| 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 | £100,952 | £131,900 | +£30,948 | +30.7% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £55,856 | 44.5% | 42.4% | +22.4% | +£10,217 | -4.8% |
| Diversification ETF | £19,535 | 15.0% | 14.8% | +9.8% | +£1,750 | -1.3% |
| Single Investment | £16,621 | 10.0% | 12.6% | +105.1% | +£8,518 | +26.0% |
| Diversification Stocks | £14,062 | 11.0% | 10.7% | +23.2% | +£2,645 | -3.1% |
| Investments | £13,622 | 10.0% | 10.3% | +30.8% | +£3,209 | +3.3% |
| Healthcare ETF | £7,628 | 6.0% | 5.8% | +6.5% | +£462 | -3.6% |
| Healthcare Stocks | £3,796 | 3.0% | 2.9% | +25.2% | +£763 | -4.1% |
| Potentials | £779 | 0.5% | 0.6% | +9.6% | +£68 | +18.1% |
| Ticker | Company | Total |
|---|---|---|
| O | Realty Income | £46 |
| 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 | £38,549 | 29.2% | +£7,441 | +23.9% |
| NVDA | Nvidia | £16,621 | 12.6% | +£8,518 | +105.1% |
| VUAG | S&P 500 ETF | £11,155 | 8.5% | +£2,164 | +24.1% |
| VEUA | Developed Europe ETF | £6,152 | 4.7% | +£613 | +11.1% |
| IUHC | S&P 500 Healthcare ETF | £5,081 | 3.9% | +£323 | +6.8% |
| VFEG | Emerging Markets ETF | £3,845 | 2.9% | +£432 | +12.7% |
| CAT | Caterpillar | £3,685 | 2.8% | +£1,781 | +93.5% |
| VHYL | Allworld Dividend ETF | £3,678 | 2.8% | +£228 | +6.6% |
| IUSU | S&P 500 Utilities ETF | £3,175 | 2.4% | +£202 | +6.8% |
| GOOGL | Alphabet | £2,784 | 2.1% | +£1,415 | +103.3% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| BRK.B | Berkshire Hathaway | £1,447 | -£87 | -5.7% |
| PG | Procter & Gamble | £1,713 | +£8 | +0.5% |
| LMT | Lockheed Martin | £1,072 | +£9 | +0.8% |
| VAGU | Global Aggregate Bond ETF | £2,752 | +£23 | +0.8% |
| HEAL | Healthcare Innovation ETF | £803 | +£46 | +6.1% |
| ATRL | AtkinsRealis Group | £1,080 | +£54 | +5.3% |
| O | Realty Income | £713 | +£61 | +9.4% |
| DIS | The Walt Disney Company | £1,222 | +£64 | +5.5% |
| WHCA | World Healthcare ETF | £1,745 | +£94 | +5.7% |
| WLDS | Small Cap ETF | £1,914 | +£110 | +6.1% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £16,621 | +32.9% | +£5,475 | 56 |
| MSFT | Microsoft | £2,392 | +38.6% | +£924 | 54 |
| META | Meta Platforms | £2,283 | +27.6% | +£629 | 60 |
| LLY | Eli Lilly | £1,951 | +31.5% | +£615 | 29 |
| GOOGL | Alphabet | £2,784 | +11.6% | +£322 | 56 |
| ATRL | AtkinsRealis Group | £1,080 | +26.1% | +£282 | 15 |
| AMZN | Amazon | £2,059 | +13.2% | +£273 | 64 |
| DIS | The Walt Disney Company | £1,222 | +20.8% | +£254 | 29 |
| PG | Procter & Gamble | £1,713 | +13.6% | +£234 | 22 |
| MRK | Merck & Co | £1,845 | +10.9% | +£200 | 27 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 72,040 | 54.6% |
| Dollar | 58,766 | 44.6% |
| CAN Dollar | 1,080 | 0.8% |
| Euro | 15 | 0.0% |