| 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 | £118,852 | £157,133 | +£38,281 | +32.2% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| Core ETFs | £68,661 | 44.0% | 43.7% | +22.8% | +£12,731 | -0.7% |
| Diversification ETF | £21,597 | 14.0% | 13.7% | +4.7% | +£964 | -1.8% |
| Diversification Stocks | £20,482 | 13.0% | 13.0% | +10.4% | +£1,933 | +0.3% |
| Semiconductors | £18,494 | 12.0% | 11.8% | +70.0% | +£7,615 | -1.9% |
| Convictions | £11,344 | 8.0% | 7.2% | +19.5% | +£1,852 | -9.8% |
| Healthcare ETF | £8,740 | 4.5% | 5.6% | +9.4% | +£752 | +23.6% |
| Healthcare Stocks | £7,237 | 4.5% | 4.6% | +19.8% | +£1,197 | +2.4% |
| Potentials | £577 | 0.5% | 0.4% | +33.4% | +£145 | -26.5% |
| Ticker | Company | Total |
|---|---|---|
| O | Realty Income | £52 |
| MET | MetLife | £34 |
| VHYL | Vanguard FTSE All-World High Dividend Yield | £27 |
| PG | Procter & Gamble | £25 |
| XOM | Exxon Mobil | £24 |
| Ticker | Company | Value | Weight | Profit | Return |
|---|---|---|---|---|---|
| VWRP | Allworld ETF | £45,070 | 28.7% | +£9,294 | +26.0% |
| NVDA | Nvidia | £13,959 | 8.9% | +£7,352 | +111.3% |
| VUAG | S&P 500 ETF | £13,607 | 8.7% | +£2,883 | +26.9% |
| VEUA | Developed Europe ETF | £9,983 | 6.3% | +£553 | +5.9% |
| IUHC | S&P 500 Healthcare ETF | £5,558 | 3.5% | +£502 | +9.9% |
| VFEG | Emerging Markets ETF | £5,154 | 3.3% | +£509 | +11.0% |
| VHYL | Allworld Dividend ETF | £4,548 | 2.9% | +£379 | +9.1% |
| LMT | Lockheed Martin | £3,895 | 2.5% | +£46 | +1.2% |
| IGLN | Gold ETF | £3,771 | 2.4% | -£264 | -6.5% |
| VAGU | Global Aggregate Bond ETF | £3,101 | 2.0% | +£14 | +0.5% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| IGLN | Gold ETF | £3,771 | -£264 | -6.5% |
| MSFT | Microsoft | £2,723 | -£150 | -5.2% |
| AVGO | Broadcom | £948 | -£103 | -9.8% |
| BRK.B | Berkshire Hathaway | £2,354 | +£0 | +0.0% |
| DIS | The Walt Disney Company | £38 | +£0 | +1.1% |
| VAGU | Global Aggregate Bond ETF | £3,101 | +£14 | +0.5% |
| DIS | The Walt Disney Company | £1,187 | +£18 | +1.5% |
| AAPL | Apple | £245 | +£27 | +12.6% |
| LMT | Lockheed Martin | £3,895 | +£46 | +1.2% |
| PG | Procter & Gamble | £2,809 | +£46 | +1.7% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £13,959 | +45.9% | +£6,409 | 59 |
| MSFT | Microsoft | £2,723 | +43.8% | +£1,193 | 55 |
| META | Meta Platforms | £2,401 | +45.8% | +£1,100 | 59 |
| AMZN | Amazon | £2,263 | +29.4% | +£665 | 63 |
| LMT | Lockheed Martin | £3,895 | +13.9% | +£543 | 19 |
| GOOGL | Alphabet | £2,411 | +21.0% | +£506 | 53 |
| XOM | Exxon Mobil | £2,337 | +15.9% | +£372 | 22 |
| NEE | NextEra Energy | £2,113 | +16.1% | +£340 | 19 |
| AVGO | Broadcom | £948 | +35.4% | +£335 | 45 |
| PG | Procter & Gamble | £2,809 | +10.4% | +£292 | 22 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 85,600 | 54.5% |
| Dollar | 71,518 | 45.5% |
| Euro | 15 | 0.0% |