Stark Suite · Wealth

Portfolio

BL // Jarvis

Total Portfolio

£160,117

£119,202 invested

Total Return

+34.3%

+£40,915 profit

Win Rate

81%

38 winners · 9 losers

Largest Position

VWRP

28.4% · £45.5k

Accounts & ISA Allowance

ISA · Brian

£117,303

+29.2% · +£26,524

EL ISA · Emma

£40,603

+7.8% · +£2,923

Standard

£2,211

+2.9% · +£61

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 +28.6% vs its 4.5% target — £2,063 over band. Consider trimming.

Rebalance

Positive

Semiconductors leading

Strongest pie at +73.0% return since inception.

Conviction

Monitor

VWRP at 28.4% 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 · +£150.5k

Pie Allocation & Returns

Pie Allocation actual vs target

Core ETFs

£69.4k

43.4% actual · 44.0% target-1.5% drift

Diversification ETF

£21.6k

13.5% actual · 14.0% target-3.6% drift

Diversification Stocks

£21.2k

13.2% actual · 13.0% target+1.7% drift

Semiconductors

£18.8k

11.8% actual · 12.0% target-1.9% drift

Convictions

£11.4k

7.1% actual · 8.0% target-10.9% drift

Healthcare ETF

£9.3k

5.8% actual · 4.5% target+28.6% drift

Healthcare Stocks

£7.8k

4.8% actual · 4.5% target+7.6% drift

Potentials

£669

0.4% actual · 0.5% target-16.4% drift

Pie Returns by pie · since inception

Semiconductors

+73.0%

Healthcare Stocks

+28.4%

Core ETFs

+23.4%

Convictions

+20.2%

Healthcare ETF

+16.0%

Diversification Stocks

+13.9%

Diversification ETF

+4.4%

Potentials

+0.8%

Pie Breakdown

Pie	Value	Weight	Target	Return	Profit	Drift
Core ETFs	£69,420	43.4%	44.0%	+23.4%	+£13,140	-1.5%
Diversification ETF	£21,599	13.5%	14.0%	+4.4%	+£916	-3.6%
Diversification Stocks	£21,161	13.2%	13.0%	+13.9%	+£2,591	+1.7%
Semiconductors	£18,838	11.8%	12.0%	+73.0%	+£7,948	-1.9%
Convictions	£11,407	7.1%	8.0%	+20.2%	+£1,916	-10.9%
Healthcare ETF	£9,269	5.8%	4.5%	+16.0%	+£1,280	+28.6%
Healthcare Stocks	£7,753	4.8%	4.5%	+28.4%	+£1,712	+7.6%
Potentials	£669	0.4%	0.5%	+0.8%	+£5	-16.4%

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 · 54.1%

$ USD · 45.9%

Top Holdings & Analyst Upside

Top Holdings by value · 10 of 47

Position	Pie	Value	Return	Profit
VWRP Allworld ETF	Core ETFs	£45,497	+26.2%	+£9,459
NVDA Nvidia	Semiconductors	£14,262	+115.6%	+£7,647
VUAG S&P 500 ETF	Core ETFs	£13,750	+28.2%	+£3,026
VEUA Developed Europe ETF	Core ETFs	£10,172	+6.9%	+£655
IUHC S&P 500 Healthcare ETF	Healthcare ETF	£5,903	+16.8%	+£847
VFEG Emerging Markets ETF	Diversification ETF	£5,110	+9.7%	+£454
VHYL Allworld Dividend ETF	Diversification ETF	£4,615	+10.4%	+£436
LMT Lockheed Martin	Diversification Stocks	£4,103	+6.5%	+£251
IGLN Gold ETF	Diversification ETF	£3,675	-9.1%	-£369
VAGU Global Aggregate Bond ETF	Diversification ETF	£3,103	+0.3%	+£10

Analyst Upside consensus · top 10

Stock	Rating	Upside
MSFT 55 analysts	STRONG BUY	+44.9%
NVDA 58 analysts	STRONG BUY	+44.0%
META 58 analysts	STRONG BUY	+36.4%
AVGO 45 analysts	STRONG BUY	+36.3%
AMZN 62 analysts	STRONG BUY	+34.2%
GOOGL 54 analysts	STRONG BUY	+33.8%
DIS 30 analysts	STRONG BUY	+33.2%
TSM 18 analysts	STRONG BUY	+29.7%
AMAT 35 analysts	STRONG BUY	+13.0%
PG 23 analysts	BUY	+11.0%

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