| 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 | £135,066 | +£33,864 | +33.5% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £58,359 | 44.5% | 43.2% | +22.8% | +£10,836 | -2.9% |
| Diversification ETF | £20,012 | 15.0% | 14.8% | +5.0% | +£961 | -1.2% |
| Single Investment | £15,494 | 10.0% | 11.5% | +114.0% | +£8,254 | +14.7% |
| Diversification Stocks | £14,606 | 11.0% | 10.8% | +19.8% | +£2,418 | -1.7% |
| Investments | £14,097 | 10.0% | 10.4% | +34.6% | +£3,623 | +4.4% |
| Healthcare ETF | £7,759 | 6.0% | 5.7% | +2.1% | +£160 | -4.3% |
| Healthcare Stocks | £3,946 | 3.0% | 2.9% | +13.1% | +£457 | -2.6% |
| Potentials | £792 | 0.5% | 0.6% | +11.5% | +£82 | +17.3% |
| 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 | £40,057 | 29.7% | +£8,033 | +25.1% |
| NVDA | Nvidia | £15,494 | 11.5% | +£8,254 | +114.0% |
| VUAG | S&P 500 ETF | £11,462 | 8.5% | +£2,471 | +27.5% |
| VEUA | Developed Europe ETF | £6,839 | 5.1% | +£332 | +5.1% |
| IUHC | S&P 500 Healthcare ETF | £5,046 | 3.7% | +£84 | +1.7% |
| CAT | Caterpillar | £4,063 | 3.0% | +£2,159 | +113.4% |
| VFEG | Emerging Markets ETF | £3,963 | 2.9% | +£536 | +15.6% |
| VHYL | Allworld Dividend ETF | £3,774 | 2.8% | +£222 | +6.2% |
| GOOGL | Alphabet | £3,225 | 2.4% | +£1,856 | +135.5% |
| IUSU | S&P 500 Utilities ETF | £3,155 | 2.3% | -£76 | -2.3% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| LMT | Lockheed Martin | £1,023 | -£135 | -11.7% |
| IUSU | S&P 500 Utilities ETF | £3,155 | -£76 | -2.3% |
| BRK.B | Berkshire Hathaway | £1,471 | -£65 | -4.3% |
| PG | Procter & Gamble | £1,783 | -£35 | -1.9% |
| VAGU | Global Aggregate Bond ETF | £2,798 | -£30 | -1.1% |
| JPM | JP Morgan | £1,505 | -£18 | -1.1% |
| HEAL | Healthcare Innovation ETF | £783 | +£20 | +2.6% |
| ATRL | AtkinsRealis Group | £1,137 | +£40 | +3.6% |
| O | Realty Income | £697 | +£41 | +6.3% |
| INFR | Global Infrastructure ETF | £1,733 | +£56 | +3.3% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £15,494 | +24.0% | +£3,720 | 56 |
| MSFT | Microsoft | £2,328 | +34.8% | +£810 | 54 |
| LLY | Eli Lilly | £2,046 | +38.5% | +£787 | 29 |
| META | Meta Platforms | £2,072 | +26.0% | +£539 | 60 |
| MRK | Merck & Co | £1,900 | +17.7% | +£336 | 27 |
| DIS | The Walt Disney Company | £1,278 | +25.3% | +£324 | 29 |
| ATRL | AtkinsRealis Group | £1,137 | +25.8% | +£293 | 15 |
| GOOGL | Alphabet | £3,225 | +8.0% | +£259 | 56 |
| LMT | Lockheed Martin | £1,023 | +24.9% | +£255 | 20 |
| AMZN | Amazon | £2,201 | +8.7% | +£191 | 64 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 75,074 | 55.6% |
| Dollar | 58,840 | 43.6% |
| CAN Dollar | 1,137 | 0.8% |
| Euro | 15 | 0.0% |