| 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 | £118,852 | £159,218 | +£40,366 | +34.0% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| Core ETFs | £69,708 | 44.0% | 43.8% | +24.6% | +£13,778 | -0.5% |
| Diversification ETF | £21,776 | 14.0% | 13.7% | +5.5% | +£1,143 | -2.3% |
| Diversification Stocks | £19,825 | 13.0% | 12.4% | +6.9% | +£1,276 | -4.2% |
| Semiconductors | £19,802 | 12.0% | 12.4% | +82.0% | +£8,923 | +3.6% |
| Convictions | £12,162 | 8.0% | 7.6% | +28.1% | +£2,670 | -4.5% |
| Healthcare ETF | £8,305 | 4.5% | 5.2% | +4.0% | +£317 | +15.9% |
| Healthcare Stocks | £6,764 | 4.5% | 4.2% | +12.1% | +£728 | -5.6% |
| Potentials | £876 | 0.5% | 0.6% | +23.2% | +£165 | +10.0% |
| 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 | £45,948 | 28.9% | +£10,172 | +28.4% |
| NVDA | Nvidia | £15,064 | 9.5% | +£8,456 | +128.0% |
| VUAG | S&P 500 ETF | £13,914 | 8.7% | +£3,190 | +29.7% |
| VEUA | Developed Europe ETF | £9,847 | 6.2% | +£417 | +4.4% |
| IUHC | S&P 500 Healthcare ETF | £5,267 | 3.3% | +£211 | +4.2% |
| VFEG | Emerging Markets ETF | £5,263 | 3.3% | +£619 | +13.3% |
| VHYL | Allworld Dividend ETF | £4,504 | 2.8% | +£335 | +8.0% |
| IGLN | Gold ETF | £3,981 | 2.5% | -£54 | -1.3% |
| LMT | Lockheed Martin | £3,666 | 2.3% | -£183 | -4.8% |
| MSFT | Microsoft | £3,121 | 2.0% | +£248 | +8.6% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| LMT | Lockheed Martin | £3,666 | -£183 | -4.8% |
| PG | Procter & Gamble | £2,652 | -£112 | -4.0% |
| BRK.B | Berkshire Hathaway | £2,276 | -£77 | -3.3% |
| IGLN | Gold ETF | £3,981 | -£54 | -1.3% |
| JPM | JP Morgan | £2,126 | -£42 | -1.9% |
| JNJ | Johnson & Johnson | £2,211 | -£30 | -1.3% |
| VAGU | Global Aggregate Bond ETF | £3,079 | -£8 | -0.3% |
| DIS | The Walt Disney Company | £38 | +£1 | +2.3% |
| O | Realty Income | £1,122 | +£25 | +2.3% |
| HEAL | Healthcare Innovation ETF | £823 | +£27 | +3.4% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £15,064 | +33.2% | +£5,003 | 58 |
| META | Meta Platforms | £2,532 | +38.3% | +£971 | 59 |
| MSFT | Microsoft | £3,121 | +27.1% | +£846 | 55 |
| LMT | Lockheed Martin | £3,666 | +21.8% | +£798 | 19 |
| AMZN | Amazon | £2,444 | +21.9% | +£536 | 62 |
| GOOGL | Alphabet | £2,403 | +18.8% | +£452 | 53 |
| PG | Procter & Gamble | £2,652 | +16.3% | +£432 | 22 |
| LLY | Eli Lilly | £2,527 | +14.2% | +£359 | 29 |
| XOM | Exxon Mobil | £2,343 | +13.6% | +£319 | 22 |
| NEE | NextEra Energy | £2,099 | +15.0% | +£315 | 19 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 86,659 | 54.4% |
| Dollar | 72,543 | 45.6% |
| Euro | 16 | 0.0% |