O | Realty Income | £719 | +£67 | +10.3% |
| ATRL | AtkinsRealis Group | £1,095 | +£70 | +6.8% |
| WLDS | Small Cap ETF | £1,891 | +£87 | +4.8% |
| MSFT | Microsoft | £2,313 | +£100 | +4.5% |
| LMT | Lockheed Martin | £1,164 | +£100 | +9.4% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £16,368 | +35.1% | +£5,740 | 56 |
| MSFT | Microsoft | £2,313 | +41.3% | +£954 | 54 |
| LLY | Eli Lilly | £1,908 | +33.7% | +£643 | 29 |
| META | Meta Platforms | £2,278 | +27.4% | +£624 | 60 |
| GOOGL | Alphabet | £2,777 | +11.6% | +£321 | 56 |
| DIS | The Walt Disney Company | £1,209 | +24.6% | +£298 | 29 |
| ATRL | AtkinsRealis Group | £1,095 | +24.6% | +£269 | 15 |
| AMZN | Amazon | £2,021 | +13.1% | +£265 | 64 |
| PG | Procter & Gamble | £1,718 | +14.6% | +£251 | 22 |
| MRK | Merck & Co | £1,899 | +10.1% | +£192 | 27 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 71,620 | 54.7% |
| Dollar | 58,231 | 44.5% |
| CAN Dollar | 1,095 | 0.8% |
| Euro | 15 | 0.0% |