| 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 | £135,126 | +£33,924 | +33.5% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £58,414 | 44.5% | 43.2% | +22.9% | +£10,890 | -2.9% |
| Diversification ETF | £19,894 | 15.0% | 14.7% | +4.4% | +£843 | -1.9% |
| Single Investment | £15,761 | 10.0% | 11.7% | +117.7% | +£8,520 | +16.6% |
| Diversification Stocks | £14,444 | 11.0% | 10.7% | +18.5% | +£2,256 | -2.8% |
| Investments | £14,185 | 10.0% | 10.5% | +35.4% | +£3,711 | +5.0% |
| Healthcare ETF | £7,719 | 6.0% | 5.7% | +1.6% | +£120 | -4.8% |
| Healthcare Stocks | £3,891 | 3.0% | 2.9% | +11.5% | +£402 | -4.0% |
| Potentials | £819 | 0.5% | 0.6% | +15.2% | +£108 | +21.1% |
| 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 | £40,110 | 29.7% | +£8,086 | +25.2% |
| NVDA | Nvidia | £15,761 | 11.7% | +£8,520 | +117.7% |
| VUAG | S&P 500 ETF | £11,498 | 8.5% | +£2,506 | +27.9% |
| VEUA | Developed Europe ETF | £6,806 | 5.0% | +£298 | +4.6% |
| IUHC | S&P 500 Healthcare ETF | £5,021 | 3.7% | +£59 | +1.2% |
| CAT | Caterpillar | £4,055 | 3.0% | +£2,151 | +112.9% |
| VFEG | Emerging Markets ETF | £3,936 | 2.9% | +£509 | +14.8% |
| VHYL | Allworld Dividend ETF | £3,770 | 2.8% | +£218 | +6.1% |
| GOOGL | Alphabet | £3,284 | 2.4% | +£1,915 | +139.8% |
| IUSU | S&P 500 Utilities ETF | £3,121 | 2.3% | -£109 | -3.4% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| LMT | Lockheed Martin | £1,020 | -£138 | -11.9% |
| IUSU | S&P 500 Utilities ETF | £3,121 | -£109 | -3.4% |
| BRK.B | Berkshire Hathaway | £1,469 | -£67 | -4.4% |
| JPM | JP Morgan | £1,467 | -£56 | -3.6% |
| PG | Procter & Gamble | £1,768 | -£50 | -2.7% |
| VAGU | Global Aggregate Bond ETF | £2,791 | -£37 | -1.3% |
| ATRL | AtkinsRealis Group | £1,072 | -£26 | -2.3% |
| HEAL | Healthcare Innovation ETF | £781 | +£17 | +2.2% |
| MSFT | Microsoft | £2,281 | +£29 | +1.3% |
| O | Realty Income | £693 | +£38 | +5.8% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £15,761 | +24.0% | +£3,784 | 56 |
| MSFT | Microsoft | £2,281 | +34.8% | +£794 | 54 |
| LLY | Eli Lilly | £1,999 | +38.5% | +£769 | 29 |
| META | Meta Platforms | £2,047 | +26.0% | +£532 | 60 |
| MRK | Merck & Co | £1,892 | +17.7% | +£335 | 27 |
| DIS | The Walt Disney Company | £1,254 | +25.3% | +£317 | 29 |
| ATRL | AtkinsRealis Group | £1,072 | +25.8% | +£276 | 15 |
| GOOGL | Alphabet | £3,284 | +8.0% | +£264 | 56 |
| LMT | Lockheed Martin | £1,020 | +24.9% | +£254 | 20 |
| AMZN | Amazon | £2,208 | +8.7% | +£192 | 64 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 75,041 | 55.5% |
| Dollar | 58,999 | 43.7% |
| CAN Dollar | 1,072 | 0.8% |
| Euro | 15 | 0.0% |