Portfolio

What you actually own — sector, geography, themes & outlook

ISA 2025/26

£7,294 / £20,000 used

Total Value

£7,937

Total P&L (Unrealised)

+£642

+8.80% on cost

3-Month (VWRP proxy)

—

~60 trading days

1-Year (VWRP proxy)

—

~252 trading days

ISA Compounding Projection

Starting £7,937 · £20,000/yr contributions · 30-year horizon

UK tax-free

Annual return: 10%

Annual contrib: £20,000

10 years

£339k

£165k – £739k

20 years

£1.20M

£259k – £7.55M

30 years

£3.43M

£316k – £70.95M

Total invested over 30Y: £607,937Est. tax-free gain: £2.82M at 10% p.a.Band = ±15% vol · not a forecast

✦AI Analyst Overview

NOT INVESTMENT ADVICE

Sector Exposure

Geographic Exposure

Concentration & Risk

Investment Themes

Investment Themes — Detail

Position Theses — click to expand

Sector and geographic allocations are estimates based on ETF factsheets and stock classifications. Not investment advice.