| 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 | £136,972 | +£33,370 | +32.2% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £59,830 | 44.5% | 43.7% | +24.0% | +£11,588 | -1.8% |
| Diversification ETF | £20,198 | 15.0% | 14.8% | +4.2% | +£817 | -1.7% |
| Semiconductors | £15,060 | — | 11.0% | +127.9% | +£8,453 | — |
| Diversification Stocks | £14,607 | 11.0% | 10.7% | +14.4% | +£1,843 | -3.0% |
| Investments | £14,129 | 10.0% | 10.3% | +34.9% | +£3,656 | +3.1% |
| Healthcare ETF | £8,126 | 6.0% | 5.9% | +4.4% | +£340 | -1.1% |
| Healthcare Stocks | £4,202 | 3.0% | 3.1% | +19.1% | +£675 | +2.2% |
| Potentials | £819 | 0.5% | 0.6% | +15.2% | +£108 | +19.6% |
| 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 | £40,784 | 29.8% | +£8,511 | +26.4% |
| NVDA | Nvidia | £15,060 | 11.0% | +£8,453 | +127.9% |
| VUAG | S&P 500 ETF | £11,691 | 8.5% | +£2,699 | +30.0% |
| VEUA | Developed Europe ETF | £7,356 | 5.4% | +£378 | +5.4% |
| IUHC | S&P 500 Healthcare ETF | £5,268 | 3.9% | +£212 | +4.2% |
| VHYL | Allworld Dividend ETF | £3,960 | 2.9% | +£271 | +7.3% |
| VFEG | Emerging Markets ETF | £3,927 | 2.9% | +£411 | +11.7% |
| CAT | Caterpillar | £3,257 | 2.4% | +£1,695 | +108.6% |
| GOOGL | Alphabet | £3,209 | 2.3% | +£1,840 | +134.3% |
| VAGU | Global Aggregate Bond ETF | £2,940 | 2.1% | -£16 | -0.6% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| ATRL | AtkinsRealis Group | £1,060 | -£157 | -12.9% |
| LMT | Lockheed Martin | £1,262 | -£91 | -6.7% |
| PG | Procter & Gamble | £1,858 | -£91 | -4.7% |
| IUSU | S&P 500 Utilities ETF | £2,665 | -£65 | -2.4% |
| BRK.B | Berkshire Hathaway | £1,495 | -£41 | -2.7% |
| JPM | JP Morgan | £1,708 | -£31 | -1.8% |
| VAGU | Global Aggregate Bond ETF | £2,940 | -£16 | -0.6% |
| IGLN | Gold ETF | £2,810 | +£3 | +0.1% |
| HEAL | Healthcare Innovation ETF | £816 | +£19 | +2.4% |
| O | Realty Income | £736 | +£50 | +7.2% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £15,060 | +24.0% | +£3,616 | 56 |
| LLY | Eli Lilly | £2,205 | +38.5% | +£848 | 29 |
| MSFT | Microsoft | £2,337 | +34.8% | +£813 | 54 |
| META | Meta Platforms | £2,039 | +26.0% | +£530 | 60 |
| MRK | Merck & Co | £1,997 | +17.7% | +£353 | 27 |
| LMT | Lockheed Martin | £1,262 | +24.9% | +£315 | 20 |
| DIS | The Walt Disney Company | £1,217 | +25.3% | +£308 | 29 |
| ATRL | AtkinsRealis Group | £1,060 | +25.8% | +£273 | 15 |
| GOOGL | Alphabet | £3,209 | +8.0% | +£258 | 56 |
| PG | Procter & Gamble | £1,858 | +10.6% | +£197 | 22 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 76,508 | 55.9% |
| Dollar | 59,389 | 43.4% |
| CAN Dollar | 1,060 | 0.8% |
| Euro | 14 | 0.0% |