Live Snapshot Updated 24 JUL 2026 Holdings 47 Base GBP
Stark Suite · Wealth

Portfolio

BL // Jarvis
Total Portfolio
£160,123
£119,202 invested
Total Return
+34.3%
+£40,921 profit
Win Rate
79%
37 winners · 10 losers
Largest Position
VWRP
28.4% · £45.5k
Accounts & ISA Allowance
ISA · Brian
£117,316
+29.2% · +£26,538
EL ISA · Emma
£40,660
+7.9% · +£2,980
Standard
£2,147
-0.2% · -£3
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 +29.1% vs its 4.5% target — £2,099 over band. Consider trimming.
Rebalance
Positive
Semiconductors leading
Strongest pie at +70.3% 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 · +£150.2k

Pie Allocation & Returns

Pie Allocation actual vs target

Core ETFs
£69.4k
43.3% actual · 44.0% target-1.5% drift
Diversification ETF
£21.6k
13.5% actual · 14.0% target-3.5% drift
Diversification Stocks
£21.3k
13.3% actual · 13.0% target+2.5% drift
Semiconductors
£18.6k
11.6% actual · 12.0% target-3.5% drift
Convictions
£11.4k
7.1% actual · 8.0% target-10.8% drift
Healthcare ETF
£9.3k
5.8% actual · 4.5% target+29.1% drift
Healthcare Stocks
£7.8k
4.9% actual · 4.5% target+8.7% drift
Potentials
£646
0.4% actual · 0.5% target-19.3% drift

Pie Returns by pie · since inception

Semiconductors
+70.3%
Healthcare Stocks
+29.6%
Core ETFs
+23.3%
Convictions
+20.3%
Healthcare ETF
+16.5%
Diversification Stocks
+14.9%
Diversification ETF
+4.6%
Potentials
-2.7%
Pie Breakdown
PieValueWeightTargetReturnProfitDrift
Core ETFs£69,40343.3%44.0%+23.3%+£13,123-1.5%
Diversification ETF£21,62713.5%14.0%+4.6%+£944-3.5%
Diversification Stocks£21,34213.3%13.0%+14.9%+£2,771+2.5%
Semiconductors£18,55111.6%12.0%+70.3%+£7,661-3.5%
Convictions£11,4217.1%8.0%+20.3%+£1,929-10.8%
Healthcare ETF£9,3045.8%4.5%+16.5%+£1,316+29.1%
Healthcare Stocks£7,8294.9%4.5%+29.6%+£1,789+8.7%
Potentials£6460.4%0.5%-2.7%-£18-19.3%
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

PositionPieValueReturnProfit
VWRP
Allworld ETF
Core ETFs£45,465+26.2%+£9,426
NVDA
Nvidia
Semiconductors£14,131+113.6%+£7,516
VUAG
S&P 500 ETF
Core ETFs£13,748+28.2%+£3,024
VEUA
Developed Europe ETF
Core ETFs£10,190+7.1%+£673
IUHC
S&P 500 Healthcare ETF
Healthcare ETF£5,935+17.4%+£879
VFEG
Emerging Markets ETF
Diversification ETF£5,097+9.4%+£440
VHYL
Allworld Dividend ETF
Diversification ETF£4,630+10.8%+£451
LMT
Lockheed Martin
Diversification Stocks£4,204+9.1%+£352
IGLN
Gold ETF
Diversification ETF£3,694-8.7%-£350
VAGU
Global Aggregate Bond ETF
Diversification ETF£3,106+0.4%+£13

Analyst Upside consensus · top 10

StockRatingUpside
NVDA
58 analysts
STRONG BUY+46.4%
MSFT
55 analysts
STRONG BUY+45.9%
META
58 analysts
STRONG BUY+38.8%
AVGO
45 analysts
STRONG BUY+37.6%
AMZN
62 analysts
STRONG BUY+34.9%
DIS
30 analysts
STRONG BUY+34.4%
GOOGL
54 analysts
STRONG BUY+33.9%
TSM
18 analysts
STRONG BUY+33.2%
AMAT
35 analysts
STRONG BUY+17.1%
PG
23 analysts
BUY+11.0%
PORTFOLIO · JARVIS OPERATIONS SUITE