| 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 | £103,602 | £143,053 | +£39,451 | +38.1% |
| Pie | Value | Target | Weight | Return | Profit | Drift |
|---|---|---|---|---|---|---|
| ETF | £62,753 | 44.0% | 43.9% | +25.6% | +£12,779 | -0.3% |
| Diversification ETF | £20,472 | 14.0% | 14.3% | +5.6% | +£1,091 | +2.2% |
| Semiconductors | £17,620 | 12.0% | 12.3% | +80.9% | +£7,879 | +2.6% |
| Diversification Stocks | £16,319 | 13.0% | 11.4% | +11.1% | +£1,629 | -12.2% |
| Convictions | £11,704 | 8.0% | 8.2% | +30.4% | +£2,725 | +2.3% |
| Healthcare ETF | £8,467 | 4.0% | 5.9% | +6.0% | +£478 | +48.0% |
| Healthcare Stocks | £4,858 | 5.0% | 3.4% | +22.1% | +£881 | -32.1% |
| Potentials | £859 | 0.5% | 0.6% | +20.9% | +£149 | +20.1% |
| Ticker | Company | Total |
|---|---|---|
| O | Realty Income | £52 |
| MET | MetLife | £34 |
| VHYL | Vanguard FTSE All-World High Dividend Yield | £27 |
| PG | Procter & Gamble | £22 |
| CAT | Caterpillar | £21 |
| Ticker | Company | Value | Weight | Profit | Return |
|---|---|---|---|---|---|
| VWRP | Allworld ETF | £41,498 | 29.0% | +£9,226 | +28.6% |
| NVDA | Nvidia | £14,427 | 10.1% | +£7,820 | +118.3% |
| VUAG | S&P 500 ETF | £13,758 | 9.6% | +£3,034 | +28.3% |
| VEUA | Developed Europe ETF | £7,497 | 5.2% | +£519 | +7.4% |
| IUHC | S&P 500 Healthcare ETF | £5,368 | 3.8% | +£312 | +6.2% |
| VFEG | Emerging Markets ETF | £4,174 | 2.9% | +£528 | +14.5% |
| VHYL | Allworld Dividend ETF | £4,084 | 2.9% | +£329 | +8.8% |
| IGLN | Gold ETF | £3,133 | 2.2% | +£1 | +0.0% |
| VAGU | Global Aggregate Bond ETF | £3,083 | 2.1% | -£4 | -0.1% |
| MSFT | Microsoft | £2,937 | 2.0% | +£64 | +2.2% |
| Ticker | Company | Value | Profit | Return |
|---|---|---|---|---|
| ATRL | AtkinsRealis Group | £1,106 | -£112 | -9.2% |
| LMT | Lockheed Martin | £1,998 | -£68 | -3.3% |
| PG | Procter & Gamble | £1,920 | -£59 | -3.0% |
| IUSU | S&P 500 Utilities ETF | £2,039 | -£41 | -2.0% |
| BRK.B | Berkshire Hathaway | £1,695 | -£25 | -1.4% |
| JPM | JP Morgan | £1,769 | -£11 | -0.6% |
| JNJ | Johnson & Johnson | £442 | -£8 | -1.7% |
| VAGU | Global Aggregate Bond ETF | £3,083 | -£4 | -0.1% |
| IGLN | Gold ETF | £3,133 | +£1 | +0.0% |
| DIS | The Walt Disney Company | £39 | +£1 | +3.9% |
| Ticker | Company | Value | Upside % | Upside £ | Analysts |
|---|---|---|---|---|---|
| NVDA | Nvidia | £14,427 | +24.0% | +£3,464 | 56 |
| MSFT | Microsoft | £2,937 | +34.8% | +£1,022 | 54 |
| LLY | Eli Lilly | £2,303 | +38.5% | +£886 | 29 |
| META | Meta Platforms | £2,464 | +26.0% | +£641 | 60 |
| LMT | Lockheed Martin | £1,998 | +24.9% | +£498 | 20 |
| MRK | Merck & Co | £2,113 | +17.7% | +£374 | 27 |
| ATRL | AtkinsRealis Group | £1,106 | +25.8% | +£285 | 15 |
| PG | Procter & Gamble | £1,920 | +10.6% | +£204 | 22 |
| XOM | Exxon Mobil | £1,666 | +12.1% | +£202 | 22 |
| AMZN | Amazon | £2,258 | +8.7% | +£196 | 64 |
| Currency | Value | Weight |
|---|---|---|
| Pound | 79,268 | 55.4% |
| Dollar | 62,665 | 43.8% |
| CAN Dollar | 1,106 | 0.8% |
| Euro | 15 | 0.0% |