| 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 | £101,202 | £133,475 | +£32,273 | +31.9% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £57,232 | 44.5% | 42.9% | +25.2% | +£11,529 | -3.6% |
| Diversification ETF | £19,716 | 15.0% | 14.8% | +10.9% | +£1,931 | -1.5% |
| Single Investment | £16,077 | 10.0% | 12.1% | +98.4% | +£7,975 | +20.4% |
| Diversification Stocks | £14,474 | 11.0% | 10.8% | +26.8% | +£3,057 | -1.4% |
| Investments | £13,740 | 10.0% | 10.3% | +31.9% | +£3,327 | +2.9% |
| Healthcare ETF | £7,532 | 6.0% | 5.6% | +5.1% | +£366 | -6.0% |
| Healthcare Stocks | £3,920 | 3.0% | 2.9% | +29.3% | +£888 | -2.1% |
| Potentials | £783 | 0.5% | 0.6% | +10.2% | +£73 | +17.4% |
| 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 | £39,638 | 29.7% | +£8,466 | +27.2% |
| NVDA | Nvidia | £16,077 | 12.1% | +£7,975 | +98.4% |
| VUAG | S&P 500 ETF | £11,353 | 8.5% | +£2,361 | +26.3% |
| VEUA | Developed Europe ETF | £6,241 | 4.7% | +£703 | +12.7% |
| IUHC | S&P 500 Healthcare ETF | £5,012 | 3.8% | +£254 | +5.3% |
| CAT | Caterpillar | £4,081 | 3.1% | +£2,176 | +114.3% |
| VFEG | Emerging Markets ETF | £3,917 | 2.9% | +£505 | +14.8% |
| VHYL | Allworld Dividend ETF | £3,728 | 2.8% | +£278 | +8.1% |
| IUSU | S&P 500 Utilities ETF | £3,239 | 2.4% | +£266 | +8.9% |
| GOOGL | Alphabet | £3,178 | 2.4% | +£1,809 | +132.1% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| BRK.B | Berkshire Hathaway | £1,433 | -£102 | -6.6% |
| LMT | Lockheed Martin | £974 | -£90 | -8.4% |
| VAGU | Global Aggregate Bond ETF | £2,726 | -£4 | -0.1% |
| DIS | The Walt Disney Company | £1,164 | +£6 | +0.5% |
| PG | Procter & Gamble | £1,726 | +£21 | +1.2% |
| HEAL | Healthcare Innovation ETF | £785 | +£28 | +3.7% |
| MSFT | Microsoft | £2,257 | +£44 | +2.0% |
| O | Realty Income | £707 | +£55 | +8.4% |
| WHCA | World Healthcare ETF | £1,735 | +£84 | +5.1% |
| ATRL | AtkinsRealis Group | £1,121 | +£96 | +9.4% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £16,077 | +24.0% | +£3,860 | 56 |
| LLY | Eli Lilly | £2,081 | +38.5% | +£801 | 29 |
| MSFT | Microsoft | £2,257 | +34.8% | +£785 | 54 |
| META | Meta Platforms | £2,028 | +26.0% | +£527 | 60 |
| MRK | Merck & Co | £1,840 | +17.7% | +£326 | 27 |
| DIS | The Walt Disney Company | £1,164 | +25.3% | +£295 | 29 |
| ATRL | AtkinsRealis Group | £1,121 | +25.8% | +£289 | 15 |
| GOOGL | Alphabet | £3,178 | +8.0% | +£256 | 56 |
| LMT | Lockheed Martin | £974 | +24.9% | +£243 | 20 |
| AMZN | Amazon | £2,211 | +8.7% | +£192 | 64 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 73,666 | 55.2% |
| Dollar | 58,673 | 44.0% |
| CAN Dollar | 1,121 | 0.8% |
| Euro | 14 | 0.0% |