| 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 | £158,716 | +£39,864 | +33.5% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| Core ETFs | £69,433 | 44.0% | 43.8% | +24.1% | +£13,502 | -0.6% |
| Diversification ETF | £21,754 | 14.0% | 13.7% | +5.4% | +£1,121 | -2.1% |
| Diversification Stocks | £20,017 | 13.0% | 12.6% | +7.9% | +£1,467 | -3.0% |
| Semiconductors | £19,414 | 12.0% | 12.2% | +78.5% | +£8,535 | +1.9% |
| Convictions | £12,042 | 8.0% | 7.6% | +26.9% | +£2,550 | -5.2% |
| Healthcare ETF | £8,375 | 4.5% | 5.3% | +4.8% | +£387 | +17.3% |
| Healthcare Stocks | £6,838 | 4.5% | 4.3% | +13.3% | +£802 | -4.3% |
| Potentials | £844 | 0.5% | 0.5% | +18.7% | +£133 | +6.3% |
| Ticker | Company | Total |
|---|---|---|
| O | Realty Income | £52 |
| MET | MetLife | £34 |
| VHYL | Vanguard FTSE All-World High Dividend Yield | £27 |
| PG | Procter & Gamble | £25 |
| CAT | Caterpillar | £21 |
| Ticker | Company | Value | Weight | Profit | Return |
|---|---|---|---|---|---|
| VWRP | Allworld ETF | £45,748 | 28.8% | +£9,972 | +27.9% |
| NVDA | Nvidia | £14,680 | 9.2% | +£8,073 | +122.2% |
| VUAG | S&P 500 ETF | £13,868 | 8.7% | +£3,144 | +29.3% |
| VEUA | Developed Europe ETF | £9,817 | 6.2% | +£387 | +4.1% |
| IUHC | S&P 500 Healthcare ETF | £5,312 | 3.4% | +£256 | +5.1% |
| VFEG | Emerging Markets ETF | £5,224 | 3.3% | +£579 | +12.5% |
| VHYL | Allworld Dividend ETF | £4,496 | 2.8% | +£327 | +7.8% |
| IGLN | Gold ETF | £3,980 | 2.5% | -£54 | -1.4% |
| LMT | Lockheed Martin | £3,735 | 2.4% | -£114 | -3.0% |
| VAGU | Global Aggregate Bond ETF | £3,087 | 1.9% | -£0 | -0.0% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| LMT | Lockheed Martin | £3,735 | -£114 | -3.0% |
| PG | Procter & Gamble | £2,670 | -£94 | -3.4% |
| JPM | JP Morgan | £2,105 | -£64 | -2.9% |
| BRK.B | Berkshire Hathaway | £2,290 | -£63 | -2.7% |
| IGLN | Gold ETF | £3,980 | -£54 | -1.4% |
| JNJ | Johnson & Johnson | £2,226 | -£15 | -0.7% |
| VAGU | Global Aggregate Bond ETF | £3,087 | -£0 | -0.0% |
| DIS | The Walt Disney Company | £38 | +£0 | +0.6% |
| DIS | The Walt Disney Company | £1,181 | +£12 | +1.0% |
| O | Realty Income | £1,130 | +£33 | +3.0% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £14,680 | +37.0% | +£5,426 | 58 |
| MSFT | Microsoft | £3,023 | +31.4% | +£948 | 55 |
| META | Meta Platforms | £2,600 | +34.8% | +£905 | 59 |
| LMT | Lockheed Martin | £3,735 | +19.6% | +£732 | 19 |
| AMZN | Amazon | £2,385 | +25.1% | +£599 | 62 |
| GOOGL | Alphabet | £2,389 | +19.5% | +£466 | 53 |
| PG | Procter & Gamble | £2,670 | +15.6% | +£417 | 22 |
| NEE | NextEra Energy | £2,097 | +15.2% | +£318 | 19 |
| JPM | JP Morgan | £2,105 | +14.8% | +£311 | 21 |
| LLY | Eli Lilly | £2,582 | +11.9% | +£306 | 29 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 86,361 | 54.4% |
| Dollar | 72,339 | 45.6% |
| Euro | 16 | 0.0% |