| 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 | £103,602 | £143,252 | +£39,650 | +38.3% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| Core ETFs | £62,902 | 44.0% | 43.9% | +25.9% | +£12,927 | -0.2% |
| Diversification ETF | £20,493 | 14.0% | 14.3% | +6.0% | +£1,157 | +2.2% |
| Semiconductors | £17,728 | 12.0% | 12.4% | +82.0% | +£7,987 | +3.1% |
| Diversification Stocks | £16,271 | 13.0% | 11.4% | +10.8% | +£1,590 | -12.6% |
| Convictions | £11,737 | 8.0% | 8.2% | +30.7% | +£2,758 | +2.4% |
| Healthcare ETF | £8,453 | 4.5% | 5.9% | +5.8% | +£465 | +31.1% |
| Healthcare Stocks | £4,809 | 4.5% | 3.4% | +20.9% | +£832 | -25.4% |
| Potentials | £858 | 0.5% | 0.6% | +20.7% | +£147 | +19.8% |
| 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 | £41,593 | 29.0% | +£9,320 | +28.9% |
| NVDA | Nvidia | £14,526 | 10.1% | +£7,918 | +119.8% |
| VUAG | S&P 500 ETF | £13,789 | 9.6% | +£3,064 | +28.6% |
| VEUA | Developed Europe ETF | £7,521 | 5.2% | +£543 | +7.8% |
| IUHC | S&P 500 Healthcare ETF | £5,356 | 3.7% | +£300 | +5.9% |
| VFEG | Emerging Markets ETF | £4,855 | 3.4% | +£550 | +12.8% |
| VHYL | Allworld Dividend ETF | £4,125 | 2.9% | +£333 | +8.8% |
| IGLN | Gold ETF | £3,752 | 2.6% | -£23 | -0.6% |
| VAGU | Global Aggregate Bond ETF | £3,087 | 2.1% | -£0 | -0.0% |
| MSFT | Microsoft | £2,943 | 2.0% | +£70 | +2.4% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| PG | Procter & Gamble | £2,182 | -£76 | -3.4% |
| LMT | Lockheed Martin | £2,309 | -£63 | -2.6% |
| BRK.B | Berkshire Hathaway | £1,898 | -£27 | -1.4% |
| IGLN | Gold ETF | £3,752 | -£23 | -0.6% |
| JPM | JP Morgan | £1,767 | -£13 | -0.7% |
| JNJ | Johnson & Johnson | £442 | -£8 | -1.9% |
| VAGU | Global Aggregate Bond ETF | £3,087 | -£0 | -0.0% |
| DIS | The Walt Disney Company | £39 | +£2 | +4.2% |
| AMAT | Applied Materials | £522 | +£23 | +4.6% |
| TSM | Taiwan Semiconductors | £2,173 | +£23 | +1.1% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £14,526 | +24.0% | +£3,488 | 56 |
| MSFT | Microsoft | £2,942 | +34.8% | +£1,024 | 54 |
| LLY | Eli Lilly | £2,270 | +38.5% | +£874 | 29 |
| META | Meta Platforms | £2,480 | +26.0% | +£645 | 60 |
| LMT | Lockheed Martin | £2,309 | +24.9% | +£576 | 20 |
| MRK | Merck & Co | £2,097 | +17.7% | +£371 | 27 |
| PG | Procter & Gamble | £2,182 | +10.6% | +£231 | 22 |
| XOM | Exxon Mobil | £1,834 | +12.1% | +£222 | 22 |
| BRK.B | Berkshire Hathaway | £1,898 | +10.8% | +£206 | 3 |
| AMZN | Amazon | £2,271 | +8.7% | +£197 | 64 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 78,814 | 55.0% |
| Dollar | 64,423 | 45.0% |
| Euro | 15 | 0.0% |