| 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 | £118,852 | £157,737 | +£38,885 | +32.7% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| Core ETFs | £68,660 | 44.0% | 43.5% | +22.8% | +£12,730 | -1.1% |
| Diversification ETF | £21,540 | 14.0% | 13.7% | +4.4% | +£907 | -2.5% |
| Diversification Stocks | £20,254 | 13.0% | 12.8% | +9.2% | +£1,704 | -1.2% |
| Semiconductors | £18,660 | 12.0% | 11.8% | +71.5% | +£7,781 | -1.4% |
| Convictions | £11,875 | 8.0% | 7.5% | +25.1% | +£2,383 | -5.9% |
| Healthcare ETF | £8,730 | 4.5% | 5.5% | +9.3% | +£742 | +23.0% |
| Healthcare Stocks | £7,224 | 4.5% | 4.6% | +19.7% | +£1,188 | +1.8% |
| Potentials | £795 | 0.5% | 0.5% | +11.9% | +£84 | +0.8% |
| Ticker | Company | Total |
|---|---|---|
| O | Realty Income | £52 |
| MET | MetLife | £34 |
| VHYL | Vanguard FTSE All-World High Dividend Yield | £27 |
| PG | Procter & Gamble | £25 |
| CAT | Caterpillar | £21 |
| Ticker | Company | Value | Weight | Profit | Return |
|---|---|---|---|---|---|
| VWRP | Allworld ETF | £45,090 | 28.6% | +£9,313 | +26.0% |
| NVDA | Nvidia | £14,183 | 9.0% | +£7,576 | +114.7% |
| VUAG | S&P 500 ETF | £13,727 | 8.7% | +£3,003 | +28.0% |
| VEUA | Developed Europe ETF | £9,843 | 6.2% | +£413 | +4.4% |
| IUHC | S&P 500 Healthcare ETF | £5,560 | 3.5% | +£504 | +10.0% |
| VFEG | Emerging Markets ETF | £5,087 | 3.2% | +£443 | +9.5% |
| VHYL | Allworld Dividend ETF | £4,498 | 2.9% | +£329 | +7.9% |
| IGLN | Gold ETF | £3,909 | 2.5% | -£126 | -3.1% |
| LMT | Lockheed Martin | £3,727 | 2.4% | -£122 | -3.2% |
| VAGU | Global Aggregate Bond ETF | £3,094 | 2.0% | +£7 | +0.2% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| IGLN | Gold ETF | £3,909 | -£126 | -3.1% |
| LMT | Lockheed Martin | £3,727 | -£122 | -3.2% |
| AVGO | Broadcom | £993 | -£58 | -5.5% |
| PG | Procter & Gamble | £2,759 | -£4 | -0.1% |
| DIS | The Walt Disney Company | £38 | +£0 | +0.7% |
| VAGU | Global Aggregate Bond ETF | £3,094 | +£7 | +0.2% |
| DIS | The Walt Disney Company | £1,182 | +£13 | +1.1% |
| BRK.B | Berkshire Hathaway | £2,372 | +£19 | +0.8% |
| O | Realty Income | £1,136 | +£40 | +3.7% |
| AAPL | Apple | £264 | +£46 | +21.3% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £14,183 | +43.2% | +£6,121 | 59 |
| MSFT | Microsoft | £2,924 | +36.8% | +£1,075 | 55 |
| META | Meta Platforms | £2,506 | +41.2% | +£1,032 | 59 |
| LMT | Lockheed Martin | £3,727 | +20.6% | +£769 | 19 |
| AMZN | Amazon | £2,360 | +27.2% | +£642 | 62 |
| GOOGL | Alphabet | £2,419 | +19.1% | +£462 | 53 |
| PG | Procter & Gamble | £2,759 | +12.7% | +£350 | 22 |
| NEE | NextEra Energy | £2,107 | +15.4% | +£325 | 19 |
| AVGO | Broadcom | £993 | +30.5% | +£303 | 45 |
| XOM | Exxon Mobil | £2,392 | +12.2% | +£291 | 22 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 85,510 | 54.2% |
| Dollar | 72,213 | 45.8% |
| Euro | 15 | 0.0% |