| 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 | £132,035 | +£31,083 | +30.8% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £55,856 | 44.5% | 42.3% | +22.4% | +£10,217 | -4.9% |
| Diversification ETF | £19,536 | 15.0% | 14.8% | +9.8% | +£1,750 | -1.4% |
| Single Investment | £16,719 | 10.0% | 12.7% | +106.3% | +£8,616 | +26.6% |
| Diversification Stocks | £14,050 | 11.0% | 10.6% | +23.1% | +£2,633 | -3.3% |
| Investments | £13,660 | 10.0% | 10.3% | +31.2% | +£3,247 | +3.5% |
| Healthcare ETF | £7,627 | 6.0% | 5.8% | +6.4% | +£461 | -3.7% |
| Healthcare Stocks | £3,809 | 3.0% | 2.9% | +25.6% | +£776 | -3.9% |
| Potentials | £779 | 0.5% | 0.6% | +9.6% | +£68 | +18.0% |
| 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 | £38,549 | 29.2% | +£7,441 | +23.9% |
| NVDA | Nvidia | £16,719 | 12.7% | +£8,616 | +106.3% |
| VUAG | S&P 500 ETF | £11,155 | 8.4% | +£2,164 | +24.1% |
| VEUA | Developed Europe ETF | £6,152 | 4.7% | +£613 | +11.1% |
| IUHC | S&P 500 Healthcare ETF | £5,081 | 3.9% | +£323 | +6.8% |
| VFEG | Emerging Markets ETF | £3,845 | 2.9% | +£432 | +12.7% |
| CAT | Caterpillar | £3,682 | 2.8% | +£1,778 | +93.3% |
| VHYL | Allworld Dividend ETF | £3,678 | 2.8% | +£228 | +6.6% |
| IUSU | S&P 500 Utilities ETF | £3,175 | 2.4% | +£202 | +6.8% |
| GOOGL | Alphabet | £2,802 | 2.1% | +£1,432 | +104.6% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| BRK.B | Berkshire Hathaway | £1,446 | -£89 | -5.8% |
| LMT | Lockheed Martin | £1,073 | +£9 | +0.9% |
| PG | Procter & Gamble | £1,717 | +£12 | +0.7% |
| VAGU | Global Aggregate Bond ETF | £2,753 | +£23 | +0.8% |
| HEAL | Healthcare Innovation ETF | £802 | +£44 | +5.9% |
| ATRL | AtkinsRealis Group | £1,083 | +£58 | +5.7% |
| O | Realty Income | £711 | +£59 | +9.0% |
| DIS | The Walt Disney Company | £1,226 | +£67 | +5.8% |
| WHCA | World Healthcare ETF | £1,745 | +£94 | +5.7% |
| WLDS | Small Cap ETF | £1,914 | +£110 | +6.1% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £16,719 | +32.6% | +£5,459 | 56 |
| MSFT | Microsoft | £2,397 | +33.9% | +£812 | 54 |
| LLY | Eli Lilly | £1,957 | +31.3% | +£612 | 29 |
| META | Meta Platforms | £2,282 | +26.7% | +£610 | 60 |
| GOOGL | Alphabet | £2,802 | +11.0% | +£308 | 56 |
| ATRL | AtkinsRealis Group | £1,083 | +27.4% | +£297 | 15 |
| MRK | Merck & Co | £1,852 | +15.0% | +£278 | 27 |
| DIS | The Walt Disney Company | £1,226 | +22.4% | +£274 | 29 |
| PG | Procter & Gamble | £1,717 | +14.8% | +£254 | 22 |
| AMZN | Amazon | £2,083 | +10.7% | +£222 | 64 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 72,040 | 54.6% |
| Dollar | 58,897 | 44.6% |
| CAN Dollar | 1,083 | 0.8% |
| Euro | 15 | 0.0% |