| 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 | £132,187 | +£31,235 | +30.9% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £55,860 | 44.5% | 42.3% | +22.4% | +£10,222 | -5.0% |
| Diversification ETF | £19,548 | 15.0% | 14.8% | +9.9% | +£1,763 | -1.4% |
| Single Investment | £17,121 | 10.0% | 12.9% | +111.3% | +£9,019 | +29.5% |
| Diversification Stocks | £14,145 | 11.0% | 10.7% | +23.9% | +£2,727 | -2.7% |
| Investments | £13,586 | 10.0% | 10.3% | +30.5% | +£3,173 | +2.8% |
| Healthcare ETF | £7,460 | 6.0% | 5.6% | +4.1% | +£294 | -5.9% |
| Healthcare Stocks | £3,697 | 3.0% | 2.8% | +21.9% | +£664 | -6.8% |
| Potentials | £769 | 0.5% | 0.6% | +8.2% | +£59 | +16.4% |
| 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 | £38,552 | 29.2% | +£7,443 | +23.9% |
| NVDA | Nvidia | £17,121 | 12.9% | +£9,019 | +111.3% |
| VUAG | S&P 500 ETF | £11,168 | 8.4% | +£2,177 | +24.2% |
| VEUA | Developed Europe ETF | £6,141 | 4.7% | +£602 | +10.9% |
| IUHC | S&P 500 Healthcare ETF | £4,973 | 3.8% | +£216 | +4.5% |
| VFEG | Emerging Markets ETF | £3,854 | 2.9% | +£441 | +12.9% |
| CAT | Caterpillar | £3,766 | 2.9% | +£1,861 | +97.8% |
| VHYL | Allworld Dividend ETF | £3,664 | 2.8% | +£214 | +6.2% |
| IUSU | S&P 500 Utilities ETF | £3,230 | 2.4% | +£257 | +8.6% |
| GOOGL | Alphabet | £2,831 | 2.1% | +£1,462 | +106.8% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| BRK.B | Berkshire Hathaway | £1,452 | -£83 | -5.4% |
| LMT | Lockheed Martin | £987 | -£76 | -7.2% |
| VAGU | Global Aggregate Bond ETF | £2,735 | +£5 | +0.2% |
| HEAL | Healthcare Innovation ETF | £777 | +£20 | +2.7% |
| DIS | The Walt Disney Company | £1,195 | +£36 | +3.1% |
| O | Realty Income | £707 | +£55 | +8.5% |
| ATRL | AtkinsRealis Group | £1,082 | +£57 | +5.5% |
| WHCA | World Healthcare ETF | £1,709 | +£58 | +3.5% |
| PG | Procter & Gamble | £1,774 | +£68 | +4.0% |
| WLDS | Small Cap ETF | £1,900 | +£96 | +5.3% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £17,121 | +34.5% | +£5,915 | 56 |
| MSFT | Microsoft | £2,341 | +39.0% | +£914 | 54 |
| META | Meta Platforms | £2,274 | +29.7% | +£676 | 60 |
| LLY | Eli Lilly | £1,869 | +31.9% | +£597 | 29 |
| GOOGL | Alphabet | £2,831 | +11.3% | +£321 | 55 |
| ATRL | AtkinsRealis Group | £1,082 | +27.3% | +£295 | 15 |
| DIS | The Walt Disney Company | £1,195 | +23.7% | +£284 | 29 |
| LMT | Lockheed Martin | £987 | +26.1% | +£258 | 20 |
| MRK | Merck & Co | £1,828 | +13.2% | +£241 | 27 |
| AMZN | Amazon | £2,144 | +11.1% | +£239 | 64 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 72,081 | 54.5% |
| Dollar | 59,010 | 44.6% |
| CAN Dollar | 1,082 | 0.8% |
| Euro | 14 | 0.0% |