| 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 | £135,913 | +£34,711 | +34.3% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £58,479 | 44.5% | 43.0% | +23.1% | +£10,956 | -3.3% |
| Diversification ETF | £19,972 | 15.0% | 14.7% | +4.8% | +£922 | -2.0% |
| Single Investment | £16,146 | 10.0% | 11.9% | +123.0% | +£8,906 | +18.8% |
| Diversification Stocks | £14,690 | 11.0% | 10.8% | +20.5% | +£2,502 | -1.7% |
| Investments | £14,104 | 10.0% | 10.4% | +34.7% | +£3,630 | +3.8% |
| Healthcare ETF | £7,735 | 6.0% | 5.7% | +1.8% | +£136 | -5.2% |
| Healthcare Stocks | £3,947 | 3.0% | 2.9% | +13.1% | +£458 | -3.2% |
| Potentials | £840 | 0.5% | 0.6% | +18.1% | +£129 | +23.5% |
| 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 | £40,157 | 29.6% | +£8,133 | +25.4% |
| NVDA | Nvidia | £16,146 | 11.9% | +£8,906 | +123.0% |
| VUAG | S&P 500 ETF | £11,541 | 8.5% | +£2,550 | +28.4% |
| VEUA | Developed Europe ETF | £6,781 | 5.0% | +£273 | +4.2% |
| IUHC | S&P 500 Healthcare ETF | £5,033 | 3.7% | +£72 | +1.4% |
| CAT | Caterpillar | £4,207 | 3.1% | +£2,303 | +121.0% |
| VFEG | Emerging Markets ETF | £3,900 | 2.9% | +£473 | +13.8% |
| VHYL | Allworld Dividend ETF | £3,784 | 2.8% | +£232 | +6.5% |
| GOOGL | Alphabet | £3,200 | 2.4% | +£1,831 | +133.7% |
| IUSU | S&P 500 Utilities ETF | £3,168 | 2.3% | -£63 | -2.0% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| LMT | Lockheed Martin | £1,037 | -£122 | -10.5% |
| PG | Procter & Gamble | £1,739 | -£78 | -4.3% |
| IUSU | S&P 500 Utilities ETF | £3,168 | -£63 | -2.0% |
| JPM | JP Morgan | £1,464 | -£59 | -3.9% |
| BRK.B | Berkshire Hathaway | £1,487 | -£49 | -3.2% |
| ATRL | AtkinsRealis Group | £1,063 | -£35 | -3.1% |
| VAGU | Global Aggregate Bond ETF | £2,797 | -£31 | -1.1% |
| HEAL | Healthcare Innovation ETF | £779 | +£15 | +2.0% |
| MSFT | Microsoft | £2,279 | +£26 | +1.2% |
| O | Realty Income | £701 | +£46 | +7.0% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £16,146 | +24.0% | +£3,877 | 56 |
| MSFT | Microsoft | £2,279 | +34.8% | +£793 | 54 |
| LLY | Eli Lilly | £2,048 | +38.5% | +£788 | 29 |
| META | Meta Platforms | £2,020 | +26.0% | +£525 | 60 |
| MRK | Merck & Co | £1,899 | +17.7% | +£336 | 27 |
| DIS | The Walt Disney Company | £1,221 | +25.3% | +£309 | 29 |
| ATRL | AtkinsRealis Group | £1,063 | +25.8% | +£274 | 15 |
| LMT | Lockheed Martin | £1,037 | +24.9% | +£258 | 20 |
| GOOGL | Alphabet | £3,200 | +8.0% | +£257 | 56 |
| TSLA | Tesla | £1,905 | +10.0% | +£190 | 40 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 75,150 | 55.3% |
| Dollar | 59,685 | 43.9% |
| CAN Dollar | 1,063 | 0.8% |
| Euro | 15 | 0.0% |