| 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 | £131,713 | +£30,761 | +30.5% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £55,770 | 44.5% | 42.3% | +22.2% | +£10,132 | -4.8% |
| Diversification ETF | £19,503 | 15.0% | 14.8% | +9.7% | +£1,718 | -1.3% |
| Single Investment | £16,534 | 10.0% | 12.6% | +104.1% | +£8,432 | +25.5% |
| Diversification Stocks | £14,469 | 11.0% | 11.0% | +26.7% | +£3,052 | -0.1% |
| Investments | £13,453 | 10.0% | 10.2% | +29.2% | +£3,040 | +2.1% |
| Healthcare ETF | £7,498 | 6.0% | 5.7% | +4.6% | +£332 | -5.1% |
| Healthcare Stocks | £3,744 | 3.0% | 2.8% | +23.4% | +£711 | -5.3% |
| Potentials | £743 | 0.5% | 0.6% | +4.5% | +£32 | +12.8% |
| 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 | £38,491 | 29.2% | +£7,383 | +23.7% |
| NVDA | Nvidia | £16,534 | 12.6% | +£8,432 | +104.1% |
| VUAG | S&P 500 ETF | £11,164 | 8.5% | +£2,172 | +24.2% |
| VEUA | Developed Europe ETF | £6,115 | 4.6% | +£577 | +10.4% |
| IUHC | S&P 500 Healthcare ETF | £5,011 | 3.8% | +£254 | +5.3% |
| CAT | Caterpillar | £4,019 | 3.0% | +£2,115 | +111.1% |
| VFEG | Emerging Markets ETF | £3,806 | 2.9% | +£393 | +11.5% |
| VHYL | Allworld Dividend ETF | £3,690 | 2.8% | +£240 | +7.0% |
| IUSU | S&P 500 Utilities ETF | £3,256 | 2.5% | +£284 | +9.5% |
| GOOGL | Alphabet | £3,085 | 2.3% | +£1,716 | +125.3% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| LMT | Lockheed Martin | £977 | -£86 | -8.1% |
| BRK.B | Berkshire Hathaway | £1,467 | -£67 | -4.4% |
| VAGU | Global Aggregate Bond ETF | £2,726 | -£3 | -0.1% |
| MSFT | Microsoft | £2,221 | +£8 | +0.4% |
| HEAL | Healthcare Innovation ETF | £766 | +£9 | +1.2% |
| DIS | The Walt Disney Company | £1,195 | +£37 | +3.2% |
| PG | Procter & Gamble | £1,754 | +£49 | +2.9% |
| ATRL | AtkinsRealis Group | £1,077 | +£52 | +5.1% |
| O | Realty Income | £711 | +£60 | +9.1% |
| WHCA | World Healthcare ETF | £1,720 | +£69 | +4.2% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £16,534 | +24.0% | +£3,970 | 56 |
| MSFT | Microsoft | £2,221 | +34.8% | +£773 | 54 |
| LLY | Eli Lilly | £1,945 | +38.5% | +£748 | 29 |
| META | Meta Platforms | £2,039 | +26.0% | +£530 | 60 |
| MRK | Merck & Co | £1,799 | +17.7% | +£318 | 27 |
| DIS | The Walt Disney Company | £1,195 | +25.3% | +£303 | 29 |
| ATRL | AtkinsRealis Group | £1,077 | +25.8% | +£278 | 15 |
| GOOGL | Alphabet | £3,085 | +8.0% | +£248 | 56 |
| LMT | Lockheed Martin | £977 | +24.9% | +£244 | 20 |
| PG | Procter & Gamble | £1,754 | +10.6% | +£186 | 22 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 71,997 | 54.7% |
| Dollar | 58,626 | 44.5% |
| CAN Dollar | 1,077 | 0.8% |
| Euro | 14 | 0.0% |