| Pie | Value | Weight | Target | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| Core ETFs | £69,621 | 43.6% | 44.0% | +23.7% | +£13,341 | -1.0% |
| Diversification ETF | £21,580 | 13.5% | 14.0% | +4.3% | +£896 | -3.5% |
| Diversification Stocks | £20,528 | 12.8% | 13.0% | +10.5% | +£1,958 | -1.2% |
| Semiconductors | £18,705 | 11.7% | 12.0% | +71.8% | +£7,815 | -2.5% |
| Convictions | £12,002 | 7.5% | 8.0% | +26.4% | +£2,511 | -6.1% |
| Healthcare ETF | £9,144 | 5.7% | 4.5% | +14.5% | +£1,156 | +27.2% |
| Healthcare Stocks | £7,538 | 4.7% | 4.5% | +24.8% | +£1,497 | +4.8% |
| Potentials | £684 | 0.4% | 0.5% | +3.0% | +£20 | -14.4% |
| Position | Pie | Value | Return | Profit |
|---|---|---|---|---|
| VWRP Allworld ETF | Core ETFs | £45,627 | +26.6% | +£9,588 |
| NVDA Nvidia | Semiconductors | £14,108 | +113.3% | +£7,493 |
| VUAG S&P 500 ETF | Core ETFs | £13,796 | +28.6% | +£3,072 |
| VEUA Developed Europe ETF | Core ETFs | £10,198 | +7.2% | +£681 |
| IUHC S&P 500 Healthcare ETF | Healthcare ETF | £5,820 | +15.1% | +£764 |
| VFEG Emerging Markets ETF | Diversification ETF | £5,124 | +10.0% | +£467 |
| VHYL Allworld Dividend ETF | Diversification ETF | £4,592 | +9.9% | +£413 |
| IGLN Gold ETF | Diversification ETF | £3,718 | -8.1% | -£326 |
| LMT Lockheed Martin | Diversification Stocks | £3,645 | -5.4% | -£207 |
| VAGU Global Aggregate Bond ETF | Diversification ETF | £3,098 | +0.1% | +£5 |
| Stock | Rating | Upside |
|---|---|---|
| NVDA 58 analysts | STRONG BUY | +45.8% |
| MSFT 56 analysts | STRONG BUY | +40.2% |
| AVGO 45 analysts | STRONG BUY | +35.7% |
| DIS 30 analysts | STRONG BUY | +32.6% |
| META 58 analysts | STRONG BUY | +27.8% |
| AMZN 62 analysts | STRONG BUY | +26.4% |
| GOOGL 53 analysts | STRONG BUY | +24.9% |
| TSM 18 analysts | STRONG BUY | +23.1% |
| LMT 19 analysts | HOLD | +19.6% |
| NEE 20 analysts | BUY | +12.8% |