Live Snapshot Updated 5 AUG 2026 Holdings 47 Base GBP
Stark Operations Suite · Wealth

Portfolio

BL // Jarvis
Total Portfolio
£163,798
£119,202 invested
Total Return
+37.4%
+£44,596 profit
Win Rate
81%
38 winners · 9 losers
Largest Position
VWRP
28.6% · £46.8k
Accounts & ISA Allowance
ISA · Brian
£120,227
+32.4% · +£29,427
EL ISA · Emma
£41,376
+9.8% · +£3,694
Standard
£2,195
+2.1% · +£45
This tax year · ISA allowance used
Brian£20,000 / £20,000 · £0 left
Emma£17,726 / £20,000 · £2,274 left
Performance · Portfolio Value Over Time

Portfolio Value Dec 2023 → Aug 2026 · +£160.3k

Pie Allocation & Returns

Pie Allocation actual vs target

Core ETFs
£71.4k
43.6% actual · 44.0% target-1.0% drift
Diversification ETF
£21.8k
13.3% actual · 14.0% target-4.8% drift
Diversification Stocks
£21.1k
12.9% actual · 13.0% target-1.0% drift
Semiconductors
£19.5k
11.9% actual · 12.0% target-0.7% drift
Convictions
£12.5k
7.7% actual · 8.0% target-4.2% drift
Healthcare ETF
£9.2k
5.6% actual · 4.5% target+25.4% drift
Healthcare Stocks
£7.5k
4.6% actual · 4.5% target+2.4% drift
Potentials
£662
0.4% actual · 0.5% target-19.2% drift

Pie Returns by pie · since inception

Semiconductors
+79.3%
Convictions
+32.2%
Core ETFs
+26.8%
Healthcare Stocks
+24.8%
Healthcare ETF
+15.7%
Diversification Stocks
+13.4%
Diversification ETF
+5.5%
Potentials
-0.3%
Pie Breakdown
PieValueWeightTargetReturnProfitDrift
Core ETFs£71,37243.6%44.0%+26.8%+£15,092-1.0%
Diversification ETF£21,83213.3%14.0%+5.5%+£1,149-4.8%
Diversification Stocks£21,07812.9%13.0%+13.4%+£2,486-1.0%
Semiconductors£19,52211.9%12.0%+79.3%+£8,632-0.7%
Convictions£12,5487.7%8.0%+32.2%+£3,056-4.2%
Healthcare ETF£9,2415.6%4.5%+15.7%+£1,253+25.4%
Healthcare Stocks£7,5444.6%4.5%+24.8%+£1,501+2.4%
Potentials£6620.4%0.5%-0.3%-£2-19.2%
Income & Dividends

Dividends this tax year

This Tax Year
£264.05
Allowance Left
£235.95
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

PositionPieValueReturnProfit
VWRP
Allworld ETF
Core ETFs£46,756+29.7%+£10,717
NVDA
Nvidia
Semiconductors£14,963+126.2%+£8,348
VUAG
S&P 500 ETF
Core ETFs£14,176+32.2%+£3,452
VEUA
Developed Europe ETF
Core ETFs£10,439+9.7%+£922
IUHC
S&P 500 Healthcare ETF
Healthcare ETF£5,880+16.3%+£825
VFEG
Emerging Markets ETF
Diversification ETF£5,217+12.0%+£560
VHYL
Allworld Dividend ETF
Diversification ETF£4,661+11.5%+£481
LMT
Lockheed Martin
Diversification Stocks£4,154+7.7%+£298
IGLN
Gold ETF
Diversification ETF£3,815-5.7%-£229
MSFT
Microsoft
Convictions£3,451+20.1%+£578

Analyst Upside consensus · top 10

StockRatingUpside
NVDA
58 analysts
STRONG BUY+36.8%
META
57 analysts
STRONG BUY+30.3%
ATRL
15 analysts
BUY+29.1%
DIS
30 analysts
STRONG BUY+26.7%
TSLA
40 analysts
BUY+23.0%
AMZN
61 analysts
STRONG BUY+18.6%
GOOGL
55 analysts
STRONG BUY+17.8%
NEE
19 analysts
BUY+15.6%
MSFT
53 analysts
STRONG BUY+15.2%
PG
23 analysts
BUY+10.1%
PORTFOLIO · STARK OPERATIONS SUITE