| 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 | £103,602 | £143,802 | +£40,200 | +38.8% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| Core ETFs | £63,018 | 44.0% | 43.8% | +26.1% | +£13,043 | -0.4% |
| Diversification ETF | £20,464 | 14.0% | 14.2% | +5.8% | +£1,128 | +1.6% |
| Semiconductors | £17,760 | 12.0% | 12.3% | +82.3% | +£8,018 | +2.9% |
| Diversification Stocks | £16,158 | 13.0% | 11.2% | +10.1% | +£1,476 | -13.6% |
| Convictions | £12,017 | 8.0% | 8.4% | +33.8% | +£3,038 | +4.5% |
| Healthcare ETF | £8,555 | 4.5% | 6.0% | +7.1% | +£567 | +32.2% |
| Healthcare Stocks | £4,948 | 4.5% | 3.4% | +24.4% | +£971 | -23.5% |
| Potentials | £883 | 0.5% | 0.6% | +24.2% | +£172 | +22.8% |
| 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 | £41,699 | 29.0% | +£9,426 | +29.2% |
| NVDA | Nvidia | £14,490 | 10.1% | +£7,883 | +119.3% |
| VUAG | S&P 500 ETF | £13,842 | 9.6% | +£3,118 | +29.1% |
| VEUA | Developed Europe ETF | £7,477 | 5.2% | +£499 | +7.2% |
| IUHC | S&P 500 Healthcare ETF | £5,421 | 3.8% | +£365 | +7.2% |
| VFEG | Emerging Markets ETF | £4,842 | 3.4% | +£536 | +12.4% |
| VHYL | Allworld Dividend ETF | £4,115 | 2.9% | +£324 | +8.6% |
| IGLN | Gold ETF | £3,754 | 2.6% | -£21 | -0.6% |
| VAGU | Global Aggregate Bond ETF | £3,092 | 2.1% | +£6 | +0.2% |
| MSFT | Microsoft | £3,021 | 2.1% | +£148 | +5.2% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| JPM | JP Morgan | £1,710 | -£70 | -3.9% |
| BRK.B | Berkshire Hathaway | £1,874 | -£51 | -2.6% |
| LMT | Lockheed Martin | £2,328 | -£43 | -1.8% |
| PG | Procter & Gamble | £2,228 | -£30 | -1.3% |
| IGLN | Gold ETF | £3,754 | -£21 | -0.6% |
| JNJ | Johnson & Johnson | £443 | -£7 | -1.6% |
| DIS | The Walt Disney Company | £39 | +£2 | +4.7% |
| VAGU | Global Aggregate Bond ETF | £3,092 | +£6 | +0.2% |
| AMAT | Applied Materials | £516 | +£17 | +3.4% |
| AVGO | Broadcom | £513 | +£29 | +5.9% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £14,490 | +39.1% | +£5,663 | 58 |
| MSFT | Microsoft | £3,021 | +35.9% | +£1,083 | 54 |
| META | Meta Platforms | £2,574 | +30.1% | +£775 | 58 |
| LMT | Lockheed Martin | £2,328 | +17.7% | +£412 | 19 |
| AMZN | Amazon | £2,347 | +15.0% | +£352 | 62 |
| LLY | Eli Lilly | £2,403 | +12.2% | +£293 | 29 |
| XOM | Exxon Mobil | £1,800 | +14.4% | +£259 | 22 |
| GOOGL | Alphabet | £2,427 | +10.4% | +£251 | 53 |
| PG | Procter & Gamble | £2,228 | +11.0% | +£246 | 22 |
| JPM | JP Morgan | £1,710 | +14.3% | +£245 | 21 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 78,923 | 54.9% |
| Dollar | 64,863 | 45.1% |
| Euro | 15 | 0.0% |