| Pie | Value | Weight | Target | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| Core ETFs | £71,715 | 43.7% | 44.0% | +26.6% | +£15,085 | -0.7% |
| Diversification ETF | £22,514 | 13.7% | 14.0% | +5.5% | +£1,176 | -2.0% |
| Diversification Stocks | £21,063 | 12.8% | 13.0% | +13.3% | +£2,471 | -1.3% |
| Semiconductors | £19,339 | 11.8% | 12.0% | +77.6% | +£8,449 | -1.8% |
| Convictions | £12,577 | 7.7% | 8.0% | +32.5% | +£3,085 | -4.2% |
| Healthcare ETF | £9,359 | 5.7% | 4.5% | +17.2% | +£1,370 | +26.7% |
| Healthcare Stocks | £7,583 | 4.6% | 4.5% | +25.5% | +£1,540 | +2.7% |
| Position | Pie | Value | Return | Profit |
|---|---|---|---|---|
| VWRP Allworld ETF | Core ETFs | £46,711 | +29.6% | +£10,672 |
| NVDA Nvidia | Semiconductors | £14,823 | +124.1% | +£8,207 |
| VUAG S&P 500 ETF | Core ETFs | £14,161 | +32.0% | +£3,437 |
| VEUA Developed Europe ETF | Core ETFs | £10,843 | +9.9% | +£976 |
| IUHC S&P 500 Healthcare ETF | Healthcare ETF | £5,959 | +17.9% | +£903 |
| VFEG Emerging Markets ETF | Diversification ETF | £5,365 | +11.4% | +£551 |
| VHYL Allworld Dividend ETF | Diversification ETF | £4,719 | +12.0% | +£507 |
| IGLN Gold ETF | Diversification ETF | £4,191 | -5.0% | -£221 |
| LMT Lockheed Martin | Diversification Stocks | £4,129 | +7.1% | +£273 |
| MSFT Microsoft | Convictions | £3,445 | +19.9% | +£572 |
| Stock | Rating | Upside |
|---|---|---|
| NVDA 58 analysts | STRONG BUY | +38.1% |
| META 57 analysts | STRONG BUY | +29.0% |
| DIS 30 analysts | STRONG BUY | +24.3% |
| AMZN 61 analysts | STRONG BUY | +18.6% |
| GOOGL 55 analysts | STRONG BUY | +18.1% |
| MSFT 53 analysts | STRONG BUY | +15.4% |
| NEE 19 analysts | BUY | +15.2% |
| XOM 22 analysts | BUY | +10.1% |
| CAT 26 analysts | BUY | +10.1% |
| PG 23 analysts | BUY | +9.5% |