| 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 | £132,143 | +£31,191 | +30.9% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £55,603 | 44.5% | 42.1% | +21.8% | +£9,964 | -5.4% |
| Diversification ETF | £19,483 | 15.0% | 14.7% | +9.6% | +£1,698 | -1.7% |
| Single Investment | £17,300 | 10.0% | 13.1% | +113.5% | +£9,197 | +30.9% |
| Diversification Stocks | £14,242 | 11.0% | 10.8% | +24.7% | +£2,825 | -2.0% |
| Investments | £13,612 | 10.0% | 10.3% | +30.7% | +£3,199 | +3.0% |
| Healthcare ETF | £7,491 | 6.0% | 5.7% | +4.5% | +£325 | -5.5% |
| Healthcare Stocks | £3,676 | 3.0% | 2.8% | +21.2% | +£644 | -7.3% |
| Potentials | £735 | 0.5% | 0.6% | +3.4% | +£24 | +11.2% |
| 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 | £38,370 | 29.0% | +£7,261 | +23.3% |
| NVDA | Nvidia | £17,300 | 13.1% | +£9,197 | +113.5% |
| VUAG | S&P 500 ETF | £11,149 | 8.4% | +£2,157 | +24.0% |
| VEUA | Developed Europe ETF | £6,085 | 4.6% | +£546 | +9.9% |
| IUHC | S&P 500 Healthcare ETF | £5,002 | 3.8% | +£244 | +5.1% |
| VFEG | Emerging Markets ETF | £3,803 | 2.9% | +£390 | +11.4% |
| CAT | Caterpillar | £3,708 | 2.8% | +£1,804 | +94.8% |
| VHYL | Allworld Dividend ETF | £3,671 | 2.8% | +£222 | +6.4% |
| IUSU | S&P 500 Utilities ETF | £3,261 | 2.5% | +£289 | +9.7% |
| GOOGL | Alphabet | £2,885 | 2.2% | +£1,515 | +110.7% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| LMT | Lockheed Martin | £985 | -£79 | -7.4% |
| BRK.B | Berkshire Hathaway | £1,486 | -£49 | -3.2% |
| VAGU | Global Aggregate Bond ETF | £2,738 | +£9 | +0.3% |
| HEAL | Healthcare Innovation ETF | £771 | +£14 | +1.9% |
| DIS | The Walt Disney Company | £1,190 | +£31 | +2.7% |
| ATRL | AtkinsRealis Group | £1,077 | +£52 | +5.1% |
| O | Realty Income | £708 | +£56 | +8.7% |
| WHCA | World Healthcare ETF | £1,718 | +£67 | +4.0% |
| WLDS | Small Cap ETF | £1,891 | +£87 | +4.8% |
| PG | Procter & Gamble | £1,815 | +£110 | +6.5% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £17,300 | +24.0% | +£4,154 | 56 |
| MSFT | Microsoft | £2,363 | +34.8% | +£822 | 54 |
| LLY | Eli Lilly | £1,848 | +38.5% | +£711 | 29 |
| META | Meta Platforms | £2,260 | +26.0% | +£588 | 60 |
| MRK | Merck & Co | £1,829 | +17.7% | +£324 | 27 |
| DIS | The Walt Disney Company | £1,190 | +25.3% | +£301 | 29 |
| ATRL | AtkinsRealis Group | £1,077 | +25.8% | +£278 | 15 |
| LMT | Lockheed Martin | £985 | +24.9% | +£246 | 20 |
| GOOGL | Alphabet | £2,885 | +8.0% | +£232 | 56 |
| PG | Procter & Gamble | £1,815 | +10.6% | +£192 | 22 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 71,808 | 54.3% |
| Dollar | 59,243 | 44.8% |
| CAN Dollar | 1,077 | 0.8% |
| Euro | 14 | 0.0% |