| Pie | Value | Weight | Target | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| Core ETFs | £71,372 | 43.6% | 44.0% | +26.8% | +£15,092 | -1.0% |
| Diversification ETF | £21,832 | 13.3% | 14.0% | +5.5% | +£1,149 | -4.8% |
| Diversification Stocks | £21,078 | 12.9% | 13.0% | +13.4% | +£2,486 | -1.0% |
| Semiconductors | £19,522 | 11.9% | 12.0% | +79.3% | +£8,632 | -0.7% |
| Convictions | £12,548 | 7.7% | 8.0% | +32.2% | +£3,056 | -4.2% |
| Healthcare ETF | £9,241 | 5.6% | 4.5% | +15.7% | +£1,253 | +25.4% |
| Healthcare Stocks | £7,544 | 4.6% | 4.5% | +24.8% | +£1,501 | +2.4% |
| Potentials | £662 | 0.4% | 0.5% | -0.3% | -£2 | -19.2% |
| Position | Pie | Value | Return | Profit |
|---|---|---|---|---|
| VWRP Allworld ETF | Core ETFs | £46,756 | +29.7% | +£10,717 |
| NVDA Nvidia | Semiconductors | £14,963 | +126.2% | +£8,348 |
| VUAG S&P 500 ETF | Core ETFs | £14,176 | +32.2% | +£3,452 |
| VEUA Developed Europe ETF | Core ETFs | £10,439 | +9.7% | +£922 |
| IUHC S&P 500 Healthcare ETF | Healthcare ETF | £5,880 | +16.3% | +£825 |
| VFEG Emerging Markets ETF | Diversification ETF | £5,217 | +12.0% | +£560 |
| VHYL Allworld Dividend ETF | Diversification ETF | £4,661 | +11.5% | +£481 |
| LMT Lockheed Martin | Diversification Stocks | £4,154 | +7.7% | +£298 |
| IGLN Gold ETF | Diversification ETF | £3,815 | -5.7% | -£229 |
| MSFT Microsoft | Convictions | £3,451 | +20.1% | +£578 |
| Stock | Rating | Upside |
|---|---|---|
| NVDA 58 analysts | STRONG BUY | +36.8% |
| META 57 analysts | STRONG BUY | +30.3% |
| ATRL 15 analysts | BUY | +29.1% |
| DIS 30 analysts | STRONG BUY | +26.7% |
| TSLA 40 analysts | BUY | +23.0% |
| AMZN 61 analysts | STRONG BUY | +18.6% |
| GOOGL 55 analysts | STRONG BUY | +17.8% |
| NEE 19 analysts | BUY | +15.6% |
| MSFT 53 analysts | STRONG BUY | +15.2% |
| PG 23 analysts | BUY | +10.1% |