| 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 | £135,187 | +£33,985 | +33.6% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £57,463 | 44.5% | 42.5% | +23.2% | +£10,838 | -4.5% |
| Diversification ETF | £19,704 | 15.0% | 14.6% | +5.4% | +£1,017 | -2.8% |
| Single Investment | £17,044 | 10.0% | 12.6% | +110.3% | +£8,941 | +26.1% |
| Diversification Stocks | £14,646 | 11.0% | 10.8% | +22.0% | +£2,643 | -1.5% |
| Investments | £14,045 | 10.0% | 10.4% | +34.1% | +£3,572 | +3.9% |
| Healthcare ETF | £7,535 | 6.0% | 5.6% | +3.2% | +£232 | -7.1% |
| Healthcare Stocks | £3,932 | 3.0% | 2.9% | +15.3% | +£522 | -3.0% |
| Potentials | £817 | 0.5% | 0.6% | +15.0% | +£106 | +20.9% |
| 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 | £39,801 | 29.4% | +£8,019 | +25.2% |
| NVDA | Nvidia | £17,044 | 12.6% | +£8,941 | +110.3% |
| VUAG | S&P 500 ETF | £11,421 | 8.4% | +£2,429 | +27.0% |
| VEUA | Developed Europe ETF | £6,241 | 4.6% | +£390 | +6.7% |
| IUHC | S&P 500 Healthcare ETF | £5,017 | 3.7% | +£129 | +2.6% |
| CAT | Caterpillar | £4,191 | 3.1% | +£2,287 | +120.1% |
| VFEG | Emerging Markets ETF | £3,946 | 2.9% | +£533 | +15.6% |
| VHYL | Allworld Dividend ETF | £3,728 | 2.8% | +£246 | +7.0% |
| GOOGL | Alphabet | £3,264 | 2.4% | +£1,895 | +138.4% |
| IUSU | S&P 500 Utilities ETF | £3,194 | 2.4% | -£36 | -1.1% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| LMT | Lockheed Martin | £987 | -£123 | -11.1% |
| BRK.B | Berkshire Hathaway | £1,450 | -£85 | -5.6% |
| IUSU | S&P 500 Utilities ETF | £3,194 | -£36 | -1.1% |
| PG | Procter & Gamble | £1,766 | -£31 | -1.7% |
| VAGU | Global Aggregate Bond ETF | £2,734 | -£28 | -1.0% |
| JPM | JP Morgan | £1,490 | +£7 | +0.5% |
| HEAL | Healthcare Innovation ETF | £786 | +£22 | +2.9% |
| MSFT | Microsoft | £2,277 | +£24 | +1.1% |
| ATRL | AtkinsRealis Group | £1,143 | +£49 | +4.5% |
| O | Realty Income | £713 | +£61 | +9.4% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £17,044 | +24.0% | +£4,092 | 56 |
| LLY | Eli Lilly | £2,082 | +38.5% | +£801 | 29 |
| MSFT | Microsoft | £2,277 | +34.8% | +£792 | 54 |
| META | Meta Platforms | £2,059 | +26.0% | +£536 | 60 |
| MRK | Merck & Co | £1,851 | +17.7% | +£328 | 27 |
| DIS | The Walt Disney Company | £1,255 | +25.3% | +£318 | 29 |
| ATRL | AtkinsRealis Group | £1,143 | +25.8% | +£294 | 15 |
| GOOGL | Alphabet | £3,264 | +8.0% | +£262 | 56 |
| LMT | Lockheed Martin | £987 | +24.9% | +£246 | 20 |
| AMZN | Amazon | £2,228 | +8.7% | +£194 | 64 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 73,884 | 54.7% |
| Dollar | 60,146 | 44.5% |
| CAN Dollar | 1,143 | 0.8% |
| Euro | 14 | 0.0% |