| Pie | Value | Weight | Target | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| Core ETFs | £71,093 | 43.6% | 44.0% | +26.3% | +£14,813 | -0.8% |
| Diversification ETF | £21,649 | 13.3% | 14.0% | +4.7% | +£966 | -5.0% |
| Diversification Stocks | £21,199 | 13.0% | 13.0% | +14.0% | +£2,607 | +0.1% |
| Semiconductors | £18,899 | 11.6% | 12.0% | +73.5% | +£8,009 | -3.3% |
| Convictions | £12,754 | 7.8% | 8.0% | +34.4% | +£3,262 | -2.1% |
| Healthcare ETF | £9,165 | 5.6% | 4.5% | +14.7% | +£1,177 | +25.1% |
| Healthcare Stocks | £7,425 | 4.6% | 4.5% | +22.9% | +£1,382 | +1.3% |
| Potentials | £678 | 0.4% | 0.5% | +2.1% | +£14 | -16.8% |
| Position | Pie | Value | Return | Profit |
|---|---|---|---|---|
| VWRP Allworld ETF | Core ETFs | £46,549 | +29.2% | +£10,510 |
| NVDA Nvidia | Semiconductors | £14,335 | +116.7% | +£7,720 |
| VUAG S&P 500 ETF | Core ETFs | £14,110 | +31.6% | +£3,386 |
| VEUA Developed Europe ETF | Core ETFs | £10,434 | +9.6% | +£917 |
| IUHC S&P 500 Healthcare ETF | Healthcare ETF | £5,831 | +15.3% | +£775 |
| VFEG Emerging Markets ETF | Diversification ETF | £5,209 | +11.9% | +£553 |
| VHYL Allworld Dividend ETF | Diversification ETF | £4,653 | +11.3% | +£474 |
| LMT Lockheed Martin | Diversification Stocks | £4,214 | +9.3% | +£359 |
| IGLN Gold ETF | Diversification ETF | £3,659 | -9.5% | -£385 |
| MSFT Microsoft | Convictions | £3,484 | +21.3% | +£611 |
| Stock | Rating | Upside |
|---|---|---|
| NVDA 58 analysts | STRONG BUY | +46.5% |
| ATRL 15 analysts | BUY | +32.4% |
| META 57 analysts | STRONG BUY | +30.2% |
| DIS 30 analysts | STRONG BUY | +28.9% |
| TSLA 40 analysts | BUY | +23.7% |
| CAT 26 analysts | BUY | +15.5% |
| MSFT 54 analysts | STRONG BUY | +15.5% |
| NEE 19 analysts | BUY | +14.4% |
| GOOGL 55 analysts | STRONG BUY | +14.3% |
| LLY 26 analysts | BUY | +13.9% |