| 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 | £119,202 | £158,458 | +£39,256 | +32.9% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| Core ETFs | £69,128 | 44.0% | 43.6% | +22.8% | +£12,848 | -0.8% |
| Diversification ETF | £21,337 | 14.0% | 13.5% | +3.2% | +£654 | -3.8% |
| Diversification Stocks | £20,378 | 13.0% | 12.9% | +9.7% | +£1,807 | -1.1% |
| Semiconductors | £18,264 | 12.0% | 11.5% | +67.7% | +£7,374 | -4.0% |
| Convictions | £12,104 | 8.0% | 7.6% | +27.5% | +£2,612 | -4.5% |
| Healthcare ETF | £9,118 | 4.5% | 5.8% | +14.2% | +£1,130 | +27.9% |
| Healthcare Stocks | £7,468 | 4.5% | 4.7% | +23.6% | +£1,427 | +4.7% |
| Potentials | £661 | 0.5% | 0.4% | -0.5% | -£3 | -16.6% |
| Ticker | Company | Total |
|---|---|---|
| O | Realty Income | £55 |
| VHYL | Vanguard FTSE All-World High Dividend Yield (Dist) | £47 |
| MET | MetLife | £34 |
| VHYL | Vanguard FTSE All-World High Dividend Yield | £27 |
| NEE | NextEra Energy | £26 |
| Ticker | Company | Value | Weight | Profit | Return |
|---|---|---|---|---|---|
| VWRP | Allworld ETF | £45,303 | 28.6% | +£9,264 | +25.7% |
| NVDA | Nvidia | £13,879 | 8.8% | +£7,264 | +109.8% |
| VUAG | S&P 500 ETF | £13,740 | 8.7% | +£3,016 | +28.1% |
| VEUA | Developed Europe ETF | £10,086 | 6.4% | +£568 | +6.0% |
| IUHC | S&P 500 Healthcare ETF | £5,800 | 3.7% | +£744 | +14.7% |
| VFEG | Emerging Markets ETF | £5,073 | 3.2% | +£416 | +8.9% |
| VHYL | Allworld Dividend ETF | £4,541 | 2.9% | +£362 | +8.7% |
| LMT | Lockheed Martin | £3,661 | 2.3% | -£192 | -5.0% |
| IGLN | Gold ETF | £3,609 | 2.3% | -£435 | -10.8% |
| VAGU | Global Aggregate Bond ETF | £3,092 | 1.9% | -£2 | -0.1% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| IGLN | Gold ETF | £3,609 | -£435 | -10.8% |
| LMT | Lockheed Martin | £3,661 | -£192 | -5.0% |
| AVGO | Broadcom | £951 | -£101 | -9.6% |
| MSFT | Microsoft | £2,851 | -£22 | -0.8% |
| DIS | The Walt Disney Company | £1,152 | -£19 | -1.6% |
| TSM | Taiwan Semiconductors | £2,140 | -£10 | -0.5% |
| VAGU | Global Aggregate Bond ETF | £3,092 | -£2 | -0.1% |
| DIS | The Walt Disney Company | £37 | -£1 | -2.0% |
| BRK.B | Berkshire Hathaway | £2,377 | +£21 | +0.9% |
| PG | Procter & Gamble | £2,816 | +£49 | +1.8% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £13,879 | +48.5% | +£6,736 | 58 |
| MSFT | Microsoft | £2,851 | +39.3% | +£1,120 | 56 |
| META | Meta Platforms | £2,767 | +26.5% | +£733 | 58 |
| LMT | Lockheed Martin | £3,661 | +18.9% | +£691 | 19 |
| TSM | Taiwan Semiconductors | £2,140 | +29.6% | +£633 | 18 |
| AMZN | Amazon | £2,410 | +24.7% | +£595 | 62 |
| GOOGL | Alphabet | £2,363 | +22.7% | +£536 | 53 |
| AVGO | Broadcom | £951 | +37.6% | +£358 | 45 |
| XOM | Exxon Mobil | £2,335 | +12.2% | +£284 | 21 |
| NEE | NextEra Energy | £2,162 | +12.8% | +£278 | 20 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 86,064 | 54.3% |
| Dollar | 72,393 | 45.7% |