Stark Suite · Wealth

Portfolio

BL // Jarvis

Total Portfolio

£159,525

£119,202 invested

Total Return

+33.8%

+£40,323 profit

Win Rate

79%

37 winners · 10 losers

Largest Position

VWRP

28.4% · £45.3k

Accounts & ISA Allowance

ISA · Brian

£116,741

+28.6% · +£25,941

EL ISA · Emma

£40,656

+7.9% · +£2,975

Standard

£2,128

-1.0% · -£22

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 +31.0% vs its 4.5% target — £2,223 over band. Consider trimming.

Rebalance

Positive

Semiconductors leading

Strongest pie at +63.6% 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 · +£149.6k

Pie Allocation & Returns

Pie Allocation actual vs target

Core ETFs

£69.2k

43.4% actual · 44.0% target-1.4% drift

Diversification ETF

£21.6k

13.6% actual · 14.0% target-3.1% drift

Diversification Stocks

£21.4k

13.4% actual · 13.0% target+3.1% drift

Semiconductors

£17.8k

11.2% actual · 12.0% target-6.9% drift

Convictions

£11.6k

7.2% actual · 8.0% target-9.5% drift

Healthcare ETF

£9.4k

5.9% actual · 4.5% target+31.0% drift

Healthcare Stocks

£7.9k

4.9% actual · 4.5% target+9.7% drift

Potentials

£639

0.4% actual · 0.5% target-19.9% drift

Pie Returns by pie · since inception

Semiconductors

+63.6%

Healthcare Stocks

+30.3%

Core ETFs

+23.0%

Convictions

+21.7%

Healthcare ETF

+17.7%

Diversification Stocks

+15.0%

Diversification ETF

+4.6%

Potentials

-3.7%

Pie Breakdown

Pie	Value	Weight	Target	Return	Profit	Drift
Core ETFs	£69,236	43.4%	44.0%	+23.0%	+£12,956	-1.4%
Diversification ETF	£21,630	13.6%	14.0%	+4.6%	+£946	-3.1%
Diversification Stocks	£21,373	13.4%	13.0%	+15.0%	+£2,781	+3.1%
Semiconductors	£17,819	11.2%	12.0%	+63.6%	+£6,929	-6.9%
Convictions	£11,554	7.2%	8.0%	+21.7%	+£2,063	-9.5%
Healthcare ETF	£9,402	5.9%	4.5%	+17.7%	+£1,413	+31.0%
Healthcare Stocks	£7,871	4.9%	4.5%	+30.3%	+£1,830	+9.7%
Potentials	£639	0.4%	0.5%	-3.7%	-£25	-19.9%

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 · 54.2%

$ USD · 45.8%

Top Holdings & Analyst Upside

Top Holdings by value · 10 of 47

Position	Pie	Value	Return	Profit
VWRP Allworld ETF	Core ETFs	£45,329	+25.8%	+£9,290
VUAG S&P 500 ETF	Core ETFs	£13,702	+27.8%	+£2,978
NVDA Nvidia	Semiconductors	£13,456	+103.4%	+£6,841
VEUA Developed Europe ETF	Core ETFs	£10,206	+7.2%	+£689
IUHC S&P 500 Healthcare ETF	Healthcare ETF	£6,001	+18.7%	+£945
VFEG Emerging Markets ETF	Diversification ETF	£5,093	+9.4%	+£436
VHYL Allworld Dividend ETF	Diversification ETF	£4,645	+11.1%	+£466
LMT Lockheed Martin	Diversification Stocks	£4,199	+8.9%	+£343
IGLN Gold ETF	Diversification ETF	£3,700	-8.5%	-£344
VAGU Global Aggregate Bond ETF	Diversification ETF	£3,119	+0.8%	+£26

Analyst Upside consensus · top 10

Stock	Rating	Upside
NVDA 58 analysts	STRONG BUY	+54.1%
MSFT 55 analysts	STRONG BUY	+43.1%
META 58 analysts	STRONG BUY	+39.1%
AMZN 62 analysts	STRONG BUY	+35.3%
DIS 30 analysts	STRONG BUY	+31.9%
GOOGL 54 analysts	STRONG BUY	+31.1%
TSLA 40 analysts	BUY	+29.7%
ATRL 15 analysts	BUY	+28.6%
NEE 20 analysts	BUY	+11.6%
CAT 26 analysts	BUY	+11.1%

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