| 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 | £101,452 | £137,127 | +£35,674 | +35.2% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £59,845 | 44.5% | 43.6% | +24.1% | +£11,603 | -1.9% |
| Diversification ETF | £20,235 | 15.0% | 14.8% | +4.4% | +£854 | -1.6% |
| Single Investment | £15,211 | 10.0% | 11.1% | +130.2% | +£8,604 | +10.9% |
| Diversification Stocks | £14,668 | 11.0% | 10.7% | +14.9% | +£1,904 | -2.8% |
| Investments | £14,088 | 10.0% | 10.3% | +34.5% | +£3,614 | +2.7% |
| Healthcare ETF | £8,133 | 6.0% | 5.9% | +4.5% | +£347 | -1.1% |
| Healthcare Stocks | £4,134 | 3.0% | 3.0% | +17.2% | +£607 | +0.5% |
| Potentials | £813 | 0.5% | 0.6% | +14.4% | +£102 | +18.6% |
| Ticker | Company | Total |
|---|---|---|
| O | Realty Income | £49 |
| MET | MetLife | £34 |
| VHYL | Vanguard FTSE All-World High Dividend Yield | £27 |
| PG | Procter & Gamble | £22 |
| MRK | Merck & Co | £20 |
| Ticker | Company | Value | Weight | Profit | Return |
|---|---|---|---|---|---|
| VWRP | Allworld ETF | £40,795 | 29.8% | +£8,523 | +26.4% |
| NVDA | Nvidia | £15,211 | 11.1% | +£8,604 | +130.2% |
| VUAG | S&P 500 ETF | £11,669 | 8.5% | +£2,677 | +29.8% |
| VEUA | Developed Europe ETF | £7,381 | 5.4% | +£403 | +5.8% |
| IUHC | S&P 500 Healthcare ETF | £5,280 | 3.9% | +£225 | +4.4% |
| VHYL | Allworld Dividend ETF | £3,972 | 2.9% | +£282 | +7.7% |
| VFEG | Emerging Markets ETF | £3,948 | 2.9% | +£431 | +12.3% |
| CAT | Caterpillar | £3,284 | 2.4% | +£1,722 | +110.3% |
| GOOGL | Alphabet | £3,205 | 2.3% | +£1,836 | +134.1% |
| VAGU | Global Aggregate Bond ETF | £2,936 | 2.1% | -£21 | -0.7% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| ATRL | AtkinsRealis Group | £1,081 | -£136 | -11.2% |
| LMT | Lockheed Martin | £1,257 | -£96 | -7.1% |
| IUSU | S&P 500 Utilities ETF | £2,639 | -£91 | -3.3% |
| PG | Procter & Gamble | £1,875 | -£74 | -3.8% |
| JPM | JP Morgan | £1,699 | -£40 | -2.3% |
| BRK.B | Berkshire Hathaway | £1,500 | -£37 | -2.4% |
| VAGU | Global Aggregate Bond ETF | £2,936 | -£21 | -0.7% |
| HEAL | Healthcare Innovation ETF | £816 | +£20 | +2.5% |
| IGLN | Gold ETF | £2,831 | +£24 | +0.8% |
| O | Realty Income | £734 | +£48 | +7.0% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £15,211 | +24.0% | +£3,652 | 56 |
| LLY | Eli Lilly | £2,147 | +38.5% | +£826 | 29 |
| MSFT | Microsoft | £2,320 | +34.8% | +£807 | 54 |
| META | Meta Platforms | £2,061 | +26.0% | +£536 | 60 |
| MRK | Merck & Co | £1,988 | +17.7% | +£352 | 27 |
| LMT | Lockheed Martin | £1,257 | +24.9% | +£313 | 20 |
| DIS | The Walt Disney Company | £1,224 | +25.3% | +£310 | 29 |
| ATRL | AtkinsRealis Group | £1,081 | +25.8% | +£279 | 15 |
| GOOGL | Alphabet | £3,205 | +8.0% | +£258 | 56 |
| PG | Procter & Gamble | £1,875 | +10.6% | +£199 | 22 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 76,537 | 55.8% |
| Dollar | 59,493 | 43.4% |
| CAN Dollar | 1,081 | 0.8% |
| Euro | 14 | 0.0% |