| 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 | £101,202 | £135,273 | +£34,071 | +33.7% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £57,451 | 44.5% | 42.5% | +23.2% | +£10,826 | -4.6% |
| Diversification ETF | £19,639 | 15.0% | 14.5% | +5.1% | +£952 | -3.2% |
| Single Investment | £17,381 | 10.0% | 12.8% | +114.5% | +£9,278 | +28.5% |
| Diversification Stocks | £14,437 | 11.0% | 10.7% | +20.3% | +£2,434 | -3.0% |
| Investments | £14,162 | 10.0% | 10.5% | +35.2% | +£3,688 | +4.7% |
| Healthcare ETF | £7,510 | 6.0% | 5.5% | +2.9% | +£208 | -7.5% |
| Healthcare Stocks | £3,882 | 3.0% | 2.9% | +13.8% | +£472 | -4.3% |
| Potentials | £811 | 0.5% | 0.6% | +14.1% | +£100 | +19.9% |
| Ticker | Company | Total |
|---|---|---|
| O | Realty Income | £49 |
| MET | MetLife | £34 |
| VHYL | Vanguard FTSE All-World High Dividend Yield (Dist) | £27 |
| MRK | Merck & Co | £20 |
| XOM | Exxon Mobil | £15 |
| Ticker | Company | Value | Weight | Profit | Return |
|---|---|---|---|---|---|
| VWRP | Allworld ETF | £39,795 | 29.4% | +£8,013 | +25.2% |
| NVDA | Nvidia | £17,381 | 12.8% | +£9,278 | +114.5% |
| VUAG | S&P 500 ETF | £11,451 | 8.5% | +£2,460 | +27.4% |
| VEUA | Developed Europe ETF | £6,204 | 4.6% | +£353 | +6.0% |
| IUHC | S&P 500 Healthcare ETF | £5,001 | 3.7% | +£113 | +2.3% |
| CAT | Caterpillar | £4,111 | 3.0% | +£2,207 | +115.9% |
| VFEG | Emerging Markets ETF | £3,944 | 2.9% | +£532 | +15.6% |
| VHYL | Allworld Dividend ETF | £3,703 | 2.7% | +£221 | +6.3% |
| GOOGL | Alphabet | £3,243 | 2.4% | +£1,874 | +136.8% |
| IUSU | S&P 500 Utilities ETF | £3,162 | 2.3% | -£69 | -2.1% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| LMT | Lockheed Martin | £966 | -£143 | -12.9% |
| BRK.B | Berkshire Hathaway | £1,457 | -£78 | -5.1% |
| IUSU | S&P 500 Utilities ETF | £3,162 | -£69 | -2.1% |
| PG | Procter & Gamble | £1,748 | -£49 | -2.7% |
| VAGU | Global Aggregate Bond ETF | £2,730 | -£31 | -1.1% |
| JPM | JP Morgan | £1,469 | -£15 | -1.0% |
| HEAL | Healthcare Innovation ETF | £787 | +£24 | +3.1% |
| O | Realty Income | £687 | +£35 | +5.5% |
| ATRL | AtkinsRealis Group | £1,146 | +£52 | +4.8% |
| INFR | Global Infrastructure ETF | £1,650 | +£53 | +3.4% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £17,381 | +24.0% | +£4,173 | 56 |
| MSFT | Microsoft | £2,327 | +34.8% | +£810 | 54 |
| LLY | Eli Lilly | £2,061 | +38.5% | +£793 | 29 |
| META | Meta Platforms | £2,086 | +26.0% | +£543 | 60 |
| DIS | The Walt Disney Company | £1,277 | +25.3% | +£323 | 29 |
| MRK | Merck & Co | £1,822 | +17.7% | +£322 | 27 |
| ATRL | AtkinsRealis Group | £1,146 | +25.8% | +£295 | 15 |
| GOOGL | Alphabet | £3,243 | +8.0% | +£261 | 56 |
| LMT | Lockheed Martin | £966 | +24.9% | +£241 | 20 |
| AMZN | Amazon | £2,211 | +8.7% | +£192 | 64 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 73,777 | 54.5% |
| Dollar | 60,336 | 44.6% |
| CAN Dollar | 1,146 | 0.8% |
| Euro | 15 | 0.0% |