| 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 | £132,753 | +£31,800 | +31.5% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £56,141 | 44.5% | 42.3% | +23.0% | +£10,502 | -5.0% |
| Diversification ETF | £19,710 | 15.0% | 14.8% | +10.8% | +£1,925 | -1.0% |
| Single Investment | £16,635 | 10.0% | 12.5% | +105.3% | +£8,532 | +25.3% |
| Diversification Stocks | £14,147 | 11.0% | 10.7% | +23.9% | +£2,730 | -3.1% |
| Investments | £13,678 | 10.0% | 10.3% | +31.4% | +£3,265 | +3.0% |
| Healthcare ETF | £7,758 | 6.0% | 5.8% | +8.3% | +£592 | -2.6% |
| Healthcare Stocks | £3,918 | 3.0% | 3.0% | +29.2% | +£885 | -1.6% |
| Potentials | £766 | 0.5% | 0.6% | +7.8% | +£56 | +15.4% |
| 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 | £38,717 | 29.2% | +£7,608 | +24.5% |
| NVDA | Nvidia | £16,635 | 12.5% | +£8,532 | +105.3% |
| VUAG | S&P 500 ETF | £11,129 | 8.4% | +£2,137 | +23.8% |
| VEUA | Developed Europe ETF | £6,295 | 4.7% | +£756 | +13.7% |
| IUHC | S&P 500 Healthcare ETF | £5,158 | 3.9% | +£400 | +8.4% |
| VFEG | Emerging Markets ETF | £3,870 | 2.9% | +£457 | +13.4% |
| VHYL | Allworld Dividend ETF | £3,719 | 2.8% | +£269 | +7.8% |
| CAT | Caterpillar | £3,614 | 2.7% | +£1,709 | +89.8% |
| IUSU | S&P 500 Utilities ETF | £3,195 | 2.4% | +£223 | +7.5% |
| GOOGL | Alphabet | £2,818 | 2.1% | +£1,449 | +105.8% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| BRK.B | Berkshire Hathaway | £1,473 | -£62 | -4.0% |
| VAGU | Global Aggregate Bond ETF | £2,752 | +£23 | +0.8% |
| PG | Procter & Gamble | £1,764 | +£59 | +3.5% |
| HEAL | Healthcare Innovation ETF | £821 | +£64 | +8.5% |
| ATRL | AtkinsRealis Group | £1,099 | +£74 | +7.2% |
| O | Realty Income | £729 | +£78 | +11.9% |
| LMT | Lockheed Martin | £1,143 | +£79 | +7.4% |
| DIS | The Walt Disney Company | £1,242 | +£83 | +7.2% |
| WLDS | Small Cap ETF | £1,927 | +£123 | +6.8% |
| MSFT | Microsoft | £2,338 | +£125 | +5.7% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £16,635 | +35.4% | +£5,892 | 56 |
| MSFT | Microsoft | £2,338 | +37.9% | +£887 | 54 |
| LLY | Eli Lilly | £1,966 | +33.8% | +£665 | 29 |
| META | Meta Platforms | £2,327 | +26.4% | +£615 | 60 |
| GOOGL | Alphabet | £2,818 | +11.9% | +£336 | 56 |
| ATRL | AtkinsRealis Group | £1,099 | +27.9% | +£306 | 15 |
| DIS | The Walt Disney Company | £1,242 | +23.6% | +£293 | 29 |
| PG | Procter & Gamble | £1,764 | +14.8% | +£261 | 22 |
| AMZN | Amazon | £2,042 | +12.6% | +£257 | 64 |
| MRK | Merck & Co | £1,952 | +12.4% | +£243 | 27 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 72,459 | 54.6% |
| Dollar | 59,180 | 44.6% |
| CAN Dollar | 1,099 | 0.8% |
| Euro | 15 | 0.0% |