STARK SUITE // PORTFOLIO // UNIT BL-01
Portfolio Value
£109,872
True Return
£23,920
1-Day Change
+£138
Win Rate
59%
ISA Value
£89,626
Analyst Upside
+£14,782
In the Red
-£412
Classified
PORTFOLIO
// Operations
Systems Online
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ISA £89,626 (+£18,453)
STD £0 (+£0)
EL ISA £20,245 (+£254)
STARK SUITE // PORTFOLIO // UNIT BL-01
Tactical Overview

Portfolio Value

£109,872
Cash invested: £85,952
+£138 vs yesterday (+0.13%)

True Return on Cash

£23,920
+27.83% on actual money in

Total in the Red

-£412
26 positions underwater
+£636 vs yesterday

Win / Loss  ·  Holdings

29 / 20
59% win rate across 49 positions

Currency Exposure

Pound£59,218  53.9%
Dollar£49,890  45.4%
CAN Dollar£750  0.7%
Euro£14  0.0%

Account Comparison

ISA Standard EL ISA
Value £89,626 £0 £20,245
Invested £71,174 £0 £19,991
P/L £18,453 £0 £254
Return +25.9% +0.0% +1.3%

ETF Breakdown

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

Pie Allocation

Pie Returns

Rebalancing Actions
Diversification ETFON TRACK
Current: 13.9%Target: 15.0%Drift: -7.6%

Within target range (-7.6%). No action needed.

ETFON TRACK
Current: 41.7%Target: 44.5%Drift: -6.3%

Within target range (-6.3%). No action needed.

Diversification StocksON TRACK
Current: 10.3%Target: 11.0%Drift: -6.0%

Within target range (-6.0%). No action needed.

Healthcare StocksON TRACK
Current: 2.9%Target: 3.0%Drift: -4.0%

Within target range (-4.0%). No action needed.

Healthcare ETFON TRACK
Current: 6.0%Target: 6.0%Drift: +0.3%

Within target range (+0.3%). No action needed.

InvestmentsMONITOR
Current: 11.0%Target: 10.0%Drift: +10.2%

Slightly overweight (+10.2%). Watch but no action needed yet.

PotentialsMONITOR
Current: 0.6%Target: 0.5%Drift: +16.2%

Slightly overweight (+16.2%). Watch but no action needed yet.

Single InvestmentTRIM
Current: 13.6%Target: 10.0%Drift: +35.9%

Overweight by +35.9%. Consider trimming or pausing new contributions to this pie.

Pie Distribution vs Targets
PieValueTarget %Current %ReturnP/LRelative Drift
ETF£45,81744.5%41.7%+16.6%£6,508
-6.3%
Diversification ETF£15,23215.0%13.9%+4.6%£675
-7.6%
Single Investment£14,93510.0%13.6%+84.3%£6,832
+35.9%
Investments£12,11110.0%11.0%+16.5%£1,715
+10.2%
Diversification Stocks£11,36011.0%10.3%+22.4%£2,081
-6.0%
Healthcare ETF£6,6126.0%6.0%+6.2%£384
+0.3%
Healthcare Stocks£3,1663.0%2.9%+22.6%£583
-4.0%
Potentials£6390.5%0.6%-10.2%-£72
+16.2%
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

0.21%
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.

⚡ NVDA13.6% of portfolio

NVDA slightly above 10% target at £14,935. Monitoring recommended.

📈 OverweightSingle Investment

Single Investment is +35.9% above target. Consider pausing new contributions here.

📈 Top Analyst UpsideMSFT +61.2%

Analysts see 61.2% upside in Microsoft to a target of £443.12.

🎯 Screened Stocks Upside+£14,782

Across 19 screened stocks, analysts see £14,782 additional upside (48.7% from current prices) if targets are met.

🏆 Win Rate59%

29 holdings in profit, 20 in the red across 49 positions.

Key Dates
DateEventDetailCountdown
5 Apr 2026ISA Year EndSell Standard LSE ETFs → buy £20k in ISA. NVDA trim to £15k.Passed
1 Jun 2026Q1 CommissionPlanned £10,000 lump sum into ISA from Q1 commission. Deploy per rebalancing plan.55d away
1 Sep 2026Q2 CommissionFirst £1,500 quarterly top-up into ISA (3 months after June commission).147d away
1 Dec 2026Q3 CommissionPlanned £1,500 quarterly top-up into ISA.238d away
5 Apr 2027ISA Year End 2027Next annual ISA allowance reset. Bed-and-ISA remaining Standard positions.363d away
Contribution History

Total Deposited

£112,928
Since 18 Nov 2023

Years Investing

2.4
Portfolio growth: £23,920 (+27.8%)

Avg Annual Contribution

£47,053
Across all years

Growth on Contributions

-£3,057
Market returns on top of deposits

Annual Contributions by Account

Portfolio Growth Projection
Scenario 5 Years 10 Years 15 Years
Conservative (8% p.a.)£229,155£396,758£646,460
Moderate (10% p.a.)£250,253£470,144£831,931
Optimistic (12% p.a.)£273,404£558,351£1,076,014
Assumes £250/month regular + one-off £10k (June 2026), then £1,500/quarter from Sep 2026 onwards. Starting from £109,872 current value. Not financial advice.

Projection Chart

Portfolio Value Over Time

Since Inception (2023-12-08)

+£106,426
+3089.2% total growth

1-Day Change

+£138
+0.13%

All-Time Peak

£116,675
2026-03-02

Starting Value

£3,445
2023-12-08

Total Portfolio Value

Pie Breakdown Over Time

Analyst Upside Tracker
TickerCompanyCurrent PriceAnalyst Target Upside %Current P/LUpside to Target AnalystsRating
MSFTMicrosoft£274.91£443.12+61.2%-£158£1,25753STRONG_BUY
METAMeta Platforms£411.30£647.96+57.5%£219£1,13760STRONG_BUY
NVDANvidia£128.63£201.48+56.6%£6,832£8,45956STRONG_BUY
DISThe Walt Disney Company£71.17£97.12+36.5%-£21£41528BUY
AMZNAmazon£155.90£210.93+35.3%£238£62563STRONG_BUY
LLYEli Lilly£673.81£908.43+34.8%£185£56629BUY
GOOGLAlphabet£211.02£283.01+34.1%£1,192£87456STRONG_BUY
ATRLAtkinsRealis Group£88.95£117.60+32.2%-£44£24215BUY
PGProcter & Gamble£106.98£126.20+18.0%-£67£23422BUY
JPMJP Morgan£219.09£256.28+17.0%-£19£9524BUY
AAPLApple£189.97£221.83+16.8%£64£18441BUY
TSLATesla£279.52£316.45+13.2%£180£20041BUY
ORealty Income£45.27£50.97+12.6%£57£8920HOLD
BRK.BBerkshire Hathaway£357.01£392.87+10.0%-£27£1513BUY
MRKMerck & Co£89.34£96.18+7.7%£398£11827BUY
LMTLockheed Martin£471.24£498.98+5.9%£115£5619HOLD
CATCaterpillar£528.22£553.03+4.7%£1,445£15726BUY
NEENextEra Energy£68.48£70.87+3.5%£132£2422BUY
XOMExxon Mobil£124.27£116.28-6.4%£488-£10024BUY
Total (19 stocks) Source: Yahoo Finance (fetched 2026-03-27) +£14,782
Top 20 Holdings
TickerNameSectorValueWeightP/LReturn
VWRPAllworld ETFETF£29,70527.0%£4,926+19.9%
NVDANvidiaSemiconductors£14,93513.6%£6,832+84.3%
VUAGS&P 500 ETFETF£10,4669.5%£1,474+16.4%
VEUADeveloped Europe ETFETF£5,6465.1%£108+1.9%
IUHCS&P 500 Healthcare ETFETF£4,2033.8%£244+6.2%
CATCaterpillarMachinery & Components£3,3493.0%£1,445+75.9%
VFEGEmerging Markets ETFETF£3,2653.0%£190+6.2%
VHYLAllworld Dividend ETFETF£3,1762.9%£157+5.2%
GOOGLAlphabetSoftware & IT Services£2,5622.3%£1,192+87.1%
IUSUS&P 500 Utilities ETFETF£2,5352.3%£85+3.5%
VAGUGlobal Aggregate Bond ETFETF£2,3652.1%£5+0.2%
MSFTMicrosoftSoftware & IT Services£2,0551.9%-£158-7.1%
METAMeta PlatformsSoftware & IT Services£1,9761.8%£219+12.5%
AMZNAmazonDiversified Retail£1,7711.6%£238+15.6%
WHCAWorld Healthcare ETFETF£1,7671.6%£116+7.0%
WLDSSmall Cap ETFETF£1,6421.5%£22+1.4%
LLYEli LillyPharmaceuticals£1,6261.5%£185+12.8%
XOMExxon MobilOil & Gas£1,5611.4%£488+45.5%
MRKMerck & CoPharmaceuticals£1,5401.4%£398+34.9%
TSLATeslaAutomobiles & Auto Parts£1,5121.4%£180+13.5%
Bottom 10 Holdings (excluding Potentials pie)
TickerNameSectorPieValueP/LReturn
MSFTMicrosoftSoftware & IT ServicesInvestments£2,055-£158-7.1%
ATRLAtkinsRealis GroupConstruction & EngineeringDiversification Stocks£750-£44-5.6%
PGProcter & GambleConsumer DefensiveDiversification Stocks£1,303-£67-4.9%
JPMJP MorganBanking ServicesDiversification Stocks£558-£19-3.3%
DISThe Walt Disney CompanyMedia & PublishingInvestments£1,138-£21-1.8%
BRK.BBerkshire HathawayBanking ServicesDiversification Stocks£1,508-£27-1.7%
VAGUGlobal Aggregate Bond ETFETFDiversification ETF£2,365£5+0.2%
WLDSSmall Cap ETFETFDiversification ETF£1,642£22+1.4%
VEUADeveloped Europe ETFETFETF£5,646£108+1.9%
IUSUS&P 500 Utilities ETFETFDiversification ETF£2,535£85+3.5%
Stark Intel
Portfolio £109,872
True Return £23,920 (+27.8%)
1-Day +£138 (+0.13%)
ISA £89,626
Win Rate 59% (29W / 20L)
Analyst Upside +£14,782 (48.7%)
In Red -£412 (26 positions)
Holdings 49 positions
Dividend Yield 0.21%
Unit BL-01 Operational
Portfolio £109,872
True Return £23,920 (+27.8%)
1-Day +£138 (+0.13%)
ISA £89,626
Win Rate 59% (29W / 20L)
Analyst Upside +£14,782 (48.7%)
In Red -£412 (26 positions)
Holdings 49 positions
Dividend Yield 0.21%
Unit BL-01 Operational
Total Portfolio
Total Invested
cash deposited
True Return
Win / Loss
In the Red
Currency
Rebalancing
Projections
Growth Scenarios
Key Dates
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