| 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 | £156,462 | +£37,610 | +31.6% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| Core ETFs | £68,028 | 44.0% | 43.5% | +21.6% | +£12,098 | -1.2% |
| Diversification ETF | £21,340 | 14.0% | 13.6% | +3.4% | +£707 | -2.6% |
| Diversification Stocks | £20,260 | 13.0% | 12.9% | +9.2% | +£1,711 | -0.4% |
| Semiconductors | £18,469 | 12.0% | 11.8% | +69.8% | +£7,590 | -1.6% |
| Convictions | £11,608 | 8.0% | 7.4% | +22.3% | +£2,116 | -7.3% |
| Healthcare ETF | £8,767 | 4.5% | 5.6% | +9.7% | +£778 | +24.5% |
| Healthcare Stocks | £7,229 | 4.5% | 4.6% | +19.8% | +£1,193 | +2.7% |
| Potentials | £761 | 0.5% | 0.5% | +7.0% | +£50 | -2.8% |
| 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 | £44,670 | 28.6% | +£8,894 | +24.9% |
| NVDA | Nvidia | £13,992 | 8.9% | +£7,385 | +111.8% |
| VUAG | S&P 500 ETF | £13,567 | 8.7% | +£2,842 | +26.5% |
| VEUA | Developed Europe ETF | £9,791 | 6.3% | +£362 | +3.8% |
| IUHC | S&P 500 Healthcare ETF | £5,578 | 3.6% | +£523 | +10.3% |
| VFEG | Emerging Markets ETF | £5,073 | 3.2% | +£428 | +9.2% |
| VHYL | Allworld Dividend ETF | £4,485 | 2.9% | +£316 | +7.6% |
| LMT | Lockheed Martin | £3,789 | 2.4% | -£60 | -1.6% |
| IGLN | Gold ETF | £3,741 | 2.4% | -£294 | -7.3% |
| VAGU | Global Aggregate Bond ETF | £3,086 | 2.0% | -£0 | -0.0% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| IGLN | Gold ETF | £3,741 | -£294 | -7.3% |
| AVGO | Broadcom | £940 | -£111 | -10.5% |
| LMT | Lockheed Martin | £3,789 | -£60 | -1.6% |
| MSFT | Microsoft | £2,858 | -£15 | -0.5% |
| VAGU | Global Aggregate Bond ETF | £3,086 | -£0 | -0.0% |
| DIS | The Walt Disney Company | £38 | +£0 | +0.2% |
| DIS | The Walt Disney Company | £1,176 | +£7 | +0.6% |
| BRK.B | Berkshire Hathaway | £2,369 | +£15 | +0.7% |
| AAPL | Apple | £242 | +£25 | +11.5% |
| NEE | NextEra Energy | £2,083 | +£34 | +1.7% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £13,992 | +46.9% | +£6,560 | 59 |
| MSFT | Microsoft | £2,858 | +39.4% | +£1,125 | 55 |
| META | Meta Platforms | £2,479 | +43.2% | +£1,071 | 59 |
| AMZN | Amazon | £2,305 | +30.4% | +£702 | 62 |
| LMT | Lockheed Martin | £3,789 | +18.0% | +£682 | 19 |
| GOOGL | Alphabet | £2,436 | +19.7% | +£480 | 53 |
| AVGO | Broadcom | £940 | +39.5% | +£372 | 45 |
| NEE | NextEra Energy | £2,083 | +16.0% | +£334 | 19 |
| TSM | Taiwan Semiconductors | £2,246 | +12.9% | +£289 | 18 |
| XOM | Exxon Mobil | £2,370 | +12.0% | +£285 | 22 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 84,845 | 54.2% |
| Dollar | 71,603 | 45.8% |
| Euro | 14 | 0.0% |