| 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 | £101,202 | £135,045 | +£33,843 | +33.4% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £58,327 | 44.5% | 43.2% | +22.7% | +£10,804 | -2.9% |
| Diversification ETF | £19,926 | 15.0% | 14.8% | +4.6% | +£875 | -1.6% |
| Single Investment | £15,762 | 10.0% | 11.7% | +117.7% | +£8,522 | +16.7% |
| Diversification Stocks | £14,496 | 11.0% | 10.7% | +18.9% | +£2,308 | -2.4% |
| Investments | £14,142 | 10.0% | 10.5% | +35.0% | +£3,668 | +4.7% |
| Healthcare ETF | £7,697 | 6.0% | 5.7% | +1.3% | +£98 | -5.0% |
| Healthcare Stocks | £3,896 | 3.0% | 2.9% | +11.7% | +£407 | -3.8% |
| Potentials | £799 | 0.5% | 0.6% | +12.4% | +£88 | +18.3% |
| Ticker | Company | Total |
|---|---|---|
| O | Realty Income | £49 |
| 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 | £40,069 | 29.7% | +£8,045 | +25.1% |
| NVDA | Nvidia | £15,762 | 11.7% | +£8,522 | +117.7% |
| VUAG | S&P 500 ETF | £11,476 | 8.5% | +£2,484 | +27.6% |
| VEUA | Developed Europe ETF | £6,783 | 5.0% | +£275 | +4.2% |
| IUHC | S&P 500 Healthcare ETF | £5,006 | 3.7% | +£44 | +0.9% |
| CAT | Caterpillar | £4,067 | 3.0% | +£2,162 | +113.6% |
| VFEG | Emerging Markets ETF | £3,950 | 2.9% | +£523 | +15.2% |
| VHYL | Allworld Dividend ETF | £3,764 | 2.8% | +£212 | +6.0% |
| GOOGL | Alphabet | £3,259 | 2.4% | +£1,890 | +138.0% |
| IUSU | S&P 500 Utilities ETF | £3,128 | 2.3% | -£103 | -3.2% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| LMT | Lockheed Martin | £1,023 | -£135 | -11.7% |
| IUSU | S&P 500 Utilities ETF | £3,128 | -£103 | -3.2% |
| BRK.B | Berkshire Hathaway | £1,471 | -£65 | -4.2% |
| JPM | JP Morgan | £1,466 | -£57 | -3.8% |
| PG | Procter & Gamble | £1,775 | -£42 | -2.3% |
| VAGU | Global Aggregate Bond ETF | £2,791 | -£37 | -1.3% |
| ATRL | AtkinsRealis Group | £1,092 | -£5 | -0.5% |
| HEAL | Healthcare Innovation ETF | £780 | +£16 | +2.1% |
| MSFT | Microsoft | £2,282 | +£30 | +1.3% |
| WHCA | World Healthcare ETF | £1,912 | +£39 | +2.1% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £15,762 | +24.0% | +£3,785 | 56 |
| MSFT | Microsoft | £2,282 | +34.8% | +£794 | 54 |
| LLY | Eli Lilly | £1,999 | +38.5% | +£769 | 29 |
| META | Meta Platforms | £2,036 | +26.0% | +£530 | 60 |
| MRK | Merck & Co | £1,897 | +17.7% | +£336 | 27 |
| DIS | The Walt Disney Company | £1,258 | +25.3% | +£318 | 29 |
| ATRL | AtkinsRealis Group | £1,092 | +25.8% | +£282 | 15 |
| GOOGL | Alphabet | £3,259 | +8.0% | +£262 | 56 |
| LMT | Lockheed Martin | £1,023 | +24.9% | +£255 | 20 |
| AMZN | Amazon | £2,204 | +8.7% | +£192 | 64 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 74,961 | 55.5% |
| Dollar | 58,976 | 43.7% |
| CAN Dollar | 1,092 | 0.8% |
| Euro | 15 | 0.0% |