| 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 | £139,212 | +£35,610 | +34.4% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £59,884 | 44.5% | 43.0% | +24.1% | +£11,642 | -3.3% |
| Diversification ETF | £20,241 | 15.0% | 14.5% | +4.4% | +£860 | -3.1% |
| Semiconductors | £17,004 | — | 12.2% | +94.2% | +£8,247 | — |
| Diversification Stocks | £14,629 | 11.0% | 10.5% | +14.6% | +£1,865 | -4.5% |
| Investments | £14,192 | 10.0% | 10.2% | +35.5% | +£3,718 | +1.9% |
| Healthcare ETF | £8,183 | 6.0% | 5.9% | +5.1% | +£397 | -2.0% |
| Healthcare Stocks | £4,256 | 3.0% | 3.1% | +20.7% | +£729 | +1.9% |
| Potentials | £823 | 0.5% | 0.6% | +15.8% | +£113 | +18.3% |
| 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 | £40,813 | 29.3% | +£8,540 | +26.5% |
| NVDA | Nvidia | £14,856 | 10.7% | +£8,249 | +124.8% |
| VUAG | S&P 500 ETF | £11,691 | 8.4% | +£2,699 | +30.0% |
| VEUA | Developed Europe ETF | £7,380 | 5.3% | +£402 | +5.8% |
| IUHC | S&P 500 Healthcare ETF | £5,306 | 3.8% | +£250 | +5.0% |
| VHYL | Allworld Dividend ETF | £3,974 | 2.9% | +£284 | +7.7% |
| VFEG | Emerging Markets ETF | £3,933 | 2.8% | +£417 | +11.8% |
| CAT | Caterpillar | £3,249 | 2.3% | +£1,688 | +108.1% |
| GOOGL | Alphabet | £3,218 | 2.3% | +£1,848 | +135.0% |
| VAGU | Global Aggregate Bond ETF | £2,933 | 2.1% | -£23 | -0.8% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| ATRL | AtkinsRealis Group | £1,071 | -£147 | -12.1% |
| LMT | Lockheed Martin | £1,261 | -£92 | -6.8% |
| PG | Procter & Gamble | £1,884 | -£65 | -3.3% |
| IUSU | S&P 500 Utilities ETF | £2,674 | -£56 | -2.0% |
| BRK.B | Berkshire Hathaway | £1,501 | -£36 | -2.4% |
| JPM | JP Morgan | £1,707 | -£32 | -1.8% |
| VAGU | Global Aggregate Bond ETF | £2,933 | -£23 | -0.8% |
| TSM | Taiwan Semiconductors | £2,148 | -£2 | -0.1% |
| IGLN | Gold ETF | £2,814 | +£7 | +0.2% |
| HEAL | Healthcare Innovation ETF | £822 | +£25 | +3.2% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £14,856 | +24.0% | +£3,567 | 56 |
| LLY | Eli Lilly | £2,223 | +38.5% | +£856 | 29 |
| MSFT | Microsoft | £2,332 | +34.8% | +£812 | 54 |
| META | Meta Platforms | £2,065 | +26.0% | +£537 | 60 |
| MRK | Merck & Co | £2,032 | +17.7% | +£360 | 27 |
| LMT | Lockheed Martin | £1,261 | +24.9% | +£314 | 20 |
| DIS | The Walt Disney Company | £1,218 | +25.3% | +£308 | 29 |
| ATRL | AtkinsRealis Group | £1,071 | +25.8% | +£276 | 15 |
| GOOGL | Alphabet | £3,218 | +8.0% | +£259 | 56 |
| PG | Procter & Gamble | £1,884 | +10.6% | +£200 | 22 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 76,621 | 55.0% |
| Dollar | 61,506 | 44.2% |
| CAN Dollar | 1,071 | 0.8% |
| Euro | 15 | 0.0% |