| 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 | £100,952 | £132,496 | +£31,544 | +31.2% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £55,889 | 44.5% | 42.2% | +22.5% | +£10,250 | -5.2% |
| Diversification ETF | £19,585 | 15.0% | 14.8% | +10.1% | +£1,800 | -1.4% |
| Single Investment | £17,251 | 10.0% | 13.0% | +112.9% | +£9,148 | +30.2% |
| Diversification Stocks | £14,240 | 11.0% | 10.8% | +24.7% | +£2,822 | -2.3% |
| Investments | £13,579 | 10.0% | 10.2% | +30.4% | +£3,166 | +2.5% |
| Healthcare ETF | £7,473 | 6.0% | 5.6% | +4.3% | +£307 | -6.0% |
| Healthcare Stocks | £3,715 | 3.0% | 2.8% | +22.5% | +£682 | -6.5% |
| Potentials | £764 | 0.5% | 0.6% | +7.6% | +£54 | +15.4% |
| Ticker | Company | Total |
|---|---|---|
| O | Realty Income | £46 |
| 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 | £38,566 | 29.1% | +£7,458 | +24.0% |
| NVDA | Nvidia | £17,251 | 13.0% | +£9,148 | +112.9% |
| VUAG | S&P 500 ETF | £11,192 | 8.4% | +£2,201 | +24.5% |
| VEUA | Developed Europe ETF | £6,130 | 4.6% | +£591 | +10.7% |
| IUHC | S&P 500 Healthcare ETF | £4,984 | 3.8% | +£226 | +4.8% |
| VFEG | Emerging Markets ETF | £3,847 | 2.9% | +£434 | +12.7% |
| CAT | Caterpillar | £3,817 | 2.9% | +£1,912 | +100.4% |
| VHYL | Allworld Dividend ETF | £3,662 | 2.8% | +£212 | +6.1% |
| IUSU | S&P 500 Utilities ETF | £3,244 | 2.5% | +£271 | +9.1% |
| GOOGL | Alphabet | £2,830 | 2.1% | +£1,460 | +106.6% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| BRK.B | Berkshire Hathaway | £1,456 | -£79 | -5.2% |
| LMT | Lockheed Martin | £989 | -£75 | -7.0% |
| VAGU | Global Aggregate Bond ETF | £2,745 | +£15 | +0.6% |
| HEAL | Healthcare Innovation ETF | £777 | +£20 | +2.7% |
| DIS | The Walt Disney Company | £1,201 | +£42 | +3.6% |
| ATRL | AtkinsRealis Group | £1,078 | +£53 | +5.2% |
| WHCA | World Healthcare ETF | £1,712 | +£61 | +3.7% |
| O | Realty Income | £713 | +£61 | +9.4% |
| PG | Procter & Gamble | £1,797 | +£91 | +5.4% |
| WLDS | Small Cap ETF | £1,901 | +£97 | +5.4% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £17,251 | +34.5% | +£5,960 | 56 |
| MSFT | Microsoft | £2,322 | +39.0% | +£906 | 54 |
| META | Meta Platforms | £2,282 | +29.7% | +£679 | 60 |
| LLY | Eli Lilly | £1,875 | +31.9% | +£599 | 29 |
| GOOGL | Alphabet | £2,830 | +11.3% | +£321 | 55 |
| ATRL | AtkinsRealis Group | £1,078 | +27.3% | +£294 | 15 |
| DIS | The Walt Disney Company | £1,201 | +23.7% | +£285 | 29 |
| LMT | Lockheed Martin | £989 | +26.1% | +£259 | 20 |
| MRK | Merck & Co | £1,840 | +13.2% | +£243 | 27 |
| AMZN | Amazon | £2,140 | +11.1% | +£238 | 64 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 72,118 | 54.4% |
| Dollar | 59,286 | 44.7% |
| CAN Dollar | 1,078 | 0.8% |
| Euro | 14 | 0.0% |