The portfolio absorbed a −2.16% weekly retreat, shedding £2,926, though the 31.5% year-to-date return and 77.6% win rate suggest underlying resilience—NVDA's exceptional 101.64% gain is carrying considerable weight alongside your core holdings VWRP and VUAG. Your Single Investment position has drifted 23% above target at 12.31%, driven largely by NVDA's outperformance, which warrants trimming to restore your intended 10% allocation unless you're deliberately running tactical overweight on the semiconductor thesis, Sir. The broader portfolio remains healthy with only £303 underwater across 23 positions out of 49, indicating disciplined position sizing, though this week's pullback may be profit-taking across tech rather than structural concern. A modest rebalance toward your underweight areas or a trim of Single Investment would restore alignment without disrupting your portfolio's strong trajectory. All systems nominal—consolidation phase, not distress.