| 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 | £141,427 | +£37,824 | +36.5% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £60,433 | 44.0% | 42.7% | +25.3% | +£12,191 | -2.9% |
| Diversification ETF | £20,334 | 14.0% | 14.4% | +4.9% | +£953 | +2.7% |
| Diversification Stocks | £17,721 | 13.0% | 12.5% | +12.5% | +£1,968 | -3.6% |
| Semiconductors | £17,657 | 12.0% | 12.5% | +81.3% | +£7,916 | +4.0% |
| Convictions | £11,313 | 8.0% | 8.0% | +30.9% | +£2,671 | -0.0% |
| Healthcare ETF | £8,271 | 4.0% | 5.8% | +6.2% | +£485 | +46.2% |
| Healthcare Stocks | £4,858 | 5.0% | 3.4% | +22.1% | +£881 | -31.3% |
| Potentials | £840 | 0.5% | 0.6% | +18.1% | +£129 | +18.7% |
| Ticker | Company | Total |
|---|---|---|
| O | Realty Income | £52 |
| MET | MetLife | £34 |
| VHYL | Vanguard FTSE All-World High Dividend Yield | £27 |
| PG | Procter & Gamble | £22 |
| CAT | Caterpillar | £21 |
| Ticker | Company | Value | Weight | Profit | Return |
|---|---|---|---|---|---|
| VWRP | Allworld ETF | £41,191 | 29.1% | +£8,918 | +27.6% |
| NVDA | Nvidia | £14,536 | 10.3% | +£7,929 | +120.0% |
| VUAG | S&P 500 ETF | £11,803 | 8.3% | +£2,811 | +31.3% |
| VEUA | Developed Europe ETF | £7,440 | 5.3% | +£462 | +6.6% |
| IUHC | S&P 500 Healthcare ETF | £5,375 | 3.8% | +£319 | +6.3% |
| VFEG | Emerging Markets ETF | £4,102 | 2.9% | +£455 | +12.5% |
| VHYL | Allworld Dividend ETF | £4,069 | 2.9% | +£315 | +8.4% |
| XOM | Exxon Mobil | £3,182 | 2.2% | +£772 | +32.0% |
| IGLN | Gold ETF | £3,135 | 2.2% | +£4 | +0.1% |
| VAGU | Global Aggregate Bond ETF | £3,065 | 2.2% | -£22 | -0.7% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| ATRL | AtkinsRealis Group | £1,093 | -£125 | -10.2% |
| LMT | Lockheed Martin | £2,003 | -£63 | -3.0% |
| PG | Procter & Gamble | £1,923 | -£56 | -2.8% |
| IUSU | S&P 500 Utilities ETF | £2,031 | -£49 | -2.3% |
| VAGU | Global Aggregate Bond ETF | £3,065 | -£22 | -0.7% |
| TSM | Taiwan Semiconductors | £2,129 | -£21 | -1.0% |
| BRK.B | Berkshire Hathaway | £1,700 | -£20 | -1.1% |
| JPM | JP Morgan | £1,762 | -£17 | -1.0% |
| AMAT | Applied Materials | £495 | -£4 | -0.8% |
| JNJ | Johnson & Johnson | £449 | -£1 | -0.2% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £14,536 | +24.0% | +£3,490 | 56 |
| MSFT | Microsoft | £2,822 | +34.8% | +£982 | 54 |
| LLY | Eli Lilly | £2,267 | +38.5% | +£872 | 29 |
| META | Meta Platforms | £2,468 | +26.0% | +£642 | 60 |
| LMT | Lockheed Martin | £2,003 | +24.9% | +£499 | 20 |
| XOM | Exxon Mobil | £3,182 | +12.1% | +£385 | 22 |
| MRK | Merck & Co | £2,141 | +17.7% | +£379 | 27 |
| DIS | The Walt Disney Company | £1,218 | +25.3% | +£308 | 29 |
| ATRL | AtkinsRealis Group | £1,093 | +25.8% | +£282 | 15 |
| PG | Procter & Gamble | £1,923 | +10.6% | +£204 | 22 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 76,826 | 54.3% |
| Dollar | 63,493 | 44.9% |
| CAN Dollar | 1,093 | 0.8% |
| Euro | 15 | 0.0% |