| 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 | £118,852 | £159,586 | +£40,734 | +34.3% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| Core ETFs | £69,883 | 44.0% | 43.8% | +24.9% | +£13,953 | -0.5% |
| Diversification ETF | £21,857 | 14.0% | 13.7% | +5.9% | +£1,224 | -2.2% |
| Diversification Stocks | £20,413 | 13.0% | 12.8% | +9.9% | +£1,843 | -1.6% |
| Semiconductors | £19,122 | 12.0% | 12.0% | +75.8% | +£8,243 | -0.1% |
| Convictions | £11,722 | 8.0% | 7.3% | +23.5% | +£2,230 | -8.2% |
| Healthcare ETF | £8,677 | 4.5% | 5.4% | +8.6% | +£689 | +20.8% |
| Healthcare Stocks | £7,049 | 4.5% | 4.4% | +16.7% | +£1,009 | -1.8% |
| Potentials | £864 | 0.5% | 0.5% | +31.2% | +£205 | +8.3% |
| Ticker | Company | Total |
|---|---|---|
| O | Realty Income | £55 |
| MET | MetLife | £34 |
| VHYL | Vanguard FTSE All-World High Dividend Yield | £27 |
| PG | Procter & Gamble | £25 |
| XOM | Exxon Mobil | £24 |
| Ticker | Company | Value | Weight | Profit | Return |
|---|---|---|---|---|---|
| VWRP | Allworld ETF | £45,929 | 28.8% | +£10,152 | +28.4% |
| NVDA | Nvidia | £14,388 | 9.0% | +£7,781 | +117.8% |
| VUAG | S&P 500 ETF | £13,863 | 8.7% | +£3,138 | +29.3% |
| VEUA | Developed Europe ETF | £10,092 | 6.3% | +£662 | +7.0% |
| IUHC | S&P 500 Healthcare ETF | £5,516 | 3.5% | +£460 | +9.1% |
| VFEG | Emerging Markets ETF | £5,240 | 3.3% | +£596 | +12.8% |
| VHYL | Allworld Dividend ETF | £4,574 | 2.9% | +£405 | +9.7% |
| IGLN | Gold ETF | £3,899 | 2.4% | -£135 | -3.4% |
| LMT | Lockheed Martin | £3,797 | 2.4% | -£55 | -1.4% |
| VAGU | Global Aggregate Bond ETF | £3,107 | 1.9% | +£21 | +0.7% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| IGLN | Gold ETF | £3,899 | -£135 | -3.4% |
| AVGO | Broadcom | £980 | -£71 | -6.8% |
| LMT | Lockheed Martin | £3,797 | -£55 | -1.4% |
| MSFT | Microsoft | £2,832 | -£41 | -1.4% |
| DIS | The Walt Disney Company | £39 | +£1 | +2.8% |
| VAGU | Global Aggregate Bond ETF | £3,107 | +£21 | +0.7% |
| AAPL | Apple | £248 | +£31 | +14.0% |
| DIS | The Walt Disney Company | £1,208 | +£37 | +3.2% |
| BRK.B | Berkshire Hathaway | £2,399 | +£43 | +1.8% |
| HEAL | Healthcare Innovation ETF | £850 | +£54 | +6.7% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £14,388 | +40.7% | +£5,857 | 59 |
| MSFT | Microsoft | £2,832 | +40.4% | +£1,145 | 55 |
| META | Meta Platforms | £2,518 | +39.4% | +£992 | 59 |
| LMT | Lockheed Martin | £3,797 | +17.9% | +£679 | 19 |
| AMZN | Amazon | £2,348 | +27.0% | +£635 | 63 |
| XOM | Exxon Mobil | £2,214 | +20.6% | +£455 | 22 |
| GOOGL | Alphabet | £2,458 | +17.2% | +£422 | 53 |
| AVGO | Broadcom | £980 | +32.5% | +£319 | 45 |
| NEE | NextEra Energy | £2,116 | +14.3% | +£303 | 19 |
| MRK | Merck & Co | £2,018 | +12.9% | +£261 | 27 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 86,944 | 54.5% |
| Dollar | 72,626 | 45.5% |
| Euro | 16 | 0.0% |