| Pie | Value | Weight | Target | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| Core ETFs | £71,372 | 43.6% | 44.0% | +26.8% | +£15,092 | -0.9% |
| Diversification ETF | £21,822 | 13.3% | 14.0% | +5.5% | +£1,139 | -4.8% |
| Diversification Stocks | £21,057 | 12.9% | 13.0% | +13.3% | +£2,465 | -1.0% |
| Semiconductors | £19,325 | 11.8% | 12.0% | +77.5% | +£8,435 | -1.6% |
| Convictions | £12,637 | 7.7% | 8.0% | +33.1% | +£3,145 | -3.5% |
| Healthcare ETF | £9,241 | 5.7% | 4.5% | +15.7% | +£1,253 | +25.5% |
| Healthcare Stocks | £7,556 | 4.6% | 4.5% | +25.0% | +£1,513 | +2.6% |
| Potentials | £659 | 0.4% | 0.5% | -0.8% | -£5 | -19.5% |
| Position | Pie | Value | Return | Profit |
|---|---|---|---|---|
| VWRP Allworld ETF | Core ETFs | £46,756 | +29.7% | +£10,717 |
| NVDA Nvidia | Semiconductors | £14,797 | +123.7% | +£8,182 |
| 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 | £4,153 | +7.7% | +£298 |
| IGLN Gold ETF | Diversification ETF | £3,815 | -5.7% | -£229 |
| MSFT Microsoft | Convictions | £3,453 | +20.2% | +£580 |
| Stock | Rating | Upside |
|---|---|---|
| NVDA 58 analysts | STRONG BUY | +42.9% |
| META 57 analysts | STRONG BUY | +29.2% |
| DIS 30 analysts | STRONG BUY | +28.9% |
| ATRL 15 analysts | BUY | +26.1% |
| TSLA 40 analysts | BUY | +21.5% |
| AMZN 61 analysts | STRONG BUY | +16.5% |
| LLY 26 analysts | BUY | +14.5% |
| MSFT 53 analysts | STRONG BUY | +14.2% |
| NEE 19 analysts | BUY | +13.5% |
| GOOGL 55 analysts | STRONG BUY | +13.3% |