| 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 | £145,753 | +£26,901 | +22.6% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| Core ETFs | £65,438 | 44.0% | 44.9% | +25.0% | +£13,088 | +2.0% |
| Diversification ETF | £20,487 | 14.0% | 14.1% | +6.0% | +£1,151 | +0.4% |
| Semiconductors | £17,521 | 12.0% | 12.0% | +79.9% | +£7,780 | +0.2% |
| Diversification Stocks | £15,993 | 13.0% | 11.0% | +8.9% | +£1,311 | -15.6% |
| Convictions | £12,065 | 8.0% | 8.3% | +34.4% | +£3,086 | +3.5% |
| Healthcare ETF | £8,499 | 4.5% | 5.8% | +6.4% | +£511 | +29.6% |
| Healthcare Stocks | £4,865 | 4.5% | 3.3% | +22.3% | +£888 | -25.8% |
| Potentials | £885 | 0.5% | 0.6% | +24.5% | +£174 | +21.4% |
| 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 | £41,746 | 28.6% | +£9,474 | +29.4% |
| NVDA | Nvidia | £14,264 | 9.8% | +£7,657 | +115.9% |
| VUAG | S&P 500 ETF | £13,852 | 9.5% | +£3,128 | +29.2% |
| VEUA | Developed Europe ETF | £9,840 | 6.8% | +£486 | +5.2% |
| IUHC | S&P 500 Healthcare ETF | £5,373 | 3.7% | +£317 | +6.3% |
| VFEG | Emerging Markets ETF | £4,827 | 3.3% | +£521 | +12.1% |
| VHYL | Allworld Dividend ETF | £4,108 | 2.8% | +£316 | +8.3% |
| IGLN | Gold ETF | £3,833 | 2.6% | +£59 | +1.6% |
| MSFT | Microsoft | £3,182 | 2.2% | +£309 | +10.8% |
| VAGU | Global Aggregate Bond ETF | £3,094 | 2.1% | +£7 | +0.2% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| LMT | Lockheed Martin | £2,296 | -£75 | -3.2% |
| PG | Procter & Gamble | £2,190 | -£68 | -3.0% |
| BRK.B | Berkshire Hathaway | £1,861 | -£64 | -3.4% |
| JPM | JP Morgan | £1,723 | -£57 | -3.2% |
| JNJ | Johnson & Johnson | £432 | -£18 | -4.0% |
| DIS | The Walt Disney Company | £38 | +£1 | +2.6% |
| VAGU | Global Aggregate Bond ETF | £3,094 | +£7 | +0.2% |
| AMAT | Applied Materials | £516 | +£17 | +3.4% |
| DIS | The Walt Disney Company | £1,205 | +£36 | +3.1% |
| AAPL | Apple | £260 | +£43 | +19.8% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £14,264 | +38.0% | +£5,422 | 58 |
| MSFT | Microsoft | £3,182 | +31.3% | +£996 | 54 |
| META | Meta Platforms | £2,560 | +30.1% | +£771 | 58 |
| LMT | Lockheed Martin | £2,296 | +16.4% | +£376 | 19 |
| AMZN | Amazon | £2,316 | +14.1% | +£326 | 62 |
| XOM | Exxon Mobil | £1,777 | +15.1% | +£269 | 22 |
| PG | Procter & Gamble | £2,190 | +12.2% | +£268 | 22 |
| JPM | JP Morgan | £1,723 | +15.3% | +£264 | 21 |
| GOOGL | Alphabet | £2,363 | +10.0% | +£236 | 53 |
| NEE | NextEra Energy | £1,737 | +12.9% | +£225 | 19 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 81,272 | 55.8% |
| Dollar | 64,466 | 44.2% |
| Euro | 15 | 0.0% |