Live Snapshot Updated 4 AUG 2026 Holdings 47 Base GBP
Stark Suite · Wealth

Portfolio

BL // Jarvis
Total Portfolio
£162,861
£119,202 invested
Total Return
+36.6%
+£43,659 profit
Win Rate
85%
40 winners · 7 losers
Largest Position
VWRP
28.6% · £46.5k
Accounts & ISA Allowance
ISA · Brian
£119,461
+31.6% · +£28,661
EL ISA · Emma
£41,203
+9.3% · +£3,520
Standard
£2,198
+2.2% · +£48
This tax year · ISA allowance used
Brian£20,000 / £20,000 · £0 left
Emma£17,726 / £20,000 · £2,274 left
Performance · Portfolio Value Over Time

Portfolio Value Dec 2023 → Aug 2026 · +£159.4k

Pie Allocation & Returns

Pie Allocation actual vs target

Core ETFs
£71.1k
43.6% actual · 44.0% target-0.8% drift
Diversification ETF
£21.6k
13.3% actual · 14.0% target-5.0% drift
Diversification Stocks
£21.2k
13.0% actual · 13.0% target+0.1% drift
Semiconductors
£18.9k
11.6% actual · 12.0% target-3.3% drift
Convictions
£12.8k
7.8% actual · 8.0% target-2.1% drift
Healthcare ETF
£9.2k
5.6% actual · 4.5% target+25.1% drift
Healthcare Stocks
£7.4k
4.6% actual · 4.5% target+1.3% drift
Potentials
£678
0.4% actual · 0.5% target-16.8% drift

Pie Returns by pie · since inception

Semiconductors
+73.5%
Convictions
+34.4%
Core ETFs
+26.3%
Healthcare Stocks
+22.9%
Healthcare ETF
+14.7%
Diversification Stocks
+14.0%
Diversification ETF
+4.7%
Potentials
+2.1%
Pie Breakdown
PieValueWeightTargetReturnProfitDrift
Core ETFs£71,09343.6%44.0%+26.3%+£14,813-0.8%
Diversification ETF£21,64913.3%14.0%+4.7%+£966-5.0%
Diversification Stocks£21,19913.0%13.0%+14.0%+£2,607+0.1%
Semiconductors£18,89911.6%12.0%+73.5%+£8,009-3.3%
Convictions£12,7547.8%8.0%+34.4%+£3,262-2.1%
Healthcare ETF£9,1655.6%4.5%+14.7%+£1,177+25.1%
Healthcare Stocks£7,4254.6%4.5%+22.9%+£1,382+1.3%
Potentials£6780.4%0.5%+2.1%+£14-16.8%
Income & Dividends

Dividends this tax year

This Tax Year
£264.05
Allowance Left
£235.95
Income by year

Top 5 Dividend Payers all-time received

VHYL Vanguard FTSE All-Wor…
£73.85
O Realty Income
£59.45
MET MetLife
£34.26
NEE NextEra Energy
£25.63
NVDA Nvidia
£25.05
Currency Exposure
£ GBP · 54.2%
$ USD · 45.8%
Top Holdings & Analyst Upside

Top Holdings by value · 10 of 47

PositionPieValueReturnProfit
VWRP
Allworld ETF
Core ETFs£46,549+29.2%+£10,510
NVDA
Nvidia
Semiconductors£14,335+116.7%+£7,720
VUAG
S&P 500 ETF
Core ETFs£14,110+31.6%+£3,386
VEUA
Developed Europe ETF
Core ETFs£10,434+9.6%+£917
IUHC
S&P 500 Healthcare ETF
Healthcare ETF£5,831+15.3%+£775
VFEG
Emerging Markets ETF
Diversification ETF£5,209+11.9%+£553
VHYL
Allworld Dividend ETF
Diversification ETF£4,653+11.3%+£474
LMT
Lockheed Martin
Diversification Stocks£4,214+9.3%+£359
IGLN
Gold ETF
Diversification ETF£3,659-9.5%-£385
MSFT
Microsoft
Convictions£3,484+21.3%+£611

Analyst Upside consensus · top 10

StockRatingUpside
NVDA
58 analysts
STRONG BUY+46.5%
ATRL
15 analysts
BUY+32.4%
META
57 analysts
STRONG BUY+30.2%
DIS
30 analysts
STRONG BUY+28.9%
TSLA
40 analysts
BUY+23.7%
CAT
26 analysts
BUY+15.5%
MSFT
54 analysts
STRONG BUY+15.5%
NEE
19 analysts
BUY+14.4%
GOOGL
55 analysts
STRONG BUY+14.3%
LLY
26 analysts
BUY+13.9%
PORTFOLIO · JARVIS OPERATIONS SUITE