| 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 | £101,202 | £135,200 | +£33,998 | +33.6% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £57,563 | 44.5% | 42.6% | +23.5% | +£10,938 | -4.3% |
| Diversification ETF | £19,719 | 15.0% | 14.6% | +5.5% | +£1,031 | -2.8% |
| Single Investment | £17,013 | 10.0% | 12.6% | +110.0% | +£8,911 | +25.8% |
| Diversification Stocks | £14,621 | 11.0% | 10.8% | +21.8% | +£2,618 | -1.7% |
| Investments | £14,021 | 10.0% | 10.4% | +33.9% | +£3,547 | +3.7% |
| Healthcare ETF | £7,518 | 6.0% | 5.6% | +3.0% | +£216 | -7.3% |
| Healthcare Stocks | £3,925 | 3.0% | 2.9% | +15.1% | +£515 | -3.2% |
| Potentials | £820 | 0.5% | 0.6% | +15.3% | +£109 | +21.3% |
| Ticker | Company | Total |
|---|---|---|
| O | Realty Income | £49 |
| 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 | £39,877 | 29.5% | +£8,094 | +25.5% |
| NVDA | Nvidia | £17,013 | 12.6% | +£8,911 | +110.0% |
| VUAG | S&P 500 ETF | £11,449 | 8.5% | +£2,458 | +27.3% |
| VEUA | Developed Europe ETF | £6,237 | 4.6% | +£386 | +6.6% |
| IUHC | S&P 500 Healthcare ETF | £5,004 | 3.7% | +£116 | +2.4% |
| CAT | Caterpillar | £4,184 | 3.1% | +£2,279 | +119.7% |
| VFEG | Emerging Markets ETF | £3,958 | 2.9% | +£546 | +16.0% |
| VHYL | Allworld Dividend ETF | £3,726 | 2.8% | +£244 | +7.0% |
| GOOGL | Alphabet | £3,259 | 2.4% | +£1,889 | +138.0% |
| IUSU | S&P 500 Utilities ETF | £3,186 | 2.4% | -£45 | -1.4% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| LMT | Lockheed Martin | £985 | -£125 | -11.2% |
| BRK.B | Berkshire Hathaway | £1,447 | -£88 | -5.7% |
| IUSU | S&P 500 Utilities ETF | £3,186 | -£45 | -1.4% |
| PG | Procter & Gamble | £1,763 | -£34 | -1.9% |
| VAGU | Global Aggregate Bond ETF | £2,729 | -£32 | -1.2% |
| JPM | JP Morgan | £1,488 | +£4 | +0.3% |
| MSFT | Microsoft | £2,272 | +£20 | +0.9% |
| HEAL | Healthcare Innovation ETF | £788 | +£24 | +3.2% |
| ATRL | AtkinsRealis Group | £1,141 | +£47 | +4.3% |
| O | Realty Income | £712 | +£60 | +9.2% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £17,013 | +24.0% | +£4,085 | 56 |
| LLY | Eli Lilly | £2,078 | +38.5% | +£800 | 29 |
| MSFT | Microsoft | £2,272 | +34.8% | +£791 | 54 |
| META | Meta Platforms | £2,056 | +26.0% | +£535 | 60 |
| MRK | Merck & Co | £1,847 | +17.7% | +£327 | 27 |
| DIS | The Walt Disney Company | £1,253 | +25.3% | +£317 | 29 |
| ATRL | AtkinsRealis Group | £1,141 | +25.8% | +£294 | 15 |
| GOOGL | Alphabet | £3,259 | +8.0% | +£262 | 56 |
| LMT | Lockheed Martin | £985 | +24.9% | +£246 | 20 |
| AMZN | Amazon | £2,224 | +8.7% | +£193 | 64 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 73,980 | 54.7% |
| Dollar | 60,064 | 44.4% |
| CAN Dollar | 1,141 | 0.8% |
| Euro | 15 | 0.0% |