| 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 | £132,507 | +£31,555 | +31.3% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £55,889 | 44.5% | 42.2% | +22.5% | +£10,250 | -5.2% |
| Diversification ETF | £19,586 | 15.0% | 14.8% | +10.1% | +£1,801 | -1.5% |
| Single Investment | £17,306 | 10.0% | 13.1% | +113.6% | +£9,204 | +30.6% |
| Diversification Stocks | £14,204 | 11.0% | 10.7% | +24.4% | +£2,787 | -2.5% |
| Investments | £13,572 | 10.0% | 10.2% | +30.3% | +£3,159 | +2.4% |
| Healthcare ETF | £7,474 | 6.0% | 5.6% | +4.3% | +£308 | -6.0% |
| Healthcare Stocks | £3,714 | 3.0% | 2.8% | +22.5% | +£681 | -6.6% |
| Potentials | £761 | 0.5% | 0.6% | +7.1% | +£50 | +14.8% |
| 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 | £38,566 | 29.1% | +£7,458 | +24.0% |
| NVDA | Nvidia | £17,306 | 13.1% | +£9,204 | +113.6% |
| VUAG | S&P 500 ETF | £11,192 | 8.4% | +£2,201 | +24.5% |
| VEUA | Developed Europe ETF | £6,130 | 4.6% | +£591 | +10.7% |
| IUHC | S&P 500 Healthcare ETF | £4,985 | 3.8% | +£227 | +4.8% |
| VFEG | Emerging Markets ETF | £3,847 | 2.9% | +£434 | +12.7% |
| CAT | Caterpillar | £3,801 | 2.9% | +£1,897 | +99.6% |
| VHYL | Allworld Dividend ETF | £3,662 | 2.8% | +£212 | +6.1% |
| IUSU | S&P 500 Utilities ETF | £3,244 | 2.5% | +£271 | +9.1% |
| GOOGL | Alphabet | £2,832 | 2.1% | +£1,463 | +106.8% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| LMT | Lockheed Martin | £974 | -£89 | -8.4% |
| BRK.B | Berkshire Hathaway | £1,456 | -£79 | -5.2% |
| VAGU | Global Aggregate Bond ETF | £2,745 | +£16 | +0.6% |
| HEAL | Healthcare Innovation ETF | £778 | +£20 | +2.7% |
| DIS | The Walt Disney Company | £1,200 | +£41 | +3.5% |
| ATRL | AtkinsRealis Group | £1,081 | +£56 | +5.5% |
| O | Realty Income | £712 | +£60 | +9.2% |
| WHCA | World Healthcare ETF | £1,712 | +£61 | +3.7% |
| PG | Procter & Gamble | £1,795 | +£90 | +5.3% |
| WLDS | Small Cap ETF | £1,901 | +£97 | +5.4% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £17,306 | +34.5% | +£5,979 | 56 |
| MSFT | Microsoft | £2,316 | +39.0% | +£904 | 54 |
| META | Meta Platforms | £2,282 | +29.7% | +£679 | 60 |
| LLY | Eli Lilly | £1,876 | +31.9% | +£599 | 29 |
| GOOGL | Alphabet | £2,832 | +11.3% | +£321 | 55 |
| ATRL | AtkinsRealis Group | £1,081 | +27.3% | +£295 | 15 |
| DIS | The Walt Disney Company | £1,200 | +23.7% | +£285 | 29 |
| LMT | Lockheed Martin | £974 | +26.1% | +£255 | 20 |
| MRK | Merck & Co | £1,839 | +13.2% | +£243 | 27 |
| AMZN | Amazon | £2,138 | +11.1% | +£238 | 64 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 72,117 | 54.4% |
| Dollar | 59,294 | 44.7% |
| CAN Dollar | 1,081 | 0.8% |
| Euro | 14 | 0.0% |