STARK SUITE // PORTFOLIO // UNIT BL-01
Portfolio Value
£116,215
True Return
£30,263
1-Day Change
-£10,686
Win Rate
71%
ISA Value
£95,461
Analyst Upside
+£12,533
In the Red
-£266
Classified
PORTFOLIO
// Operations
Systems Online
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ISA £95,461 (+£23,771)
STD £0 (+£0)
EL ISA £20,754 (+£762)
STARK SUITE // PORTFOLIO // UNIT BL-01
Tactical Overview

Portfolio Value

£116,215
Cash invested: £85,952
-£10,686 vs yesterday (-8.42%)

True Return on Cash

£30,263
+35.21% on actual money in

Total in the Red

-£266
20 positions underwater
+£0 vs yesterday

Win / Loss  ·  Holdings

35 / 14
71% win rate across 49 positions

Currency Exposure

Pound£62,459  53.7%
Dollar£52,910  45.5%
CAN Dollar£831  0.7%
Euro£15  0.0%

Account Comparison

ISA Standard EL ISA
Value £95,461 £0 £20,754
Invested £71,690 £0 £19,991
P/L £23,771 £0 £762
Return +33.2% +0.0% +3.8%

ETF Breakdown

Stock Sector Exposure (stocks only, ETFs & Potentials excluded)

Pie Allocation

Pie Returns

Rebalancing Actions
ETFON TRACK
Current: 41.5%Target: 44.5%Drift: -6.8%

Within target range (-6.8%). No action needed.

Diversification ETFON TRACK
Current: 14.2%Target: 15.0%Drift: -5.1%

Within target range (-5.1%). No action needed.

Diversification StocksON TRACK
Current: 10.6%Target: 11.0%Drift: -4.1%

Within target range (-4.1%). No action needed.

Healthcare ETFON TRACK
Current: 5.8%Target: 6.0%Drift: -2.6%

Within target range (-2.6%). No action needed.

Healthcare StocksON TRACK
Current: 3.1%Target: 3.0%Drift: +1.8%

Within target range (+1.8%). No action needed.

InvestmentsON TRACK
Current: 10.8%Target: 10.0%Drift: +8.4%

Within target range (+8.4%). No action needed.

PotentialsMONITOR
Current: 0.6%Target: 0.5%Drift: +14.1%

Slightly overweight (+14.1%). Watch but no action needed yet.

Single InvestmentTRIM
Current: 13.4%Target: 10.0%Drift: +34.4%

Overweight by +34.4%. Consider trimming or pausing new contributions to this pie.

Pie Distribution vs Targets
PieValueTarget %Current %ReturnP/LRelative Drift
ETF£48,18944.5%41.5%+22.0%£8,693
-6.8%
Diversification ETF£16,54215.0%14.2%+12.4%£1,832
-5.1%
Single Investment£15,62310.0%13.4%+92.8%£7,520
+34.4%
Investments£12,59610.0%10.8%+21.0%£2,183
+8.4%
Diversification Stocks£12,26311.0%10.6%+30.1%£2,841
-4.1%
Healthcare ETF£6,7896.0%5.8%+8.7%£545
-2.6%
Healthcare Stocks£3,5503.0%3.1%+37.5%£967
+1.8%
Potentials£6630.5%0.6%-6.7%-£48
+14.1%
Dividend Income

Trailing 12-Month Income

£233.52
≈ £19.46/month average

2026 Income To Date

£92.92
116 payments received all time

Portfolio Yield

0.20%
Based on trailing 12m ÷ portfolio value

Annualised Run Rate

£233.52
Trailing 12m annualised

Annual Dividend Growth

TickerNameTotal ReceivedShare of Income
ORealty Income£46.22
20%
METMetLife£34.26
15%
VHYLVanguard FTSE All-World High Dividend Yield (Dist)£27.12
12%
MRKMerck & Co£20.21
9%
XOMExxon Mobil£15.24
7%
DISWalt Disney£14.92
6%
CATCaterpillar£14.90
6%
PGProcter & Gamble£13.39
6%
NEENextEra Energy£12.66
5%
MSFTMicrosoft£10.85
5%
Portfolio Commentary
🛡️ Risk LevelModerate

ETF core is 62% of the portfolio — well-diversified foundation with selective stock exposure.

⚡ NVDA13.4% of portfolio

NVDA slightly above 10% target at £15,623. Monitoring recommended.

📈 OverweightSingle Investment

Single Investment is +34.4% above target. Consider pausing new contributions here.

📈 Top Analyst UpsideMSFT +56.9%

Analysts see 56.9% upside in Microsoft to a target of £438.05.

🎯 Screened Stocks Upside+£12,533

Across 19 screened stocks, analysts see £12,533 additional upside (41.1% from current prices) if targets are met.

🏆 Win Rate71%

35 holdings in profit, 14 in the red across 49 positions.

Contribution History

Total Deposited

£85,952
Since 18 Nov 2023

Years Investing

2.4
Portfolio growth: £30,263 (+35.2%)

Avg Annual Contribution

£35,813
Across all years

Growth on Contributions

£30,263
Market returns on top of deposits

Annual Contributions by Account

Portfolio Growth Projection
Scenario 5 Years 10 Years 15 Years
Conservative (8% p.a.)£238,606£410,838£667,437
Moderate (10% p.a.)£260,690£487,315£860,184
Optimistic (12% p.a.)£284,928£579,287£1,114,048
Assumes £250/month regular + one-off £10k (June 2026), then £1,500/quarter from Sep 2026 onwards. Starting from £116,215 current value. Not financial advice.

Projection Chart

Portfolio Value Over Time

Total Portfolio Value

Portfolio vs Savings

Benchmark: 4.5% p.a. easy-access savings · vs actual portfolio value
Analyst Upside Tracker
TickerCompanyCurrent PriceAnalyst Target Upside %Current P/LUpside to Target AnalystsRating
MSFTMicrosoft£279.19£438.05+56.9%-£153£1,17254STRONG_BUY
NVDANvidia£135.80£200.05+47.3%£7,520£7,39156STRONG_BUY
METAMeta Platforms£456.77£641.61+40.5%£381£86560STRONG_BUY
ATRLAtkinsRealis Group£89.99£117.27+30.3%£37£25215BUY
DISThe Walt Disney Company£73.97£96.02+29.8%£5£34729BUY
AMZNAmazon£165.02£209.79+27.1%£418£52964STRONG_BUY
LLYEli Lilly£711.01£901.88+26.8%£322£47329BUY
TSLATesla£256.01£310.38+21.2%£171£31941BUY
GOOGLAlphabet£236.67£280.65+18.6%£1,258£48856STRONG_BUY
PGProcter & Gamble£108.07£124.39+15.1%£45£21422BUY
AAPLApple£193.10£220.26+14.1%£103£16240BUY
JPMJP Morgan£229.70£251.38+9.4%£293£8224BUY
BRK.BBerkshire Hathaway£357.82£390.08+9.0%-£40£1353BUY
ORealty Income£46.83£50.57+8.0%£65£5720HOLD
LMTLockheed Martin£468.76£496.47+5.9%£128£5720HOLD
MRKMerck & Co£91.87£96.19+4.7%£645£8427BUY
XOMExxon Mobil£116.52£119.55+2.6%£362£3724BUY
NEENextEra Energy£70.24£70.70+0.7%£244£622BUY
CATCaterpillar£575.48£553.55-3.8%£1,706-£13826BUY
Total (19 stocks) Source: Yahoo Finance (fetched 09-04-2026) +£12,533
Top 20 Holdings
TickerNameSectorValueWeightP/LReturn
VWRPAllworld ETFETF£31,28026.9%£6,314+25.3%
NVDANvidiaSemiconductors£15,62313.4%£7,520+92.8%
VUAGS&P 500 ETFETF£10,7289.2%£1,737+19.3%
VEUADeveloped Europe ETFETF£6,1815.3%£642+11.6%
IUHCS&P 500 Healthcare ETFETF£4,3453.7%£386+9.8%
CATCaterpillarMachinery & Components£3,6103.1%£1,706+89.6%
VFEGEmerging Markets ETFETF£3,4022.9%£327+10.7%
VHYLAllworld Dividend ETFETF£3,2582.8%£238+7.9%
IUSUS&P 500 Utilities ETFETF£2,8082.4%£358+14.6%
GOOGLAlphabetSoftware & IT Services£2,6282.3%£1,258+91.9%
VAGUGlobal Aggregate Bond ETFETF£2,3782.0%£18+0.8%
METAMeta PlatformsSoftware & IT Services£2,1371.8%£381+21.7%
MSFTMicrosoftSoftware & IT Services£2,0601.8%-£153-6.9%
AMZNAmazonDiversified Retail£1,9501.7%£418+27.3%
IGLNGold ETFETF£1,8401.6%£589+47.1%
MRKMerck & CoPharmaceuticals£1,7871.5%£645+56.5%
WHCAWorld Healthcare ETFETF£1,7761.5%£124+7.5%
LLYEli LillyPharmaceuticals£1,7631.5%£322+22.4%
WLDSSmall Cap ETFETF£1,6801.4%£61+3.7%
TSLATeslaAutomobiles & Auto Parts£1,5031.3%£171+12.8%
Bottom 10 Holdings (excluding Potentials pie)
TickerNameSectorPieValueP/LReturn
MSFTMicrosoftSoftware & IT ServicesInvestments£2,060-£153-6.9%
BRK.BBerkshire HathawayBanking ServicesDiversification Stocks£1,495-£40-2.6%
DISThe Walt Disney CompanyMedia & PublishingInvestments£1,163£5+0.4%
VAGUGlobal Aggregate Bond ETFETFDiversification ETF£2,378£18+0.8%
PGProcter & GambleConsumer DefensiveDiversification Stocks£1,415£45+3.3%
WLDSSmall Cap ETFETFDiversification ETF£1,680£61+3.7%
ATRLAtkinsRealis GroupConstruction & EngineeringDiversification Stocks£831£37+4.6%
HEALHealthcare Innovation ETFETFHealthcare ETF£668£35+5.5%
WHCAWorld Healthcare ETFETFHealthcare ETF£1,776£124+7.5%
VHYLAllworld Dividend ETFETFDiversification ETF£3,258£238+7.9%
Stark Intel
Portfolio £116,215
True Return £30,263 (+35.2%)
1-Day -£10,686 (-8.42%)
ISA £95,461
Win Rate 71% (35W / 14L)
Analyst Upside +£12,533 (41.1%)
In Red -£266 (20 positions)
Holdings 49 positions
Dividend Yield 0.20%
Unit BL-01 Operational
Portfolio £116,215
True Return £30,263 (+35.2%)
1-Day -£10,686 (-8.42%)
ISA £95,461
Win Rate 71% (35W / 14L)
Analyst Upside +£12,533 (41.1%)
In Red -£266 (20 positions)
Holdings 49 positions
Dividend Yield 0.20%
Unit BL-01 Operational
Total Portfolio
Total Invested
cash deposited
True Return
Win / Loss
In the Red
Currency
Rebalancing
Projections
Growth Scenarios
Top Holdings
Underperformers
Pie Detail
Returns by Pie
Total Analyst Upside
Stock Upside
Trailing 12-Month Income
Dividend Stats
Annual Growth
Dividend by Year
ISA Allowance
Portfolio Value Over Time
Contributions
Annual Contributions