| 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 | £119,202 | £159,583 | +£40,381 | +33.9% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| Core ETFs | £69,677 | 44.0% | 43.7% | +23.8% | +£13,397 | -0.8% |
| Diversification ETF | £21,536 | 14.0% | 13.5% | +4.1% | +£853 | -3.6% |
| Diversification Stocks | £20,465 | 13.0% | 12.8% | +10.2% | +£1,895 | -1.4% |
| Semiconductors | £18,573 | 12.0% | 11.6% | +70.5% | +£7,683 | -3.0% |
| Convictions | £12,048 | 8.0% | 7.5% | +26.9% | +£2,556 | -5.6% |
| Healthcare ETF | £9,115 | 4.5% | 5.7% | +14.1% | +£1,127 | +26.9% |
| Healthcare Stocks | £7,476 | 4.5% | 4.7% | +23.8% | +£1,435 | +4.1% |
| Potentials | £693 | 0.5% | 0.4% | +4.3% | +£29 | -13.2% |
| Ticker | Company | Total |
|---|---|---|
| O | Realty Income | £55 |
| VHYL | Vanguard FTSE All-World High Dividend Yield (Dist) | £47 |
| MET | MetLife | £34 |
| VHYL | Vanguard FTSE All-World High Dividend Yield | £27 |
| NEE | NextEra Energy | £26 |
| Ticker | Company | Value | Weight | Profit | Return |
|---|---|---|---|---|---|
| VWRP | Allworld ETF | £45,705 | 28.6% | +£9,666 | +26.8% |
| NVDA | Nvidia | £14,006 | 8.8% | +£7,391 | +111.7% |
| VUAG | S&P 500 ETF | £13,817 | 8.7% | +£3,093 | +28.8% |
| VEUA | Developed Europe ETF | £10,155 | 6.4% | +£638 | +6.7% |
| IUHC | S&P 500 Healthcare ETF | £5,798 | 3.6% | +£742 | +14.7% |
| VFEG | Emerging Markets ETF | £5,150 | 3.2% | +£493 | +10.6% |
| VHYL | Allworld Dividend ETF | £4,568 | 2.9% | +£389 | +9.3% |
| IGLN | Gold ETF | £3,684 | 2.3% | -£361 | -8.9% |
| LMT | Lockheed Martin | £3,628 | 2.3% | -£225 | -5.8% |
| VAGU | Global Aggregate Bond ETF | £3,099 | 1.9% | +£5 | +0.2% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| IGLN | Gold ETF | £3,684 | -£361 | -8.9% |
| LMT | Lockheed Martin | £3,628 | -£225 | -5.8% |
| AVGO | Broadcom | £964 | -£88 | -8.4% |
| MSFT | Microsoft | £2,836 | -£37 | -1.3% |
| DIS | The Walt Disney Company | £1,150 | -£21 | -1.8% |
| DIS | The Walt Disney Company | £37 | -£1 | -2.2% |
| VAGU | Global Aggregate Bond ETF | £3,099 | +£5 | +0.2% |
| BRK.B | Berkshire Hathaway | £2,379 | +£23 | +1.0% |
| PG | Procter & Gamble | £2,795 | +£28 | +1.0% |
| AAPL | Apple | £276 | +£59 | +27.0% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £14,006 | +46.9% | +£6,569 | 58 |
| MSFT | Microsoft | £2,836 | +40.0% | +£1,134 | 56 |
| META | Meta Platforms | £2,760 | +27.1% | +£747 | 58 |
| LMT | Lockheed Martin | £3,628 | +20.1% | +£731 | 19 |
| AMZN | Amazon | £2,374 | +26.2% | +£622 | 62 |
| GOOGL | Alphabet | £2,334 | +24.1% | +£563 | 53 |
| TSM | Taiwan Semiconductors | £2,226 | +24.4% | +£544 | 18 |
| AVGO | Broadcom | £964 | +35.8% | +£345 | 45 |
| PG | Procter & Gamble | £2,795 | +10.8% | +£301 | 23 |
| NEE | NextEra Energy | £2,165 | +12.9% | +£280 | 20 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 86,735 | 54.4% |
| Dollar | 72,848 | 45.6% |