| 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 | £135,605 | +£34,403 | +34.0% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £58,465 | 44.5% | 43.1% | +23.0% | +£10,942 | -3.1% |
| Diversification ETF | £19,924 | 15.0% | 14.7% | +4.6% | +£873 | -2.0% |
| Single Investment | £16,189 | 10.0% | 11.9% | +123.6% | +£8,948 | +19.4% |
| Diversification Stocks | £14,498 | 11.0% | 10.7% | +18.9% | +£2,310 | -2.8% |
| Investments | £14,035 | 10.0% | 10.3% | +34.0% | +£3,561 | +3.5% |
| Healthcare ETF | £7,702 | 6.0% | 5.7% | +1.4% | +£103 | -5.3% |
| Healthcare Stocks | £3,955 | 3.0% | 2.9% | +13.4% | +£467 | -2.8% |
| Potentials | £837 | 0.5% | 0.6% | +17.7% | +£126 | +23.4% |
| 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 | £40,169 | 29.6% | +£8,145 | +25.4% |
| NVDA | Nvidia | £16,189 | 11.9% | +£8,948 | +123.6% |
| VUAG | S&P 500 ETF | £11,502 | 8.5% | +£2,510 | +27.9% |
| VEUA | Developed Europe ETF | £6,795 | 5.0% | +£287 | +4.4% |
| IUHC | S&P 500 Healthcare ETF | £5,009 | 3.7% | +£47 | +0.9% |
| CAT | Caterpillar | £4,121 | 3.0% | +£2,217 | +116.4% |
| VFEG | Emerging Markets ETF | £3,937 | 2.9% | +£510 | +14.9% |
| VHYL | Allworld Dividend ETF | £3,770 | 2.8% | +£218 | +6.1% |
| GOOGL | Alphabet | £3,220 | 2.4% | +£1,851 | +135.2% |
| IUSU | S&P 500 Utilities ETF | £3,129 | 2.3% | -£102 | -3.1% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| LMT | Lockheed Martin | £1,025 | -£134 | -11.6% |
| PG | Procter & Gamble | £1,714 | -£103 | -5.7% |
| IUSU | S&P 500 Utilities ETF | £3,129 | -£102 | -3.1% |
| JPM | JP Morgan | £1,448 | -£75 | -4.9% |
| BRK.B | Berkshire Hathaway | £1,471 | -£65 | -4.2% |
| VAGU | Global Aggregate Bond ETF | £2,781 | -£46 | -1.6% |
| ATRL | AtkinsRealis Group | £1,065 | -£33 | -3.0% |
| MSFT | Microsoft | £2,249 | -£4 | -0.2% |
| HEAL | Healthcare Innovation ETF | £778 | +£14 | +1.8% |
| O | Realty Income | £695 | +£40 | +6.0% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £16,189 | +24.0% | +£3,887 | 56 |
| LLY | Eli Lilly | £2,051 | +38.5% | +£789 | 29 |
| MSFT | Microsoft | £2,249 | +34.8% | +£783 | 54 |
| META | Meta Platforms | £2,016 | +26.0% | +£524 | 60 |
| MRK | Merck & Co | £1,904 | +17.7% | +£337 | 27 |
| DIS | The Walt Disney Company | £1,211 | +25.3% | +£306 | 29 |
| ATRL | AtkinsRealis Group | £1,065 | +25.8% | +£274 | 15 |
| GOOGL | Alphabet | £3,220 | +8.0% | +£259 | 56 |
| LMT | Lockheed Martin | £1,024 | +24.9% | +£255 | 20 |
| AMZN | Amazon | £2,201 | +8.7% | +£191 | 64 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 75,100 | 55.4% |
| Dollar | 59,424 | 43.8% |
| CAN Dollar | 1,065 | 0.8% |
| Euro | 15 | 0.0% |