| 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 | £132,249 | +£31,297 | +31.0% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £55,738 | 44.5% | 42.1% | +22.1% | +£10,099 | -5.3% |
| Diversification ETF | £19,511 | 15.0% | 14.8% | +9.7% | +£1,726 | -1.6% |
| Single Investment | £17,320 | 10.0% | 13.1% | +113.8% | +£9,218 | +31.0% |
| Diversification Stocks | £14,186 | 11.0% | 10.7% | +24.2% | +£2,769 | -2.5% |
| Investments | £13,569 | 10.0% | 10.3% | +30.3% | +£3,156 | +2.6% |
| Healthcare ETF | £7,476 | 6.0% | 5.7% | +4.3% | +£310 | -5.8% |
| Healthcare Stocks | £3,692 | 3.0% | 2.8% | +21.7% | +£659 | -7.0% |
| Potentials | £757 | 0.5% | 0.6% | +6.5% | +£46 | +14.4% |
| 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 | £38,474 | 29.1% | +£7,365 | +23.7% |
| NVDA | Nvidia | £17,320 | 13.1% | +£9,218 | +113.8% |
| VUAG | S&P 500 ETF | £11,166 | 8.4% | +£2,175 | +24.2% |
| VEUA | Developed Europe ETF | £6,098 | 4.6% | +£560 | +10.1% |
| IUHC | S&P 500 Healthcare ETF | £4,983 | 3.8% | +£226 | +4.7% |
| VFEG | Emerging Markets ETF | £3,833 | 2.9% | +£421 | +12.3% |
| CAT | Caterpillar | £3,740 | 2.8% | +£1,836 | +96.4% |
| VHYL | Allworld Dividend ETF | £3,655 | 2.8% | +£205 | +5.9% |
| IUSU | S&P 500 Utilities ETF | £3,241 | 2.5% | +£269 | +9.0% |
| GOOGL | Alphabet | £2,891 | 2.2% | +£1,521 | +111.1% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| LMT | Lockheed Martin | £998 | -£66 | -6.2% |
| BRK.B | Berkshire Hathaway | £1,471 | -£64 | -4.2% |
| VAGU | Global Aggregate Bond ETF | £2,730 | +£0 | +0.0% |
| HEAL | Healthcare Innovation ETF | £780 | +£23 | +3.0% |
| DIS | The Walt Disney Company | £1,204 | +£45 | +3.9% |
| O | Realty Income | £706 | +£54 | +8.3% |
| WHCA | World Healthcare ETF | £1,712 | +£61 | +3.7% |
| PG | Procter & Gamble | £1,780 | +£75 | +4.4% |
| ATRL | AtkinsRealis Group | £1,106 | +£80 | +7.8% |
| WLDS | Small Cap ETF | £1,899 | +£95 | +5.2% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £17,320 | +24.0% | +£4,159 | 56 |
| MSFT | Microsoft | £2,329 | +34.8% | +£811 | 54 |
| LLY | Eli Lilly | £1,867 | +38.5% | +£719 | 29 |
| META | Meta Platforms | £2,274 | +26.0% | +£591 | 60 |
| MRK | Merck & Co | £1,824 | +17.7% | +£323 | 27 |
| DIS | The Walt Disney Company | £1,204 | +25.3% | +£305 | 29 |
| ATRL | AtkinsRealis Group | £1,106 | +25.8% | +£285 | 15 |
| LMT | Lockheed Martin | £998 | +24.9% | +£249 | 20 |
| GOOGL | Alphabet | £2,891 | +8.0% | +£232 | 56 |
| PG | Procter & Gamble | £1,780 | +10.6% | +£189 | 22 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 71,935 | 54.4% |
| Dollar | 59,194 | 44.8% |
| CAN Dollar | 1,106 | 0.8% |
| Euro | 14 | 0.0% |