| 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 | £103,602 | £139,656 | +£36,054 | +34.8% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £60,433 | 44.5% | 43.3% | +25.3% | +£12,191 | -2.8% |
| Diversification ETF | £20,349 | 15.0% | 14.6% | +5.0% | +£968 | -2.9% |
| Semiconductors | £17,701 | — | 12.7% | +81.7% | +£7,960 | — |
| Diversification Stocks | £15,833 | 11.0% | 11.3% | +14.9% | +£2,060 | +3.1% |
| Convictions | £11,341 | — | 8.1% | +31.2% | +£2,700 | — |
| Healthcare ETF | £8,287 | 6.0% | 5.9% | +6.4% | +£501 | -1.1% |
| Healthcare Stocks | £4,870 | 3.0% | 3.5% | +22.4% | +£893 | +16.2% |
| Potentials | £841 | 0.5% | 0.6% | +18.4% | +£131 | +20.5% |
| Ticker | Company | Total |
|---|---|---|
| O | Realty Income | £52 |
| MET | MetLife | £34 |
| VHYL | Vanguard FTSE All-World High Dividend Yield | £27 |
| PG | Procter & Gamble | £22 |
| CAT | Caterpillar | £21 |
| Ticker | Company | Value | Weight | Profit | Return |
|---|---|---|---|---|---|
| VWRP | Allworld ETF | £41,191 | 29.5% | +£8,918 | +27.6% |
| NVDA | Nvidia | £14,572 | 10.4% | +£7,965 | +120.5% |
| VUAG | S&P 500 ETF | £11,803 | 8.4% | +£2,811 | +31.3% |
| VEUA | Developed Europe ETF | £7,440 | 5.3% | +£462 | +6.6% |
| IUHC | S&P 500 Healthcare ETF | £5,389 | 3.9% | +£333 | +6.6% |
| VFEG | Emerging Markets ETF | £4,102 | 2.9% | +£455 | +12.5% |
| VHYL | Allworld Dividend ETF | £4,069 | 2.9% | +£315 | +8.4% |
| XOM | Exxon Mobil | £3,190 | 2.3% | +£780 | +32.4% |
| IGLN | Gold ETF | £3,143 | 2.2% | +£12 | +0.4% |
| VAGU | Global Aggregate Bond ETF | £3,073 | 2.2% | -£14 | -0.5% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| ATRL | AtkinsRealis Group | £1,092 | -£126 | -10.3% |
| LMT | Lockheed Martin | £2,008 | -£58 | -2.8% |
| IUSU | S&P 500 Utilities ETF | £2,031 | -£49 | -2.3% |
| TSM | Taiwan Semiconductors | £2,134 | -£16 | -0.8% |
| BRK.B | Berkshire Hathaway | £1,705 | -£15 | -0.9% |
| VAGU | Global Aggregate Bond ETF | £3,073 | -£14 | -0.5% |
| JPM | JP Morgan | £1,767 | -£13 | -0.7% |
| AMAT | Applied Materials | £496 | -£3 | -0.6% |
| JNJ | Johnson & Johnson | £450 | -£0 | -0.0% |
| IGLN | Gold ETF | £3,143 | +£12 | +0.4% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £14,572 | +24.0% | +£3,499 | 56 |
| MSFT | Microsoft | £2,829 | +34.8% | +£985 | 54 |
| LLY | Eli Lilly | £2,273 | +38.5% | +£875 | 29 |
| META | Meta Platforms | £2,474 | +26.0% | +£644 | 60 |
| LMT | Lockheed Martin | £2,008 | +24.9% | +£501 | 20 |
| XOM | Exxon Mobil | £3,190 | +12.1% | +£386 | 22 |
| MRK | Merck & Co | £2,147 | +17.7% | +£380 | 27 |
| DIS | The Walt Disney Company | £1,221 | +25.3% | +£309 | 29 |
| ATRL | AtkinsRealis Group | £1,092 | +25.8% | +£281 | 15 |
| AMZN | Amazon | £2,283 | +8.7% | +£198 | 64 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 76,826 | 55.0% |
| Dollar | 61,724 | 44.2% |
| CAN Dollar | 1,092 | 0.8% |
| Euro | 15 | 0.0% |