Live Snapshot Updated 23 JUL 2026 Holdings 47 Base GBP
Stark Suite · Wealth

Portfolio

BL // JARVIS — snapshot
Total Portfolio
£160,017
£119,202 invested
Total Return
+34.2%
+£40,815 profit
Win Rate
77%
36 winners · 11 losers
Largest Position
VWRP
28.5% · £45.6k
Accounts & ISA Allowance
ISA · Brian
£117,252
+29.2% · +£26,474
EL ISA · Emma
£40,533
+7.6% · +£2,852
Standard
£2,232
+3.8% · +£82
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 +26.5% vs its 4.5% target — £1,907 over band. Consider trimming.
Rebalance
Positive
Semiconductors leading
Strongest pie at +74.5% return since inception.
Conviction
Monitor
VWRP at 28.5% 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 · +£149.7k

Pie Allocation & Returns

Pie Allocation actual vs target

Core ETFs
£69.6k
43.5% actual · 44.0% target-1.2% drift
Diversification ETF
£21.6k
13.5% actual · 14.0% target-3.5% drift
Diversification Stocks
£20.7k
12.9% actual · 13.0% target-0.6% drift
Semiconductors
£19.0k
11.9% actual · 12.0% target-1.0% drift
Convictions
£11.8k
7.4% actual · 8.0% target-7.8% drift
Healthcare ETF
£9.1k
5.7% actual · 4.5% target+26.5% drift
Healthcare Stocks
£7.6k
4.7% actual · 4.5% target+5.2% drift
Potentials
£674
0.4% actual · 0.5% target-15.8% drift

Pie Returns by pie · since inception

Semiconductors
+74.5%
Healthcare Stocks
+25.4%
Convictions
+24.4%
Core ETFs
+23.6%
Healthcare ETF
+14.0%
Diversification Stocks
+11.4%
Diversification ETF
+4.5%
Potentials
+1.5%
Pie Breakdown
PieValueWeightTargetReturnProfitDrift
Core ETFs£69,55343.5%44.0%+23.6%+£13,273-1.2%
Diversification ETF£21,60613.5%14.0%+4.5%+£923-3.5%
Diversification Stocks£20,68912.9%13.0%+11.4%+£2,118-0.6%
Semiconductors£19,00511.9%12.0%+74.5%+£8,115-1.0%
Convictions£11,8057.4%8.0%+24.4%+£2,313-7.8%
Healthcare ETF£9,1085.7%4.5%+14.0%+£1,119+26.5%
Healthcare Stocks£7,5774.7%4.5%+25.4%+£1,537+5.2%
Potentials£6740.4%0.5%+1.5%+£10-15.8%
Income & Dividends

Dividends this tax year

This Tax Year
£246.35
Allowance Left
£253.65
Income by year

Top 5 Dividend Payers all-time received

VHYL Vanguard FTSE All-Wor…
£73.85
O Realty Income
£55.12
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£45,621+26.6%+£9,582
NVDA
Nvidia
Semiconductors£14,428+118.1%+£7,813
VUAG
S&P 500 ETF
Core ETFs£13,776+28.5%+£3,052
VEUA
Developed Europe ETF
Core ETFs£10,156+6.7%+£639
IUHC
S&P 500 Healthcare ETF
Healthcare ETF£5,798+14.7%+£742
VFEG
Emerging Markets ETF
Diversification ETF£5,151+10.6%+£494
VHYL
Allworld Dividend ETF
Diversification ETF£4,607+10.2%+£428
LMT
Lockheed Martin
Diversification Stocks£3,696-4.0%-£156
IGLN
Gold ETF
Diversification ETF£3,693-8.7%-£352
VAGU
Global Aggregate Bond ETF
Diversification ETF£3,090-0.1%-£3

Analyst Upside consensus · top 10

StockRatingUpside
NVDA
58 analysts
STRONG BUY+44.6%
MSFT
55 analysts
STRONG BUY+43.1%
DIS
30 analysts
STRONG BUY+35.9%
GOOGL
53 analysts
STRONG BUY+35.6%
META
58 analysts
STRONG BUY+34.7%
AVGO
45 analysts
STRONG BUY+33.1%
AMZN
62 analysts
STRONG BUY+32.1%
TSM
18 analysts
STRONG BUY+25.7%
PG
23 analysts
BUY+11.3%
NEE
20 analysts
BUY+10.5%
JARVIS · Stark Suite — portfolio snapshot · generated 23 JUL 2026