Stark Suite · Wealth

Portfolio

BL // Jarvis

Total Portfolio

£160,055

£119,202 invested

Total Return

+34.3%

+£40,853 profit

Win Rate

81%

38 winners · 9 losers

Largest Position

VWRP

28.4% · £45.5k

Accounts & ISA Allowance

ISA · Brian

£117,134

+29.0% · +£26,335

EL ISA · Emma

£40,829

+8.4% · +£3,148

Standard

£2,092

-2.7% · -£58

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 +32.8% vs its 4.5% target — £2,360 over band. Consider trimming.

Rebalance

Positive

Semiconductors leading

Strongest pie at +62.6% 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 · +£150.3k

Pie Allocation & Returns

Pie Allocation actual vs target

Core ETFs

£69.5k

43.5% actual · 44.0% target-1.3% drift

Diversification ETF

£21.6k

13.5% actual · 14.0% target-3.5% drift

Diversification Stocks

£21.4k

13.4% actual · 13.0% target+2.8% drift

Semiconductors

£17.7k

11.1% actual · 12.0% target-7.8% drift

Convictions

£11.6k

7.3% actual · 8.0% target-9.1% drift

Healthcare ETF

£9.6k

6.0% actual · 4.5% target+32.8% drift

Healthcare Stocks

£8.0k

5.0% actual · 4.5% target+10.4% drift

Potentials

£628

0.4% actual · 0.5% target-21.5% drift

Pie Returns by pie · since inception

Semiconductors

+62.6%

Healthcare Stocks

+31.6%

Core ETFs

+23.6%

Convictions

+22.6%

Healthcare ETF

+19.7%

Diversification Stocks

+15.1%

Diversification ETF

+4.6%

Potentials

-5.4%

Pie Breakdown

Pie	Value	Weight	Target	Return	Profit	Drift
Core ETFs	£69,536	43.5%	44.0%	+23.6%	+£13,256	-1.3%
Diversification ETF	£21,635	13.5%	14.0%	+4.6%	+£952	-3.5%
Diversification Stocks	£21,396	13.4%	13.0%	+15.1%	+£2,804	+2.8%
Semiconductors	£17,707	11.1%	12.0%	+62.6%	+£6,817	-7.8%
Convictions	£11,639	7.3%	8.0%	+22.6%	+£2,147	-9.1%
Healthcare ETF	£9,562	6.0%	4.5%	+19.7%	+£1,574	+32.8%
Healthcare Stocks	£7,951	5.0%	4.5%	+31.6%	+£1,910	+10.4%
Potentials	£628	0.4%	0.5%	-5.4%	-£36	-21.5%

Income & Dividends

Dividends this tax year

This Tax Year

£258.28

Allowance Left

£241.72

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 · 54.2%

$ USD · 45.8%

Top Holdings & Analyst Upside

Top Holdings by value · 10 of 47

Position	Pie	Value	Return	Profit
VWRP Allworld ETF	Core ETFs	£45,491	+26.2%	+£9,452
VUAG S&P 500 ETF	Core ETFs	£13,773	+28.4%	+£3,049
NVDA Nvidia	Semiconductors	£13,487	+103.9%	+£6,871
VEUA Developed Europe ETF	Core ETFs	£10,272	+7.9%	+£755
IUHC S&P 500 Healthcare ETF	Healthcare ETF	£6,103	+20.7%	+£1,047
VFEG Emerging Markets ETF	Diversification ETF	£5,092	+9.3%	+£435
VHYL Allworld Dividend ETF	Diversification ETF	£4,673	+11.8%	+£494
LMT Lockheed Martin	Diversification Stocks	£4,207	+9.1%	+£351
IGLN Gold ETF	Diversification ETF	£3,664	-9.4%	-£381
VAGU Global Aggregate Bond ETF	Diversification ETF	£3,121	+0.9%	+£27

Analyst Upside consensus · top 10

Stock	Rating	Upside
NVDA 58 analysts	STRONG BUY	+54.1%
MSFT 55 analysts	STRONG BUY	+43.1%
META 58 analysts	STRONG BUY	+39.1%
AMZN 62 analysts	STRONG BUY	+35.3%
DIS 30 analysts	STRONG BUY	+31.9%
GOOGL 54 analysts	STRONG BUY	+31.1%
TSLA 40 analysts	BUY	+29.7%
ATRL 15 analysts	BUY	+28.6%
NEE 20 analysts	BUY	+11.6%
CAT 26 analysts	BUY	+11.1%

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