| 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 | £131,990 | +£31,038 | +30.7% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £55,644 | 44.5% | 42.2% | +21.9% | +£10,006 | -5.3% |
| Diversification ETF | £19,430 | 15.0% | 14.7% | +9.2% | +£1,645 | -1.9% |
| Single Investment | £17,318 | 10.0% | 13.1% | +113.7% | +£9,215 | +31.2% |
| Diversification Stocks | £14,163 | 11.0% | 10.7% | +24.1% | +£2,746 | -2.5% |
| Investments | £13,660 | 10.0% | 10.3% | +31.2% | +£3,247 | +3.5% |
| Healthcare ETF | £7,415 | 6.0% | 5.6% | +3.5% | +£249 | -6.4% |
| Healthcare Stocks | £3,636 | 3.0% | 2.8% | +19.9% | +£604 | -8.2% |
| Potentials | £722 | 0.5% | 0.6% | +1.6% | +£12 | +9.4% |
| 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 | £38,416 | 29.1% | +£7,307 | +23.5% |
| NVDA | Nvidia | £17,318 | 13.1% | +£9,215 | +113.7% |
| VUAG | S&P 500 ETF | £11,181 | 8.5% | +£2,190 | +24.4% |
| VEUA | Developed Europe ETF | £6,047 | 4.6% | +£508 | +9.2% |
| IUHC | S&P 500 Healthcare ETF | £4,957 | 3.8% | +£199 | +4.2% |
| VFEG | Emerging Markets ETF | £3,813 | 2.9% | +£401 | +11.7% |
| CAT | Caterpillar | £3,696 | 2.8% | +£1,792 | +94.1% |
| VHYL | Allworld Dividend ETF | £3,662 | 2.8% | +£212 | +6.1% |
| IUSU | S&P 500 Utilities ETF | £3,231 | 2.5% | +£258 | +8.7% |
| GOOGL | Alphabet | £2,896 | 2.2% | +£1,527 | +111.5% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| LMT | Lockheed Martin | £987 | -£77 | -7.2% |
| BRK.B | Berkshire Hathaway | £1,480 | -£55 | -3.6% |
| HEAL | Healthcare Innovation ETF | £760 | +£3 | +0.4% |
| VAGU | Global Aggregate Bond ETF | £2,741 | +£12 | +0.4% |
| DIS | The Walt Disney Company | £1,188 | +£29 | +2.5% |
| WHCA | World Healthcare ETF | £1,698 | +£47 | +2.9% |
| ATRL | AtkinsRealis Group | £1,076 | +£51 | +4.9% |
| PG | Procter & Gamble | £1,765 | +£60 | +3.5% |
| O | Realty Income | £712 | +£60 | +9.2% |
| WLDS | Small Cap ETF | £1,884 | +£80 | +4.4% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £17,318 | +24.0% | +£4,158 | 56 |
| MSFT | Microsoft | £2,356 | +34.8% | +£820 | 54 |
| LLY | Eli Lilly | £1,812 | +38.5% | +£697 | 29 |
| META | Meta Platforms | £2,269 | +26.0% | +£590 | 60 |
| MRK | Merck & Co | £1,825 | +17.7% | +£323 | 27 |
| DIS | The Walt Disney Company | £1,188 | +25.3% | +£301 | 29 |
| ATRL | AtkinsRealis Group | £1,076 | +25.8% | +£277 | 15 |
| LMT | Lockheed Martin | £987 | +24.9% | +£246 | 20 |
| GOOGL | Alphabet | £2,896 | +8.0% | +£233 | 56 |
| PG | Procter & Gamble | £1,765 | +10.6% | +£187 | 22 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 71,781 | 54.4% |
| Dollar | 59,119 | 44.8% |
| CAN Dollar | 1,076 | 0.8% |
| Euro | 14 | 0.0% |