Stark Suite · Wealth

Portfolio

BL // Jarvis

Total Portfolio

£160,052

£119,202 invested

Total Return

+34.3%

+£40,850 profit

Win Rate

79%

37 winners · 10 losers

Largest Position

VWRP

28.4% · £45.5k

Accounts & ISA Allowance

ISA · Brian

£117,259

+29.1% · +£26,459

EL ISA · Emma

£40,650

+7.9% · +£2,969

Standard

£2,144

-0.3% · -£6

This tax year · ISA allowance used

Brian£20,000 / £20,000 · £0 left

Emma£17,726 / £20,000 · £2,274 left

JARVIS · Daily Assessment

Act

Healthcare ETF over target

Healthcare ETF pie is +29.1% vs its 4.5% target — £2,093 over band. Consider trimming.

Rebalance

Positive

Semiconductors leading

Strongest pie at +70.1% return since inception.

Conviction

Monitor

VWRP at 28.4% weight

Largest single position — still below your 15% single-name cap. Watch on further upside.

Risk

Monitor

Brian ISA fully used

£20,000 allowance maxed this year. Emma has £2,274 of headroom left to deploy.

Tax

Performance · Portfolio Value Over Time

Portfolio Value Dec 2023 → Jul 2026 · +£150.3k

Pie Allocation & Returns

Pie Allocation actual vs target

Core ETFs

£69.4k

43.4% actual · 44.0% target-1.4% drift

Diversification ETF

£21.6k

13.5% actual · 14.0% target-3.5% drift

Diversification Stocks

£21.3k

13.3% actual · 13.0% target+2.5% drift

Semiconductors

£18.5k

11.6% actual · 12.0% target-3.5% drift

Convictions

£11.4k

7.1% actual · 8.0% target-10.9% drift

Healthcare ETF

£9.3k

5.8% actual · 4.5% target+29.1% drift

Healthcare Stocks

£7.8k

4.9% actual · 4.5% target+8.6% drift

Potentials

£645

0.4% actual · 0.5% target-19.4% drift

Pie Returns by pie · since inception

Semiconductors

+70.1%

Healthcare Stocks

+29.4%

Core ETFs

+23.3%

Convictions

+20.2%

Healthcare ETF

+16.4%

Diversification Stocks

+14.8%

Diversification ETF

+4.5%

Potentials

-2.9%

Pie Breakdown

Pie	Value	Weight	Target	Return	Profit	Drift
Core ETFs	£69,403	43.4%	44.0%	+23.3%	+£13,123	-1.4%
Diversification ETF	£21,618	13.5%	14.0%	+4.5%	+£935	-3.5%
Diversification Stocks	£21,337	13.3%	13.0%	+14.8%	+£2,745	+2.5%
Semiconductors	£18,528	11.6%	12.0%	+70.1%	+£7,637	-3.5%
Convictions	£11,406	7.1%	8.0%	+20.2%	+£1,915	-10.9%
Healthcare ETF	£9,295	5.8%	4.5%	+16.4%	+£1,307	+29.1%
Healthcare Stocks	£7,819	4.9%	4.5%	+29.4%	+£1,779	+8.6%
Potentials	£645	0.4%	0.5%	-2.9%	-£19	-19.4%

Income & Dividends

Dividends this tax year

This Tax Year

£258.28

Allowance Left

£241.72

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 · 54.1%

$ USD · 45.9%

Top Holdings & Analyst Upside

Top Holdings by value · 10 of 47

Position	Pie	Value	Return	Profit
VWRP Allworld ETF	Core ETFs	£45,465	+26.2%	+£9,426
NVDA Nvidia	Semiconductors	£14,113	+113.3%	+£7,498
VUAG S&P 500 ETF	Core ETFs	£13,748	+28.2%	+£3,024
VEUA Developed Europe ETF	Core ETFs	£10,190	+7.1%	+£673
IUHC S&P 500 Healthcare ETF	Healthcare ETF	£5,927	+17.2%	+£871
VFEG Emerging Markets ETF	Diversification ETF	£5,097	+9.4%	+£440
VHYL Allworld Dividend ETF	Diversification ETF	£4,630	+10.8%	+£451
LMT Lockheed Martin	Diversification Stocks	£4,203	+9.0%	+£347
IGLN Gold ETF	Diversification ETF	£3,689	-8.8%	-£355
VAGU Global Aggregate Bond ETF	Diversification ETF	£3,102	+0.3%	+£9

Analyst Upside consensus · top 10

Stock	Rating	Upside
NVDA 58 analysts	STRONG BUY	+46.4%
MSFT 55 analysts	STRONG BUY	+45.9%
META 58 analysts	STRONG BUY	+38.8%
AMZN 62 analysts	STRONG BUY	+34.9%
DIS 30 analysts	STRONG BUY	+34.4%
GOOGL 54 analysts	STRONG BUY	+33.9%
ATRL 15 analysts	BUY	+32.9%
TSLA 40 analysts	BUY	+28.1%
PG 23 analysts	BUY	+11.0%
NEE 20 analysts	BUY	+10.4%

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