| 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 | £131,903 | +£30,951 | +30.7% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £55,850 | 44.5% | 42.3% | +22.4% | +£10,211 | -4.8% |
| Diversification ETF | £19,683 | 15.0% | 14.9% | +10.7% | +£1,898 | -0.5% |
| Single Investment | £16,357 | 10.0% | 12.4% | +101.9% | +£8,255 | +24.0% |
| Diversification Stocks | £14,144 | 11.0% | 10.7% | +23.9% | +£2,727 | -2.5% |
| Investments | £13,481 | 10.0% | 10.2% | +29.5% | +£3,068 | +2.2% |
| Healthcare ETF | £7,724 | 6.0% | 5.9% | +7.8% | +£558 | -2.4% |
| Healthcare Stocks | £3,904 | 3.0% | 3.0% | +28.7% | +£871 | -1.4% |
| Potentials | £759 | 0.5% | 0.6% | +6.8% | +£48 | +15.1% |
| 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 | £38,508 | 29.2% | +£7,400 | +23.8% |
| NVDA | Nvidia | £16,357 | 12.4% | +£8,255 | +101.9% |
| VUAG | S&P 500 ETF | £11,091 | 8.4% | +£2,100 | +23.4% |
| VEUA | Developed Europe ETF | £6,250 | 4.7% | +£711 | +12.8% |
| IUHC | S&P 500 Healthcare ETF | £5,133 | 3.9% | +£375 | +7.9% |
| VFEG | Emerging Markets ETF | £3,835 | 2.9% | +£422 | +12.4% |
| VHYL | Allworld Dividend ETF | £3,715 | 2.8% | +£265 | +7.7% |
| CAT | Caterpillar | £3,612 | 2.7% | +£1,708 | +89.7% |
| IUSU | S&P 500 Utilities ETF | £3,240 | 2.5% | +£268 | +9.0% |
| GOOGL | Alphabet | £2,784 | 2.1% | +£1,415 | +103.3% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| BRK.B | Berkshire Hathaway | £1,466 | -£69 | -4.5% |
| VAGU | Global Aggregate Bond ETF | £2,748 | +£18 | +0.7% |
| PG | Procter & Gamble | £1,745 | +£40 | +2.3% |
| HEAL | Healthcare Innovation ETF | £814 | +£57 | +7.5% |
| ATRL | AtkinsRealis Group | £1,087 | +£62 | +6.0% |
| LMT | Lockheed Martin | £1,127 | +£63 | +5.9% |
| O | Realty Income | £729 | +£77 | +11.9% |
| DIS | The Walt Disney Company | £1,242 | +£83 | +7.2% |
| MSFT | Microsoft | £2,307 | +£94 | +4.2% |
| WLDS | Small Cap ETF | £1,922 | +£118 | +6.5% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £16,357 | +32.9% | +£5,388 | 56 |
| MSFT | Microsoft | £2,307 | +38.6% | +£891 | 54 |
| META | Meta Platforms | £2,267 | +27.6% | +£625 | 60 |
| LLY | Eli Lilly | £1,965 | +31.5% | +£619 | 29 |
| GOOGL | Alphabet | £2,784 | +11.6% | +£322 | 56 |
| ATRL | AtkinsRealis Group | £1,087 | +26.1% | +£284 | 15 |
| AMZN | Amazon | £2,006 | +13.2% | +£266 | 64 |
| DIS | The Walt Disney Company | £1,242 | +20.8% | +£258 | 29 |
| PG | Procter & Gamble | £1,745 | +13.6% | +£238 | 22 |
| MRK | Merck & Co | £1,938 | +10.9% | +£211 | 27 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 72,183 | 54.7% |
| Dollar | 58,618 | 44.4% |
| CAN Dollar | 1,087 | 0.8% |
| Euro | 15 | 0.0% |