Live Snapshot Updated 30 JUL 2026 Holdings 47 Base GBP
Stark Suite · Wealth

Portfolio

BL // Jarvis
Total Portfolio
£157,782
£119,202 invested
Total Return
+32.4%
+£38,580 profit
Win Rate
77%
36 winners · 11 losers
Largest Position
VWRP
28.6% · £45.1k
Accounts & ISA Allowance
ISA · Brian
£115,309
+27.0% · +£24,510
EL ISA · Emma
£40,486
+7.4% · +£2,803
Standard
£1,987
-7.6% · -£163
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 +34.5% vs its 4.5% target — £2,453 over band. Consider trimming.
Rebalance
Positive
Semiconductors leading
Strongest pie at +55.4% return since inception.
Conviction
Monitor
VWRP at 28.6% 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 · +£154.1k

Pie Allocation & Returns

Pie Allocation actual vs target

Core ETFs
£69.0k
43.7% actual · 44.0% target-0.6% drift
Diversification ETF
£21.4k
13.6% actual · 14.0% target-3.0% drift
Diversification Stocks
£20.9k
13.3% actual · 13.0% target+2.0% drift
Semiconductors
£16.9k
10.7% actual · 12.0% target-10.7% drift
Convictions
£11.5k
7.3% actual · 8.0% target-8.9% drift
Healthcare ETF
£9.6k
6.0% actual · 4.5% target+34.5% drift
Healthcare Stocks
£7.8k
5.0% actual · 4.5% target+10.5% drift
Potentials
£595
0.4% actual · 0.5% target-24.6% drift

Pie Returns by pie · since inception

Semiconductors
+55.4%
Healthcare Stocks
+29.9%
Core ETFs
+22.6%
Convictions
+21.1%
Healthcare ETF
+19.6%
Diversification Stocks
+12.5%
Diversification ETF
+3.6%
Potentials
-10.4%
Pie Breakdown
PieValueWeightTargetReturnProfitDrift
Core ETFs£69,01943.7%44.0%+22.6%+£12,739-0.6%
Diversification ETF£21,43713.6%14.0%+3.6%+£754-3.0%
Diversification Stocks£20,91813.3%13.0%+12.5%+£2,326+2.0%
Semiconductors£16,91810.7%12.0%+55.4%+£6,028-10.7%
Convictions£11,4947.3%8.0%+21.1%+£2,002-8.9%
Healthcare ETF£9,5536.0%4.5%+19.6%+£1,565+34.5%
Healthcare Stocks£7,8485.0%4.5%+29.9%+£1,805+10.5%
Potentials£5950.4%0.5%-10.4%-£69-24.6%
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 · 54.6%
$ USD · 45.4%
Top Holdings & Analyst Upside

Top Holdings by value · 10 of 47

PositionPieValueReturnProfit
VWRP
Allworld ETF
Core ETFs£45,121+25.2%+£9,082
VUAG
S&P 500 ETF
Core ETFs£13,666+27.4%+£2,942
NVDA
Nvidia
Semiconductors£12,938+95.6%+£6,323
VEUA
Developed Europe ETF
Core ETFs£10,232+7.5%+£715
IUHC
S&P 500 Healthcare ETF
Healthcare ETF£6,095+20.6%+£1,040
VFEG
Emerging Markets ETF
Diversification ETF£5,023+7.9%+£366
VHYL
Allworld Dividend ETF
Diversification ETF£4,652+11.3%+£473
LMT
Lockheed Martin
Diversification Stocks£4,097+6.3%+£242
IGLN
Gold ETF
Diversification ETF£3,623-10.4%-£421
VAGU
Global Aggregate Bond ETF
Diversification ETF£3,100+0.2%+£7

Analyst Upside consensus · top 10

StockRatingUpside
NVDA
58 analysts
STRONG BUY+55.3%
META
57 analysts
STRONG BUY+44.5%
ATRL
15 analysts
BUY+34.2%
AMZN
61 analysts
STRONG BUY+32.9%
DIS
30 analysts
STRONG BUY+31.6%
TSLA
40 analysts
BUY+29.3%
GOOGL
55 analysts
STRONG BUY+28.0%
MSFT
54 analysts
STRONG BUY+23.2%
CAT
26 analysts
BUY+19.9%
NEE
19 analysts
BUY+12.6%
On desktop · Pie Breakdown · Analyst Upside
PORTFOLIO · JARVIS OPERATIONS SUITE