| 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 | £159,515 | +£40,313 | +33.8% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| Core ETFs | £69,697 | 44.0% | 43.7% | +23.8% | +£13,417 | -0.7% |
| Diversification ETF | £21,527 | 14.0% | 13.5% | +4.1% | +£843 | -3.6% |
| Diversification Stocks | £20,512 | 13.0% | 12.9% | +10.4% | +£1,941 | -1.1% |
| Semiconductors | £18,396 | 12.0% | 11.5% | +68.9% | +£7,506 | -3.9% |
| Convictions | £11,950 | 8.0% | 7.5% | +25.9% | +£2,458 | -6.4% |
| Healthcare ETF | £9,154 | 4.5% | 5.7% | +14.6% | +£1,166 | +27.5% |
| Healthcare Stocks | £7,562 | 4.5% | 4.7% | +25.2% | +£1,521 | +5.3% |
| Potentials | £718 | 0.5% | 0.5% | +8.2% | +£54 | -9.9% |
| 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 | £45,750 | 28.7% | +£9,711 | +26.9% |
| VUAG | S&P 500 ETF | £13,837 | 8.7% | +£3,113 | +29.0% |
| NVDA | Nvidia | £13,809 | 8.7% | +£7,194 | +108.7% |
| VEUA | Developed Europe ETF | £10,110 | 6.3% | +£593 | +6.2% |
| IUHC | S&P 500 Healthcare ETF | £5,815 | 3.6% | +£760 | +15.0% |
| VFEG | Emerging Markets ETF | £5,145 | 3.2% | +£489 | +10.5% |
| VHYL | Allworld Dividend ETF | £4,563 | 2.9% | +£383 | +9.2% |
| LMT | Lockheed Martin | £3,731 | 2.3% | -£121 | -3.1% |
| IGLN | Gold ETF | £3,669 | 2.3% | -£375 | -9.3% |
| VAGU | Global Aggregate Bond ETF | £3,098 | 1.9% | +£5 | +0.1% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| IGLN | Gold ETF | £3,669 | -£375 | -9.3% |
| LMT | Lockheed Martin | £3,731 | -£121 | -3.1% |
| MSFT | Microsoft | £2,773 | -£100 | -3.5% |
| AVGO | Broadcom | £957 | -£95 | -9.0% |
| DIS | The Walt Disney Company | £1,142 | -£29 | -2.5% |
| DIS | The Walt Disney Company | £36 | -£1 | -2.9% |
| VAGU | Global Aggregate Bond ETF | £3,098 | +£5 | +0.1% |
| PG | Procter & Gamble | £2,805 | +£38 | +1.4% |
| AAPL | Apple | £266 | +£48 | +22.2% |
| BRK.B | Berkshire Hathaway | £2,408 | +£52 | +2.2% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £13,809 | +48.2% | +£6,655 | 58 |
| MSFT | Microsoft | £2,773 | +43.2% | +£1,198 | 55 |
| META | Meta Platforms | £2,789 | +25.9% | +£722 | 58 |
| LMT | Lockheed Martin | £3,731 | +18.7% | +£696 | 19 |
| AMZN | Amazon | £2,363 | +27.1% | +£640 | 61 |
| GOOGL | Alphabet | £2,348 | +22.5% | +£528 | 53 |
| TSM | Taiwan Semiconductors | £2,228 | +18.2% | +£405 | 18 |
| XOM | Exxon Mobil | £2,273 | +15.8% | +£360 | 21 |
| AVGO | Broadcom | £957 | +36.4% | +£348 | 45 |
| PG | Procter & Gamble | £2,805 | +10.2% | +£285 | 23 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 86,775 | 54.4% |
| Dollar | 72,741 | 45.6% |