| 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 | £101,452 | £137,249 | +£35,797 | +35.3% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £59,999 | 44.5% | 43.7% | +24.4% | +£11,757 | -1.8% |
| Diversification ETF | £20,226 | 15.0% | 14.7% | +4.4% | +£845 | -1.8% |
| Single Investment | £15,114 | 10.0% | 11.0% | +128.8% | +£8,507 | +10.1% |
| Diversification Stocks | £14,612 | 11.0% | 10.7% | +14.5% | +£1,847 | -3.2% |
| Investments | £14,159 | 10.0% | 10.3% | +35.2% | +£3,685 | +3.2% |
| Healthcare ETF | £8,177 | 6.0% | 6.0% | +5.0% | +£391 | -0.7% |
| Healthcare Stocks | £4,154 | 3.0% | 3.0% | +17.8% | +£627 | +0.9% |
| Potentials | £810 | 0.5% | 0.6% | +13.9% | +£99 | +18.0% |
| 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 | £40,896 | 29.8% | +£8,623 | +26.7% |
| NVDA | Nvidia | £15,114 | 11.0% | +£8,507 | +128.8% |
| VUAG | S&P 500 ETF | £11,715 | 8.5% | +£2,723 | +30.3% |
| VEUA | Developed Europe ETF | £7,388 | 5.4% | +£410 | +5.9% |
| IUHC | S&P 500 Healthcare ETF | £5,305 | 3.9% | +£249 | +4.9% |
| VHYL | Allworld Dividend ETF | £3,970 | 2.9% | +£280 | +7.6% |
| VFEG | Emerging Markets ETF | £3,938 | 2.9% | +£422 | +12.0% |
| CAT | Caterpillar | £3,272 | 2.4% | +£1,710 | +109.5% |
| GOOGL | Alphabet | £3,226 | 2.4% | +£1,856 | +135.6% |
| VAGU | Global Aggregate Bond ETF | £2,936 | 2.1% | -£21 | -0.7% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| ATRL | AtkinsRealis Group | £1,069 | -£149 | -12.2% |
| LMT | Lockheed Martin | £1,260 | -£94 | -6.9% |
| IUSU | S&P 500 Utilities ETF | £2,651 | -£79 | -2.9% |
| PG | Procter & Gamble | £1,870 | -£79 | -4.0% |
| JPM | JP Morgan | £1,700 | -£39 | -2.2% |
| BRK.B | Berkshire Hathaway | £1,503 | -£34 | -2.2% |
| VAGU | Global Aggregate Bond ETF | £2,936 | -£21 | -0.7% |
| IGLN | Gold ETF | £2,826 | +£20 | +0.7% |
| HEAL | Healthcare Innovation ETF | £823 | +£27 | +3.4% |
| O | Realty Income | £737 | +£51 | +7.5% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £15,114 | +24.0% | +£3,629 | 56 |
| LLY | Eli Lilly | £2,173 | +38.5% | +£836 | 29 |
| MSFT | Microsoft | £2,342 | +34.8% | +£815 | 54 |
| META | Meta Platforms | £2,056 | +26.0% | +£535 | 60 |
| MRK | Merck & Co | £1,980 | +17.7% | +£351 | 27 |
| LMT | Lockheed Martin | £1,260 | +24.9% | +£314 | 20 |
| DIS | The Walt Disney Company | £1,223 | +25.3% | +£309 | 29 |
| ATRL | AtkinsRealis Group | £1,069 | +25.8% | +£275 | 15 |
| GOOGL | Alphabet | £3,226 | +8.0% | +£259 | 56 |
| PG | Procter & Gamble | £1,870 | +10.6% | +£198 | 22 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 76,699 | 55.9% |
| Dollar | 59,468 | 43.3% |
| CAN Dollar | 1,069 | 0.8% |
| Euro | 14 | 0.0% |