| 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 | £132,854 | +£31,902 | +31.6% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £56,417 | 44.5% | 42.5% | +23.4% | +£10,714 | -4.6% |
| Diversification ETF | £19,557 | 15.0% | 14.7% | +10.0% | +£1,772 | -1.9% |
| Single Investment | £16,411 | 10.0% | 12.3% | +102.5% | +£8,308 | +23.5% |
| Diversification Stocks | £14,511 | 11.0% | 10.9% | +27.1% | +£3,094 | -0.7% |
| Investments | £13,813 | 10.0% | 10.4% | +32.7% | +£3,400 | +4.0% |
| Healthcare ETF | £7,509 | 6.0% | 5.7% | +4.8% | +£343 | -5.8% |
| Healthcare Stocks | £3,862 | 3.0% | 2.9% | +27.3% | +£829 | -3.1% |
| Potentials | £774 | 0.5% | 0.6% | +8.9% | +£63 | +16.5% |
| 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 | £16,411 | 12.3% | +£8,308 | +102.5% |
| 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 | £5,016 | 3.8% | +£259 | +5.4% |
| CAT | Caterpillar | £4,016 | 3.0% | +£2,112 | +110.9% |
| 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 | £3,168 | 2.4% | +£1,798 | +131.3% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| LMT | Lockheed Martin | £986 | -£78 | -7.3% |
| BRK.B | Berkshire Hathaway | £1,465 | -£70 | -4.5% |
| VAGU | Global Aggregate Bond ETF | £2,719 | -£10 | -0.4% |
| HEAL | Healthcare Innovation ETF | £769 | +£12 | +1.6% |
| DIS | The Walt Disney Company | £1,202 | +£43 | +3.7% |
| PG | Procter & Gamble | £1,757 | +£52 | +3.0% |
| O | Realty Income | £711 | +£59 | +9.1% |
| MSFT | Microsoft | £2,278 | +£65 | +2.9% |
| WHCA | World Healthcare ETF | £1,724 | +£73 | +4.4% |
| ATRL | AtkinsRealis Group | £1,119 | +£94 | +9.1% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £16,411 | +24.0% | +£3,940 | 56 |
| MSFT | Microsoft | £2,278 | +34.8% | +£793 | 54 |
| LLY | Eli Lilly | £2,029 | +38.5% | +£781 | 29 |
| META | Meta Platforms | £2,061 | +26.0% | +£536 | 60 |
| MRK | Merck & Co | £1,833 | +17.7% | +£324 | 27 |
| DIS | The Walt Disney Company | £1,202 | +25.3% | +£304 | 29 |
| ATRL | AtkinsRealis Group | £1,119 | +25.8% | +£288 | 15 |
| GOOGL | Alphabet | £3,168 | +8.0% | +£255 | 56 |
| LMT | Lockheed Martin | £986 | +24.9% | +£246 | 20 |
| AMZN | Amazon | £2,178 | +8.7% | +£189 | 64 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 72,715 | 54.7% |
| Dollar | 59,007 | 44.4% |
| CAN Dollar | 1,119 | 0.8% |
| Euro | 14 | 0.0% |